{"filings":[{"id":94823,"accession_number":"0001703056-26-000078","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["5.02","5.03","8.01","9.01"],"status":"ready","headline":"Apollo sells all 102M ADT shares; ADT repurchases 29.1M shares in $1.5B plan","event_type":"other_material","confidence":"high","bullets":["Apollo sold 102,000,366 shares of ADT common stock in an underwritten offering that closed May 5, 2026.","ADT repurchased 29,142,961 shares from underwriters using its previously authorized $1.5B repurchase plan.","Three Apollo designees (Reed Rayman, Nicole Bonsignore, Benjamin Honig) resigned from the Board effective May 5, 2026.","Bylaws amended on May 8, 2026 to remove all references to Apollo and the 2018 Stockholders Agreement.","Company received no proceeds from the offering; underwriter fees waived on repurchased shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94822,"accession_number":"0001703056-26-000052","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q1 GAAP EPS $0.20 (+25% YoY); Adjusted FCF $414M (+83%); declares $0.055 dividend","event_type":"earnings","confidence":"high","bullets":["GAAP income from continuing ops $169M ($0.20/shr), up 19%; adjusted EPS $0.23, up 10%.","Total revenue $1.28B (+1%); RMR $359M; gross customer revenue attrition 13.1%.","Operating cash flow $638M (+37%); Adjusted FCF (incl swaps) $414M (+83%).","Returned $161M to shareholders: $116M share buybacks, $45M dividends; new $1.5B buyback plan.","Full-year 2026 outlook: Adjusted FCF growth ~20%, revenue and adjusted EPS flat; $0.055/shr dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1278529000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94821,"accession_number":"0001703056-26-000038","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-04-24T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ADT reports unauthorized cloud access; limited customer data accessed, no material impact expected","event_type":"cyber","confidence":"high","bullets":["Discovered unauthorized access to cloud environments on April 20, 2026.","Terminated access, activated incident response plan, engaged third-party experts and law enforcement.","Only limited customer and prospective customer data was accessed, per investigation.","Company believes incident not reasonably likely to materially impact financial condition or operations.","Assessment ongoing; no material impact on business operations expected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107477,"accession_number":"0001703056-26-000013","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT reports FY2025 adj EPS +19% to $0.89, launches $1.5B share repurchase plan","event_type":"earnings","confidence":"high","bullets":["Full-year revenue $5.1B (+5%); GAAP EPS $0.68 (+3%); adjusted EPS $0.89 (+19%).","Q4 GAAP EPS $0.17 (-19% YoY); adjusted EPS $0.23 (+15% YoY); revenue $1.28B (+1%).","Adjusted free cash flow $863M (+16%); 2026 adj FCF growth expected ~20%.","New $1.5B share repurchase authorization through April 2029; $0.055 dividend payable April 2.","Multi-year target: 5% revenue CAGR, 10% adj EPS CAGR, net leverage 2.5x or below."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107476,"accession_number":"0001703056-26-000005","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"ADT acquires Origin AI for $170M cash; inks $30M+ Verisure agreement","event_type":"m_and_a","confidence":"high","bullets":["Acquired Origin AI (Wi-Fi sensing) for $170M cash, subject to purchase price adjustments.","Origin holds >200 global patents; ADT expects to commercialize by 2027.","Five-year commercial agreement with Verisure (VSURE) valued at $30M minimum for dev services plus per-household fees.","Verisure gets defined exclusivity in professionally monitored security in Europe and Latin America.","ADT will provide more details on the acquisition and strategy on its March 2 earnings call."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123827,"accession_number":"0001703056-25-000165","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q3 2025 revenue $1.3B (+4% YoY), adj. EPS $0.23, guides FY adj. EPS $0.85-$0.89","event_type":"earnings","confidence":"high","bullets":["Total revenue $1.298B (+4% YoY); monitoring & related services revenue $1.098B (+2%).","GAAP income from continuing ops $144M ($0.17/diluted); adjusted income $187M ($0.23/diluted).","Adjusted Free Cash Flow (incl. swaps) $208M, up $50M (+32% YoY); YTD returned $746M to shareholders.","Board declared $0.055/share cash dividend, payable Jan 8, 2026, record Dec 11, 2025.","Updated FY2025 guidance: revenue $5.075B-$5.175B, adj. EBITDA $2.665B-$2.715B, adj. EPS $0.85-$0.89."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":3852480000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123826,"accession_number":"0001703056-25-000162","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"ADT Inc. enters into two credit agreements, borrows $625M, redeems $1.3B of 6.25% second-lien notes","event_type":"debt","confidence":"high","bullets":["On Oct 24, 2025, ADT subsidiaries incurred $300M incremental first lien term B-2 loans under a credit agreement amendment with Barclays as administrative agent.","On Oct 28, 2025, ADT subsidiaries entered into a $325M term loan credit agreement with Fifth Third Bank as administrative agent for general corporate purposes.","Proceeds from the incremental term loans and a 5.875% senior secured notes offering were used to redeem all $1.3B of 6.250% second-priority notes due 2028 on Oct 25, 2025.","The term A loans bear interest at SOFR plus 1.50% or base rate plus 0.50%, with quarterly amortization starting March 31, 2026, and a springing maturity tied to other debt.","The redemption price for the second-priority notes was 100% of principal plus accrued interest of $22.57 million, paid on Oct 27, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123825,"accession_number":"0001703056-25-000159","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-10-15T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ADT subsidiary issues $1B 5.875% senior secured notes due 2033 to refinance debt","event_type":"debt","confidence":"high","bullets":["Issued $1.0B aggregate principal of 5.875% first-priority