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ADT Q3 revenue beats analyst estimates

By Reuters News


Overview

  • U.S. security solutions provider's Q3 revenue rose 4%, beating analyst expectations

  • Adjusted EPS for Q3 rose 4% year-over-year

  • Company expects Thrive Holdings acquisition to close in Q1 2027


Outlook

  • Company is not providing financial guidance due to pending acquisition by Thrive Holdings


Result Drivers

  • OUTRIGHT SALES MODEL - Higher security installation, product, and other revenue driven by increased mix of professionally installed systems under outright sales model

  • MULTIFAMILY DIVESTITURE - Monitoring and related services revenue declined due to lower sales volume and revenue loss from October 2025 divestiture of multifamily business, partially offset by higher average prices

  • SHARE REPURCHASES - Adjusted EPS benefited from lower weighted-average diluted share count as a result of share repurchases


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$1.35 bln

$1.32 bln (3 Analysts)

Q3 Adjusted EPS from continuing operations

$0.24

Q3 EPS

$0.19

Q3 Adjusted Income from Cont Ops

$176 mln

Q3 Net Income

$151 mln


Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

  • The average consensus recommendation for the communications & networking peer group is "buy."

  • Wall Street's median 12-month price target for ADT Inc is $10.00, about 1.7% above its November 2 closing price of $9.83

  • The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 8 three months ago


Reuters Recommended Reads

  • Nov 3 - Security solutions firm Verisure hits record Q3 margin on lower interest charges

  • Nov 3 - Eaton Q3 sales, EPS beat estimates on strong demand

  • Nov 3 - Pfizer Q3 revenue beats estimates on new launches; raises guidance


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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