What is ADT's backlog?

ADT reported $3.71B of remaining performance obligations at 30 Sep 2026, down 0% from a year earlier and up 1% from the previous quarter. That is 0.7 years of trailing revenue already under contract. Book-to-bill last quarter: 1.01.

How fast does ADT's backlog turn into revenue?

Over the last twelve months ADT recognised revenue equal to about 141% of the backlog it started each quarter with.

ADT (ADT) backlog: remaining performance obligations

How much revenue ADT already has under contract, how fast it converts, and who it is with.

Data as of 7 Nov 2026.

Open the interactive Backlog view ADT competitor analysis

ADT reported $3.71B of remaining performance obligations at 30 Sep 2026, down 0% from a year earlier and up 1% from the previous quarter. That is 0.7 years of trailing revenue already under contract. Book-to-bill last quarter: 1.01.
Net new backlog added in the latest quarter: $20.5M.
Over the last twelve months it turned about 141% of its opening backlog into revenue (12-month conversion).
The company reports 52% of the backlog due within the first 3 months.
Customer prepayments (contract liabilities) cover 6.6% of the backlog.
Twelve-month book-to-bill: 1.00, i.e. 1.00 of new orders for every 1 of revenue recognised.
Backlog growth minus revenue growth: -2 points — revenue is catching up with orders.
By backlog size it ranks 138th among US filers the cockpit tracks.

ADT backlog history

Remaining performance obligations at each quarter end (bars) against trailing twelve-month revenue (line).

Amounts in USD. Source: SEC XBRL filings.
Quarter end	Backlog (RPO)	TTM revenue	Coverage	Customer prepayments
30 Sep 2026	$3.71B	$5.22B	0.7 yrs	$245M
30 Jun 2026	$3.69B	$5.16B	0.7 yrs	$245M
31 Mar 2026	$3.70B	$5.14B	0.7 yrs	$247M
31 Dec 2025	$3.68B	$5.13B	0.7 yrs	$244M
30 Sep 2025	$3.71B	$5.11B	0.7 yrs	$248M
30 Jun 2025	$3.67B	$5.06B	0.7 yrs	$253M
31 Mar 2025	$3.52B	$4.98B	0.7 yrs	$253M
31 Dec 2024	$3.48B	$4.90B	0.7 yrs	$248M

Questions

What is ADT's backlog?: ADT reported $3.71B of remaining performance obligations at 30 Sep 2026, down 0% from a year earlier and up 1% from the previous quarter. That is 0.7 years of trailing revenue already under contract. Book-to-bill last quarter: 1.01.
How fast does ADT's backlog turn into revenue?: Over the last twelve months ADT recognised revenue equal to about 141% of the backlog it started each quarter with.

About these numbers

Remaining performance obligations (RPO) are revenue a company has contracted but not yet recognised, as reported in its SEC filings (XBRL tag RevenueRemainingPerformanceObligation). Coverage = backlog ÷ trailing twelve-month revenue. Book-to-bill = (change in backlog + revenue) ÷ revenue. Conversion = revenue recognised ÷ the backlog at the start of each quarter, summed over four quarters. Counterparty values come from company filings and releases.