senior secured notes due 2033.","Proceeds will redeem all $1.3B outstanding 6.250% second-priority notes due 2028, plus fees.","Notes mature October 15, 2033; interest paid semiannually starting January 15, 2026.","Redemption prior to October 15, 2032 at treasury rate plus 50 bps; after at 100%.","Guaranteed on senior secured first-priority basis by Prime Borrower and its subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140501,"accession_number":"0001703056-25-000153","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"ADT prices $1.0B 5.875% senior secured notes due 2033 to refinance $1.3B 6.250% notes due 2028","event_type":"debt","confidence":"high","bullets":["The ADT Security Corporation priced $1.0 billion of 5.875% first-priority senior secured notes due 2033.","Proceeds, plus incremental term loans and cash, will redeem all $1.3 billion of 6.250% Second-Priority Notes due 2028.","Offering expected to close October 15, 2025, subject to customary conditions.","New notes are secured first-priority; refinancing extends maturity from 2028 to 2033 and lowers coupon from 6.250% to 5.875%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140500,"accession_number":"0001703056-25-000151","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"ADT subsidiary to issue $1B senior secured notes, redeem $1.3B 6.250% notes due 2028","event_type":"debt","confidence":"high","bullets":["Offering $1.0B first-priority senior secured notes due 2033 via Rule 144A/Reg S.","Combined with $300M incremental term loans and cash to redeem all $1.3B outstanding 6.250% second-priority notes due 2028.","Use of proceeds fully directed to refinancing existing debt; no change to equity or operations.","Offering is subject to market conditions; may be delayed or not completed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140499,"accession_number":"0001703056-25-000149","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-09-25T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ADT announces plan to refinance $1.3B second-lien notes with new term loan and additional first-lien debt","event_type":"debt","confidence":"high","bullets":["Marketing $300M incremental first lien term loan B-2 facility expected to mature in 2032.","Plans up to $1.0B additional first lien senior secured debt plus cash to redeem all $1.3B of 6.250% second-priority notes due 2028.","Conditional notice of redemption issued for October 25, 2025, conditioned on completion of new debt incurrence.","Refinancing subject to successful marketing and other conditions; no assurance of completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140498,"accession_number":"0001703056-25-000145","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ADT sells multifamily business to Everon for $55M cash; ~200,000 customer units","event_type":"m_and_a","confidence":"high","bullets":["Transaction includes ~200,000 multifamily customer units generating ~$2.6M monthly recurring revenue.","Purchase price approximately $55M in cash, subject to customary adjustments.","Expected to close by end of Q3 2025.","Non-compete with respect to multifamily business runs until October 2, 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140497,"accession_number":"0000950170-25-098866","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"ADT closes $550M debt refinancing, Apollo affiliates sell 71M shares; company repurchases 11.2M shares","event_type":"other_material","confidence":"high","bullets":["Incurred $550M incremental term B-2 loans to redeem $550M of 5.750% senior secured notes due 2026.","Redemption priced at $1,007.92 per $1,000 principal plus accrued interest; $300M of notes remain outstanding.","Apollo affiliates sell 71M shares (plus 10.65M over-allotment) of ADT common stock in underwritten offering.","ADT repurchases 11,190,688 shares from underwriters under existing $500M buyback plan; closing July 28.","Company receives no proceeds from selling stockholders; no underwriting fees on repurchased shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140496,"accession_number":"0001703056-25-000138","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q2 2025: revenue +7% to $1.29B, adj. EPS $0.23, raises cash return guidance","event_type":"earnings","confidence":"high","bullets":["GAAP income from continuing ops $168M ($0.19 EPS); adjusted income $191M ($0.23 EPS), up 23% YoY.","Adjusted EBITDA $674M (+7%); Adjusted Free Cash Flow $274M (+9%); YTD returned $589M to shareholders.","End-of-period RMR $363M (+2%); gross revenue attrition 12.8%; strategic bulk purchase of 50k accounts for $89M.","Board declared $0.055/share dividend payable Oct 2, 2025 to holders of record Sept 11.","2025 guidance reiterated: revenue $5.025-$5.225B, adj. EBITDA $2.65-$2.75B; adj. EPS raised to $0.81-$0.89 on lower share count."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":2554526000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158197,"accession_number":"0000950170-25-080346","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ADT director Marques Coleman retires from board effective May 31, 2025","event_type":"leadership","confidence":"high","bullets":["Marques Coleman, an Apollo designee, retired from ADT's Board as Class II director on May 31, 2025.","Coleman's retirement is not due to any disagreement with ADT or its operations, policies, or practices.","No replacement director has been announced; Board size reduced by one."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158196,"accession_number":"0000950170-25-075827","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"ADT shareholders approve declassification, special meeting right, and elect directors","event_type":"other","confidence":"high","bullets":["Elected Marques Coleman, Paul J. Smith, Matthew E. Winter, and Suzanne Yoon as Class II directors each with >630M votes for.","Advisory say-on-pay passed: 653.4M for, 100.4M against, 0.3M abstain (86.6% of votes cast).","Declassification amendment to board approved: 753.7M for, 0.2M against.","Special meeting amendment approved: 753.6M for, 0.2M against.","Ratified PricewaterhouseCoopers LLP as auditor for fiscal 2025 with 782.6M for, 1.5M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}