ADT Tidigare resultatutveckling
Tidigare kriterier kontrolleras 3/6
ADT har ökat intäkterna med en genomsnittlig årlig takt på 58.3%, medan Consumer Services -branschen såg intäkterna växer på 25.5% årligen. Intäkterna har varit fallande med en genomsnittlig takt på 0.3% per år. ADT s avkastning på eget kapital är 16.5% och den har en nettomarginal på 12.2%.
Viktig information
58.32%
Tillväxttakt i vinsten
59.87%
Tillväxttakt för EPS
| Consumer Services Tillväxt i branschen | 20.27% |
| Intäkternas tillväxttakt | -0.33% |
| Avkastning på eget kapital | 16.51% |
| Nettomarginal | 12.21% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysuppdatering • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • May 21
ADT's (NYSE:ADT) Dividend Will Be $0.055
ADT Inc. ( NYSE:ADT ) will pay a dividend of $0.055 on the 8th of July. This makes the dividend yield 2.6%, which will...Seeking Alpha • Apr 28
ADT: Solid Quarter Adds Confidence To Potential Growth Acceleration
Summary I maintain a buy rating for ADT, driven by solid 1Q25 results, improved fundamentals, and promising growth prospects with the ADT+ platform. ADT's 1Q25 earnings showed 7% y/y revenue growth, margin expansion, and a record-low customer churn rate, highlighting the essential nature of its services. The ADT+ Translator and Trusted Neighbor features are strategic upgrades, enhancing customer retention and monetization, thus expanding ADT's addressable revenue base. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
ADT Inc.: Earnings Growth Will Drive Share Price Upside
Summary 4Q24 results highlight ADT's strong fundamentals, efficient customer acquisition strategy, reduced churn, and strong pricing power. ADT+ platform adoption boosts revenue through upfront equipment purchases, reducing reliance on new customer acquisition and providing revenue growth stability. AI-driven automation and State Farm partnership enhance margins and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
ADT Inc.: An Overlooked Cash Generator Trading At An Attractive Price
Summary ADT's renewed focus on the residential market, debt reduction, and exiting unprofitable ventures signal a more streamlined and profitable future. Strategic partnerships with Google and State Farm enhance growth, reduce customer acquisition costs, and improve service offerings. ADT's valuation is attractive with a forward P/E-multiple of 9.3x, supported by strong earnings growth and potential for higher multiples. The company offers a 3.2% dividend yield with room for growth, alongside a significant buyback program to boost per share metrics. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
ADT Inc: I Have More Confidence That Growth Can Accelerate
Summary I reiterate a buy rating for ADT, confident that growth can accelerate to high single digits over the next three years. Key drivers include reduced customer churn, a successful State Farm partnership, new account acquisitions, and the rollout of the ADT+ platform. Potential decline in mortgage rates and rebuilding from recent hurricanes offer additional growth opportunities for ADT. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
ADT Inc.: Leading Player In US Home Security Solutions
Summary I give a buy rating for ADT Inc. due to its leading position and strong partnerships in the growing U.S. home security market. ADT benefits from a large total addressable market, with significant growth potential as many households still lack security solutions. Key partnerships with Google and State Farm enhance distribution capabilities, driving higher ARPU and customer retention. Read the full article on Seeking Alpha
Ny analys • 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 AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur ADT tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 5,140 | 627 | 1,441 | 0 |
| 31 Dec 25 | 5,129 | 601 | 1,444 | 0 |
| 30 Sep 25 | 5,113 | 652 | 1,475 | 0 |
| 30 Jun 25 | 5,059 | 640 | 1,447 | 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 |
Kvalitetsintäkter: ADT har inkomster av hög kvalitet.
Växande vinstmarginal: ADT s nuvarande netto vinstmarginaler (12.2%) är högre än förra året (12%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: ADT har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 58.3% per år.
Accelererande tillväxt: ADT s intäktstillväxt under det senaste året ( 4.9% ) är under sitt 5-åriga genomsnitt ( 58.3% per år).
Resultat vs industri: ADT vinsttillväxt under det senaste året ( 4.9% ) överträffade inte Consumer Services branschen 11.3%.
Avkastning på eget kapital
Hög ROE: ADT s avkastning på eget kapital ( 16.5% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/07 06:21 |
| Aktiekurs vid dagens slut | 2026/05/07 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
ADT Inc. bevakas av 8 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Manav Patnaik | Barclays |
| Gary Bisbee | BofA Global Research |
| Peter Christiansen | Citigroup Inc |