ADT full-year 2025 revenue up 5%; GAAP profit down 3%; new $1.5 billion buyback
ADT reported fourth-quarter and full-year 2025 results on March 2, 2026. Full-year revenue rose 5% to $5.1 billion, but GAAP income from continuing operations fell $19 million to $601 million, while adjusted EPS rose 19% to $0.89. The company also authorized a $1.5 billion share repurchase plan through April 30, 2029, and expects 2026 revenue and adjusted EPS to be approximately flat.
Key points
- Full-year 2025 total revenue rose 5% to $5.1 billion; fourth-quarter revenue rose 1% to $1.276 billion
- GAAP income from continuing operations was $601 million, or $0.68 per diluted share, down $19 million; adjusted EPS was $0.89, up 19%
- 2026 outlook: revenue and adjusted EPS approximately flat; adjusted free cash flow growth of approximately 20%
- New $1.5 billion share repurchase plan runs through April 30, 2029; quarterly dividend of $0.055 per share is payable April 2, 2026 to holders of record March 12, 2026
The filing
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 March 02, 2026.
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.