logo

ALRM

Alarm.com Holdings·NASDAQ
--
--(--)
--
--(--)

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.
Trend
Breakdown

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.
Trend
Breakdown

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.
Trend
Breakdown

Revenue Breakdown

Where does Alarm.com Holdings (ALRM) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:

Dividend

Track Alarm.com Holdings (ALRM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield