Consumer Discretionary·Specialized Consumer Services·$5.9B
ADT Inc. is a leading provider of security and automation solutions for homes and businesses....
Earnings Per Share (EPS)
EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
Revenue reflects the overall sales performance of ADT and is critical for assessing growth and market demand.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+15.99%
Avg Stock Reaction
-0.33%
In Q4 2025, ADT reported an EPS of $0.23, exceeding expectations by 21%. However, the stock fell 11.22% the following day, indicating market concerns despite the positive earnings surprise.
Management Promises & Guidance
Analysts expect ADT to report solid earnings this quarter, with a consensus EPS of $0.21. However, the stock's recent performance suggests that investors may be cautious about future growth.
Bull Case
If ADT can deliver strong earnings and demonstrate growth in its smart home segment, it may regain investor confidence and see a positive stock reaction.
Bear Case
If the company fails to meet earnings expectations or provides weak guidance, it could lead to further declines in stock price, as seen in previous quarters.
Earnings Per Share (EPS)
$0.21EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
$1.3BRevenue reflects the overall sales performance of ADT and is critical for assessing growth and market demand.
The print will turn on these two things.
Q1
Will ADT's EPS exceed the consensus estimate of $0.21?
A beat on EPS could indicate stronger-than-expected demand and operational efficiency, which may boost investor confidence.
Q2
What guidance will ADT provide for revenue growth in the smart home segment?
Investors will be looking for insights into future growth prospects, especially in a competitive market for home security and automation.
Why consensus could be wrong
The consensus may underestimate the potential growth in ADT's smart home services, which could be a key driver of revenue this quarter.
Supporting Evidence
ADT's recent investments in technology may lead to improved customer acquisition and retention.
Historical trends show that the company has consistently beaten EPS estimates, indicating potential for another surprise.
Key Risk
If the smart home revenue growth exceeds expectations, it could significantly alter the market's perception of ADT's growth trajectory.
Pre-commit to what would confirm each case.
The market is weighing ADT's ability to maintain profitability while navigating competitive pressures in the consumer security space.
Bull Confirmed If
An EPS of $0.22 or higher, coupled with positive guidance on revenue growth in the smart home segment.
Bear Confirmed If
An EPS below $0.20 or weak guidance that raises concerns about future growth.
Implied Move
±N/A
There is no options market data available to gauge investor sentiment ahead of the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If ADT beats expectations, history suggests the stock could see an average one-day move of around +2.85%, confirming a positive outlook.
In-Line / Cautious
If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.
Miss
A miss could lead to a decline, with historical patterns suggesting an average one-day move of -0.33% following an earnings surprise.
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VERIZON COMMUNICATIO
Apr 27, 2026