ADT reports Q3 results and announces pending $10‑per‑share acquisition by Thrive Holdings
ADT Inc. posted third‑quarter 2026 results showing revenue growth and higher adjusted earnings. The company also confirmed an all‑cash agreement to be acquired by Thrive Holdings for $10 per share, a 46% premium to the unaffected closing price. The deal values ADT at roughly $7.6 billion in equity and is expected to close in the first quarter of 2027, subject to shareholder and antitrust approval.
Why it matters
The acquisition offers ADT shareholders a sizable cash premium and could lift the stock price pending approval (the company says the premium is 46%). The transaction also changes ADT’s capital structure and may affect future strategic direction, which investors should monitor.
Key facts
- 1ADT reported third‑quarter revenue of $1.35 billion, up 4% year‑over‑year. securityinfowatch.com
- 2ADT reported third‑quarter revenue of $1.30 billion, missing consensus estimates. investing.com
- 3Adjusted earnings per share were $0.24 for the quarter. seekingalpha.com
- 4Adjusted EBITDA declined 2% to $665 million. seekingalpha.com
- 5Adjusted free cash flow increased 4% to $217 million. securityinfowatch.com
- 6Installation revenue rose 32% to $265 million. securityinfowatch.com
Open questions
- Revenue figure differs between $1.35 billion and $1.30 billion on the same basis.
Summary written by AlphAI AI Desk from 12 of 12 sources. Not investment advice. Figures are as stated by the linked sources.