ADT Q1 revenue slightly beats analyst estimates

ADT

30/04/2026 12:05

Overview

U.S. security solutions provider's Q1 revenue up 1%, slightly beating analyst expectations

Adjusted EPS for Q1 rose 10% to $0.23

Company returned $161 mln to shareholders via share repurchases and dividends

Outlook

ADT expects 2026 Adjusted Free Cash Flow growth of about 20% versus prior year

Company sees 2026 revenue and Adjusted EPS approximately flat

Result Drivers

MIXED REVENUE DRIVERS - Higher average pricing in monitoring and related services was offset by lost revenue from the multifamily business divestiture

PRODUCT REVENUE GROWTH - Security installation and product revenue increased due to a higher mix of professionally installed systems and the transition to the ADT+ platform

INCOME DRIVERS - Legal settlement recovery and lower net interest expense boosted income from continuing operations, partly offset by higher credit loss allowances

Company press release: ID:nGNX4YSpYp

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Beat*
$1.28 bln
$1.27 bln (3 Analysts)
Q1 Adjusted EPS from continuing operations
$0.23
Q1 EPS
$0.19
Q1 Adjusted Income from Cont Ops
$191 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the communications & networking peer group is "buy"

Wall Street's median 12-month price target for ADT Inc is $8.50, about 18.5% above its April 29 closing price of $7.17

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 9 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)