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Mar 31, 2025
ADT Q1 2025 Earnings Report
ADT reported solid Q1 2025 performance with strong cash flow, improved customer retention, and increased revenue.
Key Takeaways
ADT saw revenue climb to $1.267 billion, net income of $142 million, and Adjusted EPS of $0.21, supported by record recurring monthly revenue and customer retention.
Revenue reached $1.267 billion, up 7% from last year.
Net income from continuing operations totaled $142 million.
Record end-of-period recurring monthly revenue of $360 million.
Returned $445 million to shareholders through dividends and share repurchases.
Revenue by Segment
Forward Guidance
ADT reaffirmed its full-year 2025 guidance with expectations of continued revenue and earnings growth.
Positive Outlook
- Revenue guidance maintained at $5.025B to $5.225B.
- Adjusted EBITDA expected to reach up to $2.75B.
- Adjusted EPS projected between $0.77 and $0.85.
- Adjusted Free Cash Flow guidance of $800M to $900M.
- Company positioned for long-term growth after solar business exit.
Challenges Ahead
- No forward-looking GAAP metrics aside from revenue due to uncertainty.
- Interest expense remains elevated from refinancing activities.
- Customer acquisition costs and system asset spending remain significant.
- Continued impact from discontinued solar operations on cash flow.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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