Adt Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Adt Inc (ADT) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Adt Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 5,900M vs 120,165M combined for tracked competitors (4.7% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-11.0% annualized vs trailing 12 months), vs accelerating (+9.4%) for its tracked peer group.
- Growth: Adt Inc generated -14.6% revenue growth year over year in Q2 2026, vs 5.6% for its tracked competitors combined.
- Profitability: Its 11.7% net margin compares with 24.1% for the peer group.
- Scale: Adt Inc ranks #2 of 5 companies by market capitalization in the Security & Armored Car Services industry, holding 27.6% of industry market cap.
- Peer revenue share: Adt Inc accounted for 3.8% of combined revenue among its tracked peer group, down from 4.7% a year earlier.
- Peer differentiation: Revenue per employee of $0.41M compares with $0.28M for the peer group (1.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ADT Sales vs. its Competitors, Q2 2026
Adt Inc reported revenue contraction of 14.63 % year on year in Q2 2026, below its competitors' combined revenue growth of 5.57 %.
With a net margin of 11.72 %, Adt Inc reported lower profitability than its competitors (24.11 %).
Adt Inc generated 3.84 % of the combined sales of its peer group, down from 4.71 % a year earlier.
Adt Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Adt Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Adt Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Adt Inc's competitor groups requires a Commercial License.
For context: the Security & Armored Car Services industry grew revenue -1.8% year over year, combined, vs -14.6% for Adt Inc. Adt Inc's share of combined industry revenue moved from 50.02% to 43.49%, a loss of 6.54 percentage points.
Adt Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Adt Inc | Yes | No | No | No |
| Competitors combined (18) | ||||
| High-Confidence Competitors (15) | ||||
| Similar-Size Competitors (3) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 50.00 % (4 of 8) | 50.00 % (4 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ADT Stock Performance relative to its Competitors
ADT Stock Performance relative to High-Confidence Competitors
ADT Stock Performance relative to Similar-Size Competitors
ADT Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Borgwarner Inc | 282.9% | Outperformed |
| 2 | Allison Transmission Holdings Inc | 282.9% | Outperformed |
| 3 | Cass Information Systems Inc | 282.9% | Outperformed |
| 4 | Emcor Group Inc | 282.9% | Outperformed |
| 5 | Johnson Controls International Plc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Adt Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Adt Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Adt Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Adt Inc | - | 5,900.41 |
| Trane Technologies Plc | 100,583.35 | 22,209.90 |
| Johnson Controls International Plc | 91,418.46 | 24,433.00 |
| Honeywell International Inc | 67,390.27 | 36,130.00 |
| Emcor Group Inc | 34,106.13 | 18,598.34 |
| Stanley Black and Decker Inc | 13,367.00 | 15,247.70 |
| SUBTOTAL | 343,994.23 | 151,263.84 |
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Sources: Adt Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Adt Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Adt Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Arlo Technologies, Inc. | Named by the company | 85% |
| Stanley Black & Decker, Inc. | Named by the company | 85% |
| Sunrun, Inc. | Named by the company | 85% |
| Xfinity Home Security | Named by the company | 85% |
| Angi | Named by the company | 85% |
| Brinks Home Security | Named by the company | 85% |
| Johnson Controls | Named by the company | 85% |
| Ring Smart Security System by Amazon | Named by the company | 85% |
| SimpliSafe | Named by the company | 85% |
| Sunnova Energy International, Inc. | Named by the company | 85% |
| Vivint Smart Home, Inc (a subsidiary of NRG) | Named by the company | 85% |
| Amazon Ring | Named by the company | 85% |
| Named by the company | 85% | |
| OnTech | Named by the company | 85% |
| Securitas Electronic Security | Named by the company | 85% |
| STANLEY Security | Named by the company | 85% |
| Titan Solar Power | Named by the company | 85% |
| Apple HomeKit | Named by the company | 85% |
| Xfinity Home Security (a division of Comcast Corporation) | Named by the company | 85% |
| Comcast Corporation | Named by the company | 85% |
| Monitronics International, Inc. | Named by the company | 85% |
| Roku Inc. | Named by the company | 85% |
| SimpliSafe Home Security Systems | Named by the company | 85% |
| SunPower Inc. | Named by the company | 85% |
| Wyze Home Monitoring | Named by the company | 85% |
| Amazon’s Ring Smart Security System | Named by the company | 85% |
| Best Buy’s Geek Squad | Named by the company | 85% |
| HomeKit by Apple | Named by the company | 85% |
| Power Home Solar, LLC | Named by the company | 85% |
| Securitas Technology | Named by the company | 85% |
| State Farm | Named by the company | 85% |
| Trinity Solar, Inc. | Named by the company | 85% |
| Apple’s HomeKit | Named by the company | 85% |
| Convergint Technologies | Named by the company | 85% |
| NRG | Named by the company | 85% |
| Securitas AB | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Adt Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Adt Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Adt Inc | Reportable 84.04 % |
| Johnson Controls International Plc | Americas 66.79 % |
| Stanley Black and Decker Inc | Tools and Outdoor 89.99 % |
| Borgwarner Inc | Turbos & Thermal Technologies 40.56 % |
| Allison Transmission Holdings Inc | Allison Transmission 52.13 % |
| Federal Signal Corporation | Environmental Solutions 85.15 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Adt Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Adt Inc | - | 412,616 | 42,850 |
| Trane Technologies Plc | 100,583 | 504,770 | 67,557 |
