• Reported GAAP EPS of $0.18 down -14.29% YoY • Reported revenue of $2.55B up 1.24% YoY • For 2026, ADT expects adjusted free cash flow (including interest rate swaps) growth of approximately 20% versus prior year, with revenue and Adjusted EPS approximately flat. This outlook reflects planned investments and headwinds from tariffs.
Bullish
ADT enhanced smart home intelligence with the Origin AI acquisition and new safety features. The company also returned $791M to shareholders in 2025 and achieved 5% full-year revenue growth.
Bearish
ADT's fourth quarter saw GAAP income decline by $51 million and cash flow from operations decrease by $86 million. The 2026 outlook incorporates headwinds from tariffs.