Every material Form 8-K ADT filed with the SEC in 2026, 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The company is not providing financial guidance and has withdrawn previously issued guidance.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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every ADT filing is on SEC EDGAR ↗. 8-K briefs of other companies →