| Johnson Controls International Plc | 91,418 | 108,591 | 16,342 |
| Honeywell International Inc | 67,390 | 357,723 | 81,356 |
| Emcor Group Inc | 34,106 | 422,690 | 32,708 |
| Stanley Black and Decker Inc | 13,367 | 350,522 | 14,264 |
| PEERS TOTAL | 343,994 | 277,325 | 35,249 |
Adt Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Trane Technologies Plc | Americas 80.46 % |
| Stanley Black and Decker Inc | United States 60.90 % |
| Borgwarner Inc | Europe 37.96 % |
| Federal Signal Corporation | United States 80.16 % |
| Fortune Brands Innovations Inc | US 83.64 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Adt Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 4 companies in Adt Inc's industry classification, broader than the peer set above. Market cap in millions of $.Adt Inc ranks #2 of 4 companies by market capitalization in its industry, holding 27.56 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 6,001, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Allegion Plc | 13,363 | 72.40 % |
| 2 | Adt Inc | 5,087 | 27.56 % |
| 3 | Guardforce Ai Co Limited | 1,234 | 5.2% |
| 4 | Su Group Holdings Limited | 1,234 | 5.2% |
| 0 | AMERIGUARD SECURITY SERVICES, INC. | 1,234 | 5.2% |
Market cap and industry share for the rest of Adt Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Adt Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Allegion Plc | 13,363 | -11.02 % |
| 2 | Adt Inc | 5,087 | -27.38 % |
| 3 | Guardforce Ai Co Limited | 1,234 | 12.3% |
| 4 | Su Group Holdings Limited | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Adt Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Adt Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Security & Armored Car Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (8 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | - | 38.33 % (avg) | - |
| Operating Margin | 21.85 % | industry median | +0.5 pp |
| EBITDA Margin | 35.39 % | 1.92 % (avg) | +33.5 pp |
| Capital Intensity (Capex / Revenue) | 11.73 % | 1.59 % (avg) | +10.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Adt Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 4.65 % | 15.88 % | 4.84 % | 0.38 % | 23.01 % | -28.97 % | -16.73 % | 6.37 % |
| Operating Margin | 4.94 % | 3.01 % | 0.59 % | 0.22 % | 5.42 % | 8.52 % | 19.34 % | 21.42 % |
| Return on Invested Capital | 1.34 % | 1.03 % | 0.50 % | 0.09 % | 2.48 % | 2.77 % | 6.00 % | 6.29 % |
| P/E | - | - | - | - | 108.5x | 11.5x | 13.8x | 11.9x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Adt Inc's Strategic Group Map
Every company in Adt Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Adt Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Adt Inc's BCG Growth-Share Matrix
Relative market share (vs Adt Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Adt Inc falls in the Dog quadrant: relative market share of 0.38x vs its largest competitor, in an industry growing revenue 2.6% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Allegion Plc alone holds 72% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Adt Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 6,001 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 11.73 % vs industry average 1.59 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Adt Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Adt Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Adt Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Adt Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Adt Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Return on equity 5.5 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-11.0% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.38x).
Opportunities
- A meaningful share of tracked competitors (35.30 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by Allegion Plc, holding 72.40 % of industry market cap.
- Losing revenue share to the broader industry (-6.5 points over the past year).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Adt Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Adt Inc | 0.10 | 0.77 | 2.64 |
| Trane Technologies Plc | 0.06 | 1.15 | 0.54 |
| Johnson Controls International Plc | 0.05 | 0.96 | 0.70 |
| Honeywell International Inc | 0.51 | 1.31 | 2.10 |
| Emcor Group Inc | 0.19 | 1.24 | - |
| Stanley Black and Decker Inc | 0.07 | 1.19 | 0.66 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Adt Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Adt Inc | Q2 2026 | -14.6 % | -6.9 % |
| Trane Technologies Plc | Q2 2026 | +10.6 % | +6.4 % |
| Johnson Controls International Plc | Q1 2026 | +8.2 % | +17.1 % |
| Honeywell International Inc | Q2 2026 | -6.1 % | +262.4 % |
| Emcor Group Inc | Q2 2026 | +19.8 % | +33.6 % |
| Stanley Black and Decker Inc | Q2 2026 | +0.4 % | +244.7 % |
| PEERS TOTAL | +5.4 % | +109.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Adt Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Adt Inc | Q2 2026 | - | -30.1 % |
| Trane Technologies Plc | Q2 2026 | +14.2 % | -15.0 % |
| Johnson Controls International Plc | Q1 2026 | +7.6 % | - |
| Honeywell International Inc | Q2 2026 | +7.2 % | +39.4 % |
| Emcor Group Inc | Q2 2026 | +19.1 % | +11.1 % |
| Stanley Black and Decker Inc | Q2 2026 | -7.8 % | -18.5 % |
Adt Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Adt Inc | 3.86% | 3.18% | 16.66% |
| Trane Technologies Plc | 13.29% | 18.86% | 34.76% |
| Johnson Controls International Plc | 9.33% | 15.77% | 26.03% |
| Honeywell International Inc | 10.74% | 17.01% | 49.57% |
| Emcor Group Inc | 15.31% | 21.54% | 38.48% |
| Stanley Black and Decker Inc | 2.93% | 4.28% | 6.90% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Adt Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Adt Inc | 8.58 | - |
| Trane Technologies Plc | 34.27 | 4.53 |
| Johnson Controls International Plc | 27.02 | 3.74 |
| Honeywell International Inc | 8.31 | 1.87 |
| Emcor Group Inc | 23.85 | 1.83 |
| Stanley Black and Decker Inc | 21.64 | 0.88 |
| PEERS AVERAGE | 18.02 | 2.27 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.