US · Industrials · Security & Protection Services
EPS came in at 0.21 against a street estimate of 0.21 — a beat of 0.0%.
Analysts rate ADT Inc a buy (2 buy, 3 hold, 0 sell out of 5) with an average price target of $8.23.
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% |
| Apollo Management Holdings LP | 13.96% |
| BlackRock Inc | 8.59% |
| Vanguard Portfolio Management, LLC | 6.26% |
| Dimensional Fund Advisors, Inc. | 5.92% |
| AQR Capital Management LLC | 4.59% |
| LSV Asset Management | 4.36% |
| Vanguard Capital Management, LLC | 3.05% |
| Document | Date |
|---|---|
| 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 |
| Board / officer change · Q2 2026 ADT INC. - FORM 8-K SUMMARY (MAY 4-8, 2026) HEADLINE NUMBERS • Apollo Global Management sold 102,000,366 shares of ADT common stock via public offer | 2026-05-08 |
| Quarterly report · Q1 2026 ADT INC. - Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total Revenue Q1 2026: $1,278,529 thousand ($1.28 billion), up from $1,267,491 thousand in Q | 2026-04-30 |
| Proxy statement · Q2 2026 ADT INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 – Election of Directors: Vote FOR re-election of five director | 2026-04-14 |
| Annual report FY2025 ADT INC. - FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization: Approximately $4.282 billion as of June 30, 2025 • Outst | 2026-03-02 |
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 |
| Dividend | $0.06 / share ex-date Sep 11, 2025 · pay Oct 2, 2025 | 2025-09-11 |
| Announcement | Date |
|---|---|
| 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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Google PlayApp StoreData updated 2026-09-18.