Filing Flows › Alarm.com Holdings (ALRM) › Q4 2025
Alarm.com Holdings (ALRM) Q4 2025 earnings results (fourth quarter 2025)
10-K filed Feb 19, 2026
Alarm.com Holdings (ALRM) reported revenue of $262M for the fourth quarter 2025 (Q4 2025), +8% from a year earlier and +2% from the quarter before. Operating margin was 13.4%, net earnings $34.6M (13.2% of revenue).
Alarm.com Holdings, Q4 2025: revenue $262M (+8% year over year), operating margin 13.4%, net earnings $34.6M, operating cash flow $35.9M. The chart follows the revenue to costs, profit and cash.
| Q4 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $262M | +2% | +8% |
| Operating profit | $34.9M | -6% | +13% |
| Net earnings | $34.6M | -1% | +15% |
| Operating cash flow | $35.9M | -49% | -36% |
| Free cash flow | $35.1M | — | -35% |
What changed
Revenue was $261.7M in Q4 2025, up 8% year over year and up 2% from the previous quarter. SaaS and license revenue was the largest line at 69% of revenue.
Operating profit was $34.9M, a 13.4% margin (up 0.6 points year over year). Of the extra revenue versus a year earlier, 21% reached operating profit, above the 13% margin then. Total costs grew 7% against revenue growth of 8%. The fastest-growing cost line was Other operating costs (+19%). Net earnings were $34.7M, up 15% year over year. The effective tax rate was 21.8%. Non-operating items added $9.3M, 21% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $35.9M (down 36% year over year), 104% of net earnings. Non-cash charges added back $8.5M of depreciation and amortization and $6.6M of share-based compensation. Working capital and other items used $13.7M. After itions to property and equipment ($860K), free cash flow as the company reports it was $35.1M.
Questions
What was Alarm.com Holdings' revenue in the fourth quarter 2025?
Alarm.com Holdings (ALRM) reported revenue of $262M for the fourth quarter 2025 (Q4 2025), +8% from a year earlier and +2% from the quarter before.
Was Alarm.com Holdings profitable in the fourth quarter 2025?
Operating profit was $34.9M (13.4% of revenue) and net earnings $34.6M.
Source: Alarm.com Holdings 10-K on SEC EDGAR.