Security technology and services company ADT (NYSE: ADT) will be reporting results this Tuesday before market open. Here’s what you need to know.
ADT beat analysts’ revenue expectations by 0.9% last quarter, reporting revenues of $1.29 billion, up 6.8% year on year. It was a mixed quarter for the company, with a beat of analysts’ EPS estimates but full-year revenue guidance meeting analysts’ expectations. It reported 6.4 million customers, flat year on year.
Is ADT a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting ADT’s revenue to grow 4% year on year to $1.29 billion, slowing from the 5.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.22 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. ADT has missed Wall Street’s revenue estimates three times over the last two years.
Looking at ADT’s peers in the specialized consumer services segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Mister Car Wash delivered year-on-year revenue growth of 5.7%, beating analysts’ expectations by 0.9%, and Service International reported revenues up 4.4%, topping estimates by 1.5%. Mister Car Wash traded up 8.4% following the results while Service International was also up 4.6%.
Read our full analysis of Mister Car Wash’s results here and Service International’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the specialized consumer services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.7% on average over the last month. ADT’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $9.58 (compared to the current share price of $8.78).
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