ADT（541）株式概要ADT Inc.は、米国でセキュリティ、インタラクティブ、スマートホームソリューションを提供している。 詳細541 ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長1/6過去の実績3/6財務の健全性2/6配当金3/6報酬当社が推定した公正価値より74.6%で取引されている 収益は年間2.93%増加すると予測されています 過去5年間の収益は年間58.3%増加しました。 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が20.2%上昇するだろうとほぼ一致している。 リスク分析利払いは収益で十分にカバーされない すべてのリスクチェックを見る541 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€5.703.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-658m6b2016201920222025202620282031Revenue US$5.7bEarnings US$700.2mAdvancedSet Fair ValueView all narrativesADT Inc. 競合他社TUISymbol: XTRA:TUI1Market cap: €3.3bFrontdoorSymbol: NasdaqGS:FTDRMarket cap: US$4.5bH&R BlockSymbol: NYSE:HRBMarket cap: US$4.7bZEAL NetworkSymbol: XTRA:TIMAMarket cap: €1.1b価格と性能株価の高値、安値、推移の概要ADT過去の株価現在の株価US$5.7052週高値US$7.7052週安値US$5.45ベータ1.071ヶ月の変化0%3ヶ月変化-12.98%1年変化-25.00%3年間の変化5.56%5年間の変化-25.49%IPOからの変化-39.37%最新ニュースお知らせ • May 02+ 1 more updateAdt Inc. Maintains Earning Guidance for the Year 2026ADT Inc. maintained revenue guidance for the year 2026. For the period, the company continues to expects revenue to be approximately flat.お知らせ • Apr 17ADT Inc. to Report Q1, 2026 Results on Apr 30, 2026ADT Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026お知らせ • Apr 15+ 1 more updateADT Inc., Annual General Meeting, May 27, 2026ADT Inc., Annual General Meeting, May 27, 2026.お知らせ • Mar 03+ 2 more updatesADT Inc. (NYSE:ADT) announces an Equity Buyback for $1,500 million worth of its shares.ADT Inc. (NYSE:ADT) announce a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its own shares. The program will expire on April 30, 2029.お知らせ • Feb 25ADT Inc. (NYSE:ADT) acquired Origin Wireless, Inc. for $170 million.ADT Inc. (NYSE:ADT) acquired Origin Wireless, Inc. for $170 million on February 24, 2026. The purchase price for the transaction was $170 million in cash, subject to customary purchase price adjustments. Robert I. Townsend III, Michael E. Mariani, Jin-Kyu Baek, George E. Zobitz and Christopher J. Kelly, J. Leonard Teti II, Matthew J. Bobby, Sarah W. Colangelo, Sasha Rosenthal-Larrea, Kathryn-Ann Stamm, Noah Joshua Phillips, Kimberley S. Drexler, Joyce Law, Lauren Piechocki, Annmarie M. Terraciano, Seung Hyung (Michael) Lee, and Jack Weinert of Cravath, Swaine & Moore LLP acted as legal advisor for ADT Inc. ADT Inc. (NYSE:ADT) completed the acquisition of Origin Wireless, Inc. on February 24, 2026.お知らせ • Feb 18ADT Inc. to Report Q4, 2025 Results on Mar 02, 2026ADT Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 02, 2026最新情報をもっと見るRecent updatesお知らせ • May 02+ 1 more updateAdt Inc. Maintains Earning Guidance for the Year 2026ADT Inc. maintained revenue guidance for the year 2026. For the period, the company continues to expects revenue to be approximately flat.お知らせ • Apr 17ADT Inc. to Report Q1, 2026 Results on Apr 30, 2026ADT Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026お知らせ • Apr 15+ 1 more updateADT Inc., Annual General Meeting, May 27, 2026ADT Inc., Annual General Meeting, May 27, 2026.お知らせ • Mar 03+ 2 more updatesADT Inc. (NYSE:ADT) announces an Equity Buyback for $1,500 million worth of its shares.ADT Inc. (NYSE:ADT) announce a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its own shares. The program will expire on April 30, 2029.お知らせ • Feb 25ADT Inc. (NYSE:ADT) acquired Origin Wireless, Inc. for $170 million.ADT Inc. (NYSE:ADT) acquired Origin Wireless, Inc. for $170 million on February 24, 2026. The purchase price for the transaction was $170 million in cash, subject to customary purchase price adjustments. Robert I. Townsend III, Michael E. Mariani, Jin-Kyu Baek, George E. Zobitz and Christopher J. Kelly, J. Leonard Teti II, Matthew J. Bobby, Sarah W. Colangelo, Sasha Rosenthal-Larrea, Kathryn-Ann Stamm, Noah Joshua Phillips, Kimberley S. Drexler, Joyce Law, Lauren Piechocki, Annmarie M. Terraciano, Seung Hyung (Michael) Lee, and Jack Weinert of Cravath, Swaine & Moore LLP acted as legal advisor for ADT Inc. ADT Inc. (NYSE:ADT) completed the acquisition of Origin Wireless, Inc. on February 24, 2026.お知らせ • Feb 18ADT Inc. to Report Q4, 2025 Results on Mar 02, 2026ADT Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 02, 2026お知らせ • Dec 24ADT Inc. Appoints Kim Miller as Executive Vice President, Chief Marketing & Communications OfficerADT Inc. announced Kim Miller will join the company as Executive Vice President and Chief Marketing & Communications Officer. Miller will lead the development of a unified, and updated, go-to-market approach, leading customer acquisition strategies tied to performance marketing and underscored by disciplined growth. Miller brings extensive experience leading growth and marketing for global, mission-driven brands. She joins us from Aescape Inc., where she led go-to-market strategy, growth, marketing and branding. She has also held senior marketing roles at notable companies including Consumer Reports and Flatiron School.お知らせ • Nov 05+ 1 more updateADT Inc. Revises Earnings Guidance for the Year 2025ADT Inc. revised earnings guidance for the year 2025. For the year 2025, the company expects total revenue of $5,075 million to $5,175 million compared to previous guidance of $5,025 million to $5,225 million.お知らせ • Oct 22ADT Inc. to Report Q3, 2025 Results on Nov 04, 2025ADT Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 04, 2025お知らせ • Jul 26ADT Inc. has completed a Follow-on Equity Offering.ADT Inc. has completed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 71,000,000お知らせ • Jul 25ADT Inc. has filed a Follow-on Equity Offering.ADT Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 71,000,000お知らせ • Jul 24+ 1 more updateAdt Inc. Declares Cash Dividend on Its Common Stock and Class B Common Stock, Payable on October 2, 2025ADT Inc. declared a cash dividend of $0.055 per share to holders of the Company’s common stock and Class B common stock of record as of September 11, 2025. This dividend will be paid on October 2, 2025.