Filing Flows › Comparisons › ALRM vs TENB
Alarm.com Holdings vs Tenable Holdings: ALRM and TENB compared
Alarm.com Holdings is the larger company: $279M of revenue in its latest quarter (Q3 2026) against $276M for Tenable Holdings (Q3 2026). Tenable Holdings is growing faster (+10% against +9% a year earlier). Alarm.com Holdings is more profitable, with an operating margin of 15.7% against 6.0%.
Where the money goes: ALRM and TENB
Alarm.com Holdings (ALRM) · Q3 2026
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.
Tenable Holdings (TENB) · Q3 2026
Tenable Holdings, Q3 2026: revenue $276M (+10% year over year), operating margin 6.0%, net earnings $11.3M, operating cash flow $72.5M. The chart follows the revenue to costs, profit and cash.
| Alarm.com Holdings (ALRM) | Tenable Holdings (TENB) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $279M | $276M |
| Revenue growth, Y/Y | +9% | +10% |
| Gross margin | — | 77.8% |
| Operating margin | 15.7% | 6.0% |
| Net earnings | $34.3M | $11.3M |
| Net margin | 12.3% | 4.1% |
| Operating cash flow | $75.1M | $72.5M |
| Free cash flow | $69.5M | $64.2M |
| Market value | $3.1B | $4.9B |
| P/E | 26.5× | — |
| Analysts’ mean target | $65.00 | $48.35 |
Where the revenue comes from
Alarm.com Holdings
- SaaS and license revenue: $191M (68%)
- Hardware and other revenue: $88.3M (32%)
Tenable Holdings
- Subscription revenue: $255M (92%)
- Professional services and other revenue: $12.1M (4%)
- Perpetual license and maintenance revenue: $9.7M (4%)
Questions
Which is bigger, Alarm.com Holdings or Tenable Holdings?
Alarm.com Holdings is the larger company: $279M of revenue in its latest quarter (Q3 2026) against $276M for Tenable Holdings (Q3 2026).
Is Alarm.com Holdings or Tenable Holdings growing faster?
Tenable Holdings is growing faster (+10% against +9% a year earlier).
Which is more profitable, Alarm.com Holdings or Tenable Holdings?
Alarm.com Holdings is more profitable, with an operating margin of 15.7% against 6.0%.
More: Alarm.com Holdings earnings · how Alarm.com Holdings makes money · Tenable Holdings earnings · how Tenable Holdings makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Nov 3, 2026). Fiscal quarters can end on different dates. Not investment advice.