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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
$2.65B-4.5%
Revenue$1.0B+8.6%
Net income$127.3M+0.4%
Free cash flow$168.8M+0.8%
EPS (diluted)$2.41+1.7%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 6, 2026 (In 1 week)
Revenue estimate$265.0M
EPS estimate$0.65

Financials

Q1 2026

Income statement

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Revenue$265.2M+11.0%
Gross profit$174.7M+8.8%
Operating income$31.6M+6.7%
Net income$23.4M-15.6%
EPS (diluted)$0.47-9.6%

Balance sheet

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Cash & equivalents$503.6M-57.8%
Total debt$76.4M-2.6%
Total equity$859.8M+13.2%
Total assets$1.6B-20.9%

Cash flow

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Operating cash flow$50.6M+110%
CapEx$912.0K-85.1%
Free cash flow$49.7M+177%

Valuation & ratios

Valuation

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Market cap$2.65B-4.5%
Enterprise value$2.22B+22.2%
P/E20.8×-0.8×
P/S2.6×-0.3×

Profitability

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Gross margin65.8%+0.1pp
Operating margin13.1%+0.6pp
Net margin12.3%-1.0pp
FCF margin16.3%-1.3pp

Returns & leverage

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Return on equity15.7%-1.3pp
Debt / equity0.1×0.0×
Current ratio5.2×+3.0×

Segments

By segment

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Other$28.2M+56.0%

By product

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SaaS and license revenue$181.5M+10.8%

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

Questions, answered.

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 $1.0B in trailing twelve-month revenue with net income of $127.3M, representing a net margin of 12.3%. Gross margin stands at 65.8%, with free cash flow of $168.8M. These figures are based on the Q1 2026 filing.
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.