ADT 3Q 2026: Revenue $1.35B, Net income $150.6M, EPS $0.19— 10-Q Summary
ADT Inc. reported 3Q 2026 revenue of $1.35B, up 3.9% YoY, and net income of $150.6M, up 3.8% YoY. EPS rose to $0.19 from $0.16. Nine-month revenue increased 2.3% to $3.94B. The company launched ADT Blu on Amazon and Walmart, acquired Origin AI, and saw attrition rise to 13.1%.
How this was made
The 30-second read
Why it matters
The earnings beat and AI acquisition provide a short‑term catalyst, but longer‑term concerns include subscriber attrition and recurring‑revenue decline.
Market read
ADT's Q3 results and strategic acquisition offer a modest upside opportunity for traders, with attention to recurring‑revenue trends.
What to watch
Integration risk of Origin AI and the shift toward DIY installations may affect future margins.
Background
ADT Inc. is a leading provider of security monitoring and alarm systems in the United States, recently expanding its DIY product line on major e‑commerce platforms.
Ticker impact
ADT Inc. reported Q3 2026 revenue of $1.35B, net income $150.6M and EPS $0.19, all up YoY.
likely modest upside as market prices in the earnings beat and AI acquisition.
First disclosure of Q3 results with better-than-expected EPS and a strategic AI acquisition, providing a fresh catalyst.
Market effects
Home security and smart‑home sector may see increased interest in AI‑enabled monitoring solutions.
U.S. consumer‑services market sees a small boost from ADT's earnings beat.
Limited; primarily impacts U.S. security‑services equities.
Counterpoint
Growth is modest; higher attrition and declining recurring revenue could pressure the stock.
Key entities
- CompanyOrigin AI
Acquired by ADT to develop camera‑free presence sensing technology.
