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Thrive Holdings agreed to acquire ADT for $10 per share in cash, valuing ADT at approximately $7.6 billion in equity value and $15.3 billion in enterprise value. The deal is expected to close in the first quarter of 2027.
Parent will acquire ADT for $10.00 per share in cash, a 45.6% premium to the unaffected price on October 27, 2026; the deal is expected to close in the first quarter of 2027 and requires stockholder approval.
ADT Inc. entered a definitive agreement with Thrive Holdings to be acquired for $10.00 per share in cash. Third-quarter revenue was $1,349 million, up 4%, and GAAP diluted earnings per share were $0.20.
ADT entered a definitive agreement to be acquired by Thrive Holdings, with stockholders receiving $10.00 per share in cash upon completion. Employee equity awards would convert to cash awards, and vested stock options would be cashed out.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $671M | Three Months Ended June 30, 2026 | — |
| Adjusted EBITDA from continuing operations non-GAAP | 671M | Three Months Ended June 30 | — |
GAAP → non-GAAP reconciliationGAAP Income (loss) from continuing operations 155M
+102M Interest expense, net
+61M Income tax expense (benefit)
+347M Depreciation and intangible asset amortization
+69M Amortization of deferred subscriber acquisition costs
-90M Amortization of deferred subscriber acquisition revenue
+19M Share-based compensation expense
+5M Merger, restructuring, integration and other
+4M Unrealized gain (loss) on interest rate swaps
-1M Other, net
= Adjusted EBITDA from Continuing Operations 671M
|
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| Adjusted EBITDA Margin (as percentage of Total Revenue) non-GAAP | 51% | Three Months Ended June 30, 2026 | — |
| Adjusted EPS non-GAAP | $0.23 | Three Months Ended June 30, 2026 | — |
| Adjusted Free Cash Flow non-GAAP | $795M | Six Months Ended June 30, 2026 | — |
| Adjusted Free Cash Flow (including interest rate swaps) non-GAAP | $820M | Six Months Ended June 30, 2026 | — |
| Adjusted Income (Loss) from continuing operations non-GAAP | $180M | Three Months Ended June 30, 2026 | — |
| Free Cash Flow non-GAAP | $801M | Six Months Ended June 30, 2026 | — |
| Gross customer revenue attrition | 13.1% | Three Months Ended June 30, 2026 filing | — |
| RMR | 360M | Three Months Ended June 30 | — |
| Trailing twelve-month gross customer revenue attrition | 13.1% | Three Months Ended June 30 | — |
| Trailing twelve-month revenue payback | 2.3 | Three Months Ended June 30 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ADT
this stock
ADT Inc.
|
$7.23B | +22.7% | +4.7% | — | 2.8% |
|
ALLE
Allegion plc
|
$16.19B | +20.6% | +7.6% | 23.9 | 3.0% |
|
MSA
MSA Safety Inc
|
$6.71B | +8.8% | +3.7% | 22.4 | 2.9% |
|
BCO
Brinks Co
|
$4.81B | +0.1% | -5.7% | 30.7 | 13.1% |
|
GEO
Geo Group Inc
|
$4.31B | +101.8% | +3.9% | 26.0 | 8.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Thrive Holdings agreed to acquire ADT for $10 per share in cash, valuing ADT at approximately $7.6 billion in equity value and $15.3 billion in enterprise value. The deal is expected to close in the first quarter of 2027.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ADT | +0.4% | +44.1% | +42.9% | +0.4% | +22.7% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -2.2% | +45.3% | +42.4% | +0.6% | +12.1% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
