ADT ( NYSE:ADT) delivered a robust fiscal 2025 performance, reporting total revenue of $5.13 billion, a 5% increase over the prior year.
The Boca Raton-based security leader saw its adjusted earnings per share (EPS) surge 19% to $0.89, driven by high-margin monitoring growth and improved operational efficiencies following the divestiture of its commercial and solar units.
The company’s ability to generate liquidity remained a central theme, with adjusted free cash flow rising 16% to $863 million.
This cash engine allowed ADT to return $791 million to shareholders throughout 2025.
Signaling continued confidence in its valuation, ADT’s board announced a new $1.5 billion share repurchase authorization on Monday, alongside a quarterly dividend declaration of $0.055 per share.
The 2025 results also highlighted a significant technological shift.
In February 2026, ADT completed the acquisition of Origin AI, a pioneer in "Wi-Fi sensing" technology.
By integrating Origin’s ambient sensing capabilities, ADT plans to offer security features that can detect movement through walls using existing wireless signals—eliminating the need for traditional motion sensors in every room.
Financially, the company reported GAAP income from continuing operations of $601 million.
While the company continues to manage its debt-to-EBITDA ratio, the consistent growth in recurring monthly revenue (RMR) and a record-low attrition rate of 12.1% suggest a stabilizing foundation as ADT enters 2026.