お知らせ • Jul 11ADT Inc. to Report Q2, 2025 Results on Jul 24, 2025ADT Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025お知らせ • Apr 30ADT Inc. and Yale Introduce First-Ever Z-Wave User Credential Command Class Lock, Expanding Smart Home Security with Fingerprint ControlADT Inc. in collaboration with Yale and the Z-Wave Alliance, announced the launch of the Yale Assure Lock 2 Touch with Z-Wave for ADT+. The Z-Wave 800 Series smart lock is the only one on the market with fingerprint control and the first smart lock to leverage the newly introduced Z-Wave User Credential Command Class. This industry-first innovation allows users to unlock and disarm their ADT+ security system using just their fingerprint. In addition to this revolutionary hardware, ADT is rolling out a major update to the ADT+ app, introducing Home | Away functionality, which leverages geofencing to provide real-time household awareness and automate security settings based on user presence. A Smarter, More Secure Home with the Yale Assure lock 2 Touch with Z-Wave 800 Series is designed to integrate seamlessly with ADT+ for an elevated security experience, offering multiple unlocking methods, including the new fingerprint recognition for biometric-based security, keypad code entry, traditional physical key access, virtual key control through the ADT+ app, or Trusted Neighbor's Auto unlock feature. Building on ADT's Trusted Neighbor program, the Yale Assure Lock 2 touch with Z-Wave 800 Series allows designated neighbors and collaborators to enter during their access windows with just their fingerprint --no phone or code required -- which makes it a perfect solution for families who want a worry-free, flexible, and convenient lifestyle, supporting secure and seamless access for those who need it. ADT+ App Updates: Home | Away Automation for Smarter Security: With the latest ADT+ mobile app update, users gain access to Home | Away, a feature that detects the location of participating mobile devices within a home's geofence to determine occupancy; With your permission, provide ADT monitoring agents with visibility into home occupancy during an alarm event (for customers with professional monitoring). Manually update your home status at any time. The ADT+ app is also receiving a major design enhancement to update the app's original menu style with easier access to features most used by customers. Updates include navigation patterns with the addition of a navigation bar, and a stage-setting design that allows incremental improvements as ADT+ continues to evolve. The company also has a major design enhancement to update its app's original menu style with easy access to features most used by customer. Updates include navigation patterns with The addition of a navigation bar, the company's original menu style, and a stage-setting Design that allows incremental improvements as AD T+ continues to evolve. The new design enhancement is available for the company's first-ever Z-Wave users with the first-ever Z-Wave User C Redential Command Class.お知らせ • Apr 24+ 1 more updateADT Inc. Reiterates Earnings Guidance for the Full Year of 2025ADT Inc. reiterated earnings guidance for the full year of 2025. For the year, the company expects total revenue to be between $5,025 million to $5,225 million.お知らせ • Apr 11ADT Inc. to Report Q1, 2025 Results on Apr 24, 2025ADT Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025お知らせ • Apr 01ADT Inc., Annual General Meeting, May 21, 2025ADT Inc., Annual General Meeting, May 21, 2025.お知らせ • Mar 26ADT Inc. Announces the Appointment of Fawad Ahmad as Chief Operating and Customer Officer and Omar Khan as Chief Business OfficerADT Inc. announced two strategic additions to its executive leadership team. Fawad Ahmad has been named Executive Vice President and Chief Operating and Customer Officer, and Omar Khan has been appointed Executive Vice President and Chief Business Officer. Ahmad will oversee ADT’s operations, customer experience, and digital transformation initiatives, while Khan will lead ADT’s product, innovation, business development and engineering teams. Ahmad brings over 20 years of diverse experience in building global products and leading digital transformations. Most recently, he served as Chief Strategy & Transformation Officer at State Farm. An enterprise C-suite leader, Ahmad is known for platform modernization, award-winning customer experience and fast-paced enterprise-wide impact through customer-centricity, product management and accountability systems. Khan joins ADT from Boston Consulting Group (BCG), where he served as a Senior Advisor. He previously held leadership roles at Magic Leap, Samsung, Motorola and HealthyMD. With a background in strategic planning, business development, and emerging technologies, Khan is well-positioned to help shape the future of ADT’s product portfolio and innovation roadmap.お知らせ • Mar 12Adt Inc. Announces Retirement of Donald Young as Executive Vice President and Chief Operating Officer, Effective June 6, 2025On March 6, 2025, Donald Young, Executive Vice President and Chief Operating Officer of ADT Inc. and the Company mutually agreed that Mr. Young would retire from his position as Executive Vice President and Chief Operating Officer, effective as of June 6, 2025.お知らせ • Mar 05+ 1 more updateADT Inc. has filed a Follow-on Equity Offering.ADT Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 70,000,000お知らせ • Feb 27+ 2 more updatesADT Inc. (NYSE:ADT) announces an Equity Buyback for $500 million worth of its shares.ADT Inc. (NYSE:ADT) announce a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its own shares. The program will expire on April 30, 2026.お知らせ • Feb 14ADT Inc. to Report Q4, 2024 Results on Feb 27, 2025ADT Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025お知らせ • Jan 22ADT Inc. Announces the Appointment of Thomas Gartland as Additional Independent DirectorADT Inc. announced the appointment of Thomas Gartland to the Company’s Board of Directors as an additional independent director. In conjunction with his appointment, Gartland will join the Board’s Audit Committee. Gartland is chairman and chief executive officer of Montway Auto Transport, and has held this position since 2023. Prior to Montway, Gartland served as executive chairman of Scan Global Logistics and as president, North America, for Avis Budget Group. Gartland serves on the boards of Xenia Hotels & Resorts Inc. and ABM.お知らせ • Oct 28ADT Inc. has filed a Follow-on Equity Offering.ADT Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 56,000,000Declared Dividend • Oct 28Third quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 12th December 2024 Payment date: 9th January 2025 Dividend yield will be 2.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 12x earnings). However, it is well covered by cash flows (46% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 1,296% to bring the payout ratio under control. EPS is expected to grow by 142% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$0.15 (vs US$0.023 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.15 (up from US$0.023 loss in 3Q 2023). Revenue: US$1.24b (flat on 3Q 2023). Net income: US$132.0m (up US$152.7m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 24+ 1 more updateADT Inc. Revises Earnings Guidance for the Year 2024ADT Inc. revised earnings guidance for the year 2024. For the year, the company expects revised total revenue to be in the range of $4,850 million to $4,950 million compared to previous guidance to be in the range of $4,800 million to $5,000 million.お知らせ • Oct 18ADT Inc. to Report Q3, 2024 Results on Oct 24, 2024ADT Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 24, 2024Upcoming Dividend • Sep 06Upcoming dividend of US$0.055 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 04 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%).