Filing Flows › ADT (ADT) › Q3 2026
ADT (ADT) Q3 2026 earnings results (third quarter 2026)
10-Q filed Nov 3, 2026
ADT (ADT) reported revenue of $1.3B for the third quarter 2026 (Q3 2026), +4% from a year earlier and +3% from the quarter before. Operating margin was 23.0%, net earnings $151M (11.2% of revenue).
ADT, Q3 2026: revenue $1.3B (+4% year over year), operating margin 23.0%, net earnings $151M, operating cash flow $440M. The chart follows the revenue to costs, profit and cash.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.3B | +3% | +4% |
| Operating profit | $311M | -2% | -1% |
| Net earnings | $151M | -2% | +4% |
| Operating cash flow | $440M | -34% | -8% |
| Free cash flow | $205M | — | +13% |
What changed
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.
Questions
What was ADT's revenue in the third quarter 2026?
ADT (ADT) reported revenue of $1.3B for the third quarter 2026 (Q3 2026), +4% from a year earlier and +3% from the quarter before.
Was ADT profitable in the third quarter 2026?
Operating profit was $311M (23.0% of revenue) and net earnings $151M.
Source: ADT 10-Q on SEC EDGAR.