ADT Inc. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
ADT reported Q2 2026 revenue of $1.312B (+2% YoY), adjusted free cash flow of $406M (+48% YoY), and raised full-year guidance for ~30% adjusted free cash flow growth. The company repurchased 86M shares for $684M through H1 2026 (including 68M shares for $478M in Q2 alone, partly via secondary offering where Apollo exited its stake). Guidance: ~2% revenue growth, ~2% adjusted EPS growth, and ~30% adjusted free cash flow growth for 2026.
Why this rating
Strong cash generation and raised guidance are positive, but revenue growth remains modest at +2%. Share buybacks are substantial (~$684M in H1, ~16% of current market cap) but funded by operations, not concerning debt. Business fundamentals stable but not transformational.
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