ADT Q4 Revenue Growth Seen Slowing to 2.5% After 4.4% Gain
ADT is set to report Q4 results Monday with revenue expected to grow 2.5% year-over-year, slowing from last quarter’s 4.4% increase to $1.30 billion. The company has missed revenue estimates multiple times over the past two years, while peers 1-800-FLOWERS and Matthews saw Q4 revenue declines of 9.5% and 29.1%.
1. Q4 Revenue Expectations
ADT will report Q4 results Monday, with analysts expecting revenue growth of 2.5% year-over-year versus 7.5% in Q4 last year and trailing the previous quarter’s 4.4% increase to $1.30 billion.
2. Historical Performance
Last quarter ADT posted $1.30 billion in revenue, up 4.4% year-over-year, beating EPS estimates but missing adjusted operating income forecasts. The company has missed revenue estimates multiple times over the past two years, highlighting persistent forecasting challenges.
3. Peer Comparisons
Within the specialized consumer services segment, 1-800-FLOWERS reported a 9.5% Q4 revenue decline meeting expectations, while Matthews saw a 29.1% drop that topped estimates by 0.8%, with the former’s stock rising 6.9% and the latter flat on results.
4. Stock Outlook
ADT shares have fallen 1% over the past month ahead of earnings, trading at $7.92 versus an average analyst price target of $9.48, reflecting investor caution as revenue momentum slows.