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Gitlab vs Alarm.com Holdings: GTLB and ALRM compared
Gitlab is the larger company: $286M of revenue in its latest quarter (Q2 FY27) against $279M for Alarm.com Holdings (Q3 2026). Gitlab is growing faster (+21% against +9% a year earlier). Alarm.com Holdings is more profitable, with an operating margin of 15.7% against -19.9%.
Where the money goes: GTLB and ALRM
Gitlab (GTLB) · Q2 FY27
Gitlab, Q2 FY27: revenue $286M (+21% year over year), operating margin -19.9%, net loss $36.1M, operating cash flow −$3.1M. The chart follows the revenue to costs, profit and cash.
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.
| Gitlab (GTLB) | Alarm.com Holdings (ALRM) | |
|---|---|---|
| Latest quarter | Q2 FY27 | Q3 2026 |
| Revenue | $286M | $279M |
| Revenue growth, Y/Y | +21% | +9% |
| Operating margin | -19.9% | 15.7% |
| Net earnings | −$36.1M | $34.3M |
| Net margin | -12.6% | 12.3% |
| Operating cash flow | −$3.1M | $75.1M |
| Free cash flow | — | $69.5M |
| Market value | $8.9B | $3.1B |
| P/E | — | 26.5× |
| Analysts’ mean target | $56.12 | $65.00 |
Where the revenue comes from
Gitlab
- Subscription—self-managed and SaaS: $258M (90%)
- License—self-managed and other: $27.9M (10%)
Alarm.com Holdings
- SaaS and license revenue: $191M (68%)
- Hardware and other revenue: $88.3M (32%)
Questions
Which is bigger, Gitlab or Alarm.com Holdings?
Gitlab is the larger company: $286M of revenue in its latest quarter (Q2 FY27) against $279M for Alarm.com Holdings (Q3 2026).
Is Gitlab or Alarm.com Holdings growing faster?
Gitlab is growing faster (+21% against +9% a year earlier).
Which is more profitable, Gitlab or Alarm.com Holdings?
Alarm.com Holdings is more profitable, with an operating margin of 15.7% against -19.9%.
More: Gitlab earnings · how Gitlab makes money · Alarm.com Holdings earnings · how Alarm.com Holdings makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Sep 2, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.