Alarm.com Holdings Inc. (ALRM)
NASDAQ:ALRM
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.65Last Year’s EPS
0.6Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial picture: strong SaaS growth (+10.8% YoY), very high revenue retention (~95.4%), total revenue and EBITDA beats, raised SaaS and EBITDA guidance, healthy cash and share repurchase activity, and clear product momentum in EnergyHub and OpenEye AI offerings. Offsetting these positives are near-term headwinds in hardware driven by memory cost inflation and the Supreme Court tariff ruling (reducing tariff pass-through revenue), a cautious hardware outlook, a decline in GAAP net income due to lower interest income, and temporary installation disruptions from extreme weather. Management signaled confidence in long-term opportunities and maintained targets (including an exit-2027 adjusted EBITDA margin target ~21%), while acknowledging ongoing hardware and supply-chain uncertainty.Company Guidance
SaaS and License Revenue Growth
SaaS and license revenue of $181.5M, up 10.8% year-over-year and $5.6M above the midpoint of guidance; full-year SaaS guidance raised to $749.5M–$750.5M (approximately +$6M at midpoint).
Strong Revenue Retention
Revenue retention rate of ~95.4% (one of the highest in the past ten years), contributing roughly $2M–$2.5M per quarter versus the high end of historical range and a major driver of the Q1 SaaS beat.
Total Revenue and Hardware Performance
Total revenue of $265.2M, up 11% year-over-year; hardware and other revenue of $83.7M, up 11.5% year-over-year. Hardware gross margin came in at 25.2%, aided by a skew toward commercial video products.
Profitability and Earnings Upside
Non-GAAP adjusted EBITDA of $49.6M in Q1 and FY 2026 adjusted EBITDA guidance raised to $215M–$216M (implied margin 20.2%, ~30 bps expansion YoY). Non-GAAP adjusted net income was $34.7M (up from $32.2M YoY).
Earnings Per Share and Cash Flow
Diluted EPS of $0.65, up 14% year-over-year; free cash flow of $49.7M and cash on hand of $497.4M at quarter end.
Capital Return and Balance Sheet Actions
Repurchased 428k shares for $20M in Q1 (1.2M shares since early 2025); board authorized up to $150M in share repurchases over the next two years; retired $500M of convertible notes in January 2026.
EnergyHub Traction and TAM Opportunity
EnergyHub now works with over 155 utilities covering ~75–77M meters out of ~130M target meters; EnergyHub remains a meaningful growth contributor and is expected to grow faster than core business segments (company expects Energy initiatives to grow ~25%–30% including inorganic activity).
Commercial AI Product Momentum (OpenEye)
OpenEye launched AI Visual Check and AI Visual Search during the quarter; premium video adoption is rapidly growing with customers using AI for operational use cases (e.g., stockout detection) and security workflows.
Updated Non-GAAP Definition Clarifies Comparability
Company will exclude mark-to-market fluctuations on treasury equity positions from non-GAAP profitability metrics going forward, improving operating comparability (adjusts FY2025 non-GAAP EBITDA from $206M to $201.3M).
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 |
|---|---|---|---|
May 07, 2026 | $47.00 | $47.60 | +1.28% |
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% |
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 Aug 12, 2026, After Close (Confirmed).
What is Alarm.com Holdings Inc. (ALRM) earnings time?
Alarm.com Holdings Inc. (ALRM) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ALRM EPS forecast?
ALRM EPS forecast for the fiscal quarter 2026 (Q2) is 0.65.