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Alarm.com Holdings Inc. (ALRM)
NASDAQ:ALRM
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.61Last Year’s EPS
0.54Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong top-line and profitability momentum: SaaS revenue and adjusted EBITDA grew solidly, the company surpassed $1B in annual revenue, EnergyHub showed rapid device growth and increased utility engagement, and guidance for 2026 was raised with a clear medium-term margin target. Short-term headwinds include normalization of working capital that reduced year-over-year free cash flow, near-term lack of EBITDA contribution from the recent RGS acquisition, tariff and supply-chain risks, and EnergyHub's long sales cycles and seasonality that pressure Q1. On balance, the positive operational and financial progress, clear guidance, and strategic positioning (commercial, energy, video) outweigh the manageable short-term challenges.Company Guidance
SaaS and License Revenue Growth (Q4 & Full Year 2025)
Q4 SaaS and license revenue was $180.0M, up 8.8% year-over-year; full year SaaS and license revenue was $689.4M, up 9.2% year-over-year.
Record Annual Revenue Scale
Company surpassed $1.0 billion in annual total revenue for FY2025, marking a key scale milestone for the business model and platform.
Improved Profitability Metrics
Adjusted EBITDA in Q4 was $54.9M, up 18.3% year-over-year; full year adjusted EBITDA was $206M, up 16.9% year-over-year. Non-GAAP adjusted net income in Q4 grew 19.2% to $38.9M and non-GAAP EPS rose 24.1% to $0.72.
Hardware Gross Profit Strength
Q4 total gross profit was $172.6M, up 8.8% year-over-year; hardware gross profit grew 13.4% year-over-year to $19.1M, with OpenEye enterprise camera sales and favorable camera mix contributing.
EnergyHub Momentum
EnergyHub devices under management increased by more than 50% in 2025; utilities called on EnergyHub VPPs 25% more often year-over-year. Energy and commercial businesses together contributed ~25% of SaaS revenue for 2025 and grew ~25% year-over-year.
Commercial Video Traction
More than 2 million active video cameras and devices deployed across the commercial property base and increasing attach rates for video; residential video attachment rate reached 33% in 2025.
Cash Generation & Balance Sheet Actions
Generated $35.1M non-GAAP free cash flow in Q4 and $137M for the full year; retired $500M of convertible notes that matured in Jan 2026, removing ~3.4M potential diluted shares from 2026 share counts.
2026 Guidance Raised and Clear Margin Targets
Full year 2026 SaaS & license revenue guidance raised to $743M–$745M and total revenue to $1.058B–$1.065B. Non-GAAP adjusted EBITDA guidance set at $213M–$215M (~20.2% margin at midpoint) with a targeted ~21% adjusted EBITDA run-rate margin by the end of 2027.
ALRM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ALRM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $45.20 | $45.59 | +0.86% |
Nov 06, 2025 | $47.13 | $49.86 | +5.79% |
Aug 07, 2025 | $54.34 | $54.41 | +0.13% |
May 08, 2025 | $55.31 | $56.04 | +1.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Alarm.com Holdings Inc. (ALRM) report earnings?
Alarm.com Holdings Inc. (ALRM) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Alarm.com Holdings Inc. (ALRM) earnings time?
Alarm.com Holdings Inc. (ALRM) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALRM EPS forecast?
ALRM EPS forecast for the fiscal quarter 2026 (Q1) is 0.61.