ADT Gestione
Criteri Gestione verificati 3/4
ADT Il CEO è Jim DeVries, nominato in Dec2018, e ha un mandato di 7.42 anni. la retribuzione annua totale è $ 14.88M, composta da 7.8% di stipendio e 92.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.66% delle azioni della società, per un valore di $ 35.90M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.2 anni e 3.8 anni.
Informazioni chiave
Jim DeVries
Amministratore delegato
US$14.9m
Compenso totale
| Percentuale dello stipendio del CEO | 7.82% |
| Mandato del CEO | 7.4yrs |
| Proprietà del CEO | 0.7% |
| Durata media del management | 4.2yrs |
| Durata media del Consiglio di amministrazione | 3.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • May 04
ADT: Cash Returns And Flat 2026 Outlook Will Shape Future Repricing
ADT's updated analyst price target edges higher to $8.16 from $8.10, as analysts factor in slightly adjusted revenue growth, profit margin assumptions, and a modestly higher future P/E multiple while keeping the change in the discount rate limited. Analyst Commentary Recent Street research paints a mixed picture for ADT, with some analysts more optimistic on long term potential and others focused on near term execution risk and guidance.Aggiornamento dell'analisi • Apr 19
ADT: Cash Flow Focus And Buybacks Will Support Long-Term Repricing
Narrative Update on ADT The updated analyst price target for ADT moves to $8.10, reflecting a cluster of recent target cuts into the $7 to $9 range as analysts factor in muted 2026 guidance, softer revenue trends, and execution risk around distribution changes and investment driven margin pressures. Analyst Commentary Recent research on ADT centers on lower price targets, more cautious 2026 expectations, and a mixed read on execution tied to distribution changes and investment plans.Aggiornamento dell'analisi • Apr 03
ADT: Future Cash Focus And Buybacks Will Drive Long-Term Repricing
Analysts have trimmed their average price target on ADT to reflect a tighter valuation range around $7 to $9, citing mixed recent results, muted 2026 guidance with flat revenue and EPS expectations, and execution risks tied to distribution changes and higher investment. Analyst Commentary Recent research reflects a split view on ADT, with analysts recalibrating price targets into a tighter $7 to $9 range and reassessing how much risk they are willing to underwrite as the company leans into distribution changes and higher investment.Aggiornamento dell'analisi • Mar 19
ADT: Future Cash Focus And Buybacks Will Support Long-Term Upside
Narrative Update on ADT The updated analyst target for ADT has shifted lower by about $0.70 per share, reflecting a cluster of recent target cuts into the $7 to $9 range as analysts factor in mixed quarterly results, muted 2026 guidance, and a gradual path to any potential improvement in fundamentals. Analyst Commentary Recent research updates on ADT highlight a split view, with some analysts still seeing long-term upside potential and others focusing on execution challenges and muted guidance.Aggiornamento dell'analisi • Mar 04
ADT: Future Cash Focus And Buybacks Set Up Long-Term Upside
Analysts have trimmed their average price target on ADT to about $8.80 from $9.58, citing softer revenue growth expectations, slightly lower margin assumptions, a higher discount rate, and a higher future P/E multiple as they factor in muted 2026 guidance, slower subscriber growth, and execution risk around the company’s current plans. Analyst Commentary Recent research updates reflect a more cautious stance on ADT, with lower price targets clustered in a relatively narrow range and a focus on execution over the next few years.Articolo di analisi • Jan 22
The Return Trends At ADT (NYSE:ADT) Look Promising
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Articolo di analisi • Jan 04
Is Now The Time To Put ADT (NYSE:ADT) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Dec 30
ADT: Mr. Market Continues To Underestimate This Amazing Business
Summary ADT remains a compelling long-term "Buy," trading at low single-digit multiples despite consistent operational and financial improvements. ADT's subscriber base exceeds 6 million, driving reliable $4.3 billion annualized revenue and positioning it as the clear market leader. Management guides for 2025 revenue of $5.075–$5.175 billion and EBITDA of $2.665–$2.715 billion, with robust cash flow and earnings growth. Balance sheet strength is underscored by $2 billion in debt reduction since 2022, net leverage down to 2.8, and $1.2 billion returned to shareholders. Read the full article on Seeking AlphaArticolo di analisi • Dec 06
ADT Inc.'s (NYSE:ADT) Price Is Right But Growth Is Lacking
ADT Inc.'s ( NYSE:ADT ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy right now compared to...Articolo di analisi • Nov 07
ADT (NYSE:ADT) Will Pay A Dividend Of $0.055
The board of ADT Inc. ( NYSE:ADT ) has announced that it will pay a dividend of $0.055 per share on the 8th of January...Articolo di analisi • Sep 03
When Should You Buy ADT Inc. (NYSE:ADT)?
