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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ADT
ADT (ADT) investor relations material
ADT Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Q3 revenue was $1,348.979M, up 4% YoY; Adjusted EBITDA was $664.965M, down 2%, and Adjusted EPS rose 4% to $0.24.
YTD Adjusted Free Cash Flow including swaps reached $1.037B, up 46%; $748M was returned to shareholders YTD.
Thrive Holdings agreed to acquire the business for $10.00 per share in cash; closing is expected in Q1 2027, subject to approvals and other conditions.
Financial highlights
Q3 operating income was $310.531M versus $315.073M; net income was $150.577M versus $145.132M.
Q3 Adjusted Free Cash Flow including interest-rate swaps was $217M, up 4% YoY; YTD operating cash flow rose 16% to $1.745B.
YTD revenue was $3.940B, up 2%; Adjusted EBITDA was $2.009B, flat, and Adjusted EPS was $0.71, up 6%.
Q3 Adjusted EBITDA margin was 49.3%, versus 52.1%; higher G&A and technology investment costs were partly offset by installation revenue.
Outlook and guidance
Previously issued financial guidance was withdrawn in consideration of the pending Thrive Holdings acquisition; no new guidance will be provided.
Closing is expected in Q1 2027, subject to stockholder and U.S. antitrust approval and other customary conditions; operations continue independently until closing.
The merger agreement includes a go-shop period through November 28, 2026.
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Latest events from ADT
- A $10-per-share cash buyout awaits stockholder and U.S. antitrust approval.ADT
Proxy filing - Thrive Holdings deal proposes $10 per share in cash and cash-based employee awards.ADTProxy filing
- Thrive Holdings deal would take the business private, targeting a Q1 2027 close.ADTProxy filing
- Thrive Holdings’ $15.3 billion acquisition is targeted to close in Q1 2027.ADTProxy filing
- Thrive Holdings agrees to a $15.3 billion acquisition, pending required approvals.ADTProxy filing
- Thrive Holdings acquisition agreement faces stockholder approval and execution risks.ADTProxy filing
- Thrive Holdings deal targets Q1 2027 close, pending stockholder and antitrust approvals.ADTProxy filing
- Thrive Holdings acquisition targets a Q1 2027 close, pending stockholder and antitrust approvals.ADTProxy filing
- $10-per-share cash merger faces a stockholder vote, regulatory clearance and a defined go-shop window.ADTProxy filing
Next ADT earnings date
Q4 202626 Feb, 2027
ADT
Next ADT earnings date
Q4 202626 Feb, 2027
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Frequently asked questions
ADT provides security, automation, and smart home solutions to consumer and business customers in the United States. The company installs systems that use interactive network operators and remote monitoring devices to help its customers protect their homes against fire, burglary, carbon monoxide poisoning, electrical failure, water damage, floods, intruders, and more. ADT Inc. was founded in 1874 and is headquartered in Boca Raton, Florida.