ADT Inc. has reported strong financial results for the third quarter of 2026, showcasing notable revenue growth and cash generation. This comes as the company prepares for its acquisition by Thrive Holdings, a move that will transition ADT from a public company to a privately held entity.

On November 3, 2026, ADT announced its financial results for the three and nine months ended September 30, 2026, highlighting a 4% increase in total revenue to $1.3 billion. The company also reported a GAAP EPS increase of 18% and an adjusted EPS rise of 4%. Furthermore, year-to-date GAAP operating cash flows surged by 16%, with adjusted free cash flow up by 46%.

Jim DeVries, ADT's Chairman, President, and CEO, expressed optimism about the company's performance, stating, "ADT delivered solid third quarter results, with revenue growth, strong year-to-date cash generation, and stable core operating metrics, reflecting the durability of our business and the dedication of our more than 12,000 employees." DeVries emphasized ongoing investments in AI and technology as part of ADT's transformation into a more intelligent and connected platform.

Company Background

ADT Inc. is a leading provider of security, interactive, and smart home solutions, primarily serving residential and small business customers in the U.S. The company operates under the SIC designation of 7381, which pertains to services in the detective, guard, and armored car sectors. ADT trades on the New York Stock Exchange under the ticker symbol ADT.

What the Filing Says

The recent SEC filing indicates that ADT's total revenue for the third quarter increased by 4% compared to the previous year, reaching $1.3 billion. The company reported a GAAP income from continuing operations of $153 million, or $0.20 per diluted share, marking an increase of $9 million from the previous year.

In addition, the filing notes that on October 29, 2026, ADT entered into a definitive agreement to be acquired by Thrive Holdings in an all-cash transaction. Under the agreement, ADT stockholders will receive $10.00 per share upon completion of the acquisition, which is expected to close in the first quarter of 2027, subject to customary closing conditions.

Impact

This acquisition will significantly impact ADT's operations and its position in the security services industry. As ADT transitions to a privately held company, it will no longer be subject to the same public reporting requirements, which could lead to changes in strategic direction and operational focus. Competitors will be closely monitoring this transition, as it may alter competitive dynamics within the industry.

What's Next

The filing does not specify what happens next beyond the anticipated closing of the acquisition in early 2027. Until then, ADT will continue to operate independently as a public company.