10-K · February 19, 2026
Alarm.com reports continued multi-year growth with total revenue of $1.0112 billion in 2025 and SaaS & license revenue of $689.4 million (10.1% CAGR). Profitability expanded (net income attributable to common…
Earnings analysis · 10-Q
ALRM earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Alarm.com reported strong Q1 2026 results, with total revenue rising 11% year-over-year to $265.2 million and EPS increasing to $0.65, surpassing estimates. The company also raised its full-year revenue guidance by $6…
Read full summary
Alarm.com reported strong Q1 2026 results, with total revenue rising 11% year-over-year to $265.2 million and EPS increasing to $0.65, surpassing estimates. The company also raised its full-year revenue guidance by $6 million, reflecting positive momentum in its SaaS and hardware segments despite facing notable macroeconomic challenges.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.65
What stood out
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Q1 Revenue Growth
Total revenue increased by 11% year-over-year to $265.2 million, up from $238.8 million in Q1 2025.
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EPS Surpasses Estimates
Reported EPS of $0.65 exceeded analyst expectations of $0.58.
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SaaS Revenue Growth
SaaS and license revenue grew 11% to $181.5 million during Q1 2026 from $163.8 million in Q1 2025.
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Free Cash Flow Improvement
Operating cash flow improved substantially to $50.6 million from $24.1 million in the prior year.
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Raised Full-Year Guidance
Increased revenue guidance by $6 million, now between $1.0595 billion and $1.0705 billion.
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Segment Performance Strength
Hardware revenue rose 12%, contributing $83.7 million of the total revenue share.
What to watch
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Decline in Net Income
Net income decreased to $23.4 million in Q1 2026, down from $27.7 million in Q1 2025.
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Increased Costs
Cost of SaaS and license revenue increased by 29% to $27.9 million, impacting profit margins.
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Market Conditions Uncertainty
The ongoing macroeconomic conditions could negatively affect future sales and revenue.
Management's outlook
Management raised full-year revenue guidance by $6 million during the earnings call.
Earlier filings 4
10-Q · August 7, 2025
Alarm.com reported Q2 revenue of $254.308M, up $20.501M (+8.8%) vs Q2 2024, with operating income improving to $32.022M (+24.3%) and diluted EPS of $0.63 (vs $0.62). Gross margin remained healthy at 65.6% and operating…
10-Q · November 7, 2024
Alarm.com reported a strong Q3 with revenue of $240,497,000 (up $18,643,000 vs $221,854,000 in Q3 2023) and materially higher profitability: operating income rose to $33,194,000 from $16,171,000 a year earlier and…
10-K · February 22, 2024
Alarm.com reports continued revenue and SaaS growth with total revenue of $881.7M in 2023 and SaaS & license revenue of $569.2M (CAGR 11.2% since 2021). Profitability strengthened (net income attributable to common…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.