Every material Form 8-K ADT has filed with the SEC since March 25, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ADT reported third-quarter 2026 revenue of $1.3 billion, up 4%, and GAAP diluted EPS from continuing operations of $0.20, up from $0.17, while adjusted EPS rose 4% to $0.24. The company also agreed on October 29, 2026 to be acquired by Thrive Holdings for $10.00 per share in cash, so shareholders would be paid cash and the stock would stop trading on the NYSE, and the company withdrew its previously issued guidance.
Q3 2026 total revenue was $1,349 million, up 4% from $1,298 million; adjusted income from continuing operations fell $11 million to $176 million.
Net cash provided by operating activities was $440 million, down $40 million from the prior-year quarter.
Stockholders will receive $10.00 per share in cash; the deal is expected to close in the first quarter of 2027, subject to stockholder and U.S. antitrust approval.
The company is not providing financial guidance and has withdrawn previously issued guidance.
ADT Inc. agreed on October 29, 2026 to merge with Abode Parent, LLC, and its subsidiary Abode Merger Sub, Inc., in a deal where each common and Class B share would be converted into $10.00 in cash. The merger requires stockholder approval and other customary conditions, and the company's board unanimously approved the agreement. Shareholders would receive cash for their shares if the deal closes, and the agreement includes a 'go-shop' period that allows ADT to seek rival offers until November 29, 2026.
Merger consideration is $10.00 per share in cash for Common Stock and Class B Common Stock, without interest.
Go-shop period runs until November 29, 2026, with an extension to December 8, 2026 for certain excluded parties.
ADT would pay a termination fee of $227 million, or $114 million if it switches to a superior proposal during the go-shop period or extension; Parent would pay ADT a $473 million termination fee in certain cases.
Either party may terminate if the merger is not completed by July 29, 2027; Apollo Funds provided equity, preferred equity and debt financing commitments.
ADT Inc. agreed to be acquired by Thrive Holdings in an all-cash deal valued at approximately $7.6 billion in equity and $15.3 billion in enterprise value. The $10.00 per share price is a 45.6% premium to the unaffected closing price of $6.87 on October 27, 2026, and ADT will become privately held with its stock ceasing to trade on the New York Stock Exchange upon completion.
Stockholders will receive $10.00 per share in cash, a 45.6% premium to the $6.87 unaffected close on October 27, 2026.
The deal values ADT at about $7.6 billion in equity value and $15.3 billion in enterprise value.
Financing commitments come solely from funds managed by affiliates of Apollo Global Management, and the deal is not subject to a financing condition.
The transaction is expected to close in the first quarter of 2027, subject to stockholder and U.S. antitrust approval; a go-shop period runs until 11:59 p.m. New York time on November 28, 2026.
ADT Inc.'s subsidiaries borrowed $100 million of incremental first lien senior secured term A loans on August 28, 2026, under an amendment to their existing term loan credit agreement. Total term A loans outstanding rise to $520,312,500, and the company says the proceeds will fund general corporate purposes.
Incremental term A loans of $100,000,000 incurred on August 28, 2026, under Incremental Assumption and Amendment Agreement No. 2
Total first lien senior secured term A loans outstanding are $520,312,500 after the borrowing
Proceeds will be used for general corporate purposes; the borrowers' obligations under the existing agreement are unchanged
Fifth Third Bank, National Association, is administrative agent
ADT reported second-quarter 2026 results with total revenue up 2% to $1.3 billion, while income from continuing operations fell 8% to $155 million. The company raised its 2026 outlook for Adjusted Free Cash Flow, revenue and Adjusted EPS, and declared a $0.055 per share dividend. For shareholders, the filing shows higher cash flow and capital returns alongside lower GAAP profit.
Total revenue rose 2% to $1,312 million for the three months ended June 30, 2026, driven mainly by higher security installation, product and other revenue.
GAAP income from continuing operations was $155 million, or $0.19 per diluted share, down $13 million; Adjusted EPS was $0.23, flat year over year.
The 2026 outlook now projects Adjusted Free Cash Flow growth of about 30%, total revenue growth of about 2% and Adjusted EPS growth of about 2% versus the prior year.
The Board declared a $0.055 per share dividend, payable October 1, 2026 to holders of record on September 10, 2026; the company repurchased 68 million shares for $478 million in the quarter.
On May 27, 2026, ADT subsidiaries borrowed $100 million of additional first lien term A loans under an existing credit agreement with Fifth Third Bank as administrative agent, bringing term A loans outstanding to about $422,969,000. The same day, shareholders re-elected three directors, approved executive compensation on an advisory basis, and ratified PricewaterhouseCoopers LLP as auditor, after two Apollo-designated directors withdrew following Apollo's sale of all its ADT common stock.
