Quarterly ResultApr 30, 2026, 06:57 AM
ADT Q1 GAAP EPS +25%, Adj EPS +10%; Adj FCF +83% to $414M
AI Summary
ADT Inc. reported strong first-quarter 2026 results, with GAAP diluted EPS up 25% to $0.20 and Adjusted diluted EPS up 10% to $0.23. The company achieved significant cash generation, with Adjusted Free Cash Flow (including interest rate swaps) increasing 83% to $414 million. ADT returned $161 million to shareholders through share repurchases and dividends and remains on track to achieve its full-year 2026 financial outlook, while also expanding its innovative offerings with the acquisition of Origin AI and new product launches like Live Light™ and MySafety.
Key Highlights
- GAAP diluted EPS $0.20, up 25% YoY.
- Adjusted diluted EPS $0.23, up 10% YoY.
- Total revenue increased 1% to $1.279 billion.
- Adjusted Free Cash Flow (including swaps) $414 million, up 83% YoY.
- Returned $161 million to shareholders ($116M share repurchases, $45M dividends).
- Acquired Origin AI in February 2026 for ambient sensing technology.
- ADT+ platform accounts for approximately 30% of new customer additions.
- Board approved a $1.5 billion share repurchase plan in March.