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ADT

ADT

ADT is a leading provider of security, interactive, and smart home solutions serving residential and small business customers in the United States.

Market cap
$4.93B-30.4%
Revenue$5.1B+3.3%
Net income$624.1M+13.5%
Free cash flow$1.9B+3.1%
EPS (diluted)$0.70+20.7%
Trailing twelve months · change vs. prior year

Earnings

Next report

Jul 30, 2026 (In 2 weeks)
Revenue estimate$1.3B
EPS estimate$0.22

Financials

Q1 2026

Income statement

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Revenue$1.3B+0.9%
Operating income$325.4M+1.9%
Net income$168.4M+20.1%
EPS (diluted)$0.19+26.7%

Balance sheet

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Cash & equivalents$151.8M+66.5%
Total debt$8.1B-0.8%
Total equity$3.8B+5.0%
Total assets$15.9B+0.5%

Cash flow

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Operating cash flow$638.1M+36.7%
CapEx$48.9M+7.7%
Free cash flow$589.2M+39.9%

Valuation & ratios

Valuation

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Market cap$4.93B-30.4%
Enterprise value$12.9B-19.2%
P/E7.9×-3.5×
P/S-0.4×

Profitability

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Operating margin25.6%+0.8pp
Net margin12.1%+1.1pp
FCF margin36.5%0.0pp

Returns & leverage

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Return on equity16.8%+1.9pp
Debt / equity2.1×-0.1×
Current ratio0.8×+0.1×

Segments

By product

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Recurring monthly revenue$1.0B-0.7%
Installation and other revenue$108.5M
Amortization of deferred subscriber acquisition revenue$89.6M+0.8%
Other related services$34.8M+14.7%

By segment

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Reportable Segment$1.3B+0.9%

Competitors

Profile

ADT is a leading provider of security, interactive, and smart home solutions serving residential and small business customers in the United States. The company is evolving toward a platform-centric model focused on integrated home intelligence through its proprietary ADT+ application, which integrates human expertise with ambient sensing capabilities. Its core value proposition is built on a long-standing reputation for trust, safety, and a premium customer experience in professionally installed and self-installed security monitoring.

Competitive position

ADT is a leading market participant with a highly recognized brand and a significant subscriber base of approximately 6.1 million customers. It maintains a competitive advantage through its nationwide service network and proprietary technology platforms like ADT+.

GeographiesUnited States
Customer segmentsResidential, Small Business
Business modelSubscription, Direct-to-consumer, B2B, Software-as-a-product
SuppliersOriginal equipment manufacturers (OEM), Original design manufacturers (ODM), Contract manufacturers, Telecommunications service providers, Cloud infrastructure providers
CustomersResidential homeowners, Small business owners, Home builders, Property management firms
Listed2018
Employees14.3K
CEOJames David DeVries
Websiteadt.com
FilingsSEC EDGAR

Questions, answered.

What is ADT's market cap?
ADT (ADT) has a market capitalization of $4.9B and trades on NYSE.
What is ADT's revenue and profitability?
ADT generated $5.1B in trailing twelve-month revenue with net income of $624.1M, representing a net margin of 12.1%, with free cash flow of $1.9B. These figures are based on the Q1 2026 filing.
Who are ADT's competitors?
ADT's key competitors include Arlo Technologies, Inc., Vivint Smart Home, Inc., Amazon, and others. These companies compete in similar markets and product categories.
Who does ADT partner with?
ADT's notable partners include Google LLC, State Farm Fire & Casualty Company, Apollo Global Management, Inc., and others.
What subsidiaries does ADT have?
ADT's subsidiaries include Origin Wireless, Inc. (Origin AI), Protection One, Inc., ASG Intermediate Holding Corp..
Where is ADT headquartered?
ADT is headquartered in United States of America and employs approximately 14,300 people. It has been publicly traded since 2018.