$100 million of incremental first lien term A loans incurred May 27, 2026; about $422,969,000 outstanding after the add-on
Proceeds will be used for general corporate purposes
Thomas Gartland, Danielle Tiedt and Sigal Zarmi re-elected; Apollo designees Nicole Bonsignore and Reed B. Rayman withdrawn as nominees
Shareholders approved executive compensation and ratified PricewaterhouseCoopers LLP for fiscal year ending December 31, 2026
Apollo-affiliated entities sold 102,000,366 ADT common shares in an offering that closed May 5, 2026, and ADT bought 29,142,961 of those shares from the underwriters under its $1.5 billion repurchase plan. ADT did not receive any of the sale proceeds. Three Apollo-designated directors resigned from the board, and the board amended the bylaws to remove Apollo references, which ends Apollo's board representation.
Apollo entities sold 102,000,366 shares; the offering and ADT's repurchase closed May 5, 2026.
ADT repurchased 29,142,961 shares under the $1.5 billion plan announced March 2, 2026.
Directors Reed B. Rayman, Nicole Bonsignore and Benjamin Honig resigned from the board on May 5, 2026, in connection with Apollo's share sale.
The board approved amended and restated bylaws on May 8, 2026, removing references to Apollo and the 2018 stockholders agreement.
ADT reported first-quarter 2026 results with total revenue up 1% to $1,279 million and GAAP diluted EPS from continuing operations of $0.20, up from $0.16. The company said it continues to expect full-year 2026 Adjusted Free Cash Flow growth of about 20%, with revenue and Adjusted EPS approximately flat, and declared a $0.055 quarterly dividend.
Total revenue rose 1% to $1,279 million; GAAP income from continuing operations rose 19% to $169 million
Adjusted EPS was $0.23, up 10% from $0.21; GAAP diluted EPS was $0.20, up from $0.16
Returned $161 million to shareholders in the quarter, including $116 million of share repurchases and $45 million of dividends
Dividend of $0.055 per share is payable July 7, 2026, to holders of record on June 11, 2026
ADT reported fourth-quarter and full-year 2025 results on March 2, 2026. Full-year revenue rose 5% to $5.1 billion, but GAAP income from continuing operations fell $19 million to $601 million, while adjusted EPS rose 19% to $0.89. The company also authorized a $1.5 billion share repurchase plan through April 30, 2029, and expects 2026 revenue and adjusted EPS to be approximately flat.
Full-year 2025 total revenue rose 5% to $5.1 billion; fourth-quarter revenue rose 1% to $1.276 billion
GAAP income from continuing operations was $601 million, or $0.68 per diluted share, down $19 million; adjusted EPS was $0.89, up 19%
2026 outlook: revenue and adjusted EPS approximately flat; adjusted free cash flow growth of approximately 20%
New $1.5 billion share repurchase plan runs through April 30, 2029; quarterly dividend of $0.055 per share is payable April 2, 2026 to holders of record March 12, 2026
ADT reported third-quarter 2025 results on November 4, 2025, with total revenue up 4% to $1.3 billion and GAAP diluted EPS from continuing operations of $0.17, up from $0.14 a year earlier. The company narrowed its 2025 guidance, with adjusted EPS now expected at $0.85 to $0.89 (previously $0.81 to $0.89) and adjusted EBITDA at $2,665 million to $2,715 million (previously $2,650 million to $2,750 million). Operating cash flow fell $18 million to $480 million, and the board declared a $0.055 per share dividend.
Total revenue was $1,298 million, up 4% from $1,244 million; adjusted EPS was $0.23, up 15%.
GAAP income from continuing operations was $144 million, or $0.17 per diluted share, versus $0.14 a year earlier.
Updated 2025 guidance: adjusted EPS $0.85 to $0.89 (was $0.81 to $0.89); total revenue $5,075 million to $5,175 million (was $5,025 million to $5,225 million).
Quarterly dividend of $0.055 per share, record date December 11, 2025, payable January 8, 2026.
ADT's subsidiaries took on a $325 million first lien term A loan maturing October 28, 2030, and separately added $300 million of term B-2 loans. The proceeds were used in part to redeem in full $1.3 billion of 6.250% second-priority senior secured notes due 2028, which shows the company refinancing existing debt rather than reducing its total borrowings as stated in the filing.
Term A loans of $325 million mature October 28, 2030, with quarterly amortization starting March 31, 2026, and a maximum net first lien leverage covenant
Incremental term B-2 loans of $300 million were incurred October 24, 2025, bringing total term B-2 loans to about $1.445 billion
$1.3 billion of 6.250% notes due 2028 were redeemed October 25, 2025, at 100% of principal plus $22,569,444.44 in accrued interest
Term A loans bear interest at Term SOFR plus 1.50% per annum, subject to leverage-based adjustments
On October 15, 2025, ADT's indirect subsidiary The ADT Security Corporation completed a $1.0 billion offering of 5.875% first-priority senior secured notes due October 15, 2033. The company expects to use the proceeds, with incremental term loans and cash on hand, to redeem in full $1.3 billion of 6.250% second-priority notes due 2028 and pay related fees.
