Filing Flows › Technology › Alarm.com Holdings (ALRM)
Alarm.com Holdings (ALRM) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Alarm.com Holdings (ALRM) Q3 2026 earnings results →
Q3 2026 Revenue up 9% year over year to $279M · 12¢ of every $1 of revenue kept as net profit · operating margin 15.7%
Alarm.com Holdings made $279M in Q3 2026 (+9% Y/Y): SaaS and license revenue $191M, Hardware and other revenue $88.3M. Operating margin 15.7%, net earnings $34.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $279.4M in Q3 2026, up 9% year over year and up 1% from the previous quarter. SaaS and license revenue was the largest line at 68% of revenue. SaaS and license revenue added $15.8M year over year (up 9%), 69% of the total change.
Operating profit was $43.9M, a 15.7% margin (up 1.3 points year over year). Of the extra revenue versus Q3 2025, 30% reached operating profit, above the 14% margin then. Total costs grew 7% against revenue growth of 9%. The fastest-growing cost line was Sales & marketing (+13%). Net earnings were $34.4M, down 3% year over year. The effective tax rate was 25.8%.
Operating cash flow was $75.1M (up 6% year over year), 219% of net earnings. Non-cash charges added back $8.4M of depreciation and amortization and $8.0M of share-based compensation. Working capital and other items added $24.3M. After itions to property and equipment ($5.6M), free cash flow as the company reports it was $69.5M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $279M | +9% | 15.7% | $34.3M | $75.1M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $278M | +9% | 11.7% | $24.2M | $41.9M |
| Q1 2026 | 10-Q | May 7, 2026 | $265M | +11% | 11.9% | $23.4M | $50.6M |
| Q4 2025 | 10-K | Feb 19, 2026 | $262M | +8% | 13.4% | $34.6M | $35.9M |
| Q3 2025 | 10-Q | Nov 6, 2025 | $256M | +7% | 14.4% | $35.3M | $70.6M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $254M | +9% | 12.6% | $34.6M | $22.7M |
| Q1 2025 | 10-Q | May 9, 2025 | $239M | +7% | 12.4% | $27.7M | $24.1M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Alarm.com Holdings
Alarm.com is the leading platform for intelligently connected properties. Our cloud-based platform offers an expansive suite of Internet of Things, or IoT, solutions addressing global opportunities in the residential, multi-family, small business, enterprise commercial and energy markets. Alarm.com’s solution suite includes security, video surveillance and video analytics, energy management, access control, electric utility grid management, active shooter detection, water management, personal safety and data-rich emergency response. During 2025, our platforms processed more than 365 billion data points generated by over 170 million connected devices. We believe this scale of subscribers, connected devices and data operations makes us the leader in the connected property market.
In its own words, from its 10-K, filed Feb 19, 2026.
Alarm.com Holdings against its Services-Prepackaged Software peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +9% against the peers' median +14%. Operating margin: 15.7% against the peers' median 15.7%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ALRM Alarm.com Holdings | Q3 2026 | $279M | +9% | 15.7% |
| MSFT Microsoft | Q1 FY27 | $92.3B | +19% | 49.8% |
| ORCL Oracle | Q1 FY27 | $19.3B | +30% | 34.8% |
| CRM Salesforce | Q2 FY27 | $11.3B | +11% | 20.5% |
| ADBE Adobe | Q3 FY26 | $6.8B | +13% | 34.8% |
| XYZ Block | Q3 2026 | $6.7B | +10% | 6.4% |
| INTU Intuit | Q4 FY26 | $4.4B | +14% | 10.9% |
| NOW ServiceNow | Q3 2026 | $4.1B | +20% | 9.4% |
| SHOP Shopify | Q3 2026 | $3.7B | +32% | 15.2% |
Source: Alarm.com Holdings 10-Q on SEC EDGAR · CIK 1459200 · Services-Prepackaged Software
Guidance and outlook
13F: who owns ALRM and who is buying
More on ALRM
- How Alarm.com Holdings makes money: revenue by segment
- Alarm.com Holdings next earnings date and what analysts expect
- Alarm.com Holdings stock forecast, price target and fair value
- Who owns Alarm.com Holdings stock: holders, funds and Congress trades
- Alarm.com Holdings guidance and outlook
- Is Alarm.com Holdings a takeover target? LBO and rumors
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Alarm.com Holdings guidance history: guided vs reported
- Alarm.com Holdings operating margin by quarter
- Alarm.com Holdings net income by quarter
- Alarm.com Holdings free cash flow by quarter
- Alarm.com Holdings R&D spending by quarter
- Alarm.com Holdings capital expenditures by quarter
- Alarm.com Holdings SaaS and license revenue revenue by quarter
- Alarm.com Holdings Hardware and other revenue revenue by quarter