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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and ASTEC INDUSTRIES INC (ASTE). Click either name above to swap in a different company.

ASTEC INDUSTRIES INC is the larger business by last-quarter revenue ($400.6M vs $261.7M, roughly 1.5× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 3.0%, a 10.2% gap on every dollar of revenue. On growth, ASTEC INDUSTRIES INC posted the faster year-over-year revenue change (11.6% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $7.4M). Over the past eight quarters, ASTEC INDUSTRIES INC's revenue compounded faster (13.8% 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.

Astec International plc, better known as Astec Power or just Astec, was an international electronics company originally based in Hong Kong that manufactured power supply units and electric power conversion hardware. It was a major vendor of power supply units for computer systems, and for a time it was the largest global manufacturer of power supplies.

ALRM vs ASTE — Head-to-Head

Bigger by revenue
ASTE
ASTE
1.5× larger
ASTE
$400.6M
$261.7M
ALRM
Growing faster (revenue YoY)
ASTE
ASTE
+3.6% gap
ASTE
11.6%
8.0%
ALRM
Higher net margin
ALRM
ALRM
10.2% more per $
ALRM
13.2%
3.0%
ASTE
More free cash flow
ALRM
ALRM
$27.7M more FCF
ALRM
$35.1M
$7.4M
ASTE
Faster 2-yr revenue CAGR
ASTE
ASTE
Annualised
ASTE
13.8%
8.3%
ALRM

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ALRM
ALRM
ASTE
ASTE
Revenue
$261.7M
$400.6M
Net Profit
$34.6M
$12.0M
Gross Margin
66.0%
27.3%
Operating Margin
13.4%
5.7%
Net Margin
13.2%
3.0%
Revenue YoY
8.0%
11.6%
Net Profit YoY
14.8%
-43.1%
EPS (diluted)
$0.66
$0.52

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.

Revenue
ALRM
ALRM
ASTE
ASTE
Q4 25
$261.7M
$400.6M
Q3 25
$256.4M
$350.1M
Q2 25
$254.3M
$330.3M
Q1 25
$238.8M
$329.4M
Q4 24
$242.2M
$359.0M
Q3 24
$240.5M
$291.4M
Q2 24
$233.8M
$345.5M
Q1 24
$223.3M
$309.2M
Net Profit
ALRM
ALRM
ASTE
ASTE
Q4 25
$34.6M
$12.0M
Q3 25
$35.1M
$-4.2M
Q2 25
$34.2M
$16.7M
Q1 25
$27.7M
$14.3M
Q4 24
$30.1M
$21.1M
Q3 24
$36.7M
$-6.2M
Q2 24
$33.5M
$-14.0M
Q1 24
$23.6M
$3.4M
Gross Margin
ALRM
ALRM
ASTE
ASTE
Q4 25
66.0%
27.3%
Q3 25
65.8%
24.1%
Q2 25
65.6%
26.7%
Q1 25
67.2%
28.1%
Q4 24
65.5%
28.7%
Q3 24
64.8%
22.9%
Q2 24
65.2%
23.5%
Q1 24
65.7%
24.9%
Operating Margin
ALRM
ALRM
ASTE
ASTE
Q4 25
13.4%
5.7%
Q3 25
14.4%
0.3%
Q2 25
12.6%
6.5%
Q1 25
12.4%
6.2%
Q4 24
12.7%
9.7%
Q3 24
13.8%
-2.5%
Q2 24
11.0%
-3.1%
Q1 24
8.4%
2.0%
Net Margin
ALRM
ALRM
ASTE
ASTE
Q4 25
13.2%
3.0%
Q3 25
13.7%
-1.2%
Q2 25
13.5%
5.1%
Q1 25
11.6%
4.3%
Q4 24
12.4%
5.9%
Q3 24
15.3%
-2.1%
Q2 24
14.3%
-4.1%
Q1 24
10.6%
1.1%
EPS (diluted)
ALRM
ALRM
ASTE
ASTE
Q4 25
$0.66
$0.52
Q3 25
$0.65
$-0.18
Q2 25
$0.63
$0.72
Q1 25
$0.52
$0.62
Q4 24
$0.56
$0.92
Q3 24
$0.67
$-0.27
Q2 24
$0.62
$-0.61
Q1 24
$0.44
$0.15

