View ValuationADT 향후 성장Future 기준 점검 1/6ADT (는) 각각 연간 2.9% 및 2.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.4% 로 예상됩니다.핵심 정보2.9%이익 성장률3.76%EPS 성장률Consumer Services 이익 성장15.4%매출 성장률2.2%향후 자기자본이익률17.38%애널리스트 커버리지Low마지막 업데이트02 May 2026최근 향후 성장 업데이트공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.모든 업데이트 보기Recent updates공지 • 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.공지 • 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, 2026공지 • Apr 15+ 1 more updateADT Inc., Annual General Meeting, May 27, 2026ADT Inc., Annual General Meeting, May 27, 2026.공지 • 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.공지 • 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.공지 • 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, 2026공지 • 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.공지 • 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.공지 • 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, 2025공지 • 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: 71,000,000공지 • 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: 71,000,000공지 • 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.공지 • 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, 2025공지 • 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.공지 • 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.공지 • 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, 2025공지 • Apr 01ADT Inc., Annual General Meeting, May 21, 2025ADT Inc., Annual General Meeting, May 21, 2025.공지 • 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.공지 • 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.공지 • 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: 70,000,000공지 • 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.공지 • 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, 2025공지 • 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.공지 • 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.공지 • 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.공지 • 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%).공지 • 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.공지 • 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.공지 • 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, 2024공지 • 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.공지 • 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.공지 • 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.공지 • 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, 2024공지 • 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).공지 • 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.공지 • 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, 2024공지 • 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%).공지 • 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%.공지 • 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%.공지 • 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%).공지 • 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.공지 • 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.공지 • 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.이익 및 매출 성장 예측DB:541 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,4506841,221N/A412/31/20275,2786941,161N/A412/31/20265,1476741,036N/A43/31/20265,1406279032,056N/A12/31/20255,1296017161,884N/A9/30/20255,1136527871,970N/A6/30/20255,0596407241,988N/A3/31/20254,9765987561,988N/A12/31/20244,8986196121,885N/A9/30/20244,8105294281,837N/A6/30/20244,7475204201,785N/A3/31/20244,7105753551,715N/A12/31/20234,6534502621,658N/A9/30/20234,7984854911,813N/A6/30/20234,9081934781,865N/A3/31/20234,756954251,886N/A12/31/20224,3823123551,888N/A9/30/20225,232-932261,815N/A6/30/20225,259-331041,687N/A3/31/20225,547-241401,598N/A12/31/20214,203-3441121,650N/A9/30/20215,241-395651,529N/A6/30/20215,223-3991621,523N/A3/31/20215,250-3802971,476N/A12/31/20205,315-6324101,367N/A9/30/20205,298-5924521,407N/A6/30/20205,300-6615061,523N/A3/31/20205,252-6584281,614N/A12/31/20195,126-424N/A1,873N/A9/30/20195,013-502N/A1,841N/A6/30/20194,861-556N/A1,804N/A3/31/20194,708-518N/A1,792N/A12/31/20184,582-609N/A1,788N/A9/30/20184,502179N/A1,736N/A6/30/20184,436352N/A1,811N/A3/31/20184,373326N/A1,684N/A12/31/20174,316343N/A1,592N/A9/30/20174,261-381N/A1,498N/A6/30/20174,216-410N/A1,413N/A3/31/20173,578-497N/A1,056N/A12/31/20162,950-537N/A618N/A12/31/2015549-54N/A36N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 541 의 연간 예상 수익 증가율(2.9%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 541 의 연간 수익(2.9%)이 German 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 541 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 541 의 수익(연간 2.2%)이 German 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 541 의 수익(연간 2.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 541의 자본 수익률은 3년 후 17.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/12 15:43종가2026/05/11 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ADT Inc.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Manav PatnaikBarclaysGary BisbeeBofA Global ResearchPeter ChristiansenCitigroup Inc5명의 분석가 더 보기
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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
공지 • Apr 15+ 1 more updateADT Inc., Annual General Meeting, May 27, 2026ADT Inc., Annual General Meeting, May 27, 2026.
공지 • 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.
공지 • 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.
공지 • 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
공지 • 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.
공지 • 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.
공지 • 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
공지 • 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
공지 • 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
공지 • 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.
공지 • 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
공지 • 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.
공지 • 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.
공지 • 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
공지 • Apr 01ADT Inc., Annual General Meeting, May 21, 2025ADT Inc., Annual General Meeting, May 21, 2025.
공지 • 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.
공지 • 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.
공지 • 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
공지 • 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.
공지 • 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
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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%).
공지 • 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.
공지 • 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.
공지 • 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
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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
공지 • 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).
공지 • 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.
공지 • 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
공지 • 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%).
공지 • 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%.
공지 • 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%.
공지 • 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%).
공지 • 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.
공지 • 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.
공지 • 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.