Jun 2026 (Q2 FY26) — Aug 6, 2026
Alarm.com Q2 FY26 — Strong SaaS Growth and Exceeding Expectations
Read the full callAlarm.com (ALRM) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Alarm.com earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 278 | +9.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 11.7 | −0.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. |
Price
$57.64 +1.69% · +$0.96
Performance +15.0% 1Y
1Y: $50.12 on 14 Oct 2025 → $57.64. High $57.64 (15 Oct 2026), low $42.13 (12 May 2026).
- Previous close
- $56.68
- 52-week range
- $42.13 – $57.64
- One year
- +12.71%
Overview
- Symbol
- ALRM
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Alarm.com earnings calls (ALRM)
Financials
What the filings say
Net profit, against the quarter before: −17% (quarter to dec 2024 against sep 2024).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 240 | 242 | 239 | 254 | 256 | 262 | 265 | 278 |
| Operating profit | 33 | 31 | 30 | 32 | 37 | 35 | 32 | 32 |
| Operating margin | 13.8% | 12.7% | 12.4% | 12.6% | 14.4% | 13.4% | 11.9% | 11.7% |
| Interest | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 |
| Profit before tax | 43 | 39 | 35 | 39 | 48 | 45 | 29 | 31 |
| Tax rate | 15.6% | 22.9% | 20.9% | 13.9% | 32.0% | 21.6% | 20.2% | 24.9% |
| Net profit | 37 | 30 | — | — | — | — | — | — |
| EPS ($ per share) | 0.74 | 0.61 | 0.56 | 0.69 | 0.71 | — | 0.48 | 0.49 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 1 |
| Reserves | -64 | -10 | 67 | 119 | 185 | 266 | 390 | 523 |
| Total liabilities | 163 | 191 | 253 | 606 | 707 | 715 | 1,267 | 1,246 |
| Fixed assets | 28 | 39 | 45 | 42 | 57 | 54 | 63 | 65 |
| Total assets | 441 | 558 | 732 | 1,232 | 1,329 | 1,440 | 2,038 | 2,137 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 61 | 47 | 102 | 103 | 57 | 136 | 206 | 153 |
| Cash from investing | -13 | -73 | -20 | -20 | -68 | -26 | -25 | -358 |
| Cash from financing | 2 | -0 | 52 | 374 | -76 | -32 | 346 | -55 |
| Net cash flow | 50 | -26 | 134 | 457 | -88 | 78 | 528 | -260 |
| Capital expenditure | -11 | -19 | -16 | -11 | -29 | -8 | -10 | -16 |
| Free cash flow | 50 | 28 | 86 | 92 | 28 | 128 | 196 | 137 |
Insider filings
41 filings between Nov 12, 2025 and Sep 2, 2026.
Open market
decisions to buy or sellPurchases
$1.26M
4 purchases by 1 insider
Sales
$9.21M
19 sales by 7 insiders
53% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 11
- Award — granted as compensation
- 5
- Option exercise — converted options into shares
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Trundle Stephen | $1.26M | $3.28M | Aug 24, 2026 |
| Kerzner Daniel | — | $1.77M | May 26, 2026 |
| NEVIN DARIUS G | — | $1.66M | Mar 18, 2026 |
| BEDELL JEFFREY A | — | $1.30M | Dec 16, 2025 |
| Ramos Daniel | — | $641.7K | Jun 12, 2026 |
| Bradley Kevin Christopher | — | $503.4K | Aug 12, 2026 |
| Evans Stephen C. | — | $60.3K | Dec 12, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | Trundle Stephen Chief Executive Officer | Gift | 2,000 | $0 |
| Aug 24, 2026 | Trundle Stephen Chief Executive Officer | Sale 10b5-1 plan | 50,000 | $2.88M |
| Aug 24, 2026 | Trundle Stephen Chief Executive Officer | Option exercise 10b5-1 plan | 50,000 | $1.61M |
| Aug 12, 2026 | Bradley Kevin Christopher Chief Financial Officer | Sale | 5,400 | $297.4K |
| Jul 2, 2026 | Bradley Kevin Christopher Chief Financial Officer | Sale 10b5-1 plan | 724 | $35.1K |
| Jun 12, 2026 | Ramos Daniel See Remarks | Sale | 2,000 | $93.0K |
