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Alarm.com Holdings (ALRM) Q2 2026 earnings results (second quarter 2026)

10-Q filed Aug 6, 2026

Alarm.com Holdings (ALRM) reported revenue of $278M for the second quarter 2026 (Q2 2026), +9% from a year earlier and +5% from the quarter before. Operating margin was 11.7%, net earnings $24.2M (8.7% of revenue).

Revenue$278M
Year over year+9%
Quarter over quarter+5%
Operating margin11.7%
Net earnings$24.2M

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 follows the revenue to costs, profit and cash.

Q2 2026AmountQ/QY/Y
Revenue$278M+5%+9%
Operating profit$32.5M+3%+1%
Net earnings$24.2M+3%-30%
Operating cash flow$41.9M-17%+84%
Free cash flow$37.0M—+104%

What changed

Revenue was $277.7M in Q2 2026, up 9% year over year and up 5% from the previous quarter. SaaS and license revenue was the largest line at 68% of revenue. SaaS and license revenue added $18.8M year over year (up 11%), 80% of the total change.

Operating profit was $32.5M, a 11.7% margin (down 0.9 points year over year). Of the extra revenue versus Q2 2025, 2% reached operating profit, below the 13% margin then. Total costs grew 10% against revenue growth of 9%. The fastest-growing cost line was General & admin (+35%). Net earnings were $24.2M, down 30% year over year. The effective tax rate was 24.2%.

Operating cash flow was $41.9M (up 84% year over year), 173% of net earnings. Non-cash charges added back $9.0M of depreciation and amortization and $7.6M of share-based compensation. After itions to property and equipment ($4.8M), free cash flow as the company reports it was $37.0M.

Questions

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

Alarm.com Holdings (ALRM) reported revenue of $278M for the second quarter 2026 (Q2 2026), +9% from a year earlier and +5% from the quarter before.

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

Operating profit was $32.5M (11.7% of revenue) and net earnings $24.2M.

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