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Alarm.com Holdings ALRM Hardware and other revenue — Total Revenue

Other product segments

SaaS and license revenue
$188.78M+11.1%

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Other financials

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

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Market cap$2.78B+0.4%
Enterprise value$2.37B+30.7%
P/E23.7×+2.2×
P/S2.6×-0.2×

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×

Where this comes from

Reported directly by Alarm.com Holdings in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Alarm.com Holdings’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:32 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001459200-26-000015
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Revenue:
SaaS and license revenue$188,778$169,993$370,302$333,793
Hardware and other revenue88,95684,315172,625159,337
Total revenue277,734254,308542,927493,130
Cost of revenue(1):
Cost of SaaS and license revenue29,91723,65357,81245,221
Cost of hardware and other revenue65,73663,809128,352120,475
Total cost of revenue95,65387,462186,164165,696

Item 1. FINANCIAL STATEMENTS (unaudited)

FAQ

What is Alarm.com Holdings's hardware and other revenue — total revenue?
Alarm.com Holdings (ALRM) reported hardware and other revenue — total revenue of $88.96M in Q2 2026.
How has Alarm.com Holdings's hardware and other revenue — total revenue changed year-over-year?
Alarm.com Holdings's hardware and other revenue — total revenue increased by 5.5% year-over-year, from $84.32M to $88.96M.
What is the long-term trend for Alarm.com Holdings's hardware and other revenue — total revenue?
Over 4 years (2021 to 2025), Alarm.com Holdings's hardware and other revenue — total revenue has grown at a 2.8% compound annual growth rate (CAGR), from $288.6M to $321.79M.
What does hardware and other revenue — total revenue mean?
This metric represents the total gross revenue generated from the sale of physical hardware devices and ancillary products within a specific business segment. It serves as a key indicator of the company's ability to drive hardware adoption and market penetration for its connected property solutions. Monitoring this revenue stream helps investors assess the scale and growth trajectory of the non-subscription component of the business model.

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