Finanzas de Alarm.com Holdings, Inc. (ALRM)ALRMAlarm.com Holdings, Inc.

Alarm.com Holdings, Inc. (ALRM) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is SaaS and license revenue, accounting for 68.0% of total sales, equivalent to $188.78M. Another important revenue stream is Hardwareand Other Revenue. Understanding this composition is critical for investors evaluating how ALRM navigates market cycles within the Software industry.

Evaluating the bottom line, Alarm.com Holdings, Inc. maintains a gross margin of 62.33%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 11.70%, while the net margin is 8.72%. These profitability ratios, combined with a Return on Equity (ROE) of 14.19%, provide a clear picture of how effectively ALRM converts its operational activities into shareholder value.

In the context of the broader market, ALRM competes directly with industry leaders such as TDC and CLBT. With a market capitalization of $3.17B, it holds a significant position in the sector. When comparing efficiency, ALRM's gross margin of 62.33% stands against TDC's 59.27% and CLBT's 80.78%. Such benchmarking helps identify whether Alarm.com Holdings, Inc. is trading at a premium or discount relative to its financial performance.

The company reported a Q2 2026 total revenue of $277.7 million, a 9.2% year-over-year increase, and a non-GAAP EPS of $0.77, exceeding expectations by $0.12, which indicates strengthening profitability.