ADT Earnings

ADT reported its FY2025Q3 earnings on 2025-11-04, showcasing a revenue of 1.00B against an estimate of 1.00B, resulting in a 0.35% surprise. The EPS was 0.22, surpassing the expected 0.21 by 4.76% . The stock experienced a -8.08% price change on the earnings day and a -5.92% change over the next five days, reflecting market reactions to the results.

Following ADT's FY2025Q3 earnings announcement on 2025-11-04, the stock price moved by -8.08% on the day of the release. Over the subsequent five days, it saw a -5.92% change. Historically, ADT's stock price tends to shift by an average of -1.80% in the 10 days leading up to earnings and -1.27% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate ADT’s annual revenue to reach 1.00B, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.13% and EPS estimates Revise Downward by -0.74% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between ADT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -0.13%, while EPS estimates moved Revise Downward by -0.74% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ADT's stock price typically moves by -1.80% in the 10 days before its earnings and -1.27% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 1.00B.

The earnings call highlights strong financial performance with revenue, EPS, and free cash flow growth. Despite minor concerns like increased attrition and RMR softness, management's optimistic guidance and strategic initiatives like AI integration and debt refinancing are positive. Share repurchase completion and future flexibility add to the positive outlook. The Q&A session supports this sentiment, with management addressing concerns and outlining strategies for growth. Overall, the positive financial metrics and strategic direction suggest a positive stock price movement.