| Jun 10, 2026 | Bradley Kevin Christopher Chief Financial Officer | Sale | 2,200 | $101.5K |
| Jun 10, 2026 | Ramos Daniel See Remarks | Sale | 8,000 | $369.8K |
| Jun 4, 2026 | Harper Cecile Burleigh Director | Award | 3,222 | $0 |
| Jun 4, 2026 | WU Simone Director | Award | 3,222 | $0 |
| Jun 4, 2026 | McAdam Timothy P Director | Award | 3,222 | $0 |
| Jun 4, 2026 | Clarke Donald E Director | Award | 3,222 | $0 |
| Jun 4, 2026 | NEVIN DARIUS G Director | Award | 3,222 | $0 |
| Jun 4, 2026 | Whall Timothy J. Director | Award | 3,222 | $0 |
| Jun 4, 2026 | Evans Stephen C. Director | Award | 3,222 | $0 |
| May 26, 2026 | Ramos Daniel See Remarks | Sale 10b5-1 plan | 2,532 | $110.9K |
| May 26, 2026 | Trundle Stephen Chief Executive Officer | Sale 10b5-1 plan | 6,073 | $265.9K |
| May 26, 2026 | Kerzner Daniel See Remarks | Sale 10b5-1 plan | 3,944 | $172.7K |
| May 18, 2026 | Trundle Stephen Chief Executive Officer | Sale 10b5-1 plan | 2,944 | $128.2K |
| May 18, 2026 | Ramos Daniel See Remarks | Sale 10b5-1 plan | 1,561 | $68.0K |
| May 18, 2026 | Kerzner Daniel See Remarks | Sale 10b5-1 plan | 1,915 | $83.4K |
| Apr 8, 2026 | Kerzner Daniel See Remarks | Award | 55,000 | $0 |
| Apr 8, 2026 | Ramos Daniel See Remarks | Award | 25,000 | $0 |
| Apr 8, 2026 | Bradley Kevin Christopher Chief Financial Officer | Award | 35,000 | $0 |
| Apr 8, 2026 | Trundle Stephen Chief Executive Officer | Award | 65,000 | $0 |
| Mar 18, 2026 | NEVIN DARIUS G Director | Option exercise 10b5-1 plan | 36,000 | $781.2K |
| Mar 18, 2026 | Bradley Kevin Christopher Chief Financial Officer | Sale 10b5-1 plan | 1,510 | $69.4K |
| Mar 18, 2026 | NEVIN DARIUS G Director | Sale 10b5-1 plan | 36,000 | $1.66M |
| Dec 16, 2025 | BEDELL JEFFREY A See Remarks | Sale | 22,727 | $1.18M |
| Dec 16, 2025 | BEDELL JEFFREY A See Remarks | Option exercise | 22,727 | $341.4K |
| Dec 12, 2025 | Evans Stephen C. Director | Sale | 1,154 | $60.3K |
| Dec 12, 2025 | BEDELL JEFFREY A See Remarks | Option exercise | 2,273 | $34.1K |
| Dec 12, 2025 | BEDELL JEFFREY A See Remarks | Sale | 2,273 | $119.4K |
| Nov 25, 2025 | McAdam Timothy P Director | Gift | 7,000 | $0 |
| Nov 20, 2025 | Trundle Stephen Chief Executive Officer | Purchase | 9,900 | $475.8K |
| Nov 20, 2025 | Trundle Stephen Chief Executive Officer | Purchase | 100 | $4.9K |
| Nov 19, 2025 | Trundle Stephen Chief Executive Officer | Purchase | 12,469 | $605.1K |
| Nov 18, 2025 | Trundle Stephen Chief Executive Officer | Purchase | 3,531 | $171.5K |
| Nov 13, 2025 | Kerzner Daniel See Remarks | Option exercise | 10,000 | $150.2K |
| Nov 13, 2025 | Kerzner Daniel See Remarks | Sale | 10,000 | $503.3K |
| Nov 12, 2025 | Kerzner Daniel See Remarks | Sale | 20,004 | $1.01M |
| Jul 2, 2025 | Bradley Kevin Christopher Chief Financial Officer | Sale 10b5-1 plan | 754 | $42.8K |
| Jun 11, 2025 | Evans Stephen C. Director | Sale | 1,000 | $59.6K |
| Jun 5, 2025 | Harper Cecile Burleigh Director | Award | 2,510 | $0 |
| Jun 5, 2025 | Clarke Donald E Director | Award | 2,510 | $0 |
| Jun 5, 2025 | Whall Timothy J. Director | Award | 2,510 | $0 |
| Jun 5, 2025 | NEVIN DARIUS G Director | Award | 2,510 | $0 |
| Jun 5, 2025 | Evans Stephen C. Director | Award | 2,510 | $0 |
| Jun 5, 2025 | McAdam Timothy P Director | Award | 2,510 | $0 |
| Jun 5, 2025 | WU Simone Director | Award | 2,510 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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