AI brief of an SEC Form 8-K · ADT (ADT)

ADT agrees to $10.00-a-share cash sale to Thrive Holdings; Q3 revenue up 4%

Mixed Impact 5 of 5 m&a

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.

Key points

  • 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  • The company is not providing financial guidance and has withdrawn previously issued guidance.

The filing

CompanyADT (ADT)
Form8-K, current report
Filed with the SECNov 3, 2026, 8:18 AM ET
Accession number0001703056-26-000113

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.