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Alarm.com Holdings ALRM Q4 2025 Annual earnings

Reported February 19, 2026 · After market close

Revenue$261.7MBeat by $10.8M
EPS$0.72Beat by $0.06
Revenue estimate$250.9M
EPS estimate$0.66

Next report

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

Financials

Q4 2025

Income statement

See full
Revenue$261.7M+8.0%
Gross profit$172.6M+8.8%
Operating income$34.9M+13.3%
Net income$34.6M+14.8%
EPS (diluted)$0.66+17.9%

Balance sheet

See full
Cash & equivalents$968.8M-21.2%
Total debt$76.1M+4.0%
Total equity$848.2M+16.7%
Total assets$2.1B+4.8%

Cash flow

See full
Operating cash flow$35.9M-36.1%
CapEx$860.0K-62.1%
Free cash flow$35.1M-35.0%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$2.54B-15.3%
Enterprise value$1.65B-10.7%
P/E19.3×-5.2×
P/S2.5×-0.7×

Profitability

See full
Gross margin66.1%+0.9pp
Operating margin13.2%+1.7pp
Net margin13%0.0pp
FCF margin13.6%-7.3pp

Returns & leverage

See full
Return on equity16.7%-0.6pp
Debt / equity0.1×0.0×
Current ratio1.9×-5.9×

Segments

By segment

See full
Other$30.2M+33.2%

By product

See full
SaaS and license revenue$180.2M+8.8%

Versus estimates

Revenue

Q1 2026$265.2MBeat by $14.2M
Q4 2025$261.7MBeat by $10.8M
Q3 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 $0.06
Q3 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 Q4 2025 earnings?
Alarm.com Holdings (ALRM) reported Q4 2025 earnings on February 19, 2026 after market close.
What were Alarm.com Holdings's Q4 2025 revenue and EPS?
Alarm.com Holdings reported revenue of $261.7M and eps of $0.72 for Q4 2025.
Did Alarm.com Holdings beat estimates in Q4 2025?
Revenue beat the consensus estimate of $250.9M by $10.8M. EPS beat the consensus estimate of $0.66 by $0.06.
How did Alarm.com Holdings's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 8.0% from $242.2M a year earlier and eps grew 24.1% from $0.58.
Where can I find Alarm.com Holdings's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001459200-26-000004) and the 10-K periodic report (0001459200-26-000005) directly on SEC EDGAR. The filing index links above go to sec.gov.