Stocks Technology ALRM
NASDAQ · TechnologyAlarm.com Holdings, Inc. (ALRM)
Alarm.com Holdings, Inc. brought in $1.1B of revenue over the twelve months to September 30, 2026, up 9.3% from a year earlier. Net income was $117M, a net margin of 10.8%. Operating cash flow minus capital spending left $137M of free cash flow in fiscal 2025. At September 30, 2026 it held $534.7M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Alarm.com Holdings, Inc.
- Net worth
- Alarm.com Holdings, Inc. has a market value (market cap) of $3.2B at the latest share price, and shareholders' equity of $893.5M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $1B (+7.6% year on year), with net income of $132.6M. Over the 12 months to September 30, 2026: revenue $1.1B, net income $117M.
- Cash flow
- In fiscal 2025 operations brought in $153.3M of cash; after $16.3M of capital spending, free cash flow was $137M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Alarm.com Holdings, Inc.'s next report is expected around February 18, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Alarm.com Holdings, Inc. does
Alarm.com Holdings, Inc. is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NASDAQ under the ticker ALRM.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $1B | $132.6M | $2.46 | $137M |
| 2024 | $939.8M | $124.1M | $2.29 | $196.3M |
| 2023 | $881.7M | $81M | $1.53 | $128.4M |
| 2022 | $842.6M | $56.3M | $1.07 | $28.3M |
| 2021 | $749M | $52.3M | $1.01 | $92.1M |
| 2020 | $618M | $77.9M | $1.53 | $85.9M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where ALRM ranks in Technology
Dividends
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2017 | $0.00 | $0 | 0% |
| 2016 | $0.00 | $0 | 0% |
| 2015 | $0.36 | $1M | n/a |
| 2015 | $0.00 | $0 | n/a |
| 2013 | $0.00 | $0 | n/a |
Latest SEC filings
What Alarm.com Holdings, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 9% to $279.4M versus the same quarter last year; diluted EPS $0.66 versus $0.65.
- November 5, 2026
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 12, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 9.2% to $277.7M versus the same quarter last year; diluted EPS $0.48 versus $0.63.
- August 6, 2026
- June 8, 2026
- May 15, 2026Passive stake changed SCHEDULE 13G/A
- May 13, 2026Passive stake (5% or more) SCHEDULE 13G
- May 7, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 11% to $265.2M versus the same quarter last year; diluted EPS $0.47 versus $0.52.
What is ALRM worth? A DCF from its reported cash flow
Insider trades
What the people running Alarm.com Holdings, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $2.9M worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 2, 2026 | Trundle StephenChief Executive Officer, Director | Gave as a gift | 2,000 | - |
| August 24, 2026 | Trundle StephenChief Executive Officer, Director | Exercised options | 50,000 | $1.6M |
| August 24, 2026 | Trundle StephenChief Executive Officer, Director | Soldpre-planned (10b5-1) | 50,000 | $2.9M |
| August 12, 2026 | Bradley Kevin ChristopherChief Financial Officer | Sold | 5,400 | $297.4K |
| July 2, 2026 | Bradley Kevin ChristopherChief Financial Officer | Soldpre-planned (10b5-1) | 724 | $35.1K |
| June 12, 2026 | Ramos DanielSee Remarks | Sold | 2,000 | $93K |
| June 10, 2026 | Bradley Kevin ChristopherChief Financial Officer | Sold | 2,200 | $101.5K |
| June 10, 2026 | Ramos DanielSee Remarks | Sold | 8,000 | $369.8K |
Who owns ALRM
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Portfolio Management13G, passive | 8.04% | April 28, 2026 |
| Disciplined Growth Investors Inc13G, passive | 7.3% | August 14, 2026 |
| Vanguard Capital Management13G, passive | 5.09% | April 29, 2026 |
Largest institutional holders
Insiders
12 insiders reported holding 2,573,702 shares in total, about $169.5M at the last price.
| Holder | Shares |
|---|---|
| Trundle StephenChief Executive Officer, Director | 1,638,1851,315,343 held indirectly |
| Bedell Jeffrey ASee Remarks | 505,805 |
| McAdam Timothy PDirector | 103,838 |
| Kerzner DanielSee Remarks | 101,141 |
| Bradley Kevin ChristopherChief Financial Officer | 78,222 |
| Ramos DanielSee Remarks | 53,099 |
| Nevin Darius GDirector | 27,597 |
| Clarke Donald EDirector | 18,175 |
| WU SimoneDirector | 15,855 |
| Whall Timothy J.Director | 14,404 |
Questions about ALRM
What does Alarm.com Holdings, Inc. do?
Alarm.com Holdings, Inc. is a company in the Technology sector, listed on NASDAQ as ALRM. Its shares trade on NASDAQ under the ticker ALRM.
What is Alarm.com Holdings, Inc.'s net worth?
Alarm.com Holdings, Inc. has a market value (market cap) of $3.2B at the latest share price, and shareholders' equity of $893.5M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Alarm.com Holdings, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $117M on revenue of $1.1B, a net margin of 10.8%.
How much revenue does Alarm.com Holdings, Inc. make?
Over the twelve months to September 30, 2026 Alarm.com Holdings, Inc. reported revenue of $1.1B. That is 9.3% more than a year earlier.
When did Alarm.com Holdings, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Alarm.com Holdings, Inc.'s next earnings report?
Alarm.com Holdings, Inc.'s next report is expected around February 18, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Alarm.com Holdings, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.