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ADT (ADT) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 3, 2026 · ADT (ADT) Q3 2026 earnings results →
Q3 2026 Revenue up 4% year over year to $1.3B · 11¢ of every $1 of revenue kept as net profit · operating margin 23.0%
ADT made $1.3B in Q3 2026 (+4% Y/Y): Monitoring and related services $1.1B, Security installation, product, and other $265M. Operating margin 23.0%, net earnings $151M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 3, 2026.
Drawing the Sankey…
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What changed this quarter
Revenue was $1.3B in Q3 2026, up 4% year over year and up 3% from the previous quarter. Recurring monthly revenue was the largest line at 77% of revenue. Installation and other revenue added $0.07B year over year (up 60%), 130% of the total change. Amortization of deferred subscriber acquisition revenue declined 2%.
Operating profit was $0.31B, a 23.0% margin (down 1.3 points year over year). Operating profit fell $4.5M even though revenue rose $0.05B versus Q3 2025, so costs grew faster than sales. Total costs grew 6% against revenue growth of 4%. Net earnings were $0.15B, up 4% year over year. The effective tax rate was 27.3%.
Operating cash flow was $0.44B (down 8% year over year), 292% of net earnings. Non-cash charges added back $0.35B of depreciation and amortization and $0.02B of share-based compensation. Working capital and other items used $0.07B. After dealer generated customer accounts and bulk account purchases ($0.12B) and subscriber system asset expenditures ($0.07B) and purchases of property and equipment ($0.05B), free cash flow as the company reports it was $0.21B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 3, 2026 | $1.3B | +4% | 23.0% | $151M | $440M |
| Q2 2026 | 10-Q | Jul 30, 2026 | $1.3B | +2% | 24.1% | $154M | $666M |
| Q1 2026 | 10-Q | Apr 30, 2026 | $1.3B | +0.9% | 25.5% | $168M | $638M |
| Q4 2025 | 10-K | Mar 2, 2026 | $1.3B | +1% | 26.1% | $145M | $374M |
| Q3 2025 | 10-Q | Nov 4, 2025 | $1.3B | +4% | 24.3% | $145M | $480M |
| Q2 2025 | 10-Q | Jul 24, 2025 | $1.3B | +7% | 26.6% | $165M | $564M |
| Q1 2025 | 10-Q | Apr 24, 2025 | $1.3B | +6% | 25.2% | $140M | $467M |
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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⚖️Fair value by methodinteractive
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📈Investments: gains and what it boughtinteractive
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About ADT
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 its own words, from its 10-K, filed Mar 2, 2026.
ADT against its Services-Detective, Guard & Armored Car Services peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +4% against the peers' median +7%. Operating margin: 23.0% against the peers' median 23.0%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ADT ADT | Q3 2026 | $1.3B | +4% | 23.0% |
| ALLE Allegion | Q3 2026 | $1.2B | +10% | 24.3% |
| ARLO Arlo Technologies | Q3 2026 | $149M | +7% | 0.7% |
Source: ADT 10-Q on SEC EDGAR · CIK 1703056 · Services-Detective, Guard & Armored Car Services
Guidance and outlook
13F: who owns ADT and who is buying
More on ADT
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results