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

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%

Similar metrics at other companies

BEInstallation — Total Revenue

$25.93M-22.9%

WSCInstallation revenue — Revenue

$52.64M+32.8%

IBPNet revenue, Installation — Net revenue

$609.8M-5.8%

BLDInstallation — Revenue

$777.33M+4.3%

NJRInstallations and maintenance — Revenues from contracts with customers

$5.43M-7.1%

PAYCImplementation And Other — Revenue

$6.7M+1.5%

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$5B-22.7%

Enterprise value$12.97B-11.3%

P/E8×-3.8×

P/S1×-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 official record: ADT’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

Ask your AI about ADT's installation and other revenue — total revenue.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI

Claude

Questions, answered.

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.