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Alarm.com Holdings Earnings Calls
| Release date | Aug 06, 2026 |
| EPS estimate | $0.649 |
| EPS actual | - |
| Revenue estimate | 264.959M |
| Revenue actual | - |
| Expected change | +/- 3.82% |
| Release date | May 07, 2026 |
| EPS estimate | $0.600 |
| EPS actual | $0.650 |
| EPS Surprise | 8.33% |
| Revenue estimate | 250.944M |
| Revenue actual | 265.193M |
| Revenue Surprise | 5.68% |
| Release date | Feb 19, 2026 |
| EPS estimate | $0.660 |
| EPS actual | $0.720 |
| EPS Surprise | 9.09% |
| Revenue estimate | 250.878M |
| Revenue actual | 261.657M |
| Revenue Surprise | 4.30% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.620 |
| EPS actual | $0.760 |
| EPS Surprise | 22.58% |
| Revenue estimate | 250.752M |
| Revenue actual | 256.4M |
| Revenue Surprise | 2.25% |
Last 4 Quarters for Alarm.com Holdings
Below you can see how ALRM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Nov 06, 2025 |
| Price on release | $47.13 |
| EPS estimate | $0.620 |
| EPS actual | $0.760 |
| EPS surprise | 22.58% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $49.22 |
| Nov 03, 2025 | $49.07 |
| Nov 04, 2025 | $48.51 |
| Nov 05, 2025 | $47.69 |
| Nov 06, 2025 | $47.13 |
| Nov 07, 2025 | $49.86 |
| Nov 10, 2025 | $50.46 |
| Nov 11, 2025 | $50.59 |
| Nov 12, 2025 | $50.15 |
| 4 days before | -4.25% |
| 4 days after | 6.41% |
| On release day | 5.79% |
| Change in period | 1.89% |
| Release date | Feb 19, 2026 |
| Price on release | $45.20 |
| EPS estimate | $0.660 |
| EPS actual | $0.720 |
| EPS surprise | 9.09% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $45.62 |
| Feb 13, 2026 | $46.38 |
| Feb 17, 2026 | $45.41 |
| Feb 18, 2026 | $45.21 |
| Feb 19, 2026 | $45.20 |
| Feb 20, 2026 | $45.59 |
| Feb 23, 2026 | $44.24 |
| Feb 24, 2026 | $45.47 |
| Feb 25, 2026 | $47.08 |
| 4 days before | -0.92% |
| 4 days after | 4.16% |
| On release day | 0.86% |
| Change in period | 3.20% |
| Release date | May 07, 2026 |
| Price on release | $47.00 |
| EPS estimate | $0.600 |
| EPS actual | $0.650 |
| EPS surprise | 8.33% |
| Date | Price |
|---|---|
| May 01, 2026 | $47.13 |
| May 04, 2026 | $47.23 |
| May 05, 2026 | $46.63 |
| May 06, 2026 | $45.44 |
| May 07, 2026 | $47.00 |
| May 08, 2026 | $47.60 |
| May 11, 2026 | $43.72 |
| May 12, 2026 | $42.13 |
| May 13, 2026 | $42.34 |
| 4 days before | -0.276% |
| 4 days after | -9.91% |
| On release day | 1.28% |
| Change in period | -10.16% |
| Release date | Aug 06, 2026 |
| Price on release | - |
| EPS estimate | $0.649 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 27, 2026 | $53.62 |
| Jul 28, 2026 | $54.51 |
| Jul 29, 2026 | $55.69 |
| Jul 30, 2026 | $54.22 |
| Jul 31, 2026 | $54.75 |
Alarm.com Holdings Earnings Call Transcript Summary of Q1 2026
Alarm.com reported a strong Q1 2026 with SaaS & license revenue of $181.5M (+10.8% YoY) and total revenue of $265.2M (+11% YoY). Adjusted EBITDA was $49.6M and non-GAAP adjusted EPS guidance for 2026 was raised to $2.81–$2.82. Key drivers were very high revenue retention (~95.4%), outperformance at EnergyHub, and broad-based execution across residential, commercial, and energy businesses. Management highlighted AI-driven product rollouts in commercial video (OpenEye) — notably AI Visual Check and AI Visual Search — which are driving adoption and new use cases beyond security into operational insights. EnergyHub continues to scale with >155 utilities (covering ~75–77M meters) and remains an important growth contributor. Near-term risks include supply-chain volatility and material cost inflation for memory used in cameras (pushing product price increases) and a tariff change following a Supreme Court ruling that will reduce prior tariff pass-throughs (lowering hardware revenue pass-throughs in H2). The company repurchased ~428k shares in Q1, and the board authorized up to $150M of additional repurchases over two years. Management reiterated targets to exit 2027 at ~21% adjusted EBITDA margin while remaining cautious on hardware revenue due to tariffs and memory-cost dynamics.
