AI brief of an SEC Form 8-K · ADT (ADT)

ADT Q2 revenue rises 7% to $1.3 billion; GAAP income from operations up 33%

Positive Impact 3 of 5 earnings Written later

ADT reported second-quarter 2025 results with total revenue up 7% to $1.3 billion and GAAP income from continuing operations up $42 million to $168 million, or $0.19 per diluted share. The company reiterated its 2025 guidance for total revenue, Adjusted EBITDA and Adjusted Free Cash Flow, and narrowed its Adjusted EPS range to reflect a lower share count from buybacks.

Key points

  • Total revenue rose 7% to $1.3 billion; end-of-period recurring monthly revenue rose 2% to $363 million.
  • GAAP income from continuing operations was $168 million, or $0.19 per diluted share, up from $126 million a year earlier.
  • 2025 guidance reiterated: total revenue $5,025 million to $5,225 million, Adjusted EBITDA $2,650 million to $2,750 million, Adjusted Free Cash Flow $800 million to $900 million; Adjusted EPS range $0.81 to $0.89.
  • Quarterly dividend of $0.055 per share, record date Sept. 11, 2025, payable Oct. 2, 2025.

The filing

CompanyADT (ADT)
Form8-K, current report
Filed with the SECJul 24, 2025, 7:01 AM ET
Accession number0001703056-25-000138

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 24, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.