| Metric | Value ($ M) | Q1 FY25 |
|---|---|---|
| Revenue | 1.3K | 0.9% |
| Total Income | 1.3K | 0.9% |
| Expenditure | 953.11 | 0.5% |
| PBT | 227.46 | 17.5% |
| Net Profit | 168.37 | 20.1% |
| OPM | 25.45% | 0.27pp |
| NPM | 13.17% | 2.10pp |
| EPS | — |
ADT Reports Q1 2026 Results with Total Revenue Up 1% to $1.3 Billion
30 Apr 2026 · 30 Apr, 4:33 pm
Summary
ADT Inc. reported solid first quarter 2026 results, with total revenue increasing 1% to $1.3 billion. The company demonstrated strong profitability growth, as GAAP income from continuing operations rose 19% to $169 million, and Adjusted income from continuing operations increased 3% to $191 million. Cash generation was a standout, with net cash provided by operating activities up 37% to $638 million and Adjusted Free Cash Flow (including interest rate swaps) surging 83% to $414 million. Management highlighted these strong cash flows and capital returns to shareholders, alongside strategic investments in AI sensing capabilities and the expansion of the ADT+ platform, positioning the company to meet its full-year 2026 financial outlook.
Key Highlights
- 1
Total revenue for the first quarter of 2026 increased by 1% year-over-year to $1.3 billion.
- 2
GAAP income from continuing operations rose by 19% to $169 million, resulting in a 25% increase in diluted earnings per share to $0.20.
- 3
Adjusted income from continuing operations grew by 3% to $191 million, with Adjusted EPS increasing by 10% to $0.23 per diluted share.
- 4
Net cash provided by operating activities significantly improved by 37% to $638 million.
- 5
Adjusted Free Cash Flow (including interest rate swaps) saw an impressive 83% increase, reaching $414 million.
- 6
ADT returned $161 million to shareholders during the quarter through $116 million in share repurchases and $45 million in dividend payments.
- 7
The company expanded its offerings by acquiring Origin AI in February 2026 and launching new features like Live Light™ and MySafety within its ADT+ ecosystem.
Management Comments
Jim DeVries
ADT delivered another quarter of solid results highlighted by strong cash generation, and returned $161 million to shareholders through share repurchases and dividends, reflecting our disciplined approach to capital allocation while continuing to invest in our future. In addition to our acquisition of Origin AI to add proprietary ambient sensing capabilities to our portfolio, we continue to expand and add new features to our ADT+ ecosystem, which most recently include Live Light™ and MySafety. With our solid performance in the first quarter, ADT is on track to deliver our full-year 2026 outlook and create long-term shareholder value.
Informational and educational content only. Not investment advice.