ADT Inc.(ADT)— Stock Profile, AI Score & Financials
Industrials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
ADT Inc. (ADT) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores ADT at 63.2/100 on a 32-signal composite quality model, placing it at rank #649 of 2,961 stocks — the top 25% of the AI-ranked universe. ADT scores in the top quartile across free cash flow (90.0), earnings quality (86.1), revenue scale (78.3). Areas of concern include institutional flow (12.2) and revenue growth (39.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), ADT Inc. reports quarterly revenue of $1.3B, net income of $153.8M, an operating margin of 24.1%. Top institutional holders of ADT by reported 13-F value include STATE FARM MUTUAL AUTOMOBILE INSURANCE, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ADT trades on the NYSE exchange and files with the SEC under CIK 1703056. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ADT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ADT Inc. directly from SEC EDGAR.
AI Quality Score
63.2/100
AI Rank
#649
Revenue
$1.3B
Net Income
$153.8M
Free Cash Flow
$620.1M
Operating Margin
24.1%
ADT key financials by period
ADT Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$5.1B
$596.0M
25.5%
FY 2024
10-K
$4.9B
$501.1M
24.7%
FY 2023
10-K
$4.7B
$463.0M
25.3%
FY 2022
10-K/A
$6.4B
$132.7M
8.0%
FY 2021
10-K/A
$5.3B
$-340.8M
0.3%
FY 2020
10-K/A
$5.3B
$-632.2M
0.8%
Institutions holding ADT
Institutional investors reporting a position in ADT Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net income fell $11.3M YoY to $153.9M despite a $25.3M revenue increase to $1.31B, as SG&A rose $29.8M and gross customer revenue attrition climbed to 13.1%.
Biggest Revenue Drivers
Monitoring and related services$1.08B-$8.1M YoY
Lower recurring revenue from a decrease in volume, including the Multifamily Divestiture, partially offset by an increase in price.
Security installation, product, and other$230.2M+$33.4M YoY
Higher installation revenue driven by a higher mix of professionally installed systems under the outright sales (ADT+) model.
Biggest Revenue Drivers
Total revenue: $1.31B+$25.3M YoY
Monitoring and related services$1.08B-$8.1M YoY
Lower recurring revenue from a decrease in volume, including the Multifamily Divestiture, partially offset by an increase in price.
Within Monitoring and related services
Recurring monthly revenue$1,045M
Core contractual monitoring fee revenue within Monitoring and related services.
Security installation, product, and other$230.2M+$33.4M YoY
Higher installation revenue driven by a higher mix of professionally installed systems under the outright sales (ADT+) model.
Within Security installation, product, and other
Installation and other revenue$140.6M
Reflects the higher mix of professionally installed systems sold outright under the refined go-to-market approach.
Largest Expense Items
Selling, general, and administrative expenses$385.9M+$29.8M YoY
Increases in selling costs (amortization of deferred subscriber acquisition costs), share-based compensation, advertising costs, and allowance for credit losses.
Depreciation and intangible asset amortization$346.9M+$8.2M YoY
Higher depreciation of property and equipment and amortization of dealer-acquired customer contracts, partly offset by lower subscriber system asset depreciation from the shift to outright sales.
Total cost of revenue$263.5M+$13.4M YoY
Higher installation and product costs from the outright sales model shift, partially offset by lower monitoring and related services costs.
Margins: Operating income fell $26.1M YoY to $315.9M as SG&A (+$29.8M) and D&A (+$8.2M) outpaced revenue growth, driven partly by the ongoing shift toward the outright sales (ADT+) equipment ownership model.
Watch Items from the Filing
Gross customer revenue attrition rose to 13.1% from 12.8% YoY, driven by higher non-payment disconnects, partially offset by fewer voluntary disconnects.
Total debt outstanding was $7.69B against just $3.9M of cash and cash equivalents, reflecting a highly leveraged balance sheet.
Effective tax rate rose to 28.2% from 25.9% YoY, including 1.4% attributable to non-deductible items.
Apollo sold its remaining ~102 million shares in the May 2026 Offering, fully exiting ownership and ending board designee and consent rights.
The Company repurchased $601.6M of common stock in H1 2026, including $211M tied to Apollo's secondary offering, with $906M remaining under the $1.5B authorization.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
