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Alarm.com Holdings (ALRM) Q1 2026 earnings results (first quarter 2026)

10-Q filed May 7, 2026

Alarm.com Holdings (ALRM) reported revenue of $265M for the first quarter 2026 (Q1 2026), +11% from a year earlier and +1% from the quarter before. Operating margin was 11.9%, net earnings $23.4M (8.8% of revenue).

Revenue$265M
Year over year+11%
Quarter over quarter+1%
Operating margin11.9%
Net earnings$23.4M

Alarm.com Holdings, Q1 2026: revenue $265M (+11% year over year), operating margin 11.9%, net earnings $23.4M, operating cash flow $50.6M. The chart follows the revenue to costs, profit and cash.

Q1 2026AmountQ/QY/Y
Revenue$265M+1%+11%
Operating profit$31.6M-9%+7%
Net earnings$23.4M-32%-16%
Operating cash flow$50.6M+41%+110%
Free cash flow$49.7M—+177%

What changed

Revenue was $265.2M in Q1 2026, up 11% 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 $17.7M year over year (up 11%), 67% of the total change.

Operating profit was $31.6M, a 11.9% margin (down 0.5 points year over year). Of the extra revenue versus Q1 2025, 8% reached operating profit, below the 12% margin then. Total costs grew 12% against revenue growth of 11%. The fastest-growing cost line was Other operating costs (+29%). Net earnings were $23.6M, down 16% year over year. The effective tax rate was 20.0%.

Operating cash flow was $50.6M (up 110% year over year), 217% of net earnings. Non-cash charges added back $9.1M of depreciation and amortization and $8.0M of share-based compensation. Working capital and other items added $10.1M. After itions to property and equipment ($912K), free cash flow as the company reports it was $49.7M.

Questions

What was Alarm.com Holdings' revenue in the first quarter 2026?

Alarm.com Holdings (ALRM) reported revenue of $265M for the first quarter 2026 (Q1 2026), +11% from a year earlier and +1% from the quarter before.

Was Alarm.com Holdings profitable in the first quarter 2026?

Operating profit was $31.6M (11.9% of revenue) and net earnings $23.4M.

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Source: Alarm.com Holdings 10-Q on SEC EDGAR.