ADTADT Inc.
Price
-23%1YEnd-of-day closes, not the intraday tick.
Survival is the story here: start there
Quality mixed, hard red flags, undemanding price, growth steady, the market undecided.
ADT Inc., together with its wholly-owned subsidiaries (collectively, the “Company,” “we,” “our,” “us,” and “ADT”), is a leading provider of security, interactive, and smart home solutions serving residential and small business customers in the United States (“U.S.”). Our mission is to empower people to protect and connect what matters most through innovative offerings, unrivaled safety, and a premium experience because we believe that everyone deserves to feel safe.
In the company’s own words · 10-K filed Mar 2, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
ADT Inc. (ADT) reported revenue of $1.31B in Q2 2026 (quarter ended Jun 30, 2026), up 2.0% from the same quarter a year earlier. That came with net income of $154M (12% of revenue). For the full year FY2025, revenue was $5.13B (+4.7% year on year) and net income $596M. Its largest product in Q2 2026 was Recurring Monthly at $1.05B, 80% of the disclosed total, well ahead of Installation And Other at 11%. The next results filing is expected around Nov 3, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 31, 2026Term Loan Credit Agreement Amendment On August 28, 2026 (the “Amendment Closing Date”), Prime Security Services Borrower, LLC, a Delaware limited liability company (“Prime Borrower”), Prime Security Services Holdings, LLC, a Delaware limited liability company (“Holdings”), and The ADT Security Corporation, a Delaware …Material agreement entered · Form 8-K
- May 28, 2026Term Loan Credit Agreement Amendment On May 27, 2026 (the “Amendment Closing Date”), Prime Security Services Borrower, LLC, a Delaware limited liability company (“Prime Borrower”), Prime Security Services Holdings, LLC, a Delaware limited liability company (“Holdings”), and The ADT Security Corporation, a Delaware …Material agreement entered · Form 8-K
- May 8, 2026Resignation of Reed B. Rayman, Nicole Bonsignore and Benjamin Honig from Board of Directors On May 5, 2026, Reed B. Rayman and Nicole Bonsignore, who currently serve as Class III directors on the Board of Directors (the “Board”) of ADT Inc. (the “Company”) with terms expiring at the Company’s 2026 Annual Meeting of …Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $1.31BThe company’s own SEC segment disclosure.
- Recurring Monthly$1.05B80%
- Installation And Other$140.6M11%
- Amortization Of Deferred Subscriber Acquisition$89.5M7%
- Other Related Services$36.9M3%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Security & Protection Services
Ranks #7 of 10 by RyuScore