ADT Inc.: Business Overview, Financials & Competitive Analysis
ADT Inc. scores 7/10 on the AskCyborg Cyborg Score (Strong). Established market leader with improving profitability, expanding margins through AI automation, and strengthening balance sheet positioning. With a market cap of $6.56B and trailing 12-month revenue of $5.11B, ADT maintains a dominant position in residential security. The company has deployed AI across customer service with 90% of chat interactions handled.
What is ADT Inc.'s industry? ADT Inc. (adt.com) operates in Residential and Commercial Security Services / Smart Home Automation. AskCyborg classifies ADT Inc. under Residential and Commercial Security Services / Smart Home Automation in its company registry.
ADT Inc. is a provider of security, interactive, and smart home solutions serving consumer and small business customers in the United States. The company operates through a national network of technicians and offers c...
Cyborg Score thesis
Established market leader with improving profitability, expanding margins through AI automation, and strengthening balance sheet...
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Get Current Report FreeADT Inc. Overview
Pro stress-test →ADT Inc. is a provider of security, interactive, and smart home solutions serving consumer and small business customers in the United States. The company operates through a national network of technicians and offers comprehensive monitoring services including burglary, fire, flood, and emergency response systems alongside modern smart home automation capabilities.
Strategic Profile
Pro stress-test →Year-to-date adjusted free cash flow has reached $520 million, a 28% year-over-year increase, driven by profitability, reduced cash interest from debt reduction, and the wind-down of the solar business. The company has reduced its net debt to adjusted EBITDA ratio to 2.9x, moving below the previously targeted 3x threshold, demonstrating disciplined capital management and operational improvement.
Competitive Landscape
Pro stress-test →ADT's top competitors include Vivint, Ooma and SimpliSafe. The company competes in a fragmented market with traditional providers, DIY platforms, and emerging smart home aggregators. ADT maintains competitive advantage through its extensive service technician network and established brand recognition developed over 150+ years.
Industry Context
ADT Inc. operates in Residential and Commercial Security Services / Smart Home Automation.
Key facts
Founded: 1874 · Headquarters: Boca Raton, US · Employees: 12,800 · Revenue: $5.11B · Market cap: $6.56B