お知らせ • Aug 21ADT Inc. Appoints Suzanne Yoon to Its Board of DirectorsADT Inc. announced the appointment of Suzanne Yoon to the Company’s Board of Directors as an additional independent director. Yoon is the founder and managing partner of Kinzie Capital Partners, a Chicago-based private equity firm. In 2017, she launched Kinzie and currently serves as the Chair of its Investment and Management Committees. Prior to founding Kinzie, Yoon held senior roles at Versa Capital Management, CIT Group and LaSalle Bank/ABN AMRO. She is a current member and former Chair of the National Philanthropic Trust Board of Trustees, the largest independent donor advised fund manager in the world with approximately $40 billion under management and is a member of the first-ever Women’s Advisory Board for the Chicago Bears.New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.1% Last year net profit margin: 3.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 29x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).Declared Dividend • Aug 05Second quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 13th September 2024 Payment date: 4th October 2024 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 29x earnings). However, it is well covered by cash flows (47% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 3,232% to bring the payout ratio under control. EPS is expected to grow by 111% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Aug 01+ 1 more updateADT Inc. Reiterates Earnings Guidance for the Year 2024ADT Inc. reiterated earnings guidance for the year 2024. For the year, the company expected total revenue to be in the range of $4,800 million to $5,000 million.お知らせ • Jul 19ADT Inc. to Report Q2, 2024 Results on Aug 01, 2024ADT Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024お知らせ • Jun 18ADT Inc. Announces Board AppointmentsADT Inc. announced the appointment of Dan Houston and Danielle Tiedt to the Company’s Board of Directors as additional independent directors. In conjunction with their appointments, Houston and Tiedt will both join the Board’s Nominating and Corporate Governance Committee, while Houston will also join the Board’s Compensation Committee. Houston is chairman, president and chief executive officer of Principal Financial Group, a global financial services company with $709 billion of assets under management. He joined Principal in 1984 and has served as chief executive officer since 2015. Houston serves on several boards of non-profit organizations, including the American Council of Life Insurers, Iowa State University Business School Dean’s Advisory Council and Partnership for a Healthier America. As chief marketing officer for Google’s YouTube, Tiedt oversees global marketing strategy, product marketing and brand vision. During her tenure, YouTube has grown to a $40 billion business operating in 76 countries. Prior to joining Google in 2012, Tiedt held various leadership roles in technology product management and marketing at Microsoft. She serves on the board of the 4-H Foundation, America’s largest youth development organization.Upcoming Dividend • Jun 06Upcoming dividend of US$0.055 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 09 July 2024. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.7%).Declared Dividend • Apr 28First quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 13th June 2024 Payment date: 9th July 2024 Dividend yield will be 2.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 5.4% to bring the payout ratio under control. EPS is expected to grow by 186% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 26ADT Inc. Declares Cash Dividend, Payable on July 9, 2024ADT Inc.’s Board of Directors declared a cash dividend of $0.055 per share to holders of the Company’s common stock and Class B common stock of record as of June 13, 2024. This dividend will be paid on July 9, 2024.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$0.10 (vs US$0.13 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.10 (up from US$0.13 loss in 1Q 2023). Revenue: US$1.21b (down 25% from 1Q 2023). Net income: US$92.0m (up US$210.8m from 1Q 2023). Profit margin: 7.6% (up from net loss in 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Apr 25ADT Inc. Appoints Jeff Likosar as Chief Financial OfficerADT Inc. announced that Jeff Likosar has been named Chief Financial Officer. In addition to his duties as President, Corporate Development and Chief Transformation Officer, which he will retain, Likosar had been serving as interim CFO since December 2023. He previously served as the company’s CFO from 2017 to 2022. Along with customary CFO responsibilities, Likosar will remain responsible for corporate development, strategy, and transformation execution.お知らせ • Apr 12ADT Inc. to Report Q1, 2024 Results on Apr 25, 2024ADT Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 25, 2024お知らせ • Apr 09ADT Inc., Annual General Meeting, May 22, 2024ADT Inc., Annual General Meeting, May 22, 2024, at 08:30 Eastern Daylight. Agenda: To approve Election of directors; to approve Advisory vote to approve the compensation of our named executive officers; to approve Advisory vote on the frequency of future advisory votes to approve the compensation of named executive officers; to approve amendment to the omnibus incentive plan to increase the number of shares of common stock authorized thereunder; to approve amendment to the articles of incorporation for the exculpation of officers; and to approve Ratification of appointment of independent registered public accounting firm.New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.9% average weekly change).お知らせ • Mar 07+ 1 more updateADT Inc. has completed a Follow-on Equity Offering in the amount of $422.5 million.ADT Inc. has completed a Follow-on Equity Offering in the amount of $422.5 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 65,000,000 Price\Range: $6.5Upcoming Dividend • Mar 06Upcoming dividend of US$0.055 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 04 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (2.6%).Reported Earnings • Feb 29Full year 2023 earnings released: US$0.071 loss per share (vs US$0.15 profit in FY 2022)Full year 2023 results: US$0.071 loss per share (down from US$0.15 profit in FY 2022). Revenue: US$4.98b (down 22% from FY 2022). Net loss: US$65.0m (down 149% from profit in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jan 29Third quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 13th March 2024 Payment date: 4th April 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings). However, it is well covered by cash flows (26% cash payout ratio). The dividend has not increased over the past 6 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 677% to bring the payout ratio under control. EPS is expected to grow by 295% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Jan 25+ 2 more updatesADT Inc. to Report Q4, 2023 Results on Feb 28, 2024ADT Inc. announced that they will report Q4, 2023 results on Feb 28, 2024お知らせ • Dec 21+ 1 more updateADT Inc. Announces CFO ChangesADT Inc. announced that Ken Porpora, Chief Financial Officer (CFO), will step down to become the Chief Executive Officer of a privately held HVAC and plumbing services provider. Porpora will depart the company at year end. Jeff Likosar, President, Corporate Development and Chief Transformation Officer, will serve as the interim CFO. Likosar previously served as the company’s CFO from 2017 to 2022. ADT has begun the external search process ofevaluating CFO candidates.Upcoming Dividend • Dec 06Upcoming dividend of US$0.035 per share at 2.3% yieldEligible shareholders must have bought the stock before 13 December 2023. Payment date: 09 January 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.7%).