StockWatch
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Diversified Commercial Services
Quarterly ResultJul 30, 2026, 06:57 AM

ADT Q2 Adj. FCF Up 48% to $406M; Raises FY26 Outlook

AI Summary

ADT Inc. reported strong second-quarter 2026 results, with Adjusted Free Cash Flow (including swaps) increasing 48% to $406 million and GAAP Operating Cash Flows up 18% to $666 million. Total revenue grew 2% to $1.3 billion. The company returned $684 million to shareholders in the first half of the year through share repurchases and dividends. Based on year-to-date performance, ADT is raising its full-year 2026 financial outlook, projecting approximately 30% growth in Adjusted Free Cash Flow.

Key Highlights

  • Adjusted Free Cash Flow (incl. swaps) up 48% to $406 million.
  • Total revenue increased 2% to $1.3 billion.
  • GAAP Operating Cash Flows rose 18% to $666 million.
  • Returned $684 million to shareholders in H1 2026.
  • Repurchased 68 million shares for $478 million in Q2.
  • Raised FY26 Adjusted Free Cash Flow growth outlook to ~30%.
  • Declared quarterly cash dividend of $0.055 per share.