ADT 過去の業績
過去 基準チェック /26
ADTは、平均年間53.1%の収益成長を遂げていますが、 Consumer Services業界の収益は、年間 成長しています。収益は、平均年間25.1% 0.2%収益成長率で 成長しています。 ADTの自己資本利益率は17.7%であり、純利益率は11.9%です。
主要情報
53.13%
収益成長率
54.94%
EPS成長率
| Consumer Services 業界の成長 | 20.27% |
| 収益成長率 | 0.23% |
| 株主資本利益率 | 17.66% |
| ネット・マージン | 11.89% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
新しいナラティブ • Jul 20
Bullish on ADT - Current price is worse than perpetual (5%) revenue decline
ADT is at a structural inflection point. Bearish analysts are absolutely correct that the company carries a heavy debt load and that Apollo's ongoing equity sales act as an artificial ceiling on momentum.
ナラティブ更新 • Jun 25
ADT: Connected Home Standards Role Will Drive Future Repricing Potential
Analysts have increased their price target on ADT by $0.50 to reflect updated assumptions on discount rates and future P/E, citing recent research that reassesses the stock's risk and valuation profile. What’s in the News for ADT ADT launched ADT Blu, a self-installed home security system that customers can set up in minutes and manage through the ADT+ app, with options for modular expansion and either 24/7 professional monitoring or self-monitoring.分析記事 • Jun 19
ADT (ADT) Stock Could Be 19.4% Undervalued After ConsumerAffairs Buyer’s Choice Awards
ADT (ADT) stock is back in focus after ConsumerAffairs awarded the company 2026 Buyer’s Choice honors for Best Customer Service and Best Product Offering, highlighting how customer perception relates to the home security provider’s valuation. See our latest analysis for ADT. That recognition arrives after a mixed period for ADT’s stock, with the latest share price at $6.58 and a share price return that is down 17.85% year to date but supported by a positive 3 year total shareholder return of...ナラティブ更新 • Jun 05
ADT: Cash Strength And AI Expansion Will Drive Future Repricing
Analysts report that the Street price target for ADT has recently moved in a mixed fashion, with Morgan Stanley lifting its target by $0.50 while Goldman Sachs brought its target down to $9 from $10.40. This reflects differing views on valuation despite broadly consistent assumptions around growth, margins, and discount rates.Seeking Alpha • May 16
ADT Has A Clear AI-Driven Future (Rating Upgrade)
Summary ADT becomes a more attractive investment following Apollo's complete exit and significant share repurchases. Despite flat revenue and EPS guidance in 2026, ADT targets a 5% revenue and 10% EPS CAGR, leveraging AI and the Origin AI acquisition for operational improvements and differentiation. My updated DCF values ADT at $10.33 per share, indicating a 50% undervaluation with an 8.5% shareholder yield. Risks remain from potential State Farm exit and competitive threats, but ADT's differentiated offering and capital allocation support a Strong Buy rating at current levels. Read the full article on Seeking Alpha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...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.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
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.収支内訳
収支内訳
ADT の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 5,165 | 614 | 1,470 | 0 |
| 31 Mar 26 | 5,140 | 627 | 1,441 | 0 |
| 31 Dec 25 | 5,129 | 601 | 1,444 | 0 |
| 30 Sep 25 | 5,113 | 652 | 1,482 | 0 |
| 30 Jun 25 | 5,059 | 640 | 1,454 | 0 |
| 31 Mar 25 | 4,976 | 598 | 1,475 | 0 |
| 31 Dec 24 | 4,898 | 619 | 1,476 | 0 |
| 30 Sep 24 | 4,810 | 529 | 1,432 | 0 |
| 30 Jun 24 | 4,747 | 520 | 1,440 | 0 |
| 31 Mar 24 | 4,710 | 575 | 1,383 | 0 |
| 31 Dec 23 | 4,653 | 450 | 1,348 | 0 |
| 30 Sep 23 | 4,798 | 485 | 1,409 | 0 |
| 30 Jun 23 | 4,908 | 193 | 1,478 | 0 |
| 31 Mar 23 | 4,756 | 95 | 1,516 | 0 |
| 31 Dec 22 | 4,382 | 312 | 1,348 | 0 |
| 30 Sep 22 | 5,232 | -93 | 1,700 | 0 |
| 30 Jun 22 | 5,259 | -33 | 1,733 | 0 |
| 31 Mar 22 | 5,547 | -241 | 1,822 | 0 |
| 31 Dec 21 | 4,203 | -344 | 1,541 | 0 |
| 30 Sep 21 | 5,241 | -395 | 1,799 | 0 |
| 30 Jun 21 | 5,223 | -399 | 1,760 | 0 |
| 31 Mar 21 | 5,250 | -380 | 1,729 | 0 |
| 31 Dec 20 | 5,315 | -632 | 1,734 | 0 |
| 30 Sep 20 | 5,298 | -592 | 1,639 | 0 |
| 30 Jun 20 | 5,300 | -661 | 1,595 | 0 |
| 31 Mar 20 | 5,252 | -658 | 1,525 | 0 |
| 31 Dec 19 | 5,126 | -424 | 1,397 | 0 |
| 30 Sep 19 | 5,013 | -502 | 1,396 | 0 |
| 30 Jun 19 | 4,861 | -556 | 1,289 | 0 |
| 31 Mar 19 | 4,708 | -518 | 1,266 | 0 |
| 31 Dec 18 | 4,582 | -609 | 1,247 | 0 |
| 30 Sep 18 | 4,502 | 179 | 1,191 | 0 |
| 30 Jun 18 | 4,436 | 352 | 1,215 | 0 |
| 31 Mar 18 | 4,373 | 326 | 1,178 | 0 |
| 31 Dec 17 | 4,316 | 343 | 1,209 | 0 |
| 30 Sep 17 | 4,261 | -381 | 1,221 | 0 |
| 30 Jun 17 | 4,216 | -410 | 1,237 | 0 |
| 31 Mar 17 | 3,578 | -497 | 1,082 | 0 |
| 31 Dec 16 | 2,950 | -537 | 859 | 0 |
| 31 Dec 15 | 549 | -54 | 159 | 0 |
質の高い収益: ADTは 高品質の収益 を持っています。
利益率の向上: ADTの現在の純利益率 (11.9%)は、昨年(12.7%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: ADT過去 5 年間で収益を上げており、収益は年間53.1%増加しています。
成長の加速: ADTは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: ADTは過去 1 年間で収益成長率がマイナス ( -4% ) となったため、 Consumer Services業界平均 ( 14.7% ) と比較することが困難です。
株主資本利益率
高いROE: ADTの 自己資本利益率 ( 17.7% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/08/09 08:33 |
| 終値 | 2026/08/07 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 Patnaik | Barclays |
| Gary Bisbee | BofA Global Research |
| Peter Christiansen | Citigroup Inc |