Highest-materiality recent filing
Apollo sells all 102M ADT shares; ADT repurchases 29.1M shares in $1.5B plan
Apollo sold 102,000,366 shares of ADT common stock in an underwritten offering that closed May 5, 2026.
ADT Q1 GAAP EPS $0.20 (+25% YoY); Adjusted FCF $414M (+83%); declares $0.055 dividend
GAAP income from continuing ops $169M ($0.20/shr), up 19%; adjusted EPS $0.23, up 10%.
ADT reports unauthorized cloud access; limited customer data accessed, no material impact expected
Discovered unauthorized access to cloud environments on April 20, 2026.
ADT reports FY2025 adj EPS +19% to $0.89, launches $1.5B share repurchase plan
Full-year revenue $5.1B (+5%); GAAP EPS $0.68 (+3%); adjusted EPS $0.89 (+19%).
ADT acquires Origin AI for $170M cash; inks $30M+ Verisure agreement
Acquired Origin AI (Wi-Fi sensing) for $170M cash, subject to purchase price adjustments.
ADT Q3 2025 revenue $1.3B (+4% YoY), adj. EPS $0.23, guides FY adj. EPS $0.85-$0.89
Total revenue $1.298B (+4% YoY); monitoring & related services revenue $1.098B (+2%).
ADT Inc. enters into two credit agreements, borrows $625M, redeems $1.3B of 6.25% second-lien notes
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.
ADT subsidiary issues $1B 5.875% senior secured notes due 2033 to refinance debt
Issued $1.0B aggregate principal of 5.875% first-priority senior secured notes due 2033.
ADT subsidiary to issue $1B senior secured notes, redeem $1.3B 6.250% notes due 2028
Offering $1.0B first-priority senior secured notes due 2033 via Rule 144A/Reg S.
ADT prices $1.0B 5.875% senior secured notes due 2033 to refinance $1.3B 6.250% notes due 2028
The ADT Security Corporation priced $1.0 billion of 5.875% first-priority senior secured notes due 2033.
Marketing $300M incremental first lien term loan B-2 facility expected to mature in 2032.
ADT sells multifamily business to Everon for $55M cash; ~200,000 customer units
Transaction includes ~200,000 multifamily customer units generating ~$2.6M monthly recurring revenue.
Incurred $550M incremental term B-2 loans to redeem $550M of 5.750% senior secured notes due 2026.
ADT Q2 2025: revenue +7% to $1.29B, adj. EPS $0.23, raises cash return guidance
GAAP income from continuing ops $168M ($0.19 EPS); adjusted income $191M ($0.23 EPS), up 23% YoY.
ADT director Marques Coleman retires from board effective May 31, 2025
Marques Coleman, an Apollo designee, retired from ADT's Board as Class II director on May 31, 2025.
ADT shareholders approve declassification, special meeting right, and elect directors
Elected Marques Coleman, Paul J. Smith, Matthew E. Winter, and Suzanne Yoon as Class II directors each with >630M votes for.
On May 31, 2025, Marques Coleman, who currently serves as a Class II director on the Board of Directors (the “Board”) of ADT Inc. (the “Company”) with a term expiring at the Company’s 2028 Annual Meeting of Stockholders, retired from his position as a member of the Board.
Max materiality 0.80 · Median 0.68 · Most common event debt