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Alarm.com Holdings (ALRM) Q3 2026 earnings results (third quarter 2026)

10-Q filed Nov 5, 2026

Alarm.com Holdings (ALRM) reported revenue of $279M for the third quarter 2026 (Q3 2026), +9% from a year earlier and +0.6% from the quarter before. Operating margin was 15.7%, net earnings $34.3M (12.3% of revenue).

Revenue$279M
Year over year+9%
Quarter over quarter+0.6%
Operating margin15.7%
Net earnings$34.3M

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 follows the revenue to costs, profit and cash.

Q3 2026AmountQ/QY/Y
Revenue$279M+0.6%+9%
Operating profit$43.9M+35%+18%
Net earnings$34.3M+42%-2%
Operating cash flow$75.1M+79%+6%
Free cash flow$69.5M—+6%

What changed

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.

Questions

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

Alarm.com Holdings (ALRM) reported revenue of $279M for the third quarter 2026 (Q3 2026), +9% from a year earlier and +0.6% from the quarter before.

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

Operating profit was $43.9M (15.7% of revenue) and net earnings $34.3M.

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