Filing Flows › Alarm.com Holdings (ALRM) › Q3 2026 › vs Q3 2025
Alarm.com Holdings (ALRM) Q3 2026 vs Q3 2025 (year over year)
Alarm.com Holdings's revenue rose $23.0M (+9%) from $256M in Q3 2025 to $279M in Q3 2026. The biggest changes: SaaS and license revenue +$15.8M (+9%); Hardware and other revenue +$7.2M (+9%). Operating margin 15.7% against 14.4% (+1.3 pts).
Alarm.com Holdings, Q3 2026: revenue $279M (+9% year over year), operating margin 15.7%, net earnings $34.3M, operating cash flow $75.1M. The chart draws each line against Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Operating margin | 15.7% | 14.4% | +1.3 pts |
| Net margin | 12.3% | 13.7% | -1.4 pts |
| Free cash flow margin | 24.9% | 25.7% | -0.8 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| SaaS and license revenue | $191M | $175M | $15.8M | +9% |
| Hardware and other revenue | $88.3M | $81.0M | $7.2M | +9% |
| Revenue | $279M | $256M | $23.0M | +9% |
| Other income, net | $2.4M | $13.3M | −$10.9M | -82% |
| Operating profit | $43.9M | $37.0M | $6.8M | +18% |
| Costs & expenses | $236M | $219M | $16.2M | +7% |
| Pre-tax earnings | $46.2M | $50.3M | −$4.1M | -8% |
| Cost of revenue | $92.7M | $87.6M | $5.1M | +6% |
| Research & development | $69.7M | $66.6M | $3.1M | +5% |
| Sales & marketing | $33.4M | $29.5M | $3.9M | +13% |
| General & admin | $31.4M | $27.9M | $3.5M | +13% |
| Other operating costs | $8.4M | $7.8M | $622K | +8% |
| Net earnings | $34.3M | $35.1M | −$804K | -2% |
| Income tax | $11.9M | $15.2M | −$3.3M | -22% |
| Depreciation & amortization | $8.4M | $7.8M | $622K | +8% |
| Share-based compensation | $8.0M | $8.2M | −$200K | -2% |
| Working capital & other | $24.3M | $19.5M | $4.8M | +25% |
| Operating cash flow | $75.1M | $70.6M | $4.4M | +6% |
| Free cash flow (company-reported) | $69.5M | $65.9M | $3.6M | +6% |
| Itions to property and equipment | $5.6M | $4.8M | $809K | +17% |
Questions
How much did Alarm.com Holdings's revenue grow year over year in Q3 2026?
Alarm.com Holdings's revenue rose $23.0M (+9%) from $256M in Q3 2025 to $279M in Q3 2026.
What drove Alarm.com Holdings's revenue change in Q3 2026?
SaaS and license revenue +$15.8M (+9%); Hardware and other revenue +$7.2M (+9%).