Business Description

ADT Inc. is a provider of security, interactive, and smart home automation solutions primarily serving residential and small business customers in the United States. The company offers monitored intrusion detection, fire detection, video surveillance, and access control systems. Distinctively, ADT operates a highly recurring revenue model through its professional monitoring services and has strategic partnerships with companies like Google and State Farm to integrate smart home technologies and insurance offerings.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues5,128,6074,898,4464,652,8244,381,904
Cost of Sales982,972847,114751,682698,782
Gross Profit4,145,6354,051,3323,901,1423,683,122
Selling, General & Administrative Expenses1,469,5181,500,4701,386,6971,348,281
Depreciation & Amortization Expenses1,367,2161,342,7981,335,4841,599,810
Other Operating Expenses9,937
Operating Profit1,308,9011,208,0641,178,961725,094
Interest and Investment Income6,572
Non-Operating Income(475,089)(392,894)(574,578)(320,636)
Total Non-Operating Income(475,089)(392,894)(568,006)(320,636)
Income Before Provision for Income Taxes833,812815,170604,383404,458
Provision for Income Taxes233,294195,780160,58587,692
Consolidated Net Income600,518619,390450,370316,766
Net Income Attributable to Discontinued Operations(4,567)(118,337)12,639
Net Income Attributable to Common Shareholders595,951501,053463,009316,766
Basic EPS0.720.690.490.35
Diluted EPS0.680.660.470.33
Basic Weighted Average Shares Outstanding777,822846,521856,843915,069
Diluted Weighted Average Shares Outstanding841,176908,700919,149915,069
Shares Outstanding819,946891,334922,177916,843
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents80,81796,21214,621257,223
Total Cash and Cash Equivalents80,81796,21214,621257,223
Accounts Receivable384,909393,511370,201334,556
Total Trade Receivables384,909393,511370,201334,556
Inventories201,778196,731201,394237,334
Other Current Assets278,048318,466418,478892,883
Total Current Assets945,5521,004,9201,004,6941,721,996
Net Property, Plant & Equipment3,034,2773,228,3443,259,5943,224,731
Net Intangible Assets4,817,9964,854,0994,877,4934,926,964
Goodwill4,885,5744,903,8994,903,8995,430,427
Other Long-Term Assets2,135,1122,059,6951,918,4142,517,118
Total Assets15,818,51116,050,95715,964,09417,821,236
Accounts Payable106,980153,537277,201417,860
Accrued Expenses336,723634,904556,114776,739
Current Portion of Long-Term Debt310,204195,791312,061857,624
Unearned Revenue243,724247,785255,221309,907
Other Current Liabilities15,31731,76379,611298,973
Total Current Liabilities1,012,9481,263,7801,480,2082,661,103
Long-Term Debt7,379,4307,511,2827,513,4568,946,719
Other Long-Term Liabilities3,647,5233,475,0943,181,7842,820,266
Total Long-Term Liabilities11,026,95310,986,37610,695,24011,766,985
Total Liabilities12,039,90112,250,15612,175,44814,428,088
Common Stock8,1998,9139,2219,168
Additional Paid-in Capital6,679,2227,117,0987,413,3057,380,759
Accumulated Other Comprehensive Income(1,556)(7,036)(16,162)(47,200)
Retained Earnings(2,907,255)(3,318,174)(3,617,718)(3,949,579)
Total Common Shareholders' Equity3,778,6103,800,8013,788,6463,393,148
Total Shareholders' Equity3,778,6103,800,8013,788,6463,393,148
Total Liabilities and Shareholders' Equity15,818,51116,050,95715,964,09417,821,236
FY 2025FY 2024FY 2023FY 2022
Net Income595,951501,053463,009132,663
Depreciation & Amortization1,367,2341,344,6961,388,6711,693,575
Share-Based Compensation Expense54,55348,61351,13766,566
Other Adjustments425,446(376,086)847,2519,895
Changes in Trade Receivables(3,104)65,59777,461(35,447)
Changes in Inventories(67,391)
Changes in Accounts Payable(51,818)(109,330)(111,529)8,662
Changes in Accrued Expenses(218,062)(47,916)(211,083)8,735
Changes in Other Operating Activities(276,480)(200,380)(198,096)(63,864)
Cash from Operating Activities1,884,1631,884,8991,657,7261,887,920
Capital Expenditure(571,733)(686,951)(806,888)(911,299)
Purchases of Intangible Assets(596,483)(585,809)(588,638)(621,695)
Proceeds from Business Divestments50,557(17,506)1,609,34726,749
Other Investing Activities(115)(5,162)28,672(26,539)
Cash from Investing Activities(1,117,774)(1,295,428)242,493(1,532,784)
Issuance of Short-Term Debt269,010228,569281,647276,826
Repayments of Short-Term Debt(233,853)(256,672)(200,385)(121,061)
Net Issuance / (Repayments) of Short-Term Debt35,157(28,103)81,262155,765
Issuance of Long-Term Debt2,952,0721,068,907867,178550,035
Repayments of Long-Term Debt(3,012,376)(1,186,045)(2,961,798)(605,059)
Net Issuance / (Repayments) of Long-Term Debt(60,304)(117,138)(2,094,620)(55,024)
Issuance of Common Shares1,180,000
Repurchases of Common Shares(606,767)(240,556)(1,200,000)
Net Issuance / (Repurchases) of Common Shares(606,767)(240,556)(20,000)
Common Share Dividends Paid(186,774)(182,266)(128,587)(127,125)
Other Financing Activities(43,226)52,707(1,904)31,551
Cash from Financing Activities(861,914)(515,356)(2,143,849)(14,833)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(95,525)74,115(243,630)340,303

Key Metrics & Ratios

MetricValue
Market Cap$6.62B
P/E11.87x
P/S1.29x
EV/EBITDA5.32x
Return on Equity15.8%
Return on Invested Capital6.2%
Current Ratio0.93x
Dividend Yield3.0%
Free Cash Flow Margin25.6%

Margins

Gross margin
80.8%
Operating margin
25.5%
Net margin
11.6%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $1.31B +2.0% 24.1% $316M
Q1 2026 $1.28B +0.9% 25.5% $325M
Q4 2025 $1.28B +1.2% 26.1% $333M
Q3 2025 $1.30B +4.4% 24.3% $315M
Q2 2025 $1.29B 26.6% $342M
Q1 2025 $1.27B 25.2% $319M
Q4 2024 $1.26B 24.2% $305M
Q3 2024 $1.24B 26.2% $326M

More on ADT Inc.

Figures compiled from public company filings.

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