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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and CSW INDUSTRIALS, INC. (CSW). Click either name above to swap in a different company.
Alarm.com Holdings, Inc. is the larger business by last-quarter revenue ($261.7M vs $233.0M, roughly 1.1× CSW INDUSTRIALS, INC.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 4.4%, a 8.8% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $22.7M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 5.1%).
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.
ALRM vs CSW — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $233.0M |
| Net Profit | $34.6M | $10.3M |
| Gross Margin | 66.0% | 39.7% |
| Operating Margin | 13.4% | 7.4% |
| Net Margin | 13.2% | 4.4% |
| Revenue YoY | 8.0% | 20.3% |
| Net Profit YoY | 14.8% | -61.9% |
| EPS (diluted) | $0.66 | $0.62 |
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 | $233.0M | ||
| Q3 25 | $256.4M | $277.0M | ||
| Q2 25 | $254.3M | $263.6M | ||
| Q1 25 | $238.8M | $230.5M | ||
| Q4 24 | $242.2M | $193.6M | ||
| Q3 24 | $240.5M | $227.9M | ||
| Q2 24 | $233.8M | $226.2M | ||
| Q1 24 | $223.3M | $210.9M |
| Q4 25 | $34.6M | $10.3M | ||
| Q3 25 | $35.1M | $40.7M | ||
| Q2 25 | $34.2M | $40.9M | ||
| Q1 25 | $27.7M | $35.1M | ||
| Q4 24 | $30.1M | $26.9M | ||
| Q3 24 | $36.7M | $36.1M | ||
| Q2 24 | $33.5M | $38.6M | ||
| Q1 24 | $23.6M | $31.8M |
| Q4 25 | 66.0% | 39.7% | ||
| Q3 25 | 65.8% | 43.0% | ||
| Q2 25 | 65.6% | 43.8% | ||
| Q1 25 | 67.2% | 44.2% | ||
| Q4 24 | 65.5% | 41.4% | ||
| Q3 24 | 64.8% | 45.6% | ||
| Q2 24 | 65.2% | 47.5% | ||
| Q1 24 | 65.7% | 44.4% |
| Q4 25 | 13.4% | 7.4% | ||
| Q3 25 | 14.4% | 20.5% | ||
| Q2 25 | 12.6% | 20.8% | ||
| Q1 25 | 12.4% | 19.5% | ||
| Q4 24 | 12.7% | 15.3% | ||
| Q3 24 | 13.8% | 22.6% | ||
| Q2 24 | 11.0% | 24.3% | ||
| Q1 24 | 8.4% | 21.0% |
| Q4 25 | 13.2% | 4.4% | ||
| Q3 25 | 13.7% | 14.7% | ||
| Q2 25 | 13.5% | 15.5% | ||
| Q1 25 | 11.6% | 15.2% | ||
| Q4 24 | 12.4% | 13.9% | ||
| Q3 24 | 15.3% | 15.8% | ||
| Q2 24 | 14.3% | 17.1% | ||
| Q1 24 | 10.6% | 15.1% |
| Q4 25 | $0.66 | $0.62 | ||
| Q3 25 | $0.65 | $2.41 | ||
| Q2 25 | $0.63 | $2.43 | ||
| Q1 25 | $0.52 | $2.05 | ||
| Q4 24 | $0.56 | $1.60 | ||
| Q3 24 | $0.67 | $2.26 | ||
| Q2 24 | $0.62 | $2.47 | ||
| Q1 24 | $0.44 | $2.03 |
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 | $40.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $1.1B |
| Total Assets | $2.1B | $2.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $40.2M | ||
| Q3 25 | $1.1B | $31.5M | ||
| Q2 25 | $1.0B | $38.0M | ||
| Q1 25 | $1.2B | $225.8M | ||
| Q4 24 | $1.2B | $213.8M | ||
| Q3 24 | $1.2B | $273.2M | ||
| Q2 24 | $1.1B | $18.9M | ||
| Q1 24 | $747.9M | $22.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
| Q4 25 | $848.2M | $1.1B | ||
| Q3 25 | $827.2M | $1.1B | ||
| Q2 25 | $797.3M | $1.1B | ||
| Q1 25 | $759.6M | $1.1B | ||
| Q4 24 | $726.5M | $1.0B | ||
| Q3 24 | $690.3M | $1.0B | ||
| Q2 24 | $645.5M | $650.2M | ||
| Q1 24 | $728.1M | $615.7M |
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.0B | $1.4B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $1.5B | $1.0B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.27× |
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 | $28.9M |
| Free Cash FlowOCF − Capex | $35.1M | $22.7M |
| FCF MarginFCF / Revenue | 13.4% | 9.8% |
| Capex IntensityCapex / Revenue | 0.3% | 2.6% |
| Cash ConversionOCF / Net Profit | 1.04× | 2.81× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $162.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $28.9M | ||
| Q3 25 | $70.6M | $61.8M | ||
| Q2 25 | $22.7M | $60.6M | ||
| Q1 25 | $24.1M | $27.3M | ||
| Q4 24 | $56.3M | $11.6M | ||
| Q3 24 | $77.3M | $66.8M | ||
| Q2 24 | $23.0M | $62.7M | ||
| Q1 24 | $49.9M | $22.4M |
| Q4 25 | $35.1M | $22.7M | ||
| Q3 25 | $65.9M | $58.7M | ||
| Q2 25 | $18.2M | $57.7M | ||
| Q1 25 | $17.9M | $22.8M | ||
| Q4 24 | $54.0M | $8.5M | ||
| Q3 24 | $74.5M | $61.3M | ||
| Q2 24 | $21.0M | $59.6M | ||
| Q1 24 | $46.8M | $17.5M |
| Q4 25 | 13.4% | 9.8% | ||
| Q3 25 | 25.7% | 21.2% | ||
| Q2 25 | 7.1% | 21.9% | ||
| Q1 25 | 7.5% | 9.9% | ||
| Q4 24 | 22.3% | 4.4% | ||
| Q3 24 | 31.0% | 26.9% | ||
| Q2 24 | 9.0% | 26.3% | ||
| Q1 24 | 21.0% | 8.3% |
| Q4 25 | 0.3% | 2.6% | ||
| Q3 25 | 1.9% | 1.1% | ||
| Q2 25 | 1.8% | 1.1% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 0.9% | 1.6% | ||
| Q3 24 | 1.2% | 2.4% | ||
| Q2 24 | 0.9% | 1.4% | ||
| Q1 24 | 1.4% | 2.3% |
| Q4 25 | 1.04× | 2.81× | ||
| Q3 25 | 2.01× | 1.52× | ||
| Q2 25 | 0.66× | 1.48× | ||
| Q1 25 | 0.87× | 0.78× | ||
| Q4 24 | 1.87× | 0.43× | ||
| Q3 24 | 2.11× | 1.85× | ||
| Q2 24 | 0.69× | 1.62× | ||
| Q1 24 | 2.11× | 0.71× |
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% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
