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Jun 30, 2025
ADT Q2 2025 Earnings Report
Reported strong Q2 2025 results with revenue growth, higher net income, and record recurring monthly revenue.
Key Takeaways
ADT delivered a solid Q2 2025 with revenue up 7% year-over-year, record recurring monthly revenue, and strong cash flow generation, reinforcing its full-year guidance.
Revenue increased 7% to $1.29 billion
Net income rose to $168 million
Record recurring monthly revenue of $363 million
Adjusted Free Cash Flow improved to $274 million
Revenue by Segment
Forward Guidance
Reaffirmed full-year 2025 guidance with strong revenue, Adjusted EBITDA, and Adjusted Free Cash Flow expectations.
Positive Outlook
- On track to meet full-year 2025 financial targets
- Revenue guidance maintained at $5.025B-$5.225B
- Adjusted EBITDA expected at $2.65B-$2.75B
- Adjusted EPS guided to $0.81-$0.89
- Adjusted Free Cash Flow expected at $800M-$900M
Challenges Ahead
- Higher cash tax payments impacted cash flow
- Increased cost of revenue due to higher mix of installed systems
- Integration of bulk account purchase may take time
- Financing activities show continued debt management needs
- Economic and cybersecurity risks highlighted in forward-looking statements
Historical Earnings Impact
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Avg. Return Before/After Earnings
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