Filing Flows › ADT (ADT) › Q3 2026 › vs Q2 2026
ADT (ADT) Q3 2026 vs Q2 2026 (quarter over quarter)
ADT's revenue rose $36.7M (+3%) from $1.3B in Q2 2026 to $1.3B in Q3 2026. The biggest changes: Security installation, product, and other +$35.0M (+15%); Monitoring and related services +$1.7M (+0.2%). Operating margin 23.0% against 24.1% (-1.1 pts).
ADT, Q3 2026: revenue $1.3B (+4% year over year), operating margin 23.0%, net earnings $151M, operating cash flow $440M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Operating margin | 23.0% | 24.1% | -1.1 pts |
| Net margin | 11.2% | 11.7% | -0.6 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Recurring monthly revenue | $1.0B | $1.0B | −$1.7M | -0.2% |
| Installation and other revenue | $177M | $141M | $36.3M | +26% |
| Amortization of deferred subscriber acquisition revenue | $88.3M | $89.5M | −$1.3M | -1% |
| Other related services | $40.4M | $36.9M | $3.4M | +9% |
| Monitoring and related services | $1.1B | $1.1B | $1.7M | +0.2% |
| Security installation, product, and other | $265M | $230M | $35.0M | +15% |
| Revenue | $1.3B | $1.3B | $36.7M | +3% |
| Operating profit | $311M | $316M | −$5.4M | -2% |
| Costs & expenses | $1.0B | $996M | $42.1M | +4% |
| Pre-tax earnings | $207M | $215M | −$7.6M | -4% |
| Other expense, net | $103M | $101M | $2.2M | +2% |
| SG&A | $400M | $386M | $14.5M | +4% |
| Other operating costs | $638M | $610M | $27.5M | +5% |
| Net earnings | $151M | $154M | −$3.3M | -2% |
| Income tax | $56.5M | $60.8M | −$4.3M | -7% |
| Depreciation & amortization | $345M | $347M | −$1.6M | -0.5% |
| Share-based compensation | $18.6M | $18.6M | $51K | +0.3% |
| Working capital & other | $74.1M | −$147M | $221M | — |
| Operating cash flow | $440M | $666M | −$226M | -34% |
Questions
How much did ADT's revenue grow quarter over quarter in Q3 2026?
ADT's revenue rose $36.7M (+3%) from $1.3B in Q2 2026 to $1.3B in Q3 2026.
What drove ADT's revenue change in Q3 2026?
Security installation, product, and other +$35.0M (+15%); Monitoring and related services +$1.7M (+0.2%).