Alarm.com Holdings, Inc. (ALRM)

From the record

Alarm.com Holdings, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Alarm.com Holdings, Inc.'s 10 filed years say what it did: revenue went from $261 million in fiscal 2016 to $1.0 billion in fiscal 2025, up 16.2% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Alarm.com Holdings, Inc.'s diluted share count grew about 2.4% a year, and dividends and buybacks returned about 29% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 19 sales (10 under scheduled 10b5-1 plans) and 4 purchases of their own stock on the open market in the year to 2026-11-12, buying about $1 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Alarm.com Holdings, Inc. earned about 16 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 31 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 60 cents per dollar of assets, and net share issuance: its share count grew 1.6% over the year (the filed statements).

From the record

Alarm.com Holdings, Inc.'s standing among 218 graded names in its industry family: revenue of $1.0 billion in fiscal 2025 ranks in the top 30% by size; a net margin of 13.1% ranks in the top 23%; revenue growth of 6.3% a year over the last 3 filed years ranks in the bottom 34% (its annual reports).

From the record

Alarm.com Holdings, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Trundle, Stephen (Chief Executive Officer, as filed), filing under that title since 2015-06-25, 11.4 years (top 11% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 11 years (top 6%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 34%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Alarm.com Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $961 million against no long-term debt tagged leaves 45% of its assets as net cash, top 12% of its family; cash from operations less capital spending is 13.6% of revenue (bottom 49%); a gross margin of 66.1% (bottom 42%); research spending of 26.7% of revenue (top 31%) (its annual report).

From the record

Alarm.com Holdings, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 6.3% a year over the last three filed years against 16.2% over all 10, slowing (bottom 37% of its family); the newest year grew 7.6% (bottom 33%); research spending grew 7.3% a year (top 49%); capital spending grew -17.2% a year (bottom 30%) (its annual reports). Alarm.com Holdings, Inc. reported 2 product lines in fiscal 2025: License and Service at $689 million (68%), Hardware and Other Revenue at $322 million (32%); 2 of 2 grew against the year before (its annual report).

From the record

Alarm.com Holdings, Inc.'s newest year against its own record: revenue of $1.0 billion in fiscal 2025 came in 1.9% above the $993 million its prior three years' pace pointed to (top 37% of its family); net income of $133 million against a prior three-year average of $87 million (top 44%); a net margin of 13.1% against 9.7% before (bottom 38%) (its annual reports).