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Segments

By product

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SaaS and license revenue$188.78M+11.1%
Hardware and other revenue$88.96M+5.5%

By segment

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Other$35.99M+66.3%

Other financials

Income statement

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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 total revenue?
Alarm.com Holdings (ALRM) reported total revenue of $277.73M in Q2 2026.
How has Alarm.com Holdings's total revenue changed year-over-year?
Alarm.com Holdings's total revenue increased by 9.2% year-over-year, from $254.31M to $277.73M.
What is the long-term trend for Alarm.com Holdings's total revenue?
Over 4 years (2021 to 2025), Alarm.com Holdings's total revenue has grown at a 7.8% compound annual growth rate (CAGR), from $748.97M to $1.01B.
What does total revenue mean?
The aggregate of all revenue from the company's operations — the top line from which all profitability metrics are derived.

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