NYSE$ADT

ADT Inc. · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

ADT Inc. reported Q2 2025 results with revenue growth driven by higher recurring fees and outright sales.

ADT Inc. achieved total revenue of $1.29 billion for the three months ended June 30, 2025, up from the prior year, supported by increases in monitoring services and installation revenue. Net income reached $165 million with diluted EPS of $0.18. Operating income was $342 million amid continued investment in subscriber systems and cost management.

  • Total revenue grew to $1.287 billion, with monitoring and related services at $1.090 billion and security installation at $197 million.
  • Net income of $165 million and diluted EPS of $0.18 reflect strong operating performance and lower discontinued operations impact.
  • RMR reached $362.8 million at period end, supported by price increases and customer retention efforts.
  • Cash and cash equivalents stood at $45 million with total assets of $16.0 billion at quarter end.

Headline financials

Total Revenue

$1.29B

Previous: $1.2B+6.8%
EPS (adj)

$0.18

Previous: $0.10+80.0%
Recurring Monthly Revenue

$363M

No prior period
Capital Expenditures

-$83.1M

Previous: -$87.4M+5.0%
Net Income

$165M

Previous: $92.4M+78.8%
Operating Income

$342M

Previous: $284M+20.3%
Cash & Equivalents

$45.2M

Previous: $37.9M+19.3%
Total Assets

$16B

Previous: $16B-0.1%

Revenue & EPS history

ADT · Revenue · Quarterly

$1.29B

Q2 2025+6.8%vs Q2 2024
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Revenue by segment

ADT · $1.29B total across 2 segments · Q2 2025

  • Monitoring and Related Services
    $1.09B
  • Security Installation, Product and Other
    $197M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-2.2%

Avg return

Earnings day

-3.8%

Avg return

5 days after

-1.7%

Avg return

30 days after

46%

17 / 37 earnings

Positive

+13.9%

Q3 2024

Best reaction

-25.8%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+5.0%-2.2%-6.6%
Q4 2025+2.0%-18.3%-18.3%
Q3 2025-7.9%-5.9%-7.7%
Q1 2025-2.0%+0.9%+3.9%
Q4 2024+7.8%+0.8%+7.6%
Q3 2024+13.9%+6.2%+9.0%
Q2 2024-10.9%-9.1%-6.3%
Q1 2024+0.8%+1.9%+13.2%
Q4 2023+11.2%+12.3%+2.9%
Q3 2023+9.9%+9.1%+10.8%
Q2 2023+5.2%+6.3%-5.5%
Q1 2023-20.7%-13.5%-15.2%
Q4 2022-3.3%-2.4%-8.9%
Q3 2022+2.9%+5.6%+18.2%
Q2 2022+9.7%+7.4%-1.4%
Q1 2022-3.4%-7.0%+2.9%
Q4 2021+7.8%+3.8%+3.8%
Q3 2021-0.6%+1.1%-5.1%
Q2 2021-13.5%-14.0%-17.9%
Q1 2021+3.1%+2.7%+19.6%
Q4 2020-25.8%-30.0%-19.9%
Q3 2020+4.3%+5.9%+22.3%
Q2 2020-5.9%-6.6%-19.4%
Q1 2020+2.2%+4.9%+51.4%
Q4 2019-12.6%-22.6%-38.4%
Q3 2019+8.0%+8.5%+9.1%
Q2 2019-7.1%-11.9%-5.3%
Q1 2019-11.6%-8.9%-13.2%
Q4 2016-11.0%-12.3%-9.6%
Q4 2018-11.0%-12.3%-9.6%
Q3 2017+5.8%+5.8%+0.4%
Q3 2018+10.7%+1.8%+1.8%
Q2 2017-6.1%-6.1%-7.2%
Q2 2018-7.4%+0.0%-3.8%
Q1 2018-7.6%-14.8%-4.1%
Q1 2017-7.6%-14.8%-4.1%
Q4 2017-14.5%-12.2%-11.9%
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro