NASDAQ$ALRM

Alarm.com Holdings Inc. · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Alarm.com Holdings Inc. Q1 fiscal 2026: $265.2M revenue, $23.4M net income

for the year ended December 31, 2025 included in our Annual Report on Form 10-K filed with the SEC on February 19, 2026, or the Annual Report. (SEC accession 0001459200-26-000009)

  • Revenue: $265.2M
  • Net income: $23.4M
  • Diluted EPS: $0.47
  • Operating income: $31.6M

Headline financials

Total Revenue

$265M

Previous: $239M+11.0%
EPS (adj)

$0.47

Previous: $0.54-13.0%
Capital Expenditures

-$912K

Previous: -$6.12M+85.1%
Net Income

$23.4M

Previous: $27.7M-15.6%
Operating Income

$31.6M

Previous: $29.6M+6.7%

Revenue & EPS history

Alarm.com · Revenue · Quarterly

$265M

Q1 2026+11%vs Q1 2025
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Alarm.com · $222M total across 2 segments · Q3 2023

  • SaaS and license revenue
    $145M+9.0%
  • Hardware and other revenue
    $76.8M-7.5%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.6%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+0.5%

Avg return

30 days after

52%

25 / 48 earnings

Positive

+22.7%

Q2 2023

Best reaction

-14.0%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.3%-9.9%
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 2015-2.7%
Q3 2014-2.7%
Q2 2015+2.4%
Q4 2014+2.4%
Q2 2014+2.4%
Q1 2014
Q3 2013
Q2 2013
Q1 2013

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