ADT · ADT Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA from continuing operations non-GAAP | $671M | Three Months Ended June 30, 2026 | — |
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| Adjusted EPS non-GAAP | $0.23 | Three Months Ended June 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Diluted income (loss) from continuing operations per share of Common Stock $0.19
+$0.02 Share-based compensation expense
+$0.01 Merger, restructuring, integration, and other
+$0.01 Interest rate swaps, net
+$0.01 Other, net
-$0.01 Tax adjustments
= Adjusted EPS $0.23
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| Adjusted Free Cash Flow (including interest rate swaps) non-GAAP | $406M | Three Months Ended June 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Adjusted Free Cash Flow $394M
+$13M Interest rate swaps presented outside operating activities
= Adjusted Free Cash Flow (including interest rate swaps) $406M
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| Adjusted income (loss) from continuing operations non-GAAP | $180M | Three Months Ended June 30, 2026 | — |
| RMR | $360M | Three Months Ended June 30, 2026 | — |
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| Trailing twelve-month gross customer revenue attrition | 13.1% | Three Months Ended June 30, 2026 | — |
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| Trailing twelve-month revenue payback | 2.3 | Three Months Ended June 30, 2026 | — |
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| Adjusted income from continuing operations non-GAAP | 191M | Three Months Ended March 31, 2026 | — |
| capital returned to shareholders | 161M | first quarter 2026 | — |
| share repurchases (aggregate price) | 116M | first quarter 2026 | — |
| capital returned to shareholders through share repurchases and dividends | $791M | Full Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Security & Protection Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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ADT
this stock
ADT Inc.
|
$5.48B | -7.2% | +4.7% | — | 4.5% |
|
ALLE
Allegion plc
|
$14.01B | +3.5% | +7.6% | 21.6 | 5.6% |
|
MSA
MSA Safety Inc
|
$7.30B | +18.1% | +3.7% | 23.9 | 3.4% |
|
BCO
Brinks Co
|
$4.71B | -2.1% | -5.7% | 26.5 | 11.3% |
|
BRC
Brady Corp
|
$4.43B | +20.1% | +5.9% | — | 1.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ADT | -2.0% | +7.0% | -3.4% | -2.0% | -7.2% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -2.4% | +2.6% | -17.1% | -5.9% | -21.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.