earnings
confidence high
sentiment positive
materiality 0.75
Alarm.com Q2 SaaS revenue up 11% to $188.8M; raises FY2026 guidance
Alarm.com Holdings, Inc.
- SaaS and license revenue $188.8M (+11.1% YoY); total revenue $277.7M (+9.2%).
- GAAP net income $24.2M ($0.48 diluted EPS) vs $34.2M ($0.63) YoY; non-GAAP adj. EBITDA $57.7M vs $49.9M.
- Non-GAAP adj. diluted EPS $0.77 vs $0.62 YoY; operating cash flow $92.5M (6mo) vs $46.8M.
- FY2026 SaaS/license revenue guidance raised to $754.0M-$754.4M (up $10.2M from prior midpoint); adj. EBITDA guidance raised to $221M-$223M.
- Cash $479.4M (down from $960.6M due to $500M convertible note settlement); launched Commercial Fire Solution.