Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus, with a top-line beat of $1.31B vs. $1.29B expected, driven by a 17% surge in installation and product revenue. While GAAP EPS of $0.19 missed the $0.21 consensus, Adjusted EPS of $0.23 slightly exceeded the $0.22 mean. The highlight was significant cash generation, with Adjusted Free Cash Flow of $406M far exceeding the implied quarterly consensus. Management raised FY26 guidance, now projecting 30% FCF growth and 2% revenue growth.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: ADT(ADT) the Revenue is 1.312 B (+1.94%), Beat estimate;the EBIT is 324 M (-3.28%), Miss estimate;the EPS is 0.19 (+5.56%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.31B1.94%
1.29B0.15%
+0.02B1.79%
EBITMiss expectations
0.32B3.28%
0.33B0.29%
-0.01B2.99%
EPSMiss expectations
0.195.56%
0.2116.67%
-0.020011.11%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf