ADT's (NYSE:ADT) Q3 2026: beats on revenue. November 03, 2026 at 07:06 AM EST i This article is third-party content and does not represent the views of this site. Tamar Securities, LLC make no guarantees regarding its accuracy or completeness. Security technology and services company ADT (NYSE: ADT) reported revenue ahead of Wall Street's expectations in Q3 2026, with revenue up 3.9% year on year to $1.35 billion. Its non-GAAP profit of $0.24 per share was in line with analysts' consensus estimates. ADT (ADT) Q3 2026 highlights: * Revenue $1.35 billion vs S&P analysts' consensus estimates of $1.32 billion (3.9% year-on-year growth, 2% beat) * Adjusted EPS $0.24 vs S&P analysts' consensus estimates of $0.23 (in line) * Adjusted EBITDA $665 million vs analysts' consensus estimates of $663.1 million (49.3% margin, in line) * Operating margin 23.1%, down from 24.3% in the same quarter last year * Free cash flow margin 15.3%, similar to the same quarter last year * Market capitalization $7.18 billion Revenue growth. A company's long-term revenue performance is one signal of its overall quality. Any business can experience short-term success, but top-performing ones sustain growth for years. ADT struggled to consistently increase demand as its $5.22 billion in revenue for the trailing 12 months was close to its revenue five years ago. That underwhelming result points to poor business quality. Long-term growth is the most important, but within consumer discretionary, product cycles are short and revenue can be hit-driven due to rapidly changing trends and consumer preferences. ADT's annualized revenue growth of 4.1% over the last two years is above its five-year trend, a positive sign. This quarter, ADT reported modest year-on-year revenue growth of 3.9% but beat Wall Street's consensus estimates by 2%. Looking ahead, sell-side analysts expect revenue to grow 2.1% over the next 12 months, according to S&P, a slight deceleration versus the last two years. This underwhelming projection indicates its products and services will see some demand headwinds. Operating margin. Operating margin is an important measure of profitability as it shows the portion of revenue left after accounting for all core expenses, from the cost of goods sold to advertising and wages. It's also useful for comparing profitability across companies with different levels of debt and tax rates because it excludes interest and taxes. ADT's operating margin has generally stayed the same over the last 12 months, although gains from economies of scale and cost efficiency would be preferable over time. This quarter, ADT generated an operating margin of 23.1%, down 1.2 percentage points year on year. This small decline indicates the company's overall cost structure has been relatively stable. Earnings per share. Revenue trends explain a company's historical growth, but the long-term change in earnings per share, or EPS, points to the profitability of that growth - for example, a company could inflate its revenue through excessive spending on advertising and promotions. ADT's full-year EPS turned positive over the last five years. That improvement marks a critical stage for the company. In Q3, ADT reported adjusted EPS of $0.24, in line with the same quarter last year. This result beat analysts' consensus estimates by 4.3%. Over the next 12 months, Wall Street expects ADT's full-year EPS to grow 4.2% from $0.93 to $0.97, according to S&P. Key takeaways from ADT's Q3 results. ADT's revenue beat analysts' consensus estimates in Q3, with EPS meeting Wall Street's expectations. The revenue beat was a key positive in a quarter that had some clear positives overall. Shares remained flat at $9.85 immediately after the release. Is ADT an attractive investment at its current price? The latest quarter matters, but longer-term business quality and valuation matter more when deciding whether to invest in the stock. For more on ADT, read its full research report here (it's free). Report this content If you believe this article contains misleading, harmful, or spam content, please let Tamar Securities, LLC know.

ADT outlines Thrive acquisition and reports 4% revenue growth. During its third-quarter earnings call, ADT detailed its pending acquisition by Thrive Holdings and reported progress on ADT+, professional installation and new service initiatives. Source ADT Nov. 3, 2026 Key highlights. * ADT outlined its $10-per-share cash acquisition by Thrive Holdings, with closing expected in Q1 2027. * Q3 revenue rose 4% to $1.35 billion as installation, product and other revenue increased 32%. * ADT advanced ADT+ features, presence sensing pilots and new installation and service channels. ADT (NYSE: ADT) executives outlined the company's pending acquisition by Thrive Holdings during its Nov. 3 third-quarter earnings call, while reporting 4% revenue growth and continued progress on security products and service initiatives. Under the agreement announced Oct. 29, ADT stockholders will receive $10 per share in cash. The transaction values ADT at approximately $7.6 billion in equity value and $15.3 billion in enterprise value. Closing is expected in the first quarter of 2027, subject to customary conditions, including ADT stockholder approval and U.S. antitrust approval. Executives delivered prepared remarks only and took no analyst questions because of the pending transaction. ADT also withdrew previously issued financial guidance and did not provide new guidance. Jim DeVries, ADT's chairman, president and CEO, said the acquisition would bring together the company's security experience, nationwide service network and customer relationships with Thrive Holdings' long-term capital and engineering capabilities. "Until the transaction closes, ADT will continue to operate independently as a public company," DeVries said. Acquisition terms and customer privacy. ADT's board unanimously approved the agreement. The $10-per-share purchase price represents a 46% premium to the company's unaffected closing share price Oct. 27 and a 52% premium to its 30-day volume-weighted average share price ending on that date, DeVries said. Thrive expects to finance the acquisition through a combination of equity, debt and preferred equity. The merger agreement includes a go-shop period running through Nov. 28. DeVries said ADT does not intend to disclose developments related to that process unless management determines disclosure is appropriate or otherwise required. He also addressed customer data protections under the proposed ownership change. "Importantly for our customers, ADT's data and privacy policies will remain unchanged, and no new data sharing will occur without customer permission," he said. ADT+ and service initiatives advance. DeVries also outlined continued work on ADT's security offerings and distribution channels. During the quarter, the