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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Arhaus, Inc. (ARHS). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $261.7M, roughly 1.4× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 4.1%, a 9.1% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 5.1%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 8.3%).
Alarm.com, Inc. is an American technology company that provides cloud-based services for remote control, home automation, and alarm monitoring services. The company was founded in 2000 as a spinoff from MicroStrategy. The company is based in Tysons, Virginia.
Arhaus, Inc.ARHSEarnings & Financial Report
Arhaus, Inc. is an upscale American home furnishings company headquartered in Boston Heights, Ohio. Founded in 1986 with a focus on sustainability and artisanship in product quality, Arhaus provides a diversified assortment of specialty goods and services addressing omnichannel direct-to-consumer and business-to-business residential and commercial operations.
ALRM vs ARHS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $364.8M |
| Net Profit | $34.6M | $15.1M |
| Gross Margin | 66.0% | 38.1% |
| Operating Margin | 13.4% | 5.6% |
| Net Margin | 13.2% | 4.1% |
| Revenue YoY | 8.0% | 5.1% |
| Net Profit YoY | 14.8% | -29.1% |
| EPS (diluted) | $0.66 | $0.11 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $261.7M | $364.8M | ||
| Q3 25 | $256.4M | $344.6M | ||
| Q2 25 | $254.3M | $358.4M | ||
| Q1 25 | $238.8M | $311.4M | ||
| Q4 24 | $242.2M | $347.0M | ||
| Q3 24 | $240.5M | $319.1M | ||
| Q2 24 | $233.8M | $309.8M | ||
| Q1 24 | $223.3M | $295.2M |
| Q4 25 | $34.6M | $15.1M | ||
| Q3 25 | $35.1M | $12.2M | ||
| Q2 25 | $34.2M | $35.1M | ||
| Q1 25 | $27.7M | $4.9M | ||
| Q4 24 | $30.1M | $21.3M | ||
| Q3 24 | $36.7M | $9.9M | ||
| Q2 24 | $33.5M | $22.2M | ||
| Q1 24 | $23.6M | $15.1M |
| Q4 25 | 66.0% | 38.1% | ||
| Q3 25 | 65.8% | 38.7% | ||
| Q2 25 | 65.6% | 41.4% | ||
| Q1 25 | 67.2% | 37.1% | ||
| Q4 24 | 65.5% | 40.0% | ||
| Q3 24 | 64.8% | 38.6% | ||
| Q2 24 | 65.2% | 40.1% | ||
| Q1 24 | 65.7% | 39.0% |
| Q4 25 | 13.4% | 5.6% | ||
| Q3 25 | 14.4% | 4.8% | ||
| Q2 25 | 12.6% | 13.0% | ||
| Q1 25 | 12.4% | 1.7% | ||
| Q4 24 | 12.7% | 8.2% | ||
| Q3 24 | 13.8% | 3.3% | ||
| Q2 24 | 11.0% | 9.5% | ||
| Q1 24 | 8.4% | 6.2% |
| Q4 25 | 13.2% | 4.1% | ||
| Q3 25 | 13.7% | 3.5% | ||
| Q2 25 | 13.5% | 9.8% | ||
| Q1 25 | 11.6% | 1.6% | ||
| Q4 24 | 12.4% | 6.1% | ||
| Q3 24 | 15.3% | 3.1% | ||
| Q2 24 | 14.3% | 7.2% | ||
| Q1 24 | 10.6% | 5.1% |
| Q4 25 | $0.66 | $0.11 | ||
| Q3 25 | $0.65 | $0.09 | ||
| Q2 25 | $0.63 | $0.25 | ||
| Q1 25 | $0.52 | $0.03 | ||
| Q4 24 | $0.56 | $0.15 | ||
| Q3 24 | $0.67 | $0.07 | ||
| Q2 24 | $0.62 | $0.16 | ||
| Q1 24 | $0.44 | $0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $960.6M | $253.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $418.2M |
| Total Assets | $2.1B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $253.4M | ||
| Q3 25 | $1.1B | $262.2M | ||
| Q2 25 | $1.0B | $234.8M | ||
| Q1 25 | $1.2B | $214.4M | ||
| Q4 24 | $1.2B | $197.5M | ||
| Q3 24 | $1.2B | $177.7M | ||
| Q2 24 | $1.1B | $174.2M | ||
| Q1 24 | $747.9M | $233.2M |
| Q4 25 | $848.2M | $418.2M | ||
| Q3 25 | $827.2M | $400.4M | ||
| Q2 25 | $797.3M | $385.6M | ||
| Q1 25 | $759.6M | $348.8M | ||
| Q4 24 | $726.5M | $343.7M | ||
| Q3 24 | $690.3M | $320.6M | ||
| Q2 24 | $645.5M | $309.3M | ||
| Q1 24 | $728.1M | $285.6M |
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $1.5B | $1.2B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $35.9M | $9.3M |
| Free Cash FlowOCF − Capex | $35.1M | $-8.8M |
| FCF MarginFCF / Revenue | 13.4% | -2.4% |
| Capex IntensityCapex / Revenue | 0.3% | 5.0% |
| Cash ConversionOCF / Net Profit | 1.04× | 0.62× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $59.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $9.3M | ||
| Q3 25 | $70.6M | $46.1M | ||
| Q2 25 | $22.7M | $34.9M | ||
| Q1 25 | $24.1M | $46.5M | ||
| Q4 24 | $56.3M | $31.7M | ||
| Q3 24 | $77.3M | $31.1M | ||
| Q2 24 | $23.0M | $47.5M | ||
| Q1 24 | $49.9M | $36.8M |
| Q4 25 | $35.1M | $-8.8M | ||
| Q3 25 | $65.9M | $28.0M | ||
| Q2 25 | $18.2M | $20.9M | ||
| Q1 25 | $17.9M | $18.9M | ||
| Q4 24 | $54.0M | $13.0M | ||
| Q3 24 | $74.5M | $4.6M | ||
| Q2 24 | $21.0M | $11.3M | ||
| Q1 24 | $46.8M | $10.9M |
| Q4 25 | 13.4% | -2.4% | ||
| Q3 25 | 25.7% | 8.1% | ||
| Q2 25 | 7.1% | 5.8% | ||
| Q1 25 | 7.5% | 6.1% | ||
| Q4 24 | 22.3% | 3.7% | ||
| Q3 24 | 31.0% | 1.4% | ||
| Q2 24 | 9.0% | 3.6% | ||
| Q1 24 | 21.0% | 3.7% |
| Q4 25 | 0.3% | 5.0% | ||
| Q3 25 | 1.9% | 5.3% | ||
| Q2 25 | 1.8% | 3.9% | ||
| Q1 25 | 2.6% | 8.9% | ||
| Q4 24 | 0.9% | 5.4% | ||
| Q3 24 | 1.2% | 8.3% | ||
| Q2 24 | 0.9% | 11.7% | ||
| Q1 24 | 1.4% | 8.8% |
| Q4 25 | 1.04× | 0.62× | ||
| Q3 25 | 2.01× | 3.77× | ||
| Q2 25 | 0.66× | 1.00× | ||
| Q1 25 | 0.87× | 9.53× | ||
| Q4 24 | 1.87× | 1.49× | ||
| Q3 24 | 2.11× | 3.14× | ||
| Q2 24 | 0.69× | 2.14× | ||
| Q1 24 | 2.11× | 2.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALRM
| License And Service | $180.2M | 69% |
| Hardwareand Other Revenue | $81.4M | 31% |
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
