Every 8-K that ADT Inc. (ADT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ADT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ADT filings page.
ADT Inc. (ADT) amended its existing term loan credit facility through Incremental Assumption and Amendment Agreement No. 2. On August 28, 2026, subsidiaries Prime Security Services Borrower, LLC and The ADT Security Corporation incurred $100,000,000 of incremental first lien senior secured term A loans under the prior term loan credit agreement.
The new August 2026 Incremental Term A Loans have the same terms as, and form a single class with, the existing term A loans. After this increase, $520,312,500 aggregate principal amount of first lien senior secured term A loans is outstanding under the Amended Term Loan Credit Agreement. ADT states that the incremental loan proceeds will be used for general corporate purposes.
ADT Inc. reported Q2 2026 results with total revenue of $1,312 million, up 2%, as higher security installation and product revenue offset slightly lower monitoring revenue following the multifamily divestiture. Income from continuing operations was $155 million, or $0.19 per diluted share, and Adjusted income was $180 million, or $0.23 per share. Adjusted EBITDA was $671 million. Key operating metrics included end-of-period RMR of $360 million, gross revenue attrition of 13.1%, and revenue payback of 2.3 years.
Cash generation strengthened, with net cash from operating activities of $666 million, up 18%, and Adjusted Free Cash Flow (including interest rate swaps) of $406 million, up 48%. ADT returned $523 million to shareholders in the quarter, including $478 million of share repurchases, and has returned $684 million year-to-date with $906 million remaining under its authorization. The company raised its 2026 outlook, targeting Adjusted Free Cash Flow growth of approximately 30%, total revenue growth of about 2%, and Adjusted EPS growth of about 2% versus 2025. The board declared a quarterly cash dividend of $0.055 per share, payable October 1, 2026 to holders of record on September 10, 2026.
ADT Inc. entered into an Incremental Assumption and Amendment Agreement No. 1 that adds $100,000,000 of incremental first lien senior secured term A loans under its existing term loan credit agreement. These 2026 Incremental Term A Loans share the same terms and form one class with the prior term A loans.
After this increase, approximately $422,969,000 of first lien senior secured term A loans are outstanding, and the new borrowing will be used for general corporate purposes. ADT also held its annual meeting, where shareholders re-elected Thomas Gartland, Danielle Tiedt, and Sigal Zarmi, approved executive compensation on a non-binding basis, and ratified PricewaterhouseCoopers LLP as independent auditor for the fiscal year ending December 31, 2026.
ADT Inc. reported governance and ownership changes tied to Apollo Global Management’s exit from its investment. Entities managed by Apollo sold 102,000,366 shares of ADT common stock in an underwritten secondary offering, with all shares sold by the Apollo-managed selling stockholders.
As part of the same transaction, ADT repurchased 29,142,961 shares of common stock from the underwriters under its previously announced $1.5 billion share repurchase plan. Following Apollo’s sale, three Apollo-affiliated directors resigned from ADT’s board, and ADT amended and restated its bylaws to remove references to Apollo and a prior stockholders agreement.
ADT Inc. reported first quarter 2026 results showing modest revenue growth but significantly stronger profitability and cash generation. Total revenue rose 1% to $1,279 million, while income from continuing operations increased 19% to $169 million, or $0.20 per diluted share, up 25% year over year.
Adjusted income from continuing operations was $191 million, with Adjusted EPS of $0.23, up 10%. Net cash provided by operating activities grew 37% to $638 million, and Adjusted Free Cash Flow (including interest rate swaps) rose 83% to $414 million, reflecting lower cash interest and timing benefits.
ADT returned $161 million to shareholders in the quarter, including $116 million of share repurchases that retired 18 million shares and $45 million of dividends. The board declared a quarterly cash dividend of $0.055 per share, payable July 7, 2026, to holders of record on June 11, 2026. The company reaffirmed its 2026 outlook, expecting roughly 20% growth in Adjusted Free Cash Flow (including swaps) with revenue and Adjusted EPS approximately flat.
ADT Inc. reported that on April 20, 2026 it became aware of unauthorized access to certain cloud-based environments. The company quickly terminated the access, activated its incident response plan, began an investigation with third-party cybersecurity experts, and notified law enforcement.
After following its incident response plan, ADT determined that only limited customer and prospective customer data was accessed. Based on information currently available, ADT does not believe the incident is reasonably likely to have a material impact on its financial condition, results of operations, or ongoing business operations, though it continues to assess the scope and impact.
ADT Inc. reported 2025 results showing steady growth and strong cash generation while stepping up direct returns to shareholders. Total revenue rose 5% to $5.1 billion. GAAP earnings per share from continuing operations increased 3% to $0.68, while adjusted EPS grew 19% to $0.89.
Net cash from operating activities was $1.9 billion and adjusted free cash flow (including interest rate swaps) rose 16% to $863 million. ADT returned $791 million to shareholders in 2025, including $604 million of share repurchases that retired 78 million shares and $187 million of dividends. The board has now authorized a new three‑year share repurchase plan for up to $1.5 billion and declared a dividend of $0.055 per share payable April 2, 2026.
The company introduced a refreshed multi‑year framework targeting compound annual growth of 5% in revenue, 10% in adjusted EPS, and more than 10% in adjusted free cash flow, and expects 2026 adjusted free cash flow (including interest rate swaps) to grow about 20% with revenue and adjusted EPS roughly flat as it prioritizes cash flow and investment in growth initiatives.
