Filing Flows › ADT (ADT) › Q4 2025
ADT (ADT) Q4 2025 earnings results (fourth quarter 2025)
10-K filed Mar 2, 2026
ADT (ADT) reported revenue of $1.3B for the fourth quarter 2025 (Q4 2025), +1% from a year earlier and -2% from the quarter before. Operating margin was 26.1%, net earnings $145M (11.4% of revenue).
ADT, Q4 2025: revenue $1.3B (+1% year over year), operating margin 26.1%, net earnings $145M, operating cash flow $374M. The chart follows the revenue to costs, profit and cash.
| Q4 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.3B | -2% | +1% |
| Operating profit | $333M | +6% | +9% |
| Net earnings | $145M | +0.2% | -23% |
| Operating cash flow | $374M | -22% | -19% |
| Free cash flow | $126M | — | — |
What changed
Revenue was $1.3B in Q4 2025, up 1% year over year and down 2% from the previous quarter. Recurring monthly revenue was the largest line at 82% of revenue.
Operating profit was $0.33B, a 26.1% margin (up 1.8 points year over year). Of the extra revenue versus a year earlier, 173% reached operating profit, above the 24% margin then. Total costs fell 1% while revenue rose 1%. Net earnings were $0.15B, down 23% year over year. The effective tax rate was 32.0%.
Operating cash flow was $0.37B (down 19% year over year), 257% of net earnings. Non-cash charges added back $0.34B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items used $0.12B. After dealer generated customer accounts and bulk account purchases ($0.11B) and subscriber system asset expenditures ($0.09B) and purchases of property and equipment ($0.05B), free cash flow as the company reports it was $0.13B.
Questions
What was ADT's revenue in the fourth quarter 2025?
ADT (ADT) reported revenue of $1.3B for the fourth quarter 2025 (Q4 2025), +1% from a year earlier and -2% from the quarter before.
Was ADT profitable in the fourth quarter 2025?
Operating profit was $333M (26.1% of revenue) and net earnings $145M.
Source: ADT 10-K on SEC EDGAR.