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Side-by-side financial comparison of ADT Inc. (ADT) and Axalta Coating Systems Ltd. (AXTA). Click either name above to swap in a different company.

Axalta Coating Systems Ltd. is the larger business by last-quarter revenue ($5.1B vs $1.3B, roughly 4.0× ADT Inc.). ADT Inc. runs the higher net margin — 11.4% vs 1.8%, a 9.6% gap on every dollar of revenue. On growth, ADT Inc. posted the faster year-over-year revenue change (2.9% vs -0.6%). ADT Inc. produced more free cash flow last quarter ($323.5M vs $21.0M). Over the past eight quarters, Axalta Coating Systems Ltd.'s revenue compounded faster (94.5% CAGR vs 2.7%).

ADT Inc., formerly the ADT Corporation, is an American security company that provides residential and small business electronic security, fire protection, and other related alarm monitoring services throughout the United States and Canada. The corporate head office is located in Boca Raton, Florida. In February 2016, the company was acquired by Apollo Global Management for $6.9 billion in a leveraged buyout. In January 2018, the company went public on the New York Stock Exchange.

Axalta Coating Systems Ltd., also known as simply Axalta, is an American company specializing in coatings in a wide variety of industrial applications, materials and sectors, including automotive paints. The company is based in Philadelphia, Pennsylvania, and incorporated in Bermuda. Axalta develops and manufactures coatings for light and commercial vehicles, industrial, and refinish applications. The firm does business in 130 countries, has nearly 13,000 employees, and has more than 100,000 ...

ADT vs AXTA — Head-to-Head

Bigger by revenue
AXTA
AXTA
4.0× larger
AXTA
$5.1B
$1.3B
ADT
Growing faster (revenue YoY)
ADT
ADT
+3.5% gap
ADT
2.9%
-0.6%
AXTA
Higher net margin
ADT
ADT
9.6% more per $
ADT
11.4%
1.8%
AXTA
More free cash flow
ADT
ADT
$302.5M more FCF
ADT
$323.5M
$21.0M
AXTA
Faster 2-yr revenue CAGR
AXTA
AXTA
Annualised
AXTA
94.5%
2.7%
ADT

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
ADT
ADT
AXTA
AXTA
Revenue
$1.3B
$5.1B
Net Profit
$145.4M
$91.0M
Gross Margin
83.6%
Operating Margin
26.1%
2.9%
Net Margin
11.4%
1.8%
Revenue YoY
2.9%
-0.6%
Net Profit YoY
-23.5%
-9.1%
EPS (diluted)
$0.42

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
ADT
ADT
AXTA
AXTA
Q1 26
$5.1B
Q4 25
$1.3B
$1.3B
Q3 25
$1.3B
$1.3B
Q2 25
$1.3B
$1.3B
Q1 25
$1.3B
$1.3B
Q4 24
$1.2B
$1.3B
Q3 24
$1.2B
$1.3B
Q2 24
$1.2B
$1.4B
Net Profit
ADT
ADT
AXTA
AXTA
Q1 26
$91.0M
Q4 25
$145.4M
$60.0M
Q3 25
$145.1M
$110.0M
Q2 25
$165.2M
$109.0M
Q1 25
$140.2M
$99.0M
Q4 24
$190.0M
$137.0M
Q3 24
$127.2M
$101.0M
Q2 24
$92.4M
$112.0M
Gross Margin
ADT
ADT
AXTA
AXTA
Q1 26
83.6%
Q4 25
33.4%
Q3 25
34.9%
Q2 25
35.0%
Q1 25
34.3%
Q4 24
34.1%
Q3 24
35.0%
Q2 24
34.0%
Operating Margin
ADT
ADT
AXTA
AXTA
Q1 26
2.9%
Q4 25
26.1%
12.8%
Q3 25
24.3%
15.8%
Q2 25
26.6%
14.8%
Q1 25
25.2%
13.9%
Q4 24
32.4%
14.3%
Q3 24
26.2%
14.6%
Q2 24
23.6%
15.2%
Net Margin
ADT
ADT
AXTA
AXTA
Q1 26
1.8%
Q4 25
11.4%
4.8%
Q3 25
11.2%
8.5%
Q2 25
12.8%
8.4%
Q1 25
11.1%
7.8%
Q4 24
15.3%
10.5%
Q3 24
10.2%
7.7%
Q2 24
7.7%
8.3%
EPS (diluted)
ADT
ADT
AXTA
AXTA
Q1 26
$0.42
Q4 25
$0.28
Q3 25
$0.51
Q2 25
$0.50
Q1 25
$0.45
Q4 24
$0.63
Q3 24
$0.46
Q2 24
$0.51

