NASDAQ$ALRM
Alarm.com Holdings Inc. · Q1 2026 earnings
Q1 2026 earnings · · After market close · Investor relations
Briefing
Alarm.com reported Q1 2026 revenue of $265.2M with net income attributable to common shareholders of $23.6M.
Alarm.com posted $265.2 million of total revenue for the quarter ended March 31, 2026, up from $238.8 million, as SaaS and license revenue rose to $181.5 million. Net income attributable to common stockholders was $23.6 million versus $28.0 million a year ago as higher R&D and other expense offset gross profit growth. Diluted EPS was $0.47.
- Alarm.
- Quarter ended 2026-03-31; filing date 2026-05-07.
- Revenue of about $265.2M in the quarter.
- Diluted EPS $0.47.
- MD&A focuses on subscriber growth, international expansion, and R&D for AI-enabled security; no quarterly EPS target in …
Headline financials
Revenue & EPS history
Alarm.com · Revenue · Quarterly
$265M
Revenue by segment
Alarm.com · $222M total across 2 segments · Q3 2023
- SaaS and license revenue$145M+9.0%65.4%
- Hardware and other revenue$76.8M-7.5%34.6%
Forward guidance
MD&A focuses on subscriber growth, international expansion, and R&D for AI-enabled security; no quarterly EPS target in the 10-Q.
Tailwinds
- SaaS and license revenue scale on recurring accounts.
- Hardware attach supports platform growth.
- Interest income partially offsets higher opex.
Headwinds
- Net income down YoY on elevated operating spend.
- Competition in connected security.
- Macro sensitivity for new dealer activations.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2026
+0.6%
Avg return
Earnings day
+0.3%
Avg return
5 days after
+0.4%
Avg return
30 days after
52%
25 / 48 earnings
Positive
+22.7%
Q2 2023
Best reaction
-14.0%
Q3 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +1.3% | -9.9% | -3.4% | |
| Q4 2025 | +0.8% | +4.2% | -1.8% | |
| Q3 2025 | +5.8% | +6.4% | +10.5% | |
| Q1 2025 | +1.5% | +8.4% | +5.4% | |
| Q4 2024 | -1.7% | -4.5% | -6.6% | |
| Q3 2024 | +9.5% | +4.3% | +17.9% | |
| Q2 2024 | -5.0% | -6.1% | -14.9% | |
| Q1 2024 | -1.0% | -0.5% | -9.2% | |
| Q4 2023 | +4.3% | +9.3% | +5.9% | |
| Q3 2023 | +8.8% | +11.7% | +9.5% | |
| Q2 2023 | +22.7% | +16.5% | +17.8% | |
| Q1 2023 | +4.8% | +4.3% | +6.2% | |
| Q4 2022 | -2.0% | -2.1% | -4.8% | |
| Q3 2022 | -14.0% | +2.2% | -11.0% | |
| Q2 2022 | +3.6% | +4.9% | -3.4% | |
| Q1 2022 | -10.9% | -9.7% | +1.8% | |
| Q4 2021 | -1.1% | +0.5% | -1.1% | |
| Q3 2021 | +2.7% | +0.8% | -9.7% | |
| Q2 2021 | +7.4% | +3.5% | +1.3% | |
| Q1 2021 | -5.8% | -4.6% | -12.5% | |
| Q4 2020 | -5.4% | -1.9% | -6.2% | |
| Q3 2020 | +12.9% | +8.6% | +23.1% | |
| Q2 2020 | -0.2% | -2.7% | -2.7% | |
| Q1 2020 | +12.2% | +11.3% | +31.9% | |
| Q4 2019 | +3.9% | +4.4% | -8.2% | |
| Q3 2019 | -9.4% | -11.2% | -16.6% | |
| Q2 2019 | +5.3% | -2.1% | +1.2% | |
| Q1 2019 | -8.1% | -15.4% | -22.2% | |
| Q4 2018 | -8.8% | -9.0% | -0.2% | |
| Q3 2018 | +8.5% | +3.2% | +10.7% | |
| Q2 2018 | +8.4% | +13.0% | +23.9% | |
| Q1 2018 | -3.2% | -6.2% | +6.7% | |
| Q4 2017 | -6.3% | -3.1% | -2.2% | |
| Q3 2017 | -12.8% | -11.5% | -18.7% | |
| Q2 2017 | +5.7% | +4.0% | +13.8% | |
| Q1 2017 | -3.2% | -4.4% | +6.1% | |
| Q4 2016 | +3.8% | +8.9% | +2.5% | |
| Q3 2016 | -9.2% | -4.3% | -9.3% | |
| Q2 2016 | -2.8% | -9.1% | -17.1% | |
| Q1 2016 | -1.7% | — | — | |
| Q1 2015 | -1.7% | — | — | |
| Q4 2013 | +3.0% | — | — | |
| Q4 2015 | +3.0% | — | — | |
| Q3 2014 | -2.7% | — | — | |
| Q3 2015 | -2.7% | — | — | |
| Q2 2015 | +2.4% | — | — | |
| Q4 2014 | +2.4% | — | — | |
| Q2 2014 | +2.4% | — | — | |
| Q1 2014 | — | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — |
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