ADT Inc. ( NYSE:ADT ), might not be a large cap stock, but it saw its share price hover around a small range of US$8.11...Aggiornamento dell'analisi • Aug 27
Connected Smart Home Devices And AI Will Ensure Future Stability
Analysts have raised their price target for ADT from $9.38 to $9.58, citing increased investor interest from decreased private equity ownership, strong Q2 results, and robust free cash flow. Analyst Commentary Decreased private equity ownership is drawing increased investor attention.Articolo di analisi • Jul 27
ADT (NYSE:ADT) Has Affirmed Its Dividend Of $0.055
The board of ADT Inc. ( NYSE:ADT ) has announced that it will pay a dividend of $0.055 per share on the 2nd of October...Articolo di analisi • Jun 26
ADT (NYSE:ADT) Might Have The Makings Of A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Articolo di analisi • May 21
ADT's (NYSE:ADT) Dividend Will Be $0.055
ADT Inc. ( NYSE:ADT ) will pay a dividend of $0.055 on the 8th of July. This makes the dividend yield 2.6%, which will...Seeking Alpha • Apr 28
ADT: Solid Quarter Adds Confidence To Potential Growth Acceleration
Summary I maintain a buy rating for ADT, driven by solid 1Q25 results, improved fundamentals, and promising growth prospects with the ADT+ platform. ADT's 1Q25 earnings showed 7% y/y revenue growth, margin expansion, and a record-low customer churn rate, highlighting the essential nature of its services. The ADT+ Translator and Trusted Neighbor features are strategic upgrades, enhancing customer retention and monetization, thus expanding ADT's addressable revenue base. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
ADT Inc.: Earnings Growth Will Drive Share Price Upside
Summary 4Q24 results highlight ADT's strong fundamentals, efficient customer acquisition strategy, reduced churn, and strong pricing power. ADT+ platform adoption boosts revenue through upfront equipment purchases, reducing reliance on new customer acquisition and providing revenue growth stability. AI-driven automation and State Farm partnership enhance margins and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
ADT Inc.: An Overlooked Cash Generator Trading At An Attractive Price
Summary ADT's renewed focus on the residential market, debt reduction, and exiting unprofitable ventures signal a more streamlined and profitable future. Strategic partnerships with Google and State Farm enhance growth, reduce customer acquisition costs, and improve service offerings. ADT's valuation is attractive with a forward P/E-multiple of 9.3x, supported by strong earnings growth and potential for higher multiples. The company offers a 3.2% dividend yield with room for growth, alongside a significant buyback program to boost per share metrics. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
ADT Inc: I Have More Confidence That Growth Can Accelerate
Summary I reiterate a buy rating for ADT, confident that growth can accelerate to high single digits over the next three years. Key drivers include reduced customer churn, a successful State Farm partnership, new account acquisitions, and the rollout of the ADT+ platform. Potential decline in mortgage rates and rebuilding from recent hurricanes offer additional growth opportunities for ADT. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
ADT Inc.: Leading Player In US Home Security Solutions
Summary I give a buy rating for ADT Inc. due to its leading position and strong partnerships in the growing U.S. home security market. ADT benefits from a large total addressable market, with significant growth potential as many households still lack security solutions. Key partnerships with Google and State Farm enhance distribution capabilities, driving higher ARPU and customer retention. Read the full article on Seeking Alpha
Nuova analisi • Aug 28
Innovative Smart Home Integrations And Strategic Partnerships Drive Growth And Customer Loyalty
Expansion and innovation with the ADT+ platform and partnerships like Google increase customer acquisition, retention, and satisfaction.Seeking Alpha • Jun 03
ADT: Improving Security
