Filing Flows › ADT (ADT) › Q2 2026 › vs Q1 2026
ADT (ADT) Q2 2026 vs Q1 2026 (quarter over quarter)
ADT's revenue rose $33.8M (+3%) from $1.3B in Q1 2026 to $1.3B in Q2 2026. The biggest changes: Security installation, product, and other +$32.1M (+16%); Monitoring and related services +$1.6M (+0.2%). Operating margin 24.1% against 25.5% (-1.4 pts).
ADT, Q2 2026: revenue $1.3B (+2% year over year), operating margin 24.1%, net earnings $154M, operating cash flow $666M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Operating margin | 24.1% | 25.5% | -1.4 pts |
| Net margin | 11.7% | 13.2% | -1.4 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Recurring monthly revenue | $1.0B | $1.0B | −$557K | -0.1% |
| Installation and other revenue | $141M | $108M | $32.2M | +30% |
| Amortization of deferred subscriber acquisition revenue | $89.5M | $89.6M | −$58K | -0.1% |
| Other related services | $36.9M | $34.8M | $2.2M | +6% |
| Monitoring and related services | $1.1B | $1.1B | $1.6M | +0.2% |
| Security installation, product, and other | $230M | $198M | $32.1M | +16% |
| Revenue | $1.3B | $1.3B | $33.8M | +3% |
| Operating profit | $316M | $325M | −$9.5M | -3% |
| Costs & expenses | $996M | $953M | $43.3M | +5% |
| Pre-tax earnings | $215M | $226M | −$11.8M | -5% |
| Other expense, net | $101M | $98.9M | $2.3M | +2% |
| SG&A | $386M | $365M | $21.1M | +6% |
| Other operating costs | $610M | $588M | $22.1M | +4% |
| Net earnings | $154M | $168M | −$14.5M | -9% |
| Income tax | $60.8M | $58.1M | $2.7M | +5% |
| Depreciation & amortization | $347M | $345M | $1.5M | +0.4% |
| Share-based compensation | $18.6M | $13.6M | $5.0M | +36% |
| Working capital & other | $147M | $111M | $36.4M | +33% |
| Operating cash flow | $666M | $638M | $28.3M | +4% |
Questions
How much did ADT's revenue grow quarter over quarter in Q2 2026?
ADT's revenue rose $33.8M (+3%) from $1.3B in Q1 2026 to $1.3B in Q2 2026.
What drove ADT's revenue change in Q2 2026?
Security installation, product, and other +$32.1M (+16%); Monitoring and related services +$1.6M (+0.2%).