Filing Flows › ADT (ADT) › Q2 2026
ADT (ADT) Q2 2026 earnings results (second quarter 2026)
10-Q filed Jul 30, 2026
ADT (ADT) reported revenue of $1.3B for the second quarter 2026 (Q2 2026), +2% from a year earlier and +3% from the quarter before. Operating margin was 24.1%, net earnings $154M (11.7% of revenue).
ADT, Q2 2026: revenue $1.3B (+2% year over year), operating margin 24.1%, net earnings $154M, operating cash flow $666M. The chart follows the revenue to costs, profit and cash.
| Q2 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.3B | +3% | +2% |
| Operating profit | $316M | -3% | -8% |
| Net earnings | $154M | -9% | -7% |
| Operating cash flow | $666M | +4% | +18% |
| Free cash flow | $404M | — | +104% |
What changed
Revenue was $1.3B in Q2 2026, up 2% year over year and up 3% from the previous quarter. Recurring monthly revenue was the largest line at 80% of revenue. Installation and other revenue added $0.03B year over year (up 31%), 133% of the total change. Recurring monthly revenue declined 1%.
Operating profit was $0.32B, a 24.1% margin (down 2.5 points year over year). Operating profit fell $0.03B even though revenue rose $0.03B versus Q2 2025, so costs grew faster than sales. Total costs grew 5% against revenue growth of 2%. Net earnings were $0.15B, down 7% year over year. The effective tax rate was 28.3%.
Operating cash flow was $0.67B (up 18% year over year), 433% of net earnings. Non-cash charges added back $0.35B of depreciation and amortization and $0.02B of share-based compensation. Working capital and other items added $0.15B. After dealer generated customer accounts and bulk account purchases ($0.14B) and subscriber system asset expenditures ($0.08B) 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 second quarter 2026?
ADT (ADT) reported revenue of $1.3B for the second quarter 2026 (Q2 2026), +2% from a year earlier and +3% from the quarter before.
Was ADT profitable in the second quarter 2026?
Operating profit was $316M (24.1% of revenue) and net earnings $154M.
Source: ADT 10-Q on SEC EDGAR.