ADT Inc.

NYSE:ADT 株式レポート

時価総額：US$5.5b

ADT 将来の成長

Future 基準チェック /06

ADT利益と収益がそれぞれ年間2.9%と2.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.4% 3.8%なると予測されています。

主要情報

2.9%

収益成長率

3.76%

EPS成長率

Consumer Services 収益成長14.0%
収益成長率2.2%
将来の株主資本利益率17.38%
アナリストカバレッジ

Low

最終更新日02 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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新しいナラティブ • 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 Alpha

業績と収益の成長予測

NYSE:ADT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,4506841,221N/A4
12/31/20275,2786941,161N/A4
12/31/20265,1476741,036N/A4
3/31/20265,1406279032,056N/A
12/31/20255,1296017161,884N/A
9/30/20255,1136527871,970N/A
6/30/20255,0596407241,988N/A
3/31/20254,9765987561,988N/A
12/31/20244,8986196121,885N/A
9/30/20244,8105294281,837N/A
6/30/20244,7475204201,785N/A
3/31/20244,7105753551,715N/A
12/31/20234,6534502621,658N/A
9/30/20234,7984854911,813N/A
6/30/20234,9081934781,865N/A
3/31/20234,756954251,886N/A
12/31/20224,3823123551,888N/A
9/30/20225,232-932261,815N/A
6/30/20225,259-331041,687N/A
3/31/20225,547-241401,598N/A
12/31/20214,203-3441121,650N/A
9/30/20215,241-395651,529N/A
6/30/20215,223-3991621,523N/A
3/31/20215,250-3802971,476N/A
12/31/20205,315-6324101,367N/A
9/30/20205,298-5924521,407N/A
6/30/20205,300-6615061,523N/A
3/31/20205,252-6584281,614N/A
12/31/20195,126-424N/A1,873N/A
9/30/20195,013-502N/A1,841N/A
6/30/20194,861-556N/A1,804N/A
3/31/20194,708-518N/A1,792N/A
12/31/20184,582-609N/A1,788N/A
9/30/20184,502179N/A1,736N/A
6/30/20184,436352N/A1,811N/A
3/31/20184,373326N/A1,684N/A
12/31/20174,316343N/A1,592N/A
9/30/20174,261-381N/A1,498N/A
6/30/20174,216-410N/A1,413N/A
3/31/20173,578-497N/A1,056N/A
12/31/20162,950-537N/A618N/A
12/31/2015549-54N/A36N/A

アナリストによる今後の成長予測

収入対貯蓄率: ADTの予測収益成長率 (年間2.9% ) は 貯蓄率 ( 3.5% ) を下回っています。

収益対市場: ADTの収益 ( 2.9% ) US市場 ( 16.4% ) よりも低い成長が予測されています。

高成長収益: ADTの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ADTの収益 ( 2.2% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: ADTの収益 ( 2.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ADTの 自己資本利益率 は、3年後には低くなると予測されています ( 17.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/06 11:16
終値2026/05/06 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 PatnaikBarclays
Gary BisbeeBofA Global Research
Peter ChristiansenCitigroup Inc