ADT reports Q3 2026 earnings beat EPS but revenue miss and announces acquisition by Thrive Holdings

ADT Inc. posted third‑quarter 2026 adjusted earnings of $0.24 per share, topping consensus estimates by $0.01. Revenue fell short of Wall Street forecasts, with reports ranging from $1.30 billion to $1.35 billion. The company also disclosed that it is being acquired by Thrive Holdings for $10 per share, subject to regulatory approval.

The $10‑per‑share acquisition price represents a premium to the current market price and could drive the stock higher if approved. The revenue shortfall may pressure the company’s guidance and affect analyst expectations for future growth.

  • 1Adjusted EPS of $0.24 per share beat estimates by $0.01.
  • 2Net income was $150.6 million, up 3.8% year‑on‑year.
  • 3Operating margin was 23.1%, down from 24.3% in the prior year.
  • 4Thrive Holdings agreed to acquire ADT for $10 per share, pending approval.
  • Revenue figure differs: $1.35 billion reported in materials 3, 4 and 7 versus $1.30 billion reported in materials 2, 5 and 6.
  • EPS figure differs: $0.24 per share in materials 2, 3, 4 and 6 versus $0.19 per share in material 7.

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