earnings
confidence high
sentiment positive
materiality 0.80
Alarm.com Q4 SaaS rev $180.2M (+8.8%), GAAP EPS $0.66, FY26 guide rev $1.058-1.065B
Alarm.com Holdings, Inc.
2025-FY EPS reported
$2.46
revenue$1,011,187,000
- Q4 total revenue $261.7M (+8% YoY); SaaS/license revenue $180.2M (+8.8% YoY).
- GAAP net income $34.6M vs $30.1M; diluted EPS $0.66 vs $0.56 YoY.
- FY25 non-GAAP adj. EBITDA $206.0M (+16.9% YoY); adj. diluted EPS $2.62 vs $2.28.
- FY26 guidance: SaaS/license rev $743-745M; total rev $1.058-1.065B; adj. EBITDA $213-215M.
- Acquired Resideo Grid Services; VDB775 doorbell launched; commercial video devices exceed 2M.