Summary ADT has struggled with debt and lackluster earnings but has seen improvements in its core security business and following the divestment of non-core assets. The company exited the residential solar business and announced a dividend increase and share buyback program. ADT's net debt has decreased and the quality of its core business has improved, as I am still awaiting to pull the trigger. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$627m |
| Dec 31 2025 | US$15m | US$1m | US$601m |
| Sep 30 2025 | n/a | n/a | US$652m |
| Jun 30 2025 | n/a | n/a | US$640m |
| Mar 31 2025 | n/a | n/a | US$598m |
| Dec 31 2024 | US$16m | US$1m | US$619m |
| Sep 30 2024 | n/a | n/a | US$529m |
| Jun 30 2024 | n/a | n/a | US$520m |
| Mar 31 2024 | n/a | n/a | US$575m |
| Dec 31 2023 | US$9m | US$1m | US$450m |
| Sep 30 2023 | n/a | n/a | US$485m |
| Jun 30 2023 | n/a | n/a | US$193m |
| Mar 31 2023 | n/a | n/a | US$95m |
| Dec 31 2022 | US$9m | US$1m | US$312m |
| Sep 30 2022 | n/a | n/a | -US$93m |
| Jun 30 2022 | n/a | n/a | -US$33m |
| Mar 31 2022 | n/a | n/a | -US$241m |
| Dec 31 2021 | US$7m | US$1m | -US$344m |
| Sep 30 2021 | n/a | n/a | -US$395m |
| Jun 30 2021 | n/a | n/a | -US$399m |
| Mar 31 2021 | n/a | n/a | -US$380m |
| Dec 31 2020 | US$14m | US$1m | -US$632m |
| Sep 30 2020 | n/a | n/a | -US$592m |
| Jun 30 2020 | n/a | n/a | -US$661m |
| Mar 31 2020 | n/a | n/a | -US$658m |
| Dec 31 2019 | US$9m | US$1m | -US$424m |
Compensazione vs Mercato: La retribuzione totale di Jim ($USD 14.88M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.41M ).
Compensazione vs guadagni: La retribuzione di Jim è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Jim DeVries (61 yo)
7.4yrs
Mandato
US$14,881,421
Compensazione
Mr. James David DeVries, also known as Jim, is Director of AMSTED Industries Incorporated. He is CEO, President & Chairman of ADT Inc. from September 15, 2023. Mr. DeVries serves as CEO and President of Th...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Chairman | 7.4yrs | US$14.88m | 0.66% $ 35.9m | |
| CFO and President of Corporate Development & Transformation | 5yrs | US$8.43m | 0.39% $ 21.5m | |
| Executive VP and Chief Operating & Customer Officer | 1.1yrs | US$5.20m | 0.038% $ 2.1m | |
| Executive VP | 7.3yrs | US$2.84m | 0.049% $ 2.7m | |
| Executive VP & Chief Business Officer | 1.2yrs | US$5.07m | Nessun dato | |
| VP, Chief Accounting Officer & Controller | 4.1yrs | Nessun dato | 0.0077% $ 423.8k | |
| Executive VP and Chief People & Administration Officer | 2.7yrs | US$1.97m | 0.00093% $ 50.9k | |
| Executive VP and Chief Marketing & Communications Officer | less than a year | Nessun dato | Nessun dato | |
| Senior Vice President of National Account Sales | 10.8yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Strategy Officer | 5.6yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Product Strategy & Innovation | 4.3yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Growth Officer | 2.1yrs | Nessun dato | 0.0058% $ 316.7k |
4.2yrs
Durata media
51yo
Età media
Gestione esperta: Il team dirigenziale di ADT è considerato esperto (durata media dell'incarico 4.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Chairman | 7.5yrs | US$14.88m | 0.66% $ 35.9m | |
| Independent Director | 5.1yrs | US$250.00k | 0.0081% $ 441.3k | |
| Additional independent director | 1.3yrs | US$268.48k | Nessun dato | |
| Additional Independent Director | 1.8yrs | US$259.17k | 0.0020% $ 108.3k | |
| Additional Independent Director | 1.9yrs | US$262.22k | 0.0026% $ 139.5k | |
| Lead Independent Director | 8.2yrs | US$300.00k | 0.014% $ 753.6k | |
| Independent Director | 3.6yrs | US$200.00k | Nessun dato | |
| Director | 10.3yrs | Nessun dato | Nessun dato | |
| Independent Director | 7.5yrs | US$250.00k | 0.014% $ 759.1k | |
| Director | 2.7yrs | Nessun dato | Nessun dato | |
| Director | 4.1yrs | Nessun dato | Nessun dato | |
| Additional Independent Director | 1.9yrs | US$250.00k | 0.0026% $ 139.5k |
3.8yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ADT sono considerati esperti (durata media dell'incarico 3.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 06:46 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ADT Inc. è coperta da 8 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Manav Patnaik | Barclays |
| Gary Bisbee | BofA Global Research |
| Peter Christiansen | Citigroup Inc |