Notes: $1.0 billion principal, 5.875% interest, maturing October 15, 2033, with semi-annual payments beginning January 15, 2026
Proceeds, plus incremental first lien term loans and cash on hand, to redeem all $1.3 billion of 6.250% second-priority notes due 2028
Notes are secured by first-priority interests in substantially all tangible and intangible assets of the issuer and guarantors
Indenture with Computershare Trust Company, N.A. as trustee includes covenants limiting liens, sale leasebacks and mergers, and a 101% change of control repurchase provision
ADT's subsidiaries borrowed $550 million of new first lien term B-2 loans on July 25, 2025, to fund the redemption of $550 million of 5.750% senior secured notes due 2026. The filing also discloses a secondary offering of 71,000,000 common shares by Apollo-managed selling stockholders, in which ADT will repurchase 11,190,688 shares, and ADT will receive none of the offering proceeds.
New term B-2 loans: $550,000,000 incurred on July 25, 2025; $1,148,500,000.00 outstanding in total under the amended credit agreement
Redemption of $550 million of 2026 Notes on July 27, 2025, at $1,007.92 per $1,000 principal plus accrued interest; payment on July 28, 2025; $300 million of 2026 Notes remain outstanding
Underwriting agreement dated July 24, 2025, for 71,000,000 shares sold by Apollo-managed entities, with up to 10,650,000 additional shares at underwriters' option; ADT will repurchase 11,190,688 shares under its $500 million buyback plan, e
ADT reported second-quarter 2025 results with total revenue up 7% to $1.3 billion and GAAP income from continuing operations up $42 million to $168 million, or $0.19 per diluted share. The company reiterated its 2025 guidance for total revenue, Adjusted EBITDA and Adjusted Free Cash Flow, and narrowed its Adjusted EPS range to reflect a lower share count from buybacks.
Total revenue rose 7% to $1.3 billion; end-of-period recurring monthly revenue rose 2% to $363 million.
GAAP income from continuing operations was $168 million, or $0.19 per diluted share, up from $126 million a year earlier.
2025 guidance reiterated: total revenue $5,025 million to $5,225 million, Adjusted EBITDA $2,650 million to $2,750 million, Adjusted Free Cash Flow $800 million to $900 million; Adjusted EPS range $0.81 to $0.89.
Quarterly dividend of $0.055 per share, record date Sept. 11, 2025, payable Oct. 2, 2025.
ADT Inc. disclosed that Marques Coleman, a Class II director, retired from its Board of Directors on May 31, 2025. He had been a designee of funds managed by affiliates of Apollo Global Management, and the company said the retirement was not due to any disagreement with the company or its board, or any matter relating to operations, policies or practices. The filing describes a board change only and gives no financial figures.
Marques Coleman retired from the ADT board on May 31, 2025.
He was a Class II director with a term expiring at the 2028 Annual Meeting of Stockholders.
He was a designee of funds managed by affiliates of Apollo Global Management, Inc.
The company stated the retirement was not due to any disagreement with the company or its board.
ADT reported first-quarter 2025 revenue of $1,267 million, up 7%, but GAAP income from continuing operations fell $21 million to $142 million, or $0.16 per diluted share. Adjusted income from continuing operations rose $15 million to $186 million, or $0.21 per share, and the company reiterated its 2025 financial guidance and declared a $0.055 per share dividend.
Total revenue rose 7% to $1,267 million; GAAP income from continuing operations fell 13% to $142 million, mainly due to an unrealized loss on interest rate swaps
Adjusted income from continuing operations rose 9% to $186 million, or $0.21 per diluted share, versus $0.19 a year earlier
2025 guidance reiterated: total revenue $5,025 million to $5,225 million; Adjusted EPS $0.77 to $0.85
Dividend of $0.055 per share, of record June 12, 2025, payable July 8, 2025
ADT LLC and ADT Finance LLC entered into a Seventh Amendment to their Receivables Financing Agreement on March 27, 2025, extending the termination date by one year to March 27, 2026 and changing advance rates, hedge rates and other related provisions. ADT Inc. also reaffirmed its existing Performance Support Agreement as part of the amendment. The filing does not disclose the facility size or the specific rate changes.
Termination date extended from March 27, 2025 to March 27, 2026
Advance rates, hedge rates and other rates amended
ADT Inc. reaffirmed its existing Performance Support Agreement
Lenders named include Mizuho Bank, MUFG Bank, BNP Paribas and Starbird Funding Corporation
ADT appointed Fawad Ahmad as Executive Vice President and Chief Operating and Customer Officer, effective April 14, 2025. He will take over the Chief Operating Officer duties from Donald Young, who is expected to retire on June 6, 2025, so the change adds a new senior operating leader while the transition is handled in stages.
Fawad Ahmad, age 49, most recently served as Chief Strategy & Transformation Officer at State Farm Mutual Automobile Insurance Company.
Effective date is April 14, 2025; Donald Young's retirement date is June 6, 2025, with duties transitioned to Ahmad in between.
Ahmad's pay includes a $600,000 annualized base salary, a $500,000 one-time sign-on bonus, and a $2,500,000 grant-date value sign-on RSU award.
State Farm Fire & Casualty Company, an affiliate of ADT, owns 15.5% of ADT's common stock and class B common stock in the aggregate.
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