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Alarm.com Holdings Inc. (ALRM)
:ALRM
Earnings Data
Report Date
Nov 06, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.61Last Year’s EPS
0.62Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance with above-expectation results in revenue and EBITDA, supported by significant growth in key business segments. However, there are concerns about tariffs and the weak housing market, which could impact future performance. The company's strategic investments and strong cash position provide a buffer against these challenges.Company Guidance -
Q3 2025
Above-Expectations Financial Performance
SaaS and license revenue grew to $170 million, adjusted EBITDA was $48.4 million, and total revenue grew 8.8% year-over-year to $254.3 million, marking the first quarter with an annual run rate in excess of $1 billion.
Strong Year-Over-Year Growth in Key Segments
Growth initiatives in commercial, international, and EnergyHub businesses saw a combined year-over-year growth rate of around 25%, contributing nearly 30% to consolidated SaaS revenue.
Improved Gross Margins
Total gross profit grew 9.4% year-over-year to $166.8 million, with gross margins improving by 40 basis points.
Positive Developments in R&D and Tax Code
R&D expenses were controlled, and recent changes to the U.S. Federal Tax Code's Section 174 are expected to eliminate nearly $200 million in total cash tax payments over the next 5 years.
Strong Cash Position and Share Buybacks
Ended the quarter with $1.02 billion of cash and cash equivalents, executing share buybacks that reduced the estimated share count.
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 |
|---|---|---|---|
Aug 07, 2025 | $54.34 | $54.41 | +0.13% |
May 08, 2025 | $55.31 | $56.04 | +1.32% |
Feb 20, 2025 | $60.56 | $59.55 | -1.67% |
Nov 07, 2024 | $57.14 | $63.51 | +11.15% |
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 Nov 06, 2025, After Close (Confirmed).
What is Alarm.com Holdings Inc. (ALRM) earnings time?
Alarm.com Holdings Inc. (ALRM) earnings time is at Nov 06, 2025, 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 2025 (Q3) is 0.61.