ADT (ADT) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Industrials· Jul 30, 2026

Source: earnings call transcript

ADT delivered a solid second quarter, marked by exceptionally strong cash generation that supported significant share repurchases and a modestly raised full-year outlook. The company is actively transitioning its go-to-market strategy, focusing on lower-cost customer acquisition channels and leveraging AI to enhance service efficiency and product capabilities. While gross additions saw a temporary impact from reduced bulk purchases and dealer channel softness, core organic growth remains robust, and the ADT+ ecosystem continues to expand with new offerings like ADT Blue and present sensing tec

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ADT operating KPIs by quarter

ADT operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Dec 2025 Q4 FY25	This call Jun 2026 Q2 FY26	Change vs prior quarter
Attrition rate	13.1% Attrition ended at 13.1%, behind our record level from earlier in 2025 due mainly to elevated nonpaid disconnects. Source: earnings call transcript	13.1% Attrition was 13.1%, flat to last quarter with revenue payback also holding at 2.3 years. Source: earnings call transcript	0 pt

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.