お知らせ • Nov 03+ 1 more updateADT Inc. Revises Earnings Guidance for the Year 2023ADT Inc. revised earnings guidance for the year 2023. For the period, the company expects revenue total revenue of $4,950 million - $5,150 million as compared to prior guidance of $6,300 million - $6,500 million.Reported Earnings • Nov 03Third quarter 2023 earnings released: US$0.022 loss per share (vs US$0.18 loss in 3Q 2022)Third quarter 2023 results: US$0.022 loss per share (improved from US$0.18 loss in 3Q 2022). Revenue: US$1.24b (down 23% from 3Q 2022). Net loss: US$20.0m (loss narrowed 88% from 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 21Now 20% undervaluedOver the last 90 days, the stock is up 4.5%. The fair value is estimated to be €7.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 86%.お知らせ • Oct 20ADT Inc. to Report Q3, 2023 Results on Nov 02, 2023ADT Inc. announced that they will report Q3, 2023 results on Nov 02, 2023Buying Opportunity • Sep 29Now 21% undervaluedOver the last 90 days, the stock is up 2.7%. The fair value is estimated to be €7.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 86%.お知らせ • Sep 19ADT Inc. Announces Board and Committee ChangesADT Inc. announced that Mr. Eric L. Press, who currently serves as a Class II director on the Board of Directors of the company, and as a Member of the Board’s Nominating and Corporate Governance Committee, with a term expiring at the Company’s 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”), advised the Board on September 14, 2023 that he intended to retire from his position as a member of the Board effective upon the Board’s appointment of a successor, which occurred with the appointment of Mr. Marques Coleman to the Board on September 15, 2023. Mr. Press was a designee of funds managed by affiliates of Apollo Global Management Inc. (“Apollo”). On September 15, 2023, the Board made the following changes effective immediately: Mr. Jim DeVries, the Company’s President and Chief Executive Officer, and a Class I director of the Company, was named Chairman of the Board, President and Chief Executive Officer. Mr. Matthew Winter, an independent Class II director of the Company and Chairman of the Audit Committee of the Board was named Lead Independent Director. Mr. Reed Rayman, a Class III director of the Company and a designee of Apollo was named Chairman of each of the Board’s Compensation, Nominating and Corporate Governance, and Executive Committees. Mr. Marques Coleman, age 33, was appointed a member of the Board to serve as a Class II director, effective immediately, with a term expiring at the Company’s 2025 Annual Meeting of Stockholders. Mr. Coleman joined Apollo in 2021 and currently serves as a Principal. Mr. Coleman joins the Board as a designee of Apollo. Mr. Coleman will serve on the Executive Committee. Ms. Nicole Bonsignore, age 45, was appointed a member of the Board to serve as a Class III director, effective immediately, with a term expiring at the Company’s 2026 Annual Meeting of Stockholders. Ms. Bonsignore joined Apollo in 2011 as a Director and currently serves as a Partner. Ms. Bonsignore joins the Board as a designee of Apollo. Ms. Bonsignore will serve on the Compensation Committee. Mr. Lee Solomon, a current Class I director of the Company, was appointed to the Nominating and Corporate Governance Committee.Upcoming Dividend • Sep 07Upcoming dividend of US$0.035 per share at 2.3% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 04 October 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).お知らせ • Aug 09+ 2 more updatesADT Inc. Revises Earnings Guidance for the Full Year 2023ADT Inc. revised earnings guidance for the full year 2023. For the year, the company expected total revenue of $6,300 million - $6,500 million as compared to prior guidance of $6,600 million - $6,850 million.New Risk • Aug 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 119% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings are forecast to decline by an average of 119% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (dividend per share is over 59x earnings per share). Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results.Reported Earnings • Jul 30First quarter 2023 earnings released: US$0.13 loss per share (vs US$0.057 profit in 1Q 2022)First quarter 2023 results: US$0.13 loss per share (down from US$0.057 profit in 1Q 2022). Revenue: US$1.61b (up 4.4% from 1Q 2022). Net loss: US$118.8m (down 330% from profit in 1Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 07Upcoming dividend of US$0.035 per share at 2.3% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 06 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).Recent Insider Transactions • May 06Executive VP & COO recently bought €234k worth of stockOn the 4th of May, Donald Young bought around 50k shares on-market at roughly €4.68 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Donald's only on-market trade for the last 12 months.Reported Earnings • May 02First quarter 2023 earnings released: US$0.099 loss per share (vs US$0.057 profit in 1Q 2022)First quarter 2023 results: US$0.099 loss per share (down from US$0.057 profit in 1Q 2022). Revenue: US$1.61b (up 4.4% from 1Q 2022). Net loss: US$90.0m (down 274% from profit in 1Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Mar 08Upcoming dividend of US$0.035 per share at 1.8% yieldEligible shareholders must have bought the stock before 15 March 2023. Payment date: 04 April 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.6%).Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$0.19 (vs US$0.41 loss in FY 2021)Full year 2022 results: EPS: US$0.19 (up from US$0.41 loss in FY 2021). Revenue: US$6.40b (up 21% from FY 2021). Net income: US$173.0m (up US$513.8m from FY 2021). Profit margin: 2.7% (up from net loss in FY 2021). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 15ADT Inc. to Report Q4, 2022 Results on Feb 28, 2023ADT Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 28, 2023Recent Insider Transactions • Jan 20Executive Vice President of Commercial recently sold €1.4m worth of stockOn the 17th of January, Daniel Bresingham sold around 158k shares on-market at roughly €8.89 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Jan 10ADT Appoints Wayne Thorsen as Executive Vice President and Chief Business OfficerADT announced the appointment of Wayne Thorsen to the newly created role of Executive Vice President and Chief Business Officer, effective January 09, 2023. Thorsen will be responsible for leading ADT’s product, innovation and new business development teams. Thorsen joins ADT from Google, where he served as Vice President, Devices and Services Business Development. Throughout his career, Thorsen held leadership roles at SoFi, Viacom, Telefónica Digital and Microsoft.Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2023The 5 analysts covering ADT previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of US$397.0m in 2023. Average annual earnings growth of 81% is required to achieve expected profit on schedule.株主還元541DE Consumer ServicesDE 市場7D-4.2%-1.3%1.4%1Y-25.0%-8.0%-0.09%株主還元を見る業界別リターン: 541過去 1 年間で-8 % の収益を上げたGerman Consumer Services業界を下回りました。リターン対市場: 541は、過去 1 年間で-0.1 % のリターンを上げたGerman市場を下回りました。価格変動Is 541's price volatile compared to industry and market?541 volatility541 Average Weekly Movement5.1%Consumer Services Industry Average Movement5.5%Market Average Movement6.0%10% most volatile stocks in DE Market13.1%10% least volatile stocks in DE Market2.7%安定した株価: 541 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 541の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト187412,200Jim DeVrieswww.adt.com米国でセキュリティ、インタラクティブ、スマートホームソリューションを提供。同社は、侵入を検知し、アクセスを制御し、動き、煙、火災、一酸化炭素、漏水、温度、その他の環境条件や危険を感知し、怪我や予期せぬ転倒などの個人的な医療緊急事態に対処するための、防犯・生活安全アラーム、スマートセキュリティカメラ、スマートホームオートメーションシステム、ビデオ監視システムを提供している。また、定期的なメンテナンス、機器のアップグレードや追加の設置、自立した生活を維持するための個人向け緊急対応システム製品やサービス、グーグルネストのドアベル、メッシュWi-Fi、グーグルの屋内外カメラ、DIYでスマートホームセキュリティ製品をセルフセットアップするためのアプリケーションなども提供している。さらに、ADT+アプリを通じて顧客が自宅へのアクセスを許可できる「Trusted Neighbor」、スマートフォンなどのウェブ対応デバイスやスマートフォンアプリ、自宅のタッチスクリーンパネルを通じて、カスタマイズされたウェブポータルを通じて環境を遠隔監視・管理するオートメーション・スマートホームソリューションなども提供している。同社はADT、ADT Pulse、ADT+のブランド名で製品を提供している。同社は、顧客の紹介、戸別訪問活動、フィールドセールス・サービスオフィスのネットワーク、サードパーティの独立ディーラー、正規ディーラーを通じて、一戸建て住宅、アパート、中小企業のオーナーや賃借人で構成される住宅および中小企業のセキュリティ、オートメーション市場に製品とサービスを提供している。同社は以前はPrime Security Services Parent, Inc.として知られていたが、2017年9月に社名をADT Inc.に変更した。ADT社は1874年に設立され、フロリダ州ボカラトンに本社を置いている。もっと見るADT Inc. 基礎のまとめADT の収益と売上を時価総額と比較するとどうか。541 基礎統計学時価総額€4.52b収益（TTM）€533.60m売上高(TTM)€4.37b8.5xPER（株価収益率1.0xP/Sレシオ541 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計541 損益計算書（TTM）収益US$5.14b売上原価US$985.71m売上総利益US$4.15bその他の費用US$3.53b収益US$627.39m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.80グロス・マージン80.82%純利益率12.21%有利子負債／自己資本比率200.7%541 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.2%現在の配当利回り29%配当性向541 配当は確実ですか？541 配当履歴とベンチマークを見る541 、いつまでに購入すれば配当金を受け取れますか？ADT 配当日配当落ち日Jun 11 2026配当支払日Jul 07 2026配当落ちまでの日数29 days配当支払日までの日数55 days541 配当は確実ですか？541 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/12 20:42終値2026/05/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ADT Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Manav PatnaikBarclaysGary BisbeeBofA Global ResearchPeter ChristiansenCitigroup Inc5 その他のアナリストを表示
お知らせ • May 02+ 1 more updateAdt Inc. Maintains Earning Guidance for the Year 2026ADT Inc. maintained revenue guidance for the year 2026. For the period, the company continues to expects revenue to be approximately flat.
お知らせ • Apr 17ADT Inc. to Report Q1, 2026 Results on Apr 30, 2026ADT Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
お知らせ • Apr 15+ 1 more updateADT Inc., Annual General Meeting, May 27, 2026ADT Inc., Annual General Meeting, May 27, 2026.
お知らせ • Mar 03+ 2 more updatesADT Inc. (NYSE:ADT) announces an Equity Buyback for $1,500 million worth of its shares.ADT Inc. (NYSE:ADT) announce a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its own shares. The program will expire on April 30, 2029.
お知らせ • Feb 25ADT Inc. (NYSE:ADT) acquired Origin Wireless, Inc. for $170 million.ADT Inc. (NYSE:ADT) acquired Origin Wireless, Inc. for $170 million on February 24, 2026. The purchase price for the transaction was $170 million in cash, subject to customary purchase price adjustments. Robert I. Townsend III, Michael E. Mariani, Jin-Kyu Baek, George E. Zobitz and Christopher J. Kelly, J. Leonard Teti II, Matthew J. Bobby, Sarah W. Colangelo, Sasha Rosenthal-Larrea, Kathryn-Ann Stamm, Noah Joshua Phillips, Kimberley S. Drexler, Joyce Law, Lauren Piechocki, Annmarie M. Terraciano, Seung Hyung (Michael) Lee, and Jack Weinert of Cravath, Swaine & Moore LLP acted as legal advisor for ADT Inc. ADT Inc. (NYSE:ADT) completed the acquisition of Origin Wireless, Inc. on February 24, 2026.
お知らせ • Feb 18ADT Inc. to Report Q4, 2025 Results on Mar 02, 2026ADT Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 02, 2026
お知らせ • May 02+ 1 more updateAdt Inc. Maintains Earning Guidance for the Year 2026ADT Inc. maintained revenue guidance for the year 2026. For the period, the company continues to expects revenue to be approximately flat.
お知らせ • Apr 17ADT Inc. to Report Q1, 2026 Results on Apr 30, 2026ADT Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
お知らせ • Apr 15+ 1 more updateADT Inc., Annual General Meeting, May 27, 2026ADT Inc., Annual General Meeting, May 27, 2026.
お知らせ • Mar 03+ 2 more updatesADT Inc. (NYSE:ADT) announces an Equity Buyback for $1,500 million worth of its shares.ADT Inc. (NYSE:ADT) announce a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its own shares. The program will expire on April 30, 2029.
お知らせ • Feb 25ADT Inc. (NYSE:ADT) acquired Origin Wireless, Inc. for $170 million.ADT Inc. (NYSE:ADT) acquired Origin Wireless, Inc. for $170 million on February 24, 2026. The purchase price for the transaction was $170 million in cash, subject to customary purchase price adjustments. Robert I. Townsend III, Michael E. Mariani, Jin-Kyu Baek, George E. Zobitz and Christopher J. Kelly, J. Leonard Teti II, Matthew J. Bobby, Sarah W. Colangelo, Sasha Rosenthal-Larrea, Kathryn-Ann Stamm, Noah Joshua Phillips, Kimberley S. Drexler, Joyce Law, Lauren Piechocki, Annmarie M. Terraciano, Seung Hyung (Michael) Lee, and Jack Weinert of Cravath, Swaine & Moore LLP acted as legal advisor for ADT Inc. ADT Inc. (NYSE:ADT) completed the acquisition of Origin Wireless, Inc. on February 24, 2026.
お知らせ • Feb 18ADT Inc. to Report Q4, 2025 Results on Mar 02, 2026ADT Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 02, 2026
お知らせ • Dec 24ADT Inc. Appoints Kim Miller as Executive Vice President, Chief Marketing & Communications OfficerADT Inc. announced Kim Miller will join the company as Executive Vice President and Chief Marketing & Communications Officer. Miller will lead the development of a unified, and updated, go-to-market approach, leading customer acquisition strategies tied to performance marketing and underscored by disciplined growth. Miller brings extensive experience leading growth and marketing for global, mission-driven brands. She joins us from Aescape Inc., where she led go-to-market strategy, growth, marketing and branding. She has also held senior marketing roles at notable companies including Consumer Reports and Flatiron School.
