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Alarm.com Holdings

ALRM

Alarm.com is a leading cloud-based platform for intelligently connected properties, providing a comprehensive suite of Internet of Things (IoT) solutions.

Market cap
$2.71B-1.6%
Revenue$1.1B+8.7%
Net income$117.3M-8.7%
Free cash flow$187.7M+14.0%
EPS (diluted)$2.26-5.0%
Trailing twelve months · change vs. prior year

Earnings

Next report

Nov 5, 2026 (in 2 months)
Revenue estimate$265.8M
EPS estimate$0.74

Financials

Q2 2026

Income statement

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Revenue$277.7M+9.2%
Gross profit$182.1M+9.1%
Operating income$32.5M+1.4%
Net income$24.2M-29.3%
EPS (diluted)$0.48-23.8%

Balance sheet

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Cash & equivalents$485.5M-53.0%
Total debt$76.4M-0.4%
Total equity$864.5M+8.4%
Total assets$1.7B-21.0%

Cash flow

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Operating cash flow$41.9M+84.4%
CapEx$4.8M+6.5%
Free cash flow$37.0M+104%

Valuation & ratios

Valuation

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Market cap$2.71B-1.6%
Enterprise value$2.3B+27.2%
P/E23.1×+1.6×
P/S2.6×-0.3×

Profitability

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Gross margin65.8%0.0pp
Operating margin12.8%-0.1pp
Net margin11.1%-2.1pp
FCF margin17.7%+0.8pp

Returns & leverage

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Return on equity14.1%-3.7pp
Debt / equity0.1×0.0×
Current ratio+3.0×

Segments

By product

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SaaS and license revenue$188.8M+11.1%
Hardware and other revenue$89.0M+5.5%

By segment

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Other$36.0M+66.3%

Competitors

Profile

Alarm.com is a leading cloud-based platform for intelligently connected properties, providing a comprehensive suite of Internet of Things (IoT) solutions. The company enables security, automation, and energy management for residential and commercial properties through a global network of service provider partners. Its core value proposition lies in its scalable SaaS platform that integrates diverse connected devices into a unified, data-rich ecosystem.

Competitive position

Alarm.com is a market leader in the connected property space, leveraging a massive installed base of over 170 million devices and a deep network of independent service providers.

GeographiesGlobal, North America
Customer segmentsResidential, Multi-family, Small Business, Enterprise Commercial, Electric Utilities
Business modelSubscription SaaS, B2B2C, Hardware-enabled Software
SuppliersElectronic component manufacturers, Cloud infrastructure providers, Wireless network carriers
CustomersResidential homeowners, Commercial property owners, Multi-family building operators, Utility companies
Listed2015
Employees2.0K
CEOStephen S. Trundle
Websitealarm.com
FilingsSEC EDGAR

FAQ

What is Alarm.com Holdings's market cap?
Alarm.com Holdings (ALRM) has a market capitalization of $2.7B and trades on NASDAQ.
What is Alarm.com Holdings's revenue and profitability?
Alarm.com Holdings generated $1.1B in trailing twelve-month revenue with net income of $117.3M, representing a net margin of 11.1%. Gross margin stands at 65.8%, with free cash flow of $187.7M. The latest reported period is Q2 2026.
Who are Alarm.com Holdings's competitors?
Alarm.com Holdings's key competitors include Arlo Technologies, ADT Inc., Resideo Technologies, and others. These companies compete in similar markets and product categories.
What subsidiaries does Alarm.com Holdings have?
Alarm.com Holdings's subsidiaries include Shooter Detection Systems, EnergyHub, PointCentral.
Where is Alarm.com Holdings headquartered?
Alarm.com Holdings is headquartered in United States of America and employs approximately 2,002 people. It has been publicly traded since 2015.