US · Industrials · Security & Protection Services
EPS came in at 0.21 against a street estimate of 0.23 — a miss of 8.7%.
Analysts rate ADT Inc a buy (2 buy, 3 hold, 1 sell out of 6) with an average price target of $8.88.
CONFIDENT ADT posted solid Q2 with 2% revenue growth, flat EPS, but exceptional 48% free cash flow growth. Strong cash returns to shareholders ($684M YTD), disciplined cost cuts, and new ADT Blue DIY platform showing early traction offset softness in dealer and bulk channels. Q2 2026 No geographic segment breakdown provided in call. Analysts pressed on sustainability of gross add declines (attributed to intentional channel rationalization vs. demand), timeline for ADT+ benefits to hit attrition/costs, and working capital normalization. Management emphasized core DIFM organic growth, phased dealer rollout benefits, and H2 headwinds on tax/interest offsetting H1 tailwinds. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| State Farm Mutual Automobile Ins Co | 18.25% |
| BlackRock Inc | 9.88% |
| Vanguard Portfolio Management, LLC | 6.78% |
| Dimensional Fund Advisors, Inc. | 5.92% |
| LSV Asset Management | 4.36% |
| AQR Capital Management LLC | 3.85% |
| Vanguard Capital Management, LLC | 3.59% |
| State Street Corp | 2.83% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,348,979 thousand, up from $1,297,954 thousand in the third quarter of 2025. • Nine-month reven | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue rose 4% year over year to $1,349 million. • GAAP income from continuing operations increased 7% to $15 | 2026-11-03 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • ADT entered into a merger agreement on October 29, 2026, with Abode Parent, LLC and Abode Merger Sub, Inc. • ADT stockholders wou | 2026-10-29 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • ADT Inc. announced on October 29, 2026, that it signed a definitive agreement to be acquired by Thrive Holdings. • The transactio | 2026-10-29 |
| Material agreement · Q3 2026 ADT INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • ADT Inc. borrowed an additional $100 million in incremental first lien senior secured term A loans on | 2026-08-31 |
| Quarterly report · Q2 2026 ADT INC. 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenue (H1 2026): $2,590,814 thousand ($2.59 billion); up from $2,554,526 thous | 2026-07-30 |
| Results announced · Q3 2026 ADT INC. Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue: $1,312 million, up 2% year-over-year • GAAP income from continuing operations: $ | 2026-07-30 |
| Material agreement · Q2 2026 ADT INC. – FORM 8-K SUMMARY (May 27, 2026) HEADLINE NUMBERS • ADT Inc. borrowed an additional $100,000,000 in incremental first lien senior secured | 2026-05-28 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.06 / share ex-date Sep 10, 2026 · pay Oct 1, 2026 | 2026-09-10 |
| Dividend | $0.06 / share ex-date Jun 11, 2026 · pay Jul 7, 2026 | 2026-06-11 |
| Dividend | $0.06 / share ex-date Mar 12, 2026 · pay Apr 2, 2026 | 2026-03-12 |
| Dividend | $0.06 / share ex-date Dec 11, 2025 · pay Jan 8, 2026 | 2025-12-11 |
| Announcement | Date |
|---|---|
| Definitive agreement announced for company acquisition by Thrive Holdings ADT announced that it signed a definitive agreement to be acquired by Thrive Holdings. The filing confirms the transaction agreement but provides no purchase price, per-share consideration, | 2026-10-29 |
| Company entered into an agreement to merge with Abode Parent and its subsidiary ADT announced a merger agreement with Abode Parent and its subsidiary. If completed, ADT will become a wholly owned subsidiary of the buyer and its public shares will be converted into $10.0 | 2026-10-29 |
| Company repurchases 29.1 million shares; Apollo exits remaining stake Apollo Global Management, ADT's major shareholder, completely exited its investment in ADT on May 5, 2026. Apollo sold 102 million shares of common stock through an underwritten offering, wi | 2026-05-08 |
| Three-year $1.5B share repurchase plan and dividend announced ADT Inc. announced its full-year 2025 financial results on March 2, 2026. While the 8-K filing itself doesn't detail the specific earnings numbers, the company's capital allocation decisions | 2026-03-02 |
| Transaction announced with Origin AI and Verisure partnership agreement ADT Inc. filed an 8-K on February 24, 2026 disclosing two related transactions involving the company. The filing references press releases announcing: (1) a transaction between ADT and Origi | 2026-02-24 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.