Business Description

ADT Inc. is a provider of security, interactive, and smart home automation solutions primarily serving residential and small business customers in the United States. The company offers monitored intrusion detection, fire detection, video surveillance, and access control systems. Distinctively, ADT operates a highly recurring revenue model through its professional monitoring services and has strategic partnerships with companies like Google and State Farm to integrate smart home technologies and insurance offerings.

Everything on ADT Inc.

Revenue (FY2025) $5.13B
YoY growth +4.7%
Operating margin 25.5%
Direction Expanding
Gross margin 80.8%
Net margin 11.6%

Earnings Transcripts

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Leadership & board

View leadership ↗
James D. DeVries — Chairman of the Board, President and Chief Executive Officer View full profile ↗ Thomas Gartland — Independent Director View full profile ↗ Tracey R. Griffin — Independent Director View full profile ↗ Daniel Houston — Independent Director View full profile ↗ Paul J. Smith — Independent Director View full profile ↗ Danielle Tiedt — Independent Director View full profile ↗ Matthew E. Winter — Lead Independent Director View full profile ↗ Suzanne Yoon — Independent Director View full profile ↗ Sigal Zarmi — Independent Director View full profile ↗ Jeffrey A. Likosar — President, Corporate Development and Transformation, and Chief Financial Officer View full profile ↗ Fawad Ahmad — Executive Vice President and Chief Operating and Customer Officer View full profile ↗ Todd Dernberger — Executive Vice President and Chief Growth Officer View full profile ↗ Omar Khan — Executive Vice President and Chief Business Officer View full profile ↗ Kimberly Miller — Executive Vice President and Chief Marketing and Communications Officer View full profile ↗ David Scott — Executive Vice President and Chief People and Administration Officer View full profile ↗ David W. Smail — Executive Vice President, Chief Legal Officer and Secretary View full profile ↗ Donald M. Young — Former Executive Vice President and Chief Operating Officer View full profile ↗

Share Repurchase Program

Total authorized
$1.5 billion under the 2026 Share Repurchase Plan (three-year plan authorized February 20, 2026, through April 30, 2029). The prior 2025 Share Repurchase Plan authorized up to $500 million through April 30, 2026.
Remaining (2025 Share Repurchase Plan: February 2025 through April 30, 2026 (fully utilized in 2025). 2026 Share Repurchase Plan: February 20, 2026 through April 30, 2029.)
As of December 31, 2025, the entire $500 million capacity under the 2025 Share Repurchase Plan had been utilized, with no remaining authorized amount. The $1.5 billion 2026 Share Repurchase Plan was authorized as a subsequent event on February 20, 2026.
Latest FY repurchased
During fiscal 2025 ADT repurchased and retired shares totaling approximately $500 million under the 2025 Share Repurchase Plan (including ~$292 million in March 2025, ~$96 million in Q2 2025 and ~$112 million in July 2025), fully utilizing the plan; no shares were repurchased during Q4 2025. Financing-activities disclosure noted share repurchases were $366 million higher than in 2024.

Named Competitors

SimpliSafe Home Security SystemsRoku Inc.Arlo Technologies, Inc.Wyze Home Monitoring

Customer Concentration

No single-customer concentration. ADT serves residential and small business customers in the U.S., and its 10-K states that concentration of credit risk associated with the majority of the company's receivables from customers is limited due to the significant size of the customer base.

Recent SEC Filings

2026-07-30 Reported quarterly results (+1 more) View filing ↗
2026-05-28 Entered a material agreement (+2 more) View filing ↗
2026-05-08 Leadership change (directors/officers) (+2 more) View filing ↗
2026-04-30 Reported quarterly results (+1 more) View filing ↗
2026-04-24 Other event View filing ↗
2026-03-02 Reported quarterly results (+1 more) View filing ↗
2026-02-24 Regulation FD disclosure View filing ↗
2025-11-04 Reported quarterly results (+1 more) View filing ↗
2025-10-28 Entered a material agreement (+2 more) View filing ↗
2025-10-15 Entered a material agreement (+1 more) View filing ↗
2025-09-30 Other event View filing ↗
2025-09-30 Other event View filing ↗

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