ADT Reports Third Quarter 2026 Results

What happened

ADT reported third-quarter 2026 revenue growth of 4% year over year. GAAP income from continuing operations was $153 million, or $0.20 per diluted share, while adjusted income was $176 million, or $0.24 per diluted share. Operating cash flow was $440 million, down $40 million.

Confirmed

Global impact / market context

Revenue growth and higher GAAP income indicate stronger reported results, while lower adjusted income and operating cash flow show that performance was not uniformly better. These differences matter because cash generated from operations helps fund business needs and shareholder returns without relying as heavily on borrowed money.

Analyst inference

ADT also reported year-to-date operating cash flow up 16%, adjusted free cash flow up 46%, and $748 million returned through repurchases and dividends. That broader period looks stronger than the quarter’s cash-flow comparison, but the figures use different time spans and measures.

Confirmed

What to watch

1. Watch whether revenue growth continues in coming quarters; sustained growth could support recurring customer income, while weaker growth could constrain cash available for operations and shareholder returns. Analyst inference
2. Track operating cash flow and adjusted free cash flow, which means cash remaining after specified adjustments; these figures indicate how much cash ADT generates to fund operations and shareholder returns. Analyst inference
3. Compare adjusted and GAAP income in future reports: adjusted income fell year over year, while GAAP income from continuing operations rose, showing the two measures moved in opposite directions. Confirmed

Evidence

• globenewswire.com