お知らせ • Nov 05+ 1 more updateADT Inc. Revises Earnings Guidance for the Year 2025ADT Inc. revised earnings guidance for the year 2025. For the year 2025, the company expects total revenue of $5,075 million to $5,175 million compared to previous guidance of $5,025 million to $5,225 million.
お知らせ • Oct 22ADT Inc. to Report Q3, 2025 Results on Nov 04, 2025ADT Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 04, 2025
お知らせ • Jul 26ADT Inc. has completed a Follow-on Equity Offering.ADT Inc. has completed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 71,000,000
お知らせ • Jul 25ADT Inc. has filed a Follow-on Equity Offering.ADT Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 71,000,000
お知らせ • Jul 24+ 1 more updateAdt Inc. Declares Cash Dividend on Its Common Stock and Class B Common Stock, Payable on October 2, 2025ADT Inc. declared a cash dividend of $0.055 per share to holders of the Company’s common stock and Class B common stock of record as of September 11, 2025. This dividend will be paid on October 2, 2025.
お知らせ • Jul 11ADT Inc. to Report Q2, 2025 Results on Jul 24, 2025ADT Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025
お知らせ • Apr 30ADT Inc. and Yale Introduce First-Ever Z-Wave User Credential Command Class Lock, Expanding Smart Home Security with Fingerprint ControlADT Inc. in collaboration with Yale and the Z-Wave Alliance, announced the launch of the Yale Assure Lock 2 Touch with Z-Wave for ADT+. The Z-Wave 800 Series smart lock is the only one on the market with fingerprint control and the first smart lock to leverage the newly introduced Z-Wave User Credential Command Class. This industry-first innovation allows users to unlock and disarm their ADT+ security system using just their fingerprint. In addition to this revolutionary hardware, ADT is rolling out a major update to the ADT+ app, introducing Home | Away functionality, which leverages geofencing to provide real-time household awareness and automate security settings based on user presence. A Smarter, More Secure Home with the Yale Assure lock 2 Touch with Z-Wave 800 Series is designed to integrate seamlessly with ADT+ for an elevated security experience, offering multiple unlocking methods, including the new fingerprint recognition for biometric-based security, keypad code entry, traditional physical key access, virtual key control through the ADT+ app, or Trusted Neighbor's Auto unlock feature. Building on ADT's Trusted Neighbor program, the Yale Assure Lock 2 touch with Z-Wave 800 Series allows designated neighbors and collaborators to enter during their access windows with just their fingerprint --no phone or code required -- which makes it a perfect solution for families who want a worry-free, flexible, and convenient lifestyle, supporting secure and seamless access for those who need it. ADT+ App Updates: Home | Away Automation for Smarter Security: With the latest ADT+ mobile app update, users gain access to Home | Away, a feature that detects the location of participating mobile devices within a home's geofence to determine occupancy; With your permission, provide ADT monitoring agents with visibility into home occupancy during an alarm event (for customers with professional monitoring). Manually update your home status at any time. The ADT+ app is also receiving a major design enhancement to update the app's original menu style with easier access to features most used by customers. Updates include navigation patterns with the addition of a navigation bar, and a stage-setting design that allows incremental improvements as ADT+ continues to evolve. The company also has a major design enhancement to update its app's original menu style with easy access to features most used by customer. Updates include navigation patterns with The addition of a navigation bar, the company's original menu style, and a stage-setting Design that allows incremental improvements as AD T+ continues to evolve. The new design enhancement is available for the company's first-ever Z-Wave users with the first-ever Z-Wave User C Redential Command Class.
お知らせ • Apr 24+ 1 more updateADT Inc. Reiterates Earnings Guidance for the Full Year of 2025ADT Inc. reiterated earnings guidance for the full year of 2025. For the year, the company expects total revenue to be between $5,025 million to $5,225 million.
お知らせ • Apr 11ADT Inc. to Report Q1, 2025 Results on Apr 24, 2025ADT Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025
お知らせ • Apr 01ADT Inc., Annual General Meeting, May 21, 2025ADT Inc., Annual General Meeting, May 21, 2025.
お知らせ • Mar 26ADT Inc. Announces the Appointment of Fawad Ahmad as Chief Operating and Customer Officer and Omar Khan as Chief Business OfficerADT Inc. announced two strategic additions to its executive leadership team. Fawad Ahmad has been named Executive Vice President and Chief Operating and Customer Officer, and Omar Khan has been appointed Executive Vice President and Chief Business Officer. Ahmad will oversee ADT’s operations, customer experience, and digital transformation initiatives, while Khan will lead ADT’s product, innovation, business development and engineering teams. Ahmad brings over 20 years of diverse experience in building global products and leading digital transformations. Most recently, he served as Chief Strategy & Transformation Officer at State Farm. An enterprise C-suite leader, Ahmad is known for platform modernization, award-winning customer experience and fast-paced enterprise-wide impact through customer-centricity, product management and accountability systems. Khan joins ADT from Boston Consulting Group (BCG), where he served as a Senior Advisor. He previously held leadership roles at Magic Leap, Samsung, Motorola and HealthyMD. With a background in strategic planning, business development, and emerging technologies, Khan is well-positioned to help shape the future of ADT’s product portfolio and innovation roadmap.
お知らせ • Mar 12Adt Inc. Announces Retirement of Donald Young as Executive Vice President and Chief Operating Officer, Effective June 6, 2025On March 6, 2025, Donald Young, Executive Vice President and Chief Operating Officer of ADT Inc. and the Company mutually agreed that Mr. Young would retire from his position as Executive Vice President and Chief Operating Officer, effective as of June 6, 2025.
お知らせ • Mar 05+ 1 more updateADT Inc. has filed a Follow-on Equity Offering.ADT Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 70,000,000
お知らせ • Feb 27+ 2 more updatesADT Inc. (NYSE:ADT) announces an Equity Buyback for $500 million worth of its shares.ADT Inc. (NYSE:ADT) announce a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its own shares. The program will expire on April 30, 2026.
お知らせ • Feb 14ADT Inc. to Report Q4, 2024 Results on Feb 27, 2025ADT Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025
お知らせ • Jan 22ADT Inc. Announces the Appointment of Thomas Gartland as Additional Independent DirectorADT Inc. announced the appointment of Thomas Gartland to the Company’s Board of Directors as an additional independent director. In conjunction with his appointment, Gartland will join the Board’s Audit Committee. Gartland is chairman and chief executive officer of Montway Auto Transport, and has held this position since 2023. Prior to Montway, Gartland served as executive chairman of Scan Global Logistics and as president, North America, for Avis Budget Group. Gartland serves on the boards of Xenia Hotels & Resorts Inc. and ABM.
