ADT Inc. (NYSE:ADT) stock plunged on Monday after the home security giant delivered mixed fourth-quarter results and issued a lackluster 2026 outlook that fell short of Wall Street expectations.
While annual revenue and adjusted earnings improved, softer-than-expected guidance and revenue miss overshadowed the modest earnings beat, sending the stock to a new 52-week low.
Total revenue increased 1% year over year to $1.276 billion in the fourth quarter and climbed 5% to $5.129 billion for the full year. Adjusted earnings of 23 cents per share topped the 22-cent estimate, while quarterly revenue fell short of expectations of $1.296 billion.
GAAP income from continuing operations was $146 million, or 17 cents per diluted share, in the fourth quarter, down from $197 million, or 21 cents per diluted share, a year earlier.
Segment Performance
Monitoring and related services revenue was $1.083 billion in the fourth quarter and $4.354 billion for the full year. Security installation, product, and other revenue were $193 million in the quarter and $775 million for the year.
Monitoring …