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ALRMAlarm.com Holdings, Inc.
$50.84$2.5B
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ALRM logoAlarm.com Holdings, Inc.(ALRM)Earnings, Financials & Key Ratios

ALRM•NASDAQ
$49.87
20.3× P/E·Price updated Jul 6, 2026
SectorTechnologyIndustryApplication SoftwareSub-IndustryIT operations, security and observability
AboutAlarm.com Holdings, Inc. provides cloud-based solutions for smart residential and commercial properties in the United States and internationally. It operates in two segments, Alarm.com and Other. The company provides interactive security solutions to control and monitor their security systems, as well as connected security devices, including door locks, motion sensors, door locks, garage doors, Internet of Things, thermostats, and video cameras; and video monitoring solutions, such as video analytics, live streaming, video doorbell, video clips, video alerts, continuous high definition recording, and commercial video surveillance solutions. It also offers intelligent automation and energy management solutions comprising scenes button; smart thermostat schedules; responsive savings; precision comfort; energy usage monitoring; heating, ventilation, and air conditioning monitoring services; whole home water safety solutions; geo-services; and demand response programs. In addition, the company provides commercial solutions, such as daily safeguards, commercial grade video, energy savings, protection for valuables and inventory, temperature monitoring, multi-site management and access control, early identification, simple to use, professionally supported, and easy to maintain. Further, it offers service provider solutions, including a permission-based online portal that offers account management, sales, marketing, training, and support tools; sales, marketing, and training services; and home builder programs, as well as wellness solutions. The company serves residential and commercial subscribers. Alarm.com Holdings, Inc. was founded in 2000 and is based in Tysons, Virginia.Show more
  • Revenue$1.01B+7.6%
  • EBITDA$182M+20.1%
  • Net Income$133M+6.8%
  • EPS (Diluted)2.46+7.4%
  • Gross Margin63.1%-3.4%
  • EBITDA Margin18%+11.6%
  • Operating Margin13.43%+16.3%
  • Net Margin13.11%-0.7%
  • ROE15.95%-3.9%

ALRM Price & Volume

Alarm.com Holdings, Inc. (ALRM) stock price & volume — 10-year historical chart

Loading chart...

Resilient IoT Growth Faces Margin Compression Headwinds

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Stable
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Dealer Channel Platform Internalization

Key Thesis Takeaways

  • Alarm.com maintains a stable market position with 11.0% year-over-year revenue growth in 2026Q1, yet the company faces structural challenges as gross margins have contracted to 62.4% from historical peaks of 67.2%.
  • While the balance sheet remains robust with a 5.16 current ratio, investors should monitor the volatility in cash conversion, where OCF/NI ratios have fluctuated between 0.66 and 2.15.
  • The long-term outlook remains tempered by the risk of dealer channel platform internalization and a lack of clear, unified capital allocation strategy following significant acquisition outflows.

Verdict Logic

while the company shows stable top-line growth of 11.0%, the current P/E of 18.84 and inconsistent cash conversion efficiency warrant a cautious wait-and-see approach until margin stability is restored.

ALRM Growth Metrics

Alarm.com Holdings, Inc. (ALRM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years17.08%
5 Years10.35%
3 Years6.27%
TTM8.6%

Profit CAGR

10 Years27.4%
5 Years11.23%
3 Years33.01%
TTM-0.21%

EPS CAGR

10 Years-
5 Years9.96%
3 Years31.98%
TTM1.69%

Return on Capital

10 Years7.65%
5 Years6.43%
3 Years6.86%
Last Year8.1%

ALRM Recent Earnings

Alarm.com Holdings, Inc. (ALRM) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
May 7, 2026
Metric
Actual
Est
EPS
$0.65+8.3%
$0.60
Rev
$265M+5.7%
$251M
Q1 2026
Feb 19, 2026
Metric
Actual
Est
EPS
$0.72+9.1%
$0.66
Rev
$262M+4.3%
$251M
Q4 2025
Nov 6, 2025
Metric
Actual
Est
EPS
$0.76+22.6%
$0.62
Rev
$256M+2.3%
$251M
Q3 2025
Aug 7, 2025
Metric
Actual
Est
EPS
$0.60+15.4%
$0.52
Rev
$254M+1.6%
$250M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 7, 2026
$0.65vs $0.60+8.3%
$265Mvs $251M+5.7%
Q1 2026Feb 19, 2026
$0.72vs $0.66+9.1%
$262Mvs $251M+4.3%
Q4 2025Nov 6, 2025
$0.76vs $0.62+22.6%
$256Mvs $251M+2.3%
Q3 2025Aug 7, 2025
$0.60vs $0.52+15.4%
$254Mvs $250M+1.6%
Based on last 12 quarters of dataView full earnings history →