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ALRM
ALRM
ASTE
ASTE
Cash + ST InvestmentsLiquidity on hand
$960.6M
$74.1M
Total DebtLower is stronger
Stockholders' EquityBook value
$848.2M
$681.7M
Total Assets
$2.1B
$1.4B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ALRM
ALRM
ASTE
ASTE
Q4 25
$960.6M
$74.1M
Q3 25
$1.1B
$71.8M
Q2 25
$1.0B
$91.6M
Q1 25
$1.2B
$95.4M
Q4 24
$1.2B
$93.8M
Q3 24
$1.2B
$58.9M
Q2 24
$1.1B
$68.4M
Q1 24
$747.9M
$63.8M
Stockholders' Equity
ALRM
ALRM
ASTE
ASTE
Q4 25
$848.2M
$681.7M
Q3 25
$827.2M
$668.9M
Q2 25
$797.3M
$674.9M
Q1 25
$759.6M
$653.2M
Q4 24
$726.5M
$637.8M
Q3 24
$690.3M
$631.4M
Q2 24
$645.5M
$633.3M
Q1 24
$728.1M
$650.3M
Total Assets
ALRM
ALRM
ASTE
ASTE
Q4 25
$2.1B
$1.4B
Q3 25
$2.1B
$1.3B
Q2 25
$2.1B
$1.1B
Q1 25
$2.1B
$1.1B
Q4 24
$2.0B
$1.0B
Q3 24
$2.0B
$1.1B
Q2 24
$1.9B
$1.1B
Q1 24
$1.5B
$1.1B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ALRM
ALRM
ASTE
ASTE
Operating Cash FlowLast quarter
$35.9M
$36.1M
Free Cash FlowOCF − Capex
$35.1M
$7.4M
FCF MarginFCF / Revenue
13.4%
1.8%
Capex IntensityCapex / Revenue
0.3%
7.2%
Cash ConversionOCF / Net Profit
1.04×
3.01×
TTM Free Cash FlowTrailing 4 quarters
$137.0M
$20.7M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ALRM
ALRM
ASTE
ASTE
Q4 25
$35.9M
$36.1M
Q3 25
$70.6M
$-8.1M
Q2 25
$22.7M
$12.9M
Q1 25
$24.1M
$20.5M
Q4 24
$56.3M
$36.6M
Q3 24
$77.3M
$22.5M
Q2 24
$23.0M
$10.9M
Q1 24
$49.9M
$-47.0M
Free Cash Flow
ALRM
ALRM
ASTE
ASTE
Q4 25
$35.1M
$7.4M
Q3 25
$65.9M
$-12.3M
Q2 25
$18.2M
$9.0M
Q1 25
$17.9M
$16.6M
Q4 24
$54.0M
$32.1M
Q3 24
$74.5M
$19.9M
Q2 24
$21.0M
$3.3M
Q1 24
$46.8M
$-52.8M
FCF Margin
ALRM
ALRM
ASTE
ASTE
Q4 25
13.4%
1.8%
Q3 25
25.7%
-3.5%
Q2 25
7.1%
2.7%
Q1 25
7.5%
5.0%
Q4 24
22.3%
8.9%
Q3 24
31.0%
6.8%
Q2 24
9.0%
1.0%
Q1 24
21.0%
-17.1%
Capex Intensity
ALRM
ALRM
ASTE
ASTE
Q4 25
0.3%
7.2%
Q3 25
1.9%
1.2%
Q2 25
1.8%
1.2%
Q1 25
2.6%
1.2%
Q4 24
0.9%
1.3%
Q3 24
1.2%
0.9%
Q2 24
0.9%
2.2%
Q1 24
1.4%
1.9%
Cash Conversion
ALRM
ALRM
ASTE
ASTE
Q4 25
1.04×
3.01×
Q3 25
2.01×
Q2 25
0.66×
0.77×
Q1 25
0.87×
1.43×
Q4 24
1.87×
1.73×
Q3 24
2.11×
Q2 24
0.69×
Q1 24
2.11×
-13.82×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ALRM
ALRM

License And Service$180.2M69%
Hardwareand Other Revenue$81.4M31%

ASTE
ASTE

Infrastructure Group$208.7M52%
Material Solutions$105.3M26%
Parts And Component Sales$58.3M15%
Other$15.3M4%
Service And Equipment Installation Revenue$6.9M2%
Cargo And Freight$6.1M2%

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