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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Axos Financial, Inc. (AX). Click either name above to swap in a different company.
Axos Financial, Inc. is the larger business by last-quarter revenue ($385.1M vs $261.7M, roughly 1.5× Alarm.com Holdings, Inc.). Axos Financial, Inc. runs the higher net margin — 33.3% vs 13.2%, a 20.1% gap on every dollar of revenue. On growth, Axos Financial, Inc. posted the faster year-over-year revenue change (25.1% vs 8.0%). Axos Financial, Inc. produced more free cash flow last quarter ($85.4M vs $35.1M). Over the past eight quarters, Axos Financial, Inc.'s revenue compounded faster (14.3% 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.
Axos Financial is an American bank holding company based in Las Vegas, Nevada and is the parent of Axos Bank, a direct bank. It also offers registered investment adviser services and an electronic trading platform.
ALRM vs AX — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $385.1M |
| Net Profit | $34.6M | $128.4M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 45.6% |
| Net Margin | 13.2% | 33.3% |
| Revenue YoY | 8.0% | 25.1% |
| Net Profit YoY | 14.8% | 22.6% |
| EPS (diluted) | $0.66 | $2.22 |
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 | $385.1M | ||
| Q3 25 | $256.4M | $323.4M | ||
| Q2 25 | $254.3M | $321.4M | ||
| Q1 25 | $238.8M | $308.8M | ||
| Q4 24 | $242.2M | $307.9M | ||
| Q3 24 | $240.5M | $320.7M | ||
| Q2 24 | $233.8M | $290.9M | ||
| Q1 24 | $223.3M | $294.8M |
| Q4 25 | $34.6M | $128.4M | ||
| Q3 25 | $35.1M | $112.4M | ||
| Q2 25 | $34.2M | $110.7M | ||
| Q1 25 | $27.7M | $105.2M | ||
| Q4 24 | $30.1M | $104.7M | ||
| Q3 24 | $36.7M | $112.3M | ||
| Q2 24 | $33.5M | $104.9M | ||
| Q1 24 | $23.6M | $110.7M |
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.8% | — | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 67.2% | — | ||
| Q4 24 | 65.5% | — | ||
| Q3 24 | 64.8% | — | ||
| Q2 24 | 65.2% | — | ||
| Q1 24 | 65.7% | — |
| Q4 25 | 13.4% | 45.6% | ||
| Q3 25 | 14.4% | 46.3% | ||
| Q2 25 | 12.6% | 48.5% | ||
| Q1 25 | 12.4% | 47.9% | ||
| Q4 24 | 12.7% | 48.8% | ||
| Q3 24 | 13.8% | 49.6% | ||
| Q2 24 | 11.0% | 49.6% | ||
| Q1 24 | 8.4% | 52.8% |
| Q4 25 | 13.2% | 33.3% | ||
| Q3 25 | 13.7% | 34.7% | ||
| Q2 25 | 13.5% | 34.4% | ||
| Q1 25 | 11.6% | 34.1% | ||
| Q4 24 | 12.4% | 34.0% | ||
| Q3 24 | 15.3% | 35.0% | ||
| Q2 24 | 14.3% | 36.0% | ||
| Q1 24 | 10.6% | 37.6% |
| Q4 25 | $0.66 | $2.22 | ||
| Q3 25 | $0.65 | $1.94 | ||
| Q2 25 | $0.63 | $1.89 | ||
| Q1 25 | $0.52 | $1.81 | ||
| Q4 24 | $0.56 | $1.80 | ||
| Q3 24 | $0.67 | $1.93 | ||
| Q2 24 | $0.62 | $1.75 | ||
| Q1 24 | $0.44 | $1.91 |
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 | $1.0B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $2.9B |
| Total Assets | $2.1B | $28.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $1.0B | ||
| Q3 25 | $1.1B | $2.6B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.2B | $2.6B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $747.9M | $2.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $312.7M | ||
| Q1 25 | — | $377.4M | ||
| Q4 24 | — | $358.7M | ||
| Q3 24 | — | $313.5M | ||
| Q2 24 | — | $325.7M | ||
| Q1 24 | — | $330.4M |
| Q4 25 | $848.2M | $2.9B | ||
| Q3 25 | $827.2M | $2.8B | ||
| Q2 25 | $797.3M | $2.7B | ||
| Q1 25 | $759.6M | $2.6B | ||
| Q4 24 | $726.5M | $2.5B | ||
| Q3 24 | $690.3M | $2.4B | ||
| Q2 24 | $645.5M | $2.3B | ||
| Q1 24 | $728.1M | $2.2B |
| Q4 25 | $2.1B | $28.2B | ||
| Q3 25 | $2.1B | $27.4B | ||
| Q2 25 | $2.1B | $24.8B | ||
| Q1 25 | $2.1B | $24.0B | ||
| Q4 24 | $2.0B | $23.7B | ||
| Q3 24 | $2.0B | $23.6B | ||
| Q2 24 | $1.9B | $22.9B | ||
| Q1 24 | $1.5B | $22.6B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $104.1M |
| Free Cash FlowOCF − Capex | $35.1M | $85.4M |
| FCF MarginFCF / Revenue | 13.4% | 22.2% |
| Capex IntensityCapex / Revenue | 0.3% | 4.9% |
| Cash ConversionOCF / Net Profit | 1.04× | 0.81× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $695.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $104.1M | ||
| Q3 25 | $70.6M | $118.4M | ||
| Q2 25 | $22.7M | $490.3M | ||
| Q1 25 | $24.1M | $73.7M | ||
| Q4 24 | $56.3M | $162.5M | ||
| Q3 24 | $77.3M | $70.8M | ||
| Q2 24 | $23.0M | $305.5M | ||
| Q1 24 | $49.9M | $115.8M |
| Q4 25 | $35.1M | $85.4M | ||
| Q3 25 | $65.9M | $109.3M | ||
| Q2 25 | $18.2M | $436.1M | ||
| Q1 25 | $17.9M | $65.1M | ||
| Q4 24 | $54.0M | $156.4M | ||
| Q3 24 | $74.5M | $53.0M | ||
| Q2 24 | $21.0M | $269.5M | ||
| Q1 24 | $46.8M | $107.3M |
| Q4 25 | 13.4% | 22.2% | ||
| Q3 25 | 25.7% | 33.8% | ||
| Q2 25 | 7.1% | 135.7% | ||
| Q1 25 | 7.5% | 21.1% | ||
| Q4 24 | 22.3% | 50.8% | ||
| Q3 24 | 31.0% | 16.5% | ||
| Q2 24 | 9.0% | 92.6% | ||
| Q1 24 | 21.0% | 36.4% |
| Q4 25 | 0.3% | 4.9% | ||
| Q3 25 | 1.9% | 2.8% | ||
| Q2 25 | 1.8% | 16.9% | ||
| Q1 25 | 2.6% | 2.8% | ||
| Q4 24 | 0.9% | 2.0% | ||
| Q3 24 | 1.2% | 5.5% | ||
| Q2 24 | 0.9% | 12.4% | ||
| Q1 24 | 1.4% | 2.9% |
| Q4 25 | 1.04× | 0.81× | ||
| Q3 25 | 2.01× | 1.05× | ||
| Q2 25 | 0.66× | 4.43× | ||
| Q1 25 | 0.87× | 0.70× | ||
| Q4 24 | 1.87× | 1.55× | ||
| Q3 24 | 2.11× | 0.63× | ||
| Q2 24 | 0.69× | 2.91× | ||
| Q1 24 | 2.11× | 1.05× |
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% |
AX
Segment breakdown not available.
