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Segments

By segment

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Alarm.Com$178.6M

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:Goodwill.

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 itemJune 30,2026December 31,2025
Total current assets801,3551,272,511
Property and equipment, net67,96664,799
Intangible assets, net87,79199,352
Goodwill224,641224,987
Deferred tax assets147,694152,255
Operating lease right-of-use assets52,28352,636
Investments in unconsolidated entities232,470226,931
Other assets, net of allowance for credit losses of $2 and $0 as of June 30, 2026 and December 31, 2025, respectively42,77843,120

Item 1. FINANCIAL STATEMENTS (unaudited)

FAQ

What is Alarm.com Holdings's goodwill?
Alarm.com Holdings (ALRM) reported goodwill of $224.64M in Q2 2026.
How has Alarm.com Holdings's goodwill changed year-over-year?
Alarm.com Holdings's goodwill increased by 25.7% year-over-year, from $178.66M to $224.64M.
What is the long-term trend for Alarm.com Holdings's goodwill?
Over 5 years (2020 to 2025), Alarm.com Holdings's goodwill has grown at a 14.8% compound annual growth rate (CAGR), from $112.84M to $224.99M.
What does goodwill mean?
The excess of acquisition cost over the fair value of net identifiable assets acquired — representing brand value, customer relationships, and synergies from past M&A.

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