ADT Q2 Revenue Beats, Raises 2026 Outlook on Strong Installations
ADT sits 19% above its 52-week low of $6.24.
Summary
ADT's Q2 revenue of $1.31B beat the $1.29B consensus, driven by higher security installations and a shift toward outright sales of professionally installed systems. Adjusted EPS was flat at $0.23, but the company raised its full-year 2026 outlook, now projecting ~30% adjusted free cash flow growth, ~2% revenue growth, and ~2% adjusted EPS growth. The quarter also saw $523M returned to shareholders via buybacks and dividends, supported by strong cash generation from lower taxes and disciplined spending. This follows the earlier headline-only outlook raise and adds concrete quarterly numbers and detailed guidance. The improved cash flow outlook and installation momentum suggest ADT's strategic shift is gaining traction, though higher operating expenses bear watching.
At the time of this announcement, ADT was trading at $7.41 on NYSE in the Trade & Services sector, with a market capitalization of approximately $5B. The 52-week trading range was $6.24 to $8.94. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Reuters.