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Alarm.com Holdings ALRM Q1 2026 earnings

Reported May 7, 2026 · After market close

Revenue$265.2MBeat by $14.2M
EPS$0.65Beat by $0.05
Revenue estimate$250.9M
EPS estimate$0.60

Next report

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

Financials

Q1 2026

Income statement

See full
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

as of 07/28/26
See full
Market cap$2.65B-4.5%
Enterprise value$2.22B+22.2%
P/E20.8×-0.8×
P/S2.6×-0.3×

Profitability

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

Returns & leverage

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

Segments

By segment

See full
Other$28.2M+56.0%

By product

See full
SaaS and license revenue$181.5M+10.8%

Versus estimates

Revenue

Q1 2026$265.2MBeat by $14.2M
Q4 2025$261.7MBeat by $10.8MQ3 2025$256.4MBeat by $5.6MQ2 2025$254.3MBeat by $4.1MQ1 2025$238.8MBeat by $4.5MQ4 2024$242.2MBeat by $4.8M

Diluted EPS

Q1 2026$0.65Beat by $0.05
Q4 2025$0.72Beat by $0.06Q3 2025$0.76Beat by $0.14Q2 2025$0.60Beat by $0.08Q1 2025$0.54Beat by $0.06Q4 2024$0.58Beat by $0.03

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Questions, answered.

When did Alarm.com Holdings report Q1 2026 earnings?
Alarm.com Holdings (ALRM) reported Q1 2026 earnings on May 7, 2026 after market close.
What were Alarm.com Holdings's Q1 2026 revenue and EPS?
Alarm.com Holdings reported revenue of $265.2M and eps of $0.65 for Q1 2026.
Did Alarm.com Holdings beat estimates in Q1 2026?
Revenue beat the consensus estimate of $250.9M by $14.2M. EPS beat the consensus estimate of $0.60 by $0.05.
How did Alarm.com Holdings's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 11.0% from $238.8M a year earlier and eps grew 20.4% from $0.54.
Where can I find Alarm.com Holdings's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001459200-26-000008) and the 10-Q periodic report (0001459200-26-000009) directly on SEC EDGAR. The filing index links above go to sec.gov.