ALRM
Alarm.com Holdings·NASDAQ
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ALRM fundamentals
Alarm.com Holdings (ALRM) released its earnings on Feb 19, 2026: revenue was 261.66M (YoY +8.02%), beat estimates; EPS was 0.72 (YoY +24.14%), beat estimates.
Revenue / YoY
261.66M
+8.02%
EPS / YoY
0.72
+24.14%
Report date
Feb 19, 2026
ALRM Earnings Call Summary for Q4,2025
- $1B Revenue Milestone: 2025 total revenue surpasses $1 billion, with SaaS growing 9.2% YoY.
- EnergyHub Expansion: RGS acquisition adds 50 million meters, targeting 10% enrollment rate. VPP usage up 25% YoY.
- AI-Driven Growth: AI features boost video adoption, with hardware gross profit up 13.4% YoY.
- 2026 Outlook: SaaS revenue guidance $743-$745M (+8.5%-9.1%), EBITDA margin 20.2% at midpoint.
- Resilient Model: Unique SaaS structure and ARPU expansion shield against AI competition.
Earnings
EPS
Revenue
Revenue & Expenses
ALRM has released its 2025 Q4 earnings report, with revenue of 261.66M, reflecting a YoY change of 8.02%, and net profit of 34.60M, showing a YoY change of 14.82%. The Sankey diagram below clearly presents ALRM's revenue sources and cost distribution.
Key Indicators
Alarm.com Holdings (ALRM) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Alarm.com Holdings (ALRM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet
Alarm.com Holdings (ALRM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow
Alarm.com Holdings (ALRM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does Alarm.com Holdings (ALRM) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track Alarm.com Holdings (ALRM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What were the key takeaways from Alarm.com Holdings's earnings call?What factors drove the changes in Alarm.com Holdings's revenue and profit?What is the market's earnings forecast for Alarm.com Holdings next quarter?What does Alarm.com Holdings do and what are its main business segments?What is Alarm.com Holdings's gross profit margin?What guidance did Alarm.com Holdings's management provide for the next earnings period?What is Alarm.com Holdings's latest dividend and current dividend yield?Did Alarm.com Holdings beat or miss consensus estimates last quarter?
