ADT Inc. (ADT) plunged 11% in after-hours trading following a quarterly earnings report that fell short of expectations and a cautious outlook. The decline reflects growing investor concern over the company's growth trajectory and margin pressure.
- ADT's adjusted EPS of $1.12 missed the $1.18 consensus estimate
- Revenue of $618 million fell below the $632 million expected
- Net subscriber additions dropped 12% year-over-year
- Company issued FY2026 guidance with revenue growth expected to slow to 2.5%–3.5%
- Stock declined 11% in after-hours trading
- Market volatility index (VIX) rose 3.2% on broader earnings-related concerns
ADT Inc. (ADT) saw its stock decline sharply by 11% in after-hours trading after reporting fiscal Q4 results that missed both revenue and adjusted EPS estimates. The company reported adjusted earnings per share of $1.12, below the consensus estimate of $1.18, while revenue came in at $618 million, falling short of the projected $632 million. Despite a slight improvement in customer retention, net subscriber additions declined by 12% year-over-year, signaling continued challenges in customer acquisition.