Earnings Releases·Nov 3, 2026, 8:18 AM ET

ADT Inc. — Third Quarter 2026 Earnings Summary

Total revenue rose 4% year-over-year to $1.349 billion, driven by a 32% surge in installation and product sales, while GAAP income from continuing operations increased 7% to $153 million ($0.20/share); however, adjusted income declined 6% to $176 million ($0.24/share) and adjusted EBITDA fell 2% to $665 million.
The company has withdrawn all financial guidance due to the pending all-cash acquisition by Thrive Holdings, with stockholders set to receive $10.00 per share upon expected closing in Q1 2027.
Capital return activity included $748 million returned to shareholders year-to-date via $617 million in share repurchases and $41 million in quarterly dividends, alongside $217 million in adjusted free cash flow for the quarter.
Strategic initiatives include the planned 2027 launch of next-generation presence sensing, the expansion of AI-enabled sales tools, and the launch of ADT Partner Services, which includes an agreement to service Apple Retail locations.
Key operational metrics showed trailing twelve-month gross customer revenue attrition rising 10 basis points to 13.1%, while end-of-period recurring monthly revenue (RMR) decreased 1% to $360 million.