ADT Inc. reported third‑quarter 2025 revenue of $1,298 million, a 4% year‑over‑year increase from $1,240 million in Q3 2024 and a 1% rise from $1,285 million in Q2 2025. The company’s monitoring and related services segment grew 5%, while security installation, product, and other revenue increased 3% due to a higher mix of outright sales under the ADT Plus platform.
Operating cash flow for the quarter was $480 million, and adjusted free cash flow—including interest‑rate swaps—stood at $208 million, up $50 million from the prior year. Capital returns totaled $157 million, comprising $112 million in share repurchases and $46 million in dividends. The company declared a quarterly dividend of $0.055 per share, payable January 8, 2026.
Income from continuing operations was $144 million, or $0.17 per diluted share, while adjusted income reached $187 million, or $0.23 per diluted share. Adjusted EPS of $0.23 exceeded the consensus estimate of $0.22, and the company raised the lower end of its 2025 Adjusted EPS guidance. Revenue guidance for the full year was narrowed to a range of $5.10 billion to $5.20 billion, with a midpoint of $5.15 billion, slightly below analyst expectations.
The company attributed revenue growth to stronger demand for its ADT Plus platform, which delivers higher average prices and improved subscriber economics. Management highlighted ongoing investments in product innovation, such as the ADT Plus Alarm Range Extender, and strategic acquisitions of customer accounts to expand market share. The company also noted that GAAP operating cash flow decreased year‑over‑year due to higher cash tax disbursements and timing of payments, while adjusted free cash flow increased as a result of cost‑control measures and favorable interest‑rate swap activity.
ADT continues to manage its debt profile through refinancing transactions aimed at lowering its average cost of debt. The company’s focus on recurring revenue streams, customer retention, and the ADT Plus platform positions it to sustain long‑term value creation in a competitive security and smart‑home market.
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