ADT Inc. Q2 2026 Earnings: FCF Surges 48%, Guidance Raised
As seen on the 24/7 Wall St. homepage on July 30, 2026.
ADT crushed expectations as a 48% free cash flow surge funded $478 million in share buybacks, while its new ADT Blu self-installed security line is expanding reach into DIY channels; management raised full-year guidance on the strength of the quarter and confidence in the product mix.
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ADT reported Q2 2026 earnings per share of $0.23, beating the Wall Street estimate of $0.2231 by about 3%. Revenue came in at $1.312 billion, topping expectations of roughly $1.289 billion by nearly 2%. The beat extended a consistent streak — ADT has cleared analyst EPS estimates in each of the past eight quarters shown in its earnings history.
The headline story underneath the numbers was a 48% surge in free cash flow, which gave management the firepower to execute $478 million in share buybacks during the quarter. ADT also highlighted the expansion of ADT Blu, its self-installed security line aimed at DIY customers, as a meaningful new channel for reaching buyers who prefer not to use professional installation.
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On the back of those results and confidence in its evolving product mix, management raised full-year guidance. Investors will want to watch whether ADT Blu gains traction in a competitive DIY security market and whether free cash flow growth can sustain the buyback pace that has been a key support for the stock.
Mentioned: ADT