Alarm.com (ALRM) To Report Earnings Tomorrow: Here Is What To Expect

Home security and automation software provider Alarm.com (NASDAQ:ALRM) will be reporting results this Thursday after market hours. Here’s what to expect.

Alarm.com beat analysts’ revenue expectations by 1.9% last quarter, reporting revenues of $238.8 million, up 7% year on year. It was a strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ billings estimates.

Is Alarm.com a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Alarm.com’s revenue to grow 4.3% year on year to $243.8 million, in line with the 4.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.51 per share.

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Alarm.com has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 2% on average.

Looking at Alarm.com’s peers in the software-as-a-service segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Manhattan Associates delivered year-on-year revenue growth of 2.7%, beating analysts’ expectations by 3.3%, and Upstart reported revenues up 102%, topping estimates by 13.6%. Manhattan Associates traded up 7% following the results.

Read our full analysis of Manhattan Associates’s results here and Upstart’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the software-as-a-service stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.4% on average over the last month. Alarm.com is down 2.1% during the same time and is heading into earnings with an average analyst price target of $67.43 (compared to the current share price of $55.24).

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