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ADT
ADT
AXTA
AXTA
Cash + ST InvestmentsLiquidity on hand
$80.8M
$608.0M
Total DebtLower is stronger
$7.4B
$3.1B
Stockholders' EquityBook value
$3.8B
$2.5B
Total Assets
$15.8B
$7.6B
Debt / EquityLower = less leverage
1.95×
1.27×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ADT
ADT
AXTA
AXTA
Q1 26
$608.0M
Q4 25
$80.8M
$657.0M
Q3 25
$62.8M
$606.0M
Q2 25
$45.2M
$625.0M
Q1 25
$3.7M
$575.0M
Q4 24
$96.2M
$593.0M
Q3 24
$95.3M
$567.0M
Q2 24
$37.9M
$840.0M
Total Debt
ADT
ADT
AXTA
AXTA
Q1 26
$3.1B
Q4 25
$7.4B
$3.2B
Q3 25
$7.3B
$3.4B
Q2 25
$6.8B
$3.4B
Q1 25
$7.6B
$3.4B
Q4 24
$7.5B
$3.4B
Q3 24
$7.5B
$3.5B
Q2 24
$7.5B
$3.6B
Stockholders' Equity
ADT
ADT
AXTA
AXTA
Q1 26
$2.5B
Q4 25
$3.8B
$2.3B
Q3 25
$3.7B
$2.3B
Q2 25
$3.7B
$2.3B
Q1 25
$3.6B
$2.1B
Q4 24
$3.8B
$1.9B
Q3 24
$3.9B
$1.9B
Q2 24
$3.8B
$1.8B
Total Assets
ADT
ADT
AXTA
AXTA
Q1 26
$7.6B
Q4 25
$15.8B
$7.6B
Q3 25
$16.0B
$7.8B
Q2 25
$16.0B
$7.8B
Q1 25
$15.8B
$7.4B
Q4 24
$16.1B
$7.2B
Q3 24
$16.1B
$7.5B
Q2 24
$16.0B
$7.3B
Debt / Equity
ADT
ADT
AXTA
AXTA
Q1 26
1.27×
Q4 25
1.95×
1.36×
Q3 25
1.99×
1.48×
Q2 25
1.84×
1.50×
Q1 25
2.10×
1.64×
Q4 24
1.98×
1.78×
Q3 24
1.93×
1.84×
Q2 24
1.98×
2.02×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ADT
ADT
AXTA
AXTA
Operating Cash FlowLast quarter
$373.6M
Free Cash FlowOCF − Capex
$323.5M
$21.0M
FCF MarginFCF / Revenue
25.4%
0.4%
Capex IntensityCapex / Revenue
3.9%
Cash ConversionOCF / Net Profit
2.57×
TTM Free Cash FlowTrailing 4 quarters
$1.7B
$491.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ADT
ADT
AXTA
AXTA
Q1 26
Q4 25
$373.6M
$344.0M
Q3 25
$480.1M
$137.0M
Q2 25
$563.9M
$142.0M
Q1 25
$466.6M
$26.0M
Q4 24
$459.7M
$234.0M
Q3 24
$498.2M
$194.0M
Q2 24
$563.2M
$114.0M
Free Cash Flow
ADT
ADT
AXTA
AXTA
Q1 26
$21.0M
Q4 25
$323.5M
$286.0M
Q3 25
$437.4M
$87.0M
Q2 25
$526.3M
$97.0M
Q1 25
$421.2M
$-17.0M
Q4 24
$426.0M
$172.0M
Q3 24
$455.5M
$161.0M
Q2 24
$516.5M
$91.0M
FCF Margin
ADT
ADT
AXTA
AXTA
Q1 26
0.4%
Q4 25
25.4%
22.7%
Q3 25
33.7%
6.8%
Q2 25
40.9%
7.4%
Q1 25
33.2%
-1.3%
Q4 24
34.3%
13.1%
Q3 24
36.6%
12.2%
Q2 24
42.9%
6.7%
Capex Intensity
ADT
ADT
AXTA
AXTA
Q1 26
Q4 25
3.9%
4.6%
Q3 25
3.3%
3.9%
Q2 25
2.9%
3.4%
Q1 25
3.6%
3.4%
Q4 24
2.7%
4.7%
Q3 24
3.4%
2.5%
Q2 24
3.9%
1.7%
Cash Conversion
ADT
ADT
AXTA
AXTA
Q1 26
Q4 25
2.57×
5.73×
Q3 25
3.31×
1.25×
Q2 25
3.41×
1.30×
Q1 25
3.33×
0.26×
Q4 24
2.42×
1.71×
Q3 24
3.92×
1.92×
Q2 24
6.10×
1.02×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ADT
ADT

Recurring Monthly Revenue$1.0B82%
Installation Revenue$103.0M8%
Other$89.9M7%
Other Related Services$36.0M3%

AXTA
AXTA

Segment breakdown not available.

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