お知らせ • Oct 28ADT Inc. has filed a Follow-on Equity Offering.ADT Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 56,000,000
Declared Dividend • Oct 28Third quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 12th December 2024 Payment date: 9th January 2025 Dividend yield will be 2.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 12x earnings). However, it is well covered by cash flows (46% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 1,296% to bring the payout ratio under control. EPS is expected to grow by 142% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$0.15 (vs US$0.023 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.15 (up from US$0.023 loss in 3Q 2023). Revenue: US$1.24b (flat on 3Q 2023). Net income: US$132.0m (up US$152.7m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 24+ 1 more updateADT Inc. Revises Earnings Guidance for the Year 2024ADT Inc. revised earnings guidance for the year 2024. For the year, the company expects revised total revenue to be in the range of $4,850 million to $4,950 million compared to previous guidance to be in the range of $4,800 million to $5,000 million.
お知らせ • Oct 18ADT Inc. to Report Q3, 2024 Results on Oct 24, 2024ADT Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 24, 2024
Upcoming Dividend • Sep 06Upcoming dividend of US$0.055 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 04 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%).
お知らせ • Aug 21ADT Inc. Appoints Suzanne Yoon to Its Board of DirectorsADT Inc. announced the appointment of Suzanne Yoon to the Company’s Board of Directors as an additional independent director. Yoon is the founder and managing partner of Kinzie Capital Partners, a Chicago-based private equity firm. In 2017, she launched Kinzie and currently serves as the Chair of its Investment and Management Committees. Prior to founding Kinzie, Yoon held senior roles at Versa Capital Management, CIT Group and LaSalle Bank/ABN AMRO. She is a current member and former Chair of the National Philanthropic Trust Board of Trustees, the largest independent donor advised fund manager in the world with approximately $40 billion under management and is a member of the first-ever Women’s Advisory Board for the Chicago Bears.
New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.1% Last year net profit margin: 3.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 29x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).
Declared Dividend • Aug 05Second quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 13th September 2024 Payment date: 4th October 2024 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 29x earnings). However, it is well covered by cash flows (47% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 3,232% to bring the payout ratio under control. EPS is expected to grow by 111% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Aug 01+ 1 more updateADT Inc. Reiterates Earnings Guidance for the Year 2024ADT Inc. reiterated earnings guidance for the year 2024. For the year, the company expected total revenue to be in the range of $4,800 million to $5,000 million.
お知らせ • Jul 19ADT Inc. to Report Q2, 2024 Results on Aug 01, 2024ADT Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024
お知らせ • Jun 18ADT Inc. Announces Board AppointmentsADT Inc. announced the appointment of Dan Houston and Danielle Tiedt to the Company’s Board of Directors as additional independent directors. In conjunction with their appointments, Houston and Tiedt will both join the Board’s Nominating and Corporate Governance Committee, while Houston will also join the Board’s Compensation Committee. Houston is chairman, president and chief executive officer of Principal Financial Group, a global financial services company with $709 billion of assets under management. He joined Principal in 1984 and has served as chief executive officer since 2015. Houston serves on several boards of non-profit organizations, including the American Council of Life Insurers, Iowa State University Business School Dean’s Advisory Council and Partnership for a Healthier America. As chief marketing officer for Google’s YouTube, Tiedt oversees global marketing strategy, product marketing and brand vision. During her tenure, YouTube has grown to a $40 billion business operating in 76 countries. Prior to joining Google in 2012, Tiedt held various leadership roles in technology product management and marketing at Microsoft. She serves on the board of the 4-H Foundation, America’s largest youth development organization.
Upcoming Dividend • Jun 06Upcoming dividend of US$0.055 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 09 July 2024. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.7%).
Declared Dividend • Apr 28First quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 13th June 2024 Payment date: 9th July 2024 Dividend yield will be 2.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 5.4% to bring the payout ratio under control. EPS is expected to grow by 186% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 26ADT Inc. Declares Cash Dividend, Payable on July 9, 2024ADT Inc.’s Board of Directors declared a cash dividend of $0.055 per share to holders of the Company’s common stock and Class B common stock of record as of June 13, 2024. This dividend will be paid on July 9, 2024.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$0.10 (vs US$0.13 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.10 (up from US$0.13 loss in 1Q 2023). Revenue: US$1.21b (down 25% from 1Q 2023). Net income: US$92.0m (up US$210.8m from 1Q 2023). Profit margin: 7.6% (up from net loss in 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Apr 25ADT Inc. Appoints Jeff Likosar as Chief Financial OfficerADT Inc. announced that Jeff Likosar has been named Chief Financial Officer. In addition to his duties as President, Corporate Development and Chief Transformation Officer, which he will retain, Likosar had been serving as interim CFO since December 2023. He previously served as the company’s CFO from 2017 to 2022. Along with customary CFO responsibilities, Likosar will remain responsible for corporate development, strategy, and transformation execution.
お知らせ • Apr 12ADT Inc. to Report Q1, 2024 Results on Apr 25, 2024ADT Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 25, 2024
お知らせ • Apr 09ADT Inc., Annual General Meeting, May 22, 2024ADT Inc., Annual General Meeting, May 22, 2024, at 08:30 Eastern Daylight. Agenda: To approve Election of directors; to approve Advisory vote to approve the compensation of our named executive officers; to approve Advisory vote on the frequency of future advisory votes to approve the compensation of named executive officers; to approve amendment to the omnibus incentive plan to increase the number of shares of common stock authorized thereunder; to approve amendment to the articles of incorporation for the exculpation of officers; and to approve Ratification of appointment of independent registered public accounting firm.
New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.9% average weekly change).
お知らせ • Mar 07+ 1 more updateADT Inc. has completed a Follow-on Equity Offering in the amount of $422.5 million.ADT Inc. has completed a Follow-on Equity Offering in the amount of $422.5 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 65,000,000 Price\Range: $6.5
Upcoming Dividend • Mar 06Upcoming dividend of US$0.055 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 04 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (2.6%).
Reported Earnings • Feb 29Full year 2023 earnings released: US$0.071 loss per share (vs US$0.15 profit in FY 2022)Full year 2023 results: US$0.071 loss per share (down from US$0.15 profit in FY 2022). Revenue: US$4.98b (down 22% from FY 2022). Net loss: US$65.0m (down 149% from profit in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jan 29Third quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 13th March 2024 Payment date: 4th April 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings). However, it is well covered by cash flows (26% cash payout ratio). The dividend has not increased over the past 6 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 677% to bring the payout ratio under control. EPS is expected to grow by 295% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Jan 25+ 2 more updatesADT Inc. to Report Q4, 2023 Results on Feb 28, 2024ADT Inc. announced that they will report Q4, 2023 results on Feb 28, 2024
お知らせ • Dec 21+ 1 more updateADT Inc. Announces CFO ChangesADT Inc. announced that Ken Porpora, Chief Financial Officer (CFO), will step down to become the Chief Executive Officer of a privately held HVAC and plumbing services provider. Porpora will depart the company at year end. Jeff Likosar, President, Corporate Development and Chief Transformation Officer, will serve as the interim CFO. Likosar previously served as the company’s CFO from 2017 to 2022. ADT has begun the external search process ofevaluating CFO candidates.