ADT Inc. has acquired Origin Wireless, Inc. (Origin AI), a privately held company specializing in AI-enabled Wi‑Fi sensing technology, for $170 million in cash, subject to customary purchase price adjustments. Origin AI’s technology detects human presence and motion without cameras, audio, or wearables, and will be integrated into ADT’s platform to enhance home security, reduce false alarms, and support smart home and aging-in-place applications.
ADT expects to begin commercializing offerings using Origin’s AI sensing in 2027. In a related move, ADT, Origin AI, and Verisure signed a five-year renewable commercial agreement valued at $30 million over five years for development services, plus a per-household activation fee. The agreement gives Verisure expanded rights, defined exclusivity for professionally monitored security in Europe and Latin America, and ongoing collaboration to scale AI-driven security across its European and Latin American customer base.
ADT Inc. reported that it issued a press release announcing its financial results for the three and nine months ended September 30, 2025. The release is furnished as Exhibit 99.1.
ADT also announced a $0.055 per share cash dividend for holders of its common stock and Class B common stock of record on December 11, 2025, payable on January 8, 2026. The information furnished, including Items 2.02 and 7.01 and Exhibit 99.1, is not deemed filed under the Exchange Act.
ADT Inc. refinanced its capital structure and redeemed legacy debt. The company added $300,000,000 of incremental first lien senior secured Term B-2 loans and, after this addition, had approximately $1,445,000,000 of Term B-2 loans outstanding. ADT also entered a new Term Loan Credit Agreement for $325,000,000 of first lien senior secured Term A loans maturing on October 28, 2030, subject to a springing maturity 91 days before certain debt maturities if at least $350,000,000 remains outstanding.
Proceeds from the new Term B-2 loans, together with an offering of 5.875% first‑priority senior secured notes due 2033 and cash on hand, were used to redeem in full $1,300,000,000 of 6.250% Second‑Priority Senior Secured Notes due 2028 at 100% of principal plus accrued interest of $22,569,444.44 (paid on October 27, 2025). The Term A loans amortize at 2.5% annually through March 31, 2028 and 5.0% thereafter, payable quarterly, and bear interest at Term SOFR plus 1.50% (elected by the borrowers). The facility includes customary security, guarantees and a quarterly-tested maximum consolidated net first lien leverage ratio beginning Q1 2026.
ADT Inc. announced that its subsidiary completed an offering of $1.0 billion aggregate principal amount of 5.875% first‑priority senior secured notes due 2033. The company expects to use the note proceeds, together with incremental first lien senior secured term loans and cash on hand, to redeem in full $1.3 billion of outstanding 6.250% second‑priority senior secured notes due 2028 and pay related fees and expenses.
The new notes pay interest semi‑annually on January 15 and July 15, beginning January 15, 2026, and mature on October 15, 2033. They are guaranteed on a senior secured first‑priority basis by Prime Borrower and certain subsidiaries and are secured by first‑priority liens on substantially all assets of the issuer and guarantors. The issuer may redeem at par on or after October 15, 2032, and holders have a 101% change‑of‑control put, subject to customary covenants and events of default.
ADT Inc., through its wholly owned subsidiary The ADT Security Corporation, has priced an Offering of $1.0 billion in 5.875% first-priority senior secured notes due 2033. The Offering is expected to close on October 15, 2025, subject to customary closing conditions.
ADT expects to use the note proceeds, together with incremental first lien senior secured term loans and cash on hand, to redeem in full $1.3 billion of 6.250% second-priority senior secured notes due 2028 and to pay related fees and expenses. The new Notes are being sold only to qualified institutional buyers under Rule 144A in the United States and to certain investors under Regulation S outside the United States, and are not registered under U.S. securities laws.
ADT Inc. is planning a major refinancing of its secured debt. The company’s indirect wholly owned subsidiary, The ADT Security Corporation, is offering $1.0 billion aggregate principal amount of first‑priority senior secured notes due 2033 in a private transaction under Rule 144A and Regulation S.
ADT intends to use the notes proceeds together with $300 million of incremental first lien senior secured term loans and cash on hand to fund the redemption of all $1.3 billion outstanding 6.250% second‑priority senior secured notes due 2028 issued by its subsidiaries Prime Security Services Borrower, LLC and Prime Finance Inc.
The company notes that the offering is subject to market and other conditions and may be delayed or may not occur as described. ADT also includes extensive forward‑looking statement cautions highlighting risks tied to this financing plan, its business exits, cybersecurity, regulation, partnerships, and broader economic conditions.
ADT Inc. plans to refinance a large portion of its debt by marketing a new $300 million incremental first lien senior secured term B-2 loan facility expected to mature in 2032. The company expects to combine proceeds from this new facility with up to $1.0 billion of additional first lien senior secured debt and cash on hand to fund the planned redemption of $1.3 billion of its 6.250% second-priority senior secured notes due 2028.
The issuers have issued a conditional notice to redeem all outstanding second-priority notes on October 25, 2025 at 100% of principal plus accrued and unpaid interest, but this redemption depends on successfully completing new long-term financings on terms and in amounts satisfactory to the issuers.
ADT Inc. is selling substantially all of the assets of its multifamily business to Everon, LLC for approximately $55,000,000 in cash, subject to customary adjustments. The business being sold serves about 200,000 multifamily customer units and generates roughly $2.6 million of recurring monthly revenue, covering apartment, student, military and other rental housing customers. The transaction is expected to close at the end of the third quarter of 2025. ADT will provide limited transition support services after closing and has agreed not to compete in the multifamily business, with certain exceptions, until after October 2, 2028.