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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

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

Financials

Q4 2025

Income statement

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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

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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

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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

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

Returns & leverage

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

Segments

By product

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SaaS and license revenue$180.2M+8.8%
Hardware and other revenue$81.4M+6.3%

By segment

See full
Other$30.2M+33.2%

FAQ

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.