Upcoming Dividend • Dec 06Upcoming dividend of US$0.035 per share at 2.3% yieldEligible shareholders must have bought the stock before 13 December 2023. Payment date: 09 January 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.7%).
お知らせ • Nov 03+ 1 more updateADT Inc. Revises Earnings Guidance for the Year 2023ADT Inc. revised earnings guidance for the year 2023. For the period, the company expects revenue total revenue of $4,950 million - $5,150 million as compared to prior guidance of $6,300 million - $6,500 million.
Reported Earnings • Nov 03Third quarter 2023 earnings released: US$0.022 loss per share (vs US$0.18 loss in 3Q 2022)Third quarter 2023 results: US$0.022 loss per share (improved from US$0.18 loss in 3Q 2022). Revenue: US$1.24b (down 23% from 3Q 2022). Net loss: US$20.0m (loss narrowed 88% from 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 21Now 20% undervaluedOver the last 90 days, the stock is up 4.5%. The fair value is estimated to be €7.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 86%.
お知らせ • Oct 20ADT Inc. to Report Q3, 2023 Results on Nov 02, 2023ADT Inc. announced that they will report Q3, 2023 results on Nov 02, 2023
Buying Opportunity • Sep 29Now 21% undervaluedOver the last 90 days, the stock is up 2.7%. The fair value is estimated to be €7.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 86%.
お知らせ • Sep 19ADT Inc. Announces Board and Committee ChangesADT Inc. announced that Mr. Eric L. Press, who currently serves as a Class II director on the Board of Directors of the company, and as a Member of the Board’s Nominating and Corporate Governance Committee, with a term expiring at the Company’s 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”), advised the Board on September 14, 2023 that he intended to retire from his position as a member of the Board effective upon the Board’s appointment of a successor, which occurred with the appointment of Mr. Marques Coleman to the Board on September 15, 2023. Mr. Press was a designee of funds managed by affiliates of Apollo Global Management Inc. (“Apollo”). On September 15, 2023, the Board made the following changes effective immediately: Mr. Jim DeVries, the Company’s President and Chief Executive Officer, and a Class I director of the Company, was named Chairman of the Board, President and Chief Executive Officer. Mr. Matthew Winter, an independent Class II director of the Company and Chairman of the Audit Committee of the Board was named Lead Independent Director. Mr. Reed Rayman, a Class III director of the Company and a designee of Apollo was named Chairman of each of the Board’s Compensation, Nominating and Corporate Governance, and Executive Committees. Mr. Marques Coleman, age 33, was appointed a member of the Board to serve as a Class II director, effective immediately, with a term expiring at the Company’s 2025 Annual Meeting of Stockholders. Mr. Coleman joined Apollo in 2021 and currently serves as a Principal. Mr. Coleman joins the Board as a designee of Apollo. Mr. Coleman will serve on the Executive Committee. Ms. Nicole Bonsignore, age 45, was appointed a member of the Board to serve as a Class III director, effective immediately, with a term expiring at the Company’s 2026 Annual Meeting of Stockholders. Ms. Bonsignore joined Apollo in 2011 as a Director and currently serves as a Partner. Ms. Bonsignore joins the Board as a designee of Apollo. Ms. Bonsignore will serve on the Compensation Committee. Mr. Lee Solomon, a current Class I director of the Company, was appointed to the Nominating and Corporate Governance Committee.
Upcoming Dividend • Sep 07Upcoming dividend of US$0.035 per share at 2.3% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 04 October 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).
お知らせ • Aug 09+ 2 more updatesADT Inc. Revises Earnings Guidance for the Full Year 2023ADT Inc. revised earnings guidance for the full year 2023. For the year, the company expected total revenue of $6,300 million - $6,500 million as compared to prior guidance of $6,600 million - $6,850 million.
New Risk • Aug 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 119% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings are forecast to decline by an average of 119% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (dividend per share is over 59x earnings per share). Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Jul 30First quarter 2023 earnings released: US$0.13 loss per share (vs US$0.057 profit in 1Q 2022)First quarter 2023 results: US$0.13 loss per share (down from US$0.057 profit in 1Q 2022). Revenue: US$1.61b (up 4.4% from 1Q 2022). Net loss: US$118.8m (down 330% from profit in 1Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 07Upcoming dividend of US$0.035 per share at 2.3% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 06 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).
Recent Insider Transactions • May 06Executive VP & COO recently bought €234k worth of stockOn the 4th of May, Donald Young bought around 50k shares on-market at roughly €4.68 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Donald's only on-market trade for the last 12 months.
Reported Earnings • May 02First quarter 2023 earnings released: US$0.099 loss per share (vs US$0.057 profit in 1Q 2022)First quarter 2023 results: US$0.099 loss per share (down from US$0.057 profit in 1Q 2022). Revenue: US$1.61b (up 4.4% from 1Q 2022). Net loss: US$90.0m (down 274% from profit in 1Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 08Upcoming dividend of US$0.035 per share at 1.8% yieldEligible shareholders must have bought the stock before 15 March 2023. Payment date: 04 April 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.6%).
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$0.19 (vs US$0.41 loss in FY 2021)Full year 2022 results: EPS: US$0.19 (up from US$0.41 loss in FY 2021). Revenue: US$6.40b (up 21% from FY 2021). Net income: US$173.0m (up US$513.8m from FY 2021). Profit margin: 2.7% (up from net loss in FY 2021). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 15ADT Inc. to Report Q4, 2022 Results on Feb 28, 2023ADT Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 28, 2023
Recent Insider Transactions • Jan 20Executive Vice President of Commercial recently sold €1.4m worth of stockOn the 17th of January, Daniel Bresingham sold around 158k shares on-market at roughly €8.89 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Jan 10ADT Appoints Wayne Thorsen as Executive Vice President and Chief Business OfficerADT announced the appointment of Wayne Thorsen to the newly created role of Executive Vice President and Chief Business Officer, effective January 09, 2023. Thorsen will be responsible for leading ADT’s product, innovation and new business development teams. Thorsen joins ADT from Google, where he served as Vice President, Devices and Services Business Development. Throughout his career, Thorsen held leadership roles at SoFi, Viacom, Telefónica Digital and Microsoft.
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2023The 5 analysts covering ADT previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of US$397.0m in 2023. Average annual earnings growth of 81% is required to achieve expected profit on schedule.
