Overview
Security solutions provider's Q4 revenue missed analyst expectations
Adjusted EPS for Q4 rose yr/yr
Company announced $1.5 bln share repurchase plan
Outlook
Company expects 2026 adjusted free cash flow growth of approximately 20%
ADT anticipates flat revenue and adjusted EPS for 2026
Company announces $1.5 bln share repurchase plan through April 2029
Result Drivers
SMART SECURITY PLATFORM - ADT's rollout of ADT+ platform integrating Google Nest and Yale devices drove growth
AI ACQUISITION - Acquisition of Origin AI added ambient sensing capabilities, enhancing smart home offerings
OPERATIONAL EFFICIENCY - Remote Assistance program improved service efficiency, reducing costs and vehicle trips
Company press release: ID:nGNX9sd3nB
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $1.28 bln | $1.30 bln (3 Analysts) |
Q4 Adjusted EPS from continuing operations | $0.23 | ||
Q4 EPS | $0.17 | ||
Q4 Adjusted Income from Cont Ops | $186 mln | ||
Q4 Net Income | $145 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the communications & networking peer group is "buy"
Wall Street's median 12-month price target for ADT Inc is $9.00, about 12.2% above its February 27 closing price of $8.02
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 9 three months ago
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)