| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 1.3K | 2.6% | 2.0% |
| Total Income | 1.3K | 2.6% | 2.0% |
| Expenditure | 996.39 | 4.5% | 5.4% |
| PBT | 215.88 | 5.1% | 4.9% |
| Net Profit | 153.85 | 8.6% | 6.9% |
| OPM | 24.07% | 1.38pp | 2.50pp |
| NPM | 11.72% | 1.45pp | 1.11pp |
| EPS | — |
ADT Reports Q2 2026 Results with Strong Cash Generation and Raised Outlook
30 Jul 2026 · 30 Jul, 4:31 pm
Summary
ADT Inc. reported second quarter 2026 results with total revenue up 2% year-over-year to $1.3 billion, driven by higher security installation and product revenue. While GAAP income from continuing operations was $155 million ($0.19 per diluted share), down $13 million, Adjusted Free Cash Flow saw a significant 48% increase to $406 million. The company is raising its full-year 2026 financial outlook, anticipating approximately 30% growth in Adjusted Free Cash Flow, reflecting strong cash generation and disciplined capital allocation.
Key Highlights
- 1
Total revenue increased by 2% to $1.3 billion for the second quarter of 2026.
- 2
GAAP income from continuing operations was $155 million, or $0.19 per diluted share.
- 3
Adjusted income from continuing operations was $180 million, or $0.23 per diluted share.
- 4
Net cash provided by operating activities increased by 18% to $666 million.
- 5
Adjusted Free Cash Flow (including interest rate swaps) increased by 48% to $406 million.
- 6
The company is raising its full-year 2026 financial outlook, projecting Adjusted Free Cash Flow growth of approximately 30%.
Management Comments
Jim DeVries
ADT delivered another quarter of solid performance reflecting the resilience of our business model. Strong cash generation supported significant capital returns to shareholders, including elevated share repurchases, underscoring our disciplined approach to capital allocation while continuing to invest in the business. We continue to advance our strategy by expanding the capabilities and reach of our ADT+ platform, progressing the development and integration of our proprietary ambient sensing technology, and launching ADT Blu to broaden our channel reach and self-service offerings. Concurrently, we remain focused on improving attrition trends as we navigate a dynamic and competitive environment. We are well positioned to build on our progress through the second half of the year and deliver on our 2026 outlook while creating long-term shareholder value.
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