Alarm.com (ALRM) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Alarm.com published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Alarm.com reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• In the first quarter of 2026 Alarm.com changed its non-GAAP definitions to exclude gains and losses on investments with readily determinable fair value, and restated prior periods. The year-ago non-GAAP EPS of $0.71 is on the revised basis.

Source: Alarm.com Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Alarm.com splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Alarm.com's SaaS and license revenue revenue was $191 million in Q3 2026, up 9% from $175 million in Q3 2025, 68% of total revenue.
• Alarm.com's Hardware and other revenue revenue was $88.3 million in Q3 2026, up 9% from $81.0 million in Q3 2025, 32% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Alarm.com said:

“SaaS and license revenue is expected to be in the range of $194.6 million to $194.8 million.”

“SaaS and license revenue is now expected to be in the range of $756.1 million to $756.3 million, up $12.2 million from the midpoint of the full year of 2026 SaaS and license revenue guidance provided in February 2026.”

“Total revenue is expected to be in the range of $1.1011 billion to $1.1113 billion, which includes anticipated hardware and other revenue in the range of $345.0 million to $355.0 million.”

“Based on an expected 56.3 million weighted average diluted shares outstanding, non-GAAP adjusted net income attributable to common stockholders is expected to be $3.02 to $3.04 per diluted share.”

Source: Alarm.com Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the ALRM forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Total revenue in millions and GAAP diluted EPS attributable to common stockholders, each as first reported in that quarter's release. Non-GAAP EPS is left out because Alarm.com revised its non-GAAP definitions in Q1 2026.

We do not hold a confirmed date for Alarm.com's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

Alarm.com sells its connected-property platform for security, video, access control, automation and energy management through professional service providers and commercial integrators, not directly to property owners. SaaS and license revenue, billed monthly by subscriber, was $191.2 million of total revenue of $279.4 million in Q3 2026, up 9.0%; hardware and other revenue was $88.3 million. (Alarm.com Q3 2026 release, Nov 5, 2026; Alarm.com Form 10-Q, Q3 2026, Nov 5, 2026)

Alarm.com's 10-Q splits the SaaS growth between its two segments. SaaS and license revenue in the Alarm.com segment rose $8.2 million on growth in the subscriber base, and in the Other segment it rose $7.6 million on energy management and demand response sales, including RGS, bought on November 21, 2025. Hardware revenue rose on more video cameras sold and price increases, partly offset by IEEPA tariff refunds passed to customers. (Alarm.com Form 10-Q, Q3 2026, Nov 5, 2026)

The Alarm.com segment produced $247.1 million of revenue before eliminations and the Other segment $33.2 million. Alarm.com's 10 largest service provider partners or distributors accounted for 41% of revenue, against 45% a year earlier, and one partner represented more than 15% but not more than 20%. (Alarm.com Form 10-Q, Q3 2026, Nov 5, 2026)

Alarm.com's SaaS and license revenue renewal rate was 95% for the twelve months ended September 30, 2026, against 94%. Service provider partners typically sign three- to five-year contracts with property owners. In its Q3 release Alarm.com also reported buying CellGate, which sells cellular-powered gate access control and video intercoms. (Alarm.com Form 10-Q, Q3 2026, Nov 5, 2026; Alarm.com Q3 2026 release, Nov 5, 2026)

Alarm.com earned $0.66 a diluted share attributable to common stockholders on a GAAP basis in Q3 2026 and $0.90 on its non-GAAP adjusted basis. Per share, the non-GAAP figure removes $0.14 of interest income and investment activity and adds back $0.17 of stock-based compensation, $0.12 of amortization and $0.13 of litigation expense, then taxes the result at a fixed 21.0%. (Alarm.com Q3 2026 release, Nov 5, 2026)

Interest income fell to $4.9 million from $11.3 million after Alarm.com paid off its $500.0 million of 0% convertible notes on January 14, 2026, which also cut cash to $534.7 million from $960.6 million at the end of 2025. (Alarm.com Q3 2026 release, Nov 5, 2026)

Diluted weighted average shares fell to 55,982,554 from 58,461,103 a year earlier. Alarm.com spent $58.5 million on treasury stock in the first nine months of 2026, and treasury shares rose to 5,148,865. (Alarm.com Q3 2026 release, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Alarm.com guides SaaS and license revenue for the next quarter and the full year, plus full-year totals. For Q4 2026 it expects SaaS and license revenue of $194.6 million to $194.8 million. It raised full-year 2026 SaaS and license revenue to $756.1 million to $756.3 million and adjusted EBITDA to $227.0 million to $229.0 million, and expects non-GAAP adjusted EPS of $3.02 to $3.04. (Alarm.com Q3 2026 release, Nov 5, 2026)

Full-year total revenue guidance is $1.1011 billion to $1.1113 billion, including hardware and other revenue of $345.0 million to $355.0 million. Alarm.com does not reconcile its non-GAAP guidance to GAAP, citing litigation, acquisition and tax items it cannot predict. (Alarm.com Q3 2026 release, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Alarm.com, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Alarm.com's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ALRM is on is ALRM a buy or a sell?, what analysts expect next is on the ALRM forecast, and what the company does is on the Alarm.com (ALRM) stock page.

Every number on this page can be traced to a document Alarm.com published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.