Filing Flows › Alarm.com Holdings (ALRM) › Q2 2026 › vs Q2 2025
Alarm.com Holdings (ALRM) Q2 2026 vs Q2 2025 (year over year)
Alarm.com Holdings's revenue rose $23.4M (+9%) from $254M in Q2 2025 to $278M in Q2 2026. The biggest changes: SaaS and license revenue +$18.8M (+11%); Hardware and other revenue +$4.6M (+6%). Operating margin 11.7% against 12.6% (-0.9 pts).
Alarm.com Holdings, Q2 2026: revenue $278M (+9% year over year), operating margin 11.7%, net earnings $24.2M, operating cash flow $41.9M. The chart draws each line against Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Operating margin | 11.7% | 12.6% | -0.9 pts |
| Net margin | 8.7% | 13.6% | -4.9 pts |
| Free cash flow margin | 13.3% | 7.1% | +6.2 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| SaaS and license revenue | $189M | $170M | $18.8M | +11% |
| Hardware and other revenue | $89.0M | $84.3M | $4.6M | +6% |
| Revenue | $278M | $254M | $23.4M | +9% |
| Operating profit | $32.5M | $32.0M | $462K | +1% |
| Costs & expenses | $245M | $222M | $23.0M | +10% |
| Pre-tax earnings | $31.9M | $39.7M | −$7.7M | -19% |
| Cost of revenue | $95.7M | $87.5M | $8.2M | +9% |
| Research & development | $71.0M | $69.1M | $1.9M | +3% |
| Sales & marketing | $33.0M | $31.1M | $1.8M | +6% |
| General & admin | $36.6M | $27.1M | $9.6M | +35% |
| Other operating costs | $9.0M | $7.5M | $1.4M | +19% |
| Loss borne by minority interests | $38K | $335K | −$297K | -89% |
| Net earnings | $24.2M | $34.6M | −$10.3M | -30% |
| Income tax | $7.7M | $5.5M | $2.3M | +42% |
| Depreciation & amortization | $9.0M | $7.5M | $1.4M | +19% |
| Share-based compensation | $7.6M | $8.9M | −$1.4M | -15% |
| Working capital & other | $1.1M | −$28.3M | $29.4M | — |
| Operating cash flow | $41.9M | $22.7M | $19.2M | +84% |
| Free cash flow (company-reported) | $37.0M | $18.2M | $18.9M | +104% |
| Itions to property and equipment | $4.8M | $4.6M | $295K | +6% |
Questions
How much did Alarm.com Holdings's revenue grow year over year in Q2 2026?
Alarm.com Holdings's revenue rose $23.4M (+9%) from $254M in Q2 2025 to $278M in Q2 2026.
What drove Alarm.com Holdings's revenue change in Q2 2026?
SaaS and license revenue +$18.8M (+11%); Hardware and other revenue +$4.6M (+6%).