Q4 Earnings Roundup: ADT (NYSE:ADT) And The Rest Of The Consumer Discretionary - Specialized Consumer Services Segment

As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the consumer discretionary - specialized consumer services industry, including ADT (NYSE:ADT) and its peers.

The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these purchases. For long-term investors with five-year holding periods, this creates a structural challenge: the sector is inherently hit-driven, with low switching costs and fickle customers. As a result, only a handful of companies can reliably grow demand and compound earnings over long periods, which is why our bar is high and High Quality ratings are rare. Some consumer discretionary companies don’t fall neatly into a category because their products or services are unique. Although their offerings may be niche, these companies have often found more efficient or technology-enabled ways of doing or selling something that has existed for a while. Technology can be a double-edged sword, though, as it may lower the barriers to entry for new competitors and allow them to do serve customers better.

The 10 consumer discretionary - specialized consumer services stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5% since the latest earnings results.

ADT (NYSE:ADT)

Founded in 1874 and headquartered in Boca Raton, Florida, ADT (NYSE:ADT) is a provider of security, automation, and smart home solutions, offering comprehensive services for home and business protection.

ADT reported revenues of $1.28 billion, up 1.3% year on year. This print fell short of analysts’ expectations by 1.2%. Overall, it was a mixed quarter for the company with EPS in line with analysts’ estimates but a slight miss of analysts’ revenue estimates.

“ADT again delivered solid financial performance in 2025, generating robust cash flow and further strengthening our financial foundation. As we enter 2026, we are positioning ADT to lead the next era of smart home intelligence with our ADT+ platform and new ambient sensing capabilities,” said ADT Chairman, President and CEO, Jim DeVries.

Unsurprisingly, the stock is down 18.2% since reporting and currently trades at $6.56.

Read our full report on ADT here, it’s free.

Best Q4: 1-800-FLOWERS (NASDAQ:FLWS)

Founded in 1976, 1-800-FLOWERS (NASDAQ:FLWS) is an online retailer of flowers, gifts, and gourmet foods, serving customers globally.

1-800-FLOWERS reported revenues of $702.2 million, down 9.5% year on year, in line with analysts’ expectations. The business had a strong quarter with a beat of analysts’ EPS estimates and a narrow beat of analysts’ EBITDA estimates.

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 19.9% since reporting. It currently trades at $3.24.

Is now the time to buy 1-800-FLOWERS? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Pool (NASDAQ:POOL)

Founded in 1993 and headquartered in Louisiana, Pool (NASDAQ:POOL) is one of the largest wholesale distributors of swimming pool supplies, equipment, and related leisure products.

Pool reported revenues of $982.2 million, flat year on year, falling short of analysts’ expectations by 1.7%. It was a softer quarter as it posted a significant miss of analysts’ EPS estimates and a miss of analysts’ adjusted operating income estimates.

Pool delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 16.6% since the results and currently trades at $213.01.

Read our full analysis of Pool’s results here.

H&R Block (NYSE:HRB)

Founded in 1955 by brothers Henry W. Bloch and Richard A. Bloch, H&R Block (NYSE:HRB) is a tax preparation company offering professional tax assistance and financial solutions to individuals and small businesses.

H&R Block reported revenues of $198.9 million, up 11.1% year on year. This print topped analysts’ expectations by 7.4%. Overall, it was a satisfactory quarter as it also put up an impressive beat of analysts’ revenue estimates.

H&R Block delivered the biggest analyst estimates beat but had the weakest full-year guidance update among its peers. The stock is down 16.5% since reporting and currently trades at $31.05.

Read our full, actionable report on H&R Block here, it’s free.

LKQ (NASDAQ:LKQ)

A global distributor of vehicle parts and accessories, LKQ (NASDAQ:LKQ) offers its customers a comprehensive selection of high-quality, affordably priced automobile products.

LKQ reported revenues of $3.31 billion, flat year on year. This result beat analysts’ expectations by 3.5%. Aside from that, it was a slower quarter as it recorded a significant miss of analysts’ EPS estimates and full-year EPS guidance missing analysts’ expectations.

The stock is down 6.6% since reporting and currently trades at $31.02.

Read our full, actionable report on LKQ here, it’s free.

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