Filing Flows › ADT (ADT) › Q1 2026
ADT (ADT) Q1 2026 earnings results (first quarter 2026)
10-Q filed Apr 30, 2026
ADT (ADT) reported revenue of $1.3B for the first quarter 2026 (Q1 2026), +0.9% from a year earlier and +0.2% from the quarter before. Operating margin was 25.5%, net earnings $168M (13.2% of revenue).
ADT, Q1 2026: revenue $1.3B (+0.9% year over year), operating margin 25.5%, net earnings $168M, operating cash flow $638M. The chart follows the revenue to costs, profit and cash.
| Q1 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.3B | +0.2% | +0.9% |
| Operating profit | $325M | -2% | +2% |
| Net earnings | $168M | +16% | +20% |
| Operating cash flow | $638M | +71% | +37% |
| Free cash flow | $396M | — | +89% |
What changed
Revenue was $1.3B in Q1 2026, up 1% year over year and roughly flat from the previous quarter. Recurring monthly revenue was the largest line at 82% of revenue. Installation and other revenue added $0.01B year over year (up 14%), 117% of the total change. Recurring monthly revenue declined 1%.
Operating profit was $0.33B, a 25.5% margin (up 0.3 points year over year). Of the extra revenue versus Q1 2025, 56% reached operating profit, above the 25% margin then. Total costs grew 1% against revenue growth of 1%. Net earnings were $0.17B, up 20% year over year. The effective tax rate was 25.7%.
Operating cash flow was $0.64B (up 37% year over year), 379% of net earnings. Non-cash charges added back $0.35B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items added $0.11B. After dealer generated customer accounts and bulk account purchases ($0.10B) and subscriber system asset expenditures ($0.09B) and purchases of property and equipment ($0.05B), free cash flow as the company reports it was $0.40B.
Questions
What was ADT's revenue in the first quarter 2026?
ADT (ADT) reported revenue of $1.3B for the first quarter 2026 (Q1 2026), +0.9% from a year earlier and +0.2% from the quarter before.
Was ADT profitable in the first quarter 2026?
Operating profit was $325M (25.5% of revenue) and net earnings $168M.
Source: ADT 10-Q on SEC EDGAR.