ADT (ADT) Q3 FY2026 earnings: revenue $1.3 billion, up 3.9% on the year

ADT Inc. (ADT) reported revenue of $1.3 billion for Q3 FY2026, the quarter ended 30 September 2026, up 3.9% on the same quarter a year earlier. Net income was $151 million, up 3.8% on the year, and diluted earnings per share $0.19. The figures are the company's own, from the 10-Q it filed with the SEC on 3 November 2026.

Revenue

$1.3 billion

+3.9% on the year · +2.8% on the quarter

Q4 FY2024Q3 FY2026

Operating margin

23.0%

24.3% a year earlier

Q4 FY2024Q3 FY2026

Net income

$151 million

+3.8% on the year · -2.1% on the quarter

Q4 FY2024Q3 FY2026

Diluted EPS

$0.19

+18.8% on the year · 0.0% on the quarter

Q4 FY2024Q3 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Revenue rose 4%: Total revenue was $1,349 million, up from $1,298 million a year earlier, with installation and product sales rising while monitoring revenue declined.
Monitoring revenue fell 1%: Monitoring and related services revenue was $1,084 million, down 1%. Management cited lower sales volume, the October 2025 multifamily divestiture, partly offset by higher average prices.
Core operating metrics held steady: End-of-period RMR was $360 million against $362 million a year earlier. Trailing gross attrition was 13.1%, up 10 basis points, and revenue payback was 2.3 years.

Read the earnings call summary

Income statement (profit and loss)

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Revenue	1,349	1,312	1,298	+2.8%	+3.9%
Selling, general and administrative	400	386	384	+3.8%	+4.2%
Operating income	311	316	315	-1.7%	-1.4%
Operating margin	23.0%	24.1%	24.3%
Interest expense	102	102	n/a	-0.6%
Pre-tax income	209	216	199	-3.0%	+5.4%
Income tax	56.5	60.8	55.1	-7.1%	+2.5%
Effective tax rate	27.0%	28.2%	27.7%
Net income	151	154	145	-2.1%	+3.8%
Net margin	11.2%	11.7%	11.2%
Diluted EPS	$0.19	$0.19	$0.16	0.0%	+18.8%

$ million except per share.

Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Operating cash flow	440	666	480	-33.9%	-8.3%
Capital expenditure	45.8	46.2	42.6	-1.0%	+7.3%
Free cash flow	395	620	437	-36.4%	-9.8%
Free cash flow margin	29.3%	47.3%	33.7%
Cash from investing	-233	-261	-298
Cash from financing	19.5	-529	-163
Depreciation and amortisation	345	347	348	-0.5%	-0.7%
Share-based compensation	18.6	18.6	10.7	+0.3%	+73.9%
Buybacks	23.3	484	112	-95.2%	-79.2%
Dividends paid	40.6	44.9	45.8	-9.6%	-11.4%
Dividend per share	$0.06	$0.06	$0.06	0.0%	0.0%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Shareholders' equity	3,640	3,477	3,659	+4.7%	-0.5%
Debt	7,852	7,775	7,906	+1.0%	-0.7%
Operating lease liabilities	78.4	77.3	81.5	+1.4%	-3.9%
Finance lease liabilities	37.5	30.1	30.5	+24.7%	+23.1%
Other liabilities	4,344	4,379	4,305	-0.8%	+0.9%
Total liabilities and equity	15,953	15,739	15,981	+1.4%	-0.2%
Fixed assets	288	284	241	+1.5%	+19.6%
Goodwill	4,992	4,992	4,886	0.0%	+2.2%
Intangible assets	4,769	4,807	4,867	-0.8%	-2.0%
Cash and equivalents	228	3.9	62.8	+5,791.7%	+263.5%
Receivables	373	373	400	-0.0%	-6.9%
Other assets	5,303	5,280	5,524	+0.4%	-4.0%
Total assets	15,953	15,739	15,981	+1.4%	-0.2%

Questions

What was ADT's revenue in Q3 FY2026?

ADT (ADT) reported revenue of $1.3 billion for Q3 FY2026, the quarter ended 30 September 2026, up 3.9% on the same quarter a year earlier.

How much did ADT earn in Q3 FY2026?

Net income for Q3 FY2026 was $151 million, up 3.8% on the year, and diluted earnings per share $0.19.

When did ADT report Q3 FY2026 results?

ADT filed its 10-Q for the quarter ended 30 September 2026 with the SEC on 3 November 2026.

Quarterly results, the last 20 quarters

	Q4 FY2021 * †	Q1 FY2022 †	Q2 FY2022 †	Q3 FY2022 †	Q4 FY2022	Q1 FY2023 †	Q2 FY2023 †	Q3 FY2023 †	Q4 FY2023 †	Q1 FY2024 †	Q2 FY2024	Q3 FY2024	Q4 FY2024 †	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026
Revenue	1,381	1,257	1,304	1,290	1,317	1,132	1,168	1,180	1,172	1,190	1,205	1,244	1,260	1,267	1,287	1,298	1,276	1,279	1,312	1,349
SG&A	445	482	487	415	480	393	319	346	240	398	388	359	331	369	356	384	360	365	386	400
Operating income	10.4	72.9	200	2.6	195	233	332	307	307	292	284	326	305	319	342	315	333	325	316	311
Operating margin	1%	6%	15%	0%	15%	21%	28%	26%	26%	25%	24%	26%	24%	25%	27%	24%	26%	25%	24%	23%
Interest expense	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	98.4	102	102
Pre-tax income	-96.2	71.2	130	-183	155	-198	249	160	4.0	220	186	182	227	194	227	199	215	227	216	209
Tax rate	n/a	27%	29%	n/a	1%	n/a	27%	21%	1613%	26%	32%	28%	13%	26%	26%	28%	32%	26%	28%	27%
Net income	-57.9	51.6	91.5	-161	151	-119	92.2	-86.2	576	91.6	92.4	127	190	140	165	145	145	168	154	151
Net margin	-4%	4%	7%	-13%	11%	-10%	8%	-7%	49%	8%	8%	10%	15%	11%	13%	11%	11%	13%	12%	11%
Diluted EPS	-$0.07	$0.06	$0.10	-$0.13	$0.16	-$0.10	$0.10	-$0.09	$0.59	$0.10	$0.10	$0.13	$0.20	$0.15	$0.18	$0.16	$0.17	$0.19	$0.19	$0.19
Operating cash flow	494	308	515	498	567	307	493	446	412	364	563	498	460	467	564	480	374	638	666	440
Capital expenditure	41.6	38.3	49.3	48.1	41.0	59.2	30.1	41.2	45.8	40.7	46.7	42.7	33.7	45.4	37.6	42.6	50.1	48.9	46.2	45.8
Free cash flow	453	270	465	450	526	247	463	405	366	323	517	455	426	421	526	437	324	589	620	395
Buybacks	n/a	n/a	n/a	n/a	n/a	0.0	0.0	0.0	0.0	93.4	0.0	0.0	147	397	98.5	112	0.0	116	484	23.3
Dividends paid	29.2	31.6	31.7	31.9	32.0	32.0	32.2	32.2	32.2	32.2	50.0	50.0	50.1	48.9	47.1	45.8	45.0	45.0	44.9	40.6
Filing	10-K	10-K	10-K	10-Q	10-K	10-K	10-Q	10-Q	10-K	10-K	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

10-Q for the period ended 30 September 2026, filed 3 November 2026: the filing.