ADT 2025 Q3 Earnings Record Net Income Growth of 14.1% as Revenue Rises 4.4%

ADT (NYSE:ADT) reported fiscal 2025 Q3 earnings on Nov 4, 2025, delivering revenue growth in line with expectations and a surprise in earnings per share. , setting a nine-year high, while it tightened full-year revenue guidance slightly below analyst forecasts.

Revenue

, while security installation, product, . , , .

Earnings/Net Income

, . The company’s profitability and operational discipline underscored its ability to convert revenue growth into strong earnings.

Post-Earnings Price Action Review

The stock price declined sharply post-earnings, , , . While the earnings beat estimates, the revised full-year guidance—slightly below analyst expectations—spooked investors, amplifying the sell-off. The price action highlights market skepticism about the company’s ability to sustain its growth trajectory despite robust quarterly results.

CEO Commentary

ADT CEO emphasized the company’s “resilience of its business model and execution of its strategy,” citing the ADT+ platform’s role in enhancing customer safety and operational excellence. He reiterated confidence in meeting 2025 financial guidance and long-term stakeholder value.

Guidance

, , . , emphasizing disciplined capital allocation.

Additional News

, signaling strategic expansion in recurring revenue. , focusing on core residential segments. Additionally, , maintaining its commitment to shareholder returns.

Revenue

, driven by durable recurring monthly revenue growth. Security installation and other services, while a smaller portion, .

Earnings/Net Income

. The company’s ability to generate strong earnings despite market volatility underscores its competitive positioning in the home security sector.

Price Action

The post-earnings sell-off, though steep, aligns with broader market trends where guidance revisions often trigger short-term volatility. Analysts remain cautiously optimistic, , suggesting potential for recovery if execution remains robust.

CEO Commentary

’ focus on innovation, such as the ADT+ Alarm Range Extender and AI-driven testing, highlights the company’s commitment to enhancing customer experience and operational agility.

Guidance

The updated guidance reflects a balanced approach to growth and profitability, with adjusted EBITDA and free cash flow targets indicating confidence in capital discipline. Investors will monitor execution against these metrics to assess long-term sustainability.

Additional News

The bulk account purchase and multifamily divestiture demonstrate ADT’s strategic flexibility. The dividend declaration reinforces its appeal to income-focused investors, , a discount to broader market multiples.