Alarm.com
Connects homes and businesses through dealer-delivered security, video, automation, and energy software.
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Profile
Sells cloud software and hardware for connected-property security, video, access, automation, and energy management through professional service providers. Monthly per-subscriber SaaS and license fees drive revenue, with North America dominant and ADT a material channel customer.
Delivers cloud software, hardware, and related services for residential and commercial security, video surveillance, access control, automation, energy management, and emergency response. The core Alarm.com platform and OpenEye serve connected properties through professional service providers, while EnergyHub runs utility demand-response and virtual-power-plant programs; Noonlight, Shooter Detection Systems, and CHeKT extend personal safety, gunshot detection, and remote video monitoring.
Monthly per-subscriber SaaS and license fees are the main revenue engine, supplemented by hardware, software licenses, and activation fees. Broad device compatibility, cloud analytics, and dealer workflow tools support integrated deployments across North America, where substantially all revenue originates.
Independent service providers sell, install, and support the solutions, making channel execution a structural dependency. ADT contributes a material share of revenue.
Company facts
Categories
Key statistics
Year to date +12.2% · Average volume (30d) 377.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 10, 2026 | Barclays | Reiterate | Equal Weight | $55 | $60 |
| Aug 7, 2026 | Raymond James | Reiterate | Strong Buy | $83 | $65 |
| May 8, 2026 | Barclays | Reiterate | Equal Weight | $50 | $55 |
| Feb 20, 2026 | Barclays | Reiterate | Equal Weight | $67 | $50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.65 | $0.77 | +18.8% | $265.0M | $277.7M | +4.8% | +2.20% |
| May 7, 2026Q1 FY26 | $0.60 | $0.65 | +8.3% | $250.9M | $265.2M | +5.7% | +1.28% |
| Feb 19, 2026Q4 FY25 | $0.66 | $0.72 | +9.1% | $250.9M | $261.7M | +4.3% | +0.86% |
| Nov 6, 2025Q3 FY25 | $0.62 | $0.76 | +22.6% | $250.8M | $256.4M | +2.3% | +5.79% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $238.8M | $254.3M | $256.4M | $261.7M | $265.2M | $277.7M | |
| Gross profit | $160.6M | $166.8M | $161.0M | $164.2M | $165.6M | $182.1M | |
| Operating income | $29.6M | $32.0M | $37.4M | $36.4M | $31.7M | $32.5M | |
| Net income | $28.0M | $34.6M | $35.3M | $34.7M | $23.6M | $24.2M | |
| Diluted EPS | $0.52 | $0.63 | $0.65 | $0.66 | $0.47 | $0.48 | |
| Gross margin | 67.2% | 65.6% | 62.8% | 62.7% | 62.4% | 65.6% | |
| Operating margin | 12.4% | 12.6% | 14.6% | 13.9% | 12.0% | 11.7% |
Fiscal years (4-quarter sums)FY21 $749.0M · FY22 $842.6M · FY23 $881.7M · FY24 $939.8M · FY25 $1.01B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $479.4M · Total debt $567.5M · Total assets $1.66B · Shareholders' equity $864.5M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 49.46M · Float 46.96M · 94.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.49M | 19.19% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 4.04M | 8.16% | 13F | Aug 13, 2026 |
| Disciplined Growth Investors Inc /MN | 3.59M | 7.25% | 13F | Aug 14, 2026 |
| Bank of Montreal /Can/ | 3.46M | 6.99% | 13F | Aug 12, 2026 |
| State Street Corp | 2.19M | 4.42% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Stephen Trundle | director, officer: Chief Executive Officer | −50,000 | $57.67 |
| Aug 12, 2026 | Kevin Christopher Bradley | officer: Chief Financial Officer | −5,400 | $55.07 |
| Jul 2, 2026 | Kevin Christopher Bradley | officer: Chief Financial Officer | −724 | $48.46 |
| Jun 10, 2026 | Kevin Christopher Bradley | officer: Chief Financial Officer | −2,200 | $46.15 |
| Jun 12, 2026 | Daniel Ramos | officer: See Remarks | −2,000 | $46.50 |
Peers
- NRG Energy
Integrated energy and smart home platform operating Vivint at ~2M US households.
- ADT
Residential/SMB alarm monitoring, smart home, and dealer-channel overlap
- Resideo Technologies
Hardware-to-distribution stack for security and smart-home pros, post-Snap One.
- Motorola Solutions
Enterprise video surveillance, AI analytics, and cloud security at scale.
- Napco Security Technologies
Hardware-plus-SaaS security manufacturer for the professional dealer channel.
- Alphabet Class A
Google Nest ecosystem and ADT partnership targeting connected property.
- Amazon
Ring's DTC alarm/video platform and Alexa smart-home ecosystem.
- Arlo
Consumer-first cloud camera platform with 5M+ paid subscribers and AI analytics.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Alarm.com | $57.47 | −0.03% | $2.84B | 25.4 | 19.6 | 2.7 | +9.2% |
| NRG Energy | $111.50 | +0.38% | $23.44B | 29.2 | 10.7 | 0.6 | +11.0% |
| ADT | $7.51 | −0.53% | $6.03B | 10.8 | 7.9 | 1.2 | +1.9% |
| Resideo Technologies | $19.63 | 0.00% | $4.27B | 8.4 | 11.0 | 0.6 | +2.0% |
| Motorola Solutions | $461.92 | −4.94% | $80.67B | 38.3 | 26.8 | 6.6 | +13.3% |
| Napco Security Technologies | $35.20 | −0.48% | $1.26B | 29.5 | 21.5 | 6.2 | +10.0% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Arlo | $12.89 | +0.01% | $1.40B | 47.7 | 14.7 | 2.4 | +20.5% |
| Median | 25.3 | 18.1 | 3.0 | +12.2% |