company introduced Unusual Activity Alerts in ADT+, advanced pilots of its Origin AI presence sensing technology and expanded ADT Blu to walmart.com. ADT also launched ADT Partner Services, through which it will install and service select products for Apple Retail and its customers beginning later in November. DeVries described those developments as progress across ADT's three core differentiators: safety, customer experience and innovative offerings. Installation sales drive revenue growth. ADT reported total third-quarter revenue of $1.35 billion, up 4% from a year earlier. Installation, product and other revenue increased 32% to $265 million. Jeff Likosar, chief financial officer, attributed the increase to a higher mix of professionally installed systems under ADT's outright sales model. Monitoring and related services revenue declined 1% to $1.08 billion, including the loss of revenue associated with the October 2025 divestiture of ADT's Multifamily business. Ending recurring monthly revenue (RMR) was $360 million, compared with $362 million a year earlier. Likosar said that decline also primarily reflected the divestiture. Direct professional installation unit additions and RMR additions improved year over year, while volume from dealers and bulk account purchases declined, Likosar said. Overall, ADT recorded 195,000 gross unit additions and $12.1 million in gross RMR additions. The company also completed a bulk purchase of approximately 8,000 customer accounts for $9 million in cash during the quarter. Gross customer revenue attrition was 13.1%, compared with 13% a year earlier. Elevated cancellations for nonpayment were partially offset by fewer voluntary disconnects. Trailing 12-month revenue payback remained unchanged at 2.3 years. Cash generation rises as tech investment continues. Adjusted free cash flow, including interest rate swaps, increased 4% to $217 million for the quarter. Through the first three quarters, ADT generated more than $1 billion in adjusted free cash flow, including interest rate swaps, up 46% and exceeding the prior year's full-year level. Likosar attributed the improvement to lower cash taxes and interest, working capital management and some favorable timing. "Our consistent performance, while we continue to invest in our business, underscores the strength of our cash generation capabilities, which remain a highlight of our results," he said. Adjusted EBITDA declined 2% to $665 million, reflecting higher general and administrative costs, including technology investments, partially offset by margin from higher installation revenue. Adjusted earnings per share increased 4% to $0.24. Year-to-date adjusted earnings per share reached $0.71, up 6%, benefiting from a lower diluted share count and lower interest expense. DeVries emphasized that ADT's operating priorities remain in place as the acquisition moves toward closing. "Importantly, with this transaction, ADT's focus has not changed," he said. "We remain committed to serving our customers, supporting our dealers and partners, and executing our key initiatives." (Editor's note: This article was produced with the assistance of generative AI using Alarm.com's publicly available earnings call transcript as source material. The content was reviewed, edited and verified by the SecurityInfoWatch editorial team to ensure accuracy, context and adherence to its editorial standards.) LiTime offers battery-monitoring approaches for security systems: the Smart Shunt enables on-site Bluetooth checks, while communication-enabled batteries support centralized monitoring via compatible management systems. Security frontline. The source of news, analysis and information specifically for security executives. Subscribe Today!

'No, Gregory Devans did not': Customer says she was tied to home security contract she never signed up for - WSOC TV | #cybersecurity | #hacker. CHARLOTTE - Katherine Allen says she and her husband were traveling, and they wanted something to protect their apartment just in case. So they went with ADT.Allen says they had a three-year contract that ended in 2024, but she says the company kept withdrawing money after that."I usually check on our bank account and I kept seeing it come out and come out," she said. She was OK with that at first because she figured it was just a month-to-month basis. Eventually, they decided to cancel."We don't need it because we're senior citizens and we're on a fixed income," she said. Allen says the company told her they had signed a 60-month extension in 2024.>>CLICK HERE for more Action 9 reportsShe insists she didn't, and she says the electronic signature on the paperwork looks nothing like her regular one. She says she blocked the autopayments and that ADT started sending bills in the mail, demanding payment.She says the business told her she could face "contract termination charges" for more than $1,000."They said Gregory Devans signed this extension. No, Gregory Devans did not," she said. At last check, ADT had an "A" rating with the Better Business Bureau, but more than 10,000 complaints in the last three years - nearly 3,900 over the last year - and a customer review rating of just over one star out of five. Customers like Allen claimed they somehow ended up with contracts they weren't expecting. Some complained ADT makes it hard to cancel, and others say the company billed even after they did cancel. The U.S. Department of Justice alleged ADT imposed unlawful contract termination charges on at least 3,400 service members who received military relocation orders. ADT agreed to pay more than $1.3 million to settle.Channel 9's sister station in Orlando asked ADT about Allen's concerns. They didn't answer questions about her signature, but sent this statement: "After reviewing Ms. Allen's account and confirming the terms of the agreement, its team offered to cancel the service and waive the remaining balance of the contract."Allen says ADT did follow through on that.Action 9 attorney Jason Stoogenke says, no matter what company you use, get a copy of the complete contract - not just the signature page - so you know the terms. If there's a disagreement over an electronic signature, ask the company to send you an electronic signature audit trail and how they verified who actually signed that contract. (C) 2026 Cox Media Group Get your CompTIA A+, Network+ White Hat-Hacker, Certified Web Intelligence Analyst and more starting at $35 a month. Click here for more details. August 22, 2026 In "Greg's Blog" September 16, 2026 In "Greg's Blog" TEXAS - As a lifelong gamer, Jimmy Wu always wanted to share his love of video games with his children."I wanted to share that with them as well and have something to bond with them through," Wu said.His 12-year-old daughter eventually became a gamer herself. But Wu says she began... October 14, 2026 In "Greg's Blog"