Alarm.com Beats Q4 EPS by 9%, Q4 Revenue Hits $261.7M
Alarm.com reported Q4 adjusted EPS of $0.72, a 24% increase from $0.58 a year ago and 9% above estimates, while revenue rose 8% to $261.7 million, topping forecasts by 4.3%. The company issued full-year 2026 guidance of $2.78–$2.79 per share and $1.06–$1.07 billion in revenues.
1. Strong Q4 Earnings Beat
Alarm.com delivered adjusted EPS of $0.72 in Q4 2025, surpassing the consensus estimate of $0.66 by 9.09% and improving 24% year-over-year from $0.58. This marks the fourth straight quarter of EPS outperformance.
2. Revenue Growth Exceeds Expectations
Revenue for the quarter reached $261.7 million, up 8% from $242.2 million a year ago and exceeding estimates by 4.3%, driven by robust demand for security and connected property services.
3. 2026 Financial Outlook
Management provided full-year 2026 guidance of $2.78–$2.79 in EPS and $1.06–$1.07 billion in revenues, reflecting confidence in continued subscription growth and operational leverage.
4. Stock Performance Year-to-Date
Despite consistent earnings and revenue beats, Alarm.com shares have fallen 11.4% since the start of the year versus a 0.5% gain in the S&P 500, indicating investor caution over near-term momentum.