Latest ALRM News

Recent stock market news and headlines for Alarm.com Holdings, Inc. (ALRM)

Zacks Investment Research·Jun 29, 2026
Alarm.com (ALRM) Moves 5.2% Higher: Will This Strength Last?

Alarm.com (ALRM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Business Wire·Jun 18, 2026
Alarm.com Introduces Premium Indoor Camera With Built-In Privacy Shutter and Color Night Vision

TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, announced the ADC‑V530, a premium indoor Wi-Fi camera designed to deliver strong security and built-in privacy. The V530 delivers 4MP HDR video, color night vision with an integrated spotlight, and a physical privacy shutter, all at a lower cost than the previous generation indoor camera. The ADC‑V530 is Alarm.com's first indoor camera with a built-in privacy shutter that physica.

Peers Comparison

Key metrics vs top competitors for Alarm.com Holdings, Inc. (ALRM)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
ALRM logoALRMAlarm.com Holdings, Inc.Current
$49.87$2.47B20.277.59%13.11%15.95%—
ARLO logoARLOArlo Technologies, Inc.
$13.19$1.43B94.213.6%5.47%22.92%—
REZI logoREZIResideo Technologies, Inc.
$32.09$4.86B-8.5110.52%-6.5%-17.64%—
SSNC logoSSNCSS&C Technologies Holdings, Inc.
$65.32$15.78B20.746.63%12.65%11.62%—
SPOK logoSPOKSpok Holdings, Inc.
$10.44$216.42M13.921.49%10.33%7.28%—
NXRT logoNXRTNexPoint Residential Trust, Inc.
$28.47$722.52M-22.60-3.24%-12.67%-10.13%—

Compare ALRM vs Peers

Alarm.com Holdings, Inc. (ALRM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs ARLO

Most directly comparable listed peer for ALRM.

Scale Benchmark

vs GOOGL

Larger-name benchmark to compare ALRM against a more recognizable public peer.

Peer Set

Compare Top 5

vs ARLO, REZI, SSNC, SPOK

ALRM SEC Filings & Documents

Alarm.com Holdings, Inc. (ALRM) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 7, 2026·SEC

Material company update

Mar 18, 2026·SEC

Material company update

Feb 19, 2026·SEC

10-K Annual Reports

4
FY 2026

Feb 19, 2026·SEC

FY 2025

Feb 20, 2025·SEC

FY 2024

Feb 22, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 7, 2026·SEC

FY 2025

Nov 6, 2025·SEC

FY 2025

Aug 7, 2025·SEC

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ALRM Frequently Asked Questions

Alarm.com Holdings, Inc. (ALRM) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Alarm.com Holdings, Inc.'s revenue?

Alarm.com Holdings, Inc. (ALRM) reported $1.04B in revenue for fiscal year 2025. This represents a 975% increase from $96.5M in 2012.

How fast is Alarm.com Holdings, Inc. growing?

Alarm.com Holdings, Inc. (ALRM) grew revenue by 7.6% over the past year. This is steady growth.

Is ALRM profitable?

Yes, Alarm.com Holdings, Inc. (ALRM) is profitable, generating $128.2M in net income for fiscal year 2025 (13.1% net margin).

Dividend & Returns
What is ALRM's return on equity?

Alarm.com Holdings, Inc. (ALRM) has a return on equity (ROE) of 16.0%. This is reasonable for most industries.

What is Alarm.com Holdings, Inc.'s free cash flow?

Alarm.com Holdings, Inc. (ALRM) generated $168.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in ALRM back in 2012?

Total return calculator · dividends reinvested · 14+ years of data

See returns →