What is ADT's installation and other revenue — total revenue?

ADT (ADT) reported installation and other revenue — total revenue of $108.46M in Q1 2026.

What does installation and other revenue — total revenue mean?

This metric represents the portion of total revenue derived from the initial setup, configuration, and deployment of security and automation systems for residential and commercial clients. It captures non-recurring income generated at the point of sale or service activation, distinct from ongoing monitoring subscription fees. Analyzing this revenue stream provides insight into the company's ability to acquire new customers and expand its installed base of hardware and integrated solutions.

ADT (ADT) Installation and other revenue — Total Revenue

Screener

Other product segments

Recurring monthly revenue

$1.05B-0.7%

Amortization of deferred subscriber acquisition revenue

$89.6M+0.8%

Other related services

$34.76M+14.7%

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XPELInstallation labor — Total Revenue

$25.33M+12.8%

IBRXOther revenues — Total Revenue

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PTHSLicense and collaboration revenues — Total Revenue

$241K—

BZHLand sales and other revenue — Total Revenue

$25.44M+155%

TMH

TMHCAmenity and other revenue — Total Revenue

$11.93M+13.6%

Other financials

Income statement

See full

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

See full

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

See full

Operating cash flow$638.1M+36.7%

CapEx$48.9M+7.7%

Free cash flow$589.2M+39.9%

Valuation

See full

Market cap$5.59B-20.6%

Enterprise value$13.56B-14.8%

P/E9×-2.3×

P/S1.1×-0.3×

Profitability

See full

Operating margin25.6%+0.8pp

Net margin12.1%+1.1pp

FCF margin36.5%0.0pp

Returns & leverage

See full

Return on equity16.8%+1.9pp

Debt / equity2.1×-0.1×

Current ratio0.8×+0.1×

Where this comes from

Reported directly by ADT in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: ADT’s 10-Q, filed April 30, 2026.

Filed: Apr 30, 2026, 4:03 PM EDT
Fiscal quarter: Q1 FY2026
Calendar quarter: Q1 2026
Accession: 0001703056-26-000059

(in thousands)	Three Months Ended March 31, 2026	2025
Sources of Revenue:
Recurring monthly revenue	$1,045,721	$1,052,799
Other related services	34,755	30,305
Monitoring and related services	1,080,476	1,083,104
Installation and other revenue	108,458	95,516
Amortization of deferred subscriber acquisition revenue	89,595	88,871
Security installation, product, and other	198,053	184,387
Total revenue	$1,278,529	$1,267,491

ITEM 1. FINANCIAL STATEMENTS.

FAQ

What is ADT's installation and other revenue — total revenue?: ADT (ADT) reported installation and other revenue — total revenue of $108.46M in Q1 2026.
What does installation and other revenue — total revenue mean?: This metric represents the portion of total revenue derived from the initial setup, configuration, and deployment of security and automation systems for residential and commercial clients. It captures non-recurring income generated at the point of sale or service activation, distinct from ongoing monitoring subscription fees. Analyzing this revenue stream provides insight into the company's ability to acquire new customers and expand its installed base of hardware and integrated solutions.