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ADT ADT Subscriber system assets, net

Subscriber system assets, net at other companies

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Chime Financial, Inc. Class A Common StockCHYM
$94.64M
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PopularBPOP
$193.97M+21.9%
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Iron MountainIRM
$9.6B+2.6%
Herc Holdings logo
Herc HoldingsHRI
$5.74B+40.4%
American Tower logo
American TowerAMT
$20.44B+6.1%
Roku, Inc. logo
Roku, Inc.ROKU
$161.9M-28.9%

Other financials

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

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Market cap$5B-22.7%
Enterprise value$12.97B-11.3%
P/E-3.8×
P/S-0.3×

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×

Where this comes from

Reported directly by ADT in its filing.

Tagged under the XBRL concept adt:SubscriberSystemAssetsNet.

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

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Questions, answered.

What is ADT's subscriber system assets, net?
ADT (ADT) reported subscriber system assets, net of $2.75B in Q1 2026.
How has ADT's subscriber system assets, net changed year-over-year?
ADT's subscriber system assets, net decreased by 6.8% year-over-year, from $2.95B to $2.75B.
What is the long-term trend for ADT's subscriber system assets, net?
Over 5 years (2020 to 2025), ADT's subscriber system assets, net has grown at a 0.9% compound annual growth rate (CAGR), from $2.66B to $2.79B.
What does subscriber system assets, net mean?
This represents the net book value of security and automation equipment installed at customer premises that is owned by the company. It reflects the capital investment in hardware, such as cameras and alarm panels, which generates recurring monitoring revenue over the life of the subscriber contract. This metric is a key indicator of the company's asset base and the scale of its installed customer footprint.