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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Commercial Vehicle Group, Inc. (CVGI). 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 $154.8M, roughly 1.7× Commercial Vehicle Group, Inc.). On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -5.2%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $8.7M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -10.8%).
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.
WABCO Holdings, Inc. was a U.S.-based provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. In 2007, the Vehicle Control Systems was spun off as WABCO Holdings Inc., an American provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. Their products are present in many commercial vehicles such as trucks, buses, trailers and off-highway vehicles but they ...
ALRM vs CVGI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $154.8M |
| Net Profit | $34.6M | — |
| Gross Margin | 66.0% | 9.7% |
| Operating Margin | 13.4% | -1.2% |
| Net Margin | 13.2% | — |
| Revenue YoY | 8.0% | -5.2% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | — |
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 | $154.8M | ||
| Q3 25 | $256.4M | $152.5M | ||
| Q2 25 | $254.3M | $172.0M | ||
| Q1 25 | $238.8M | $169.8M | ||
| Q4 24 | $242.2M | $163.3M | ||
| Q3 24 | $240.5M | $171.8M | ||
| Q2 24 | $233.8M | $193.7M | ||
| Q1 24 | $223.3M | $194.6M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $-7.1M | ||
| Q2 25 | $34.2M | $-4.8M | ||
| Q1 25 | $27.7M | $-4.3M | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $36.7M | $9.5M | ||
| Q2 24 | $33.5M | $-1.6M | ||
| Q1 24 | $23.6M | $2.9M |
| Q4 25 | 66.0% | 9.7% | ||
| Q3 25 | 65.8% | 10.5% | ||
| Q2 25 | 65.6% | 11.4% | ||
| Q1 25 | 67.2% | 10.5% | ||
| Q4 24 | 65.5% | 8.0% | ||
| Q3 24 | 64.8% | 9.6% | ||
| Q2 24 | 65.2% | 10.6% | ||
| Q1 24 | 65.7% | 11.9% |
| Q4 25 | 13.4% | -1.2% | ||
| Q3 25 | 14.4% | -0.7% | ||
| Q2 25 | 12.6% | 0.5% | ||
| Q1 25 | 12.4% | 0.8% | ||
| Q4 24 | 12.7% | -3.2% | ||
| Q3 24 | 13.8% | -0.6% | ||
| Q2 24 | 11.0% | 0.5% | ||
| Q1 24 | 8.4% | 2.3% |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | -4.6% | ||
| Q2 25 | 13.5% | -2.8% | ||
| Q1 25 | 11.6% | -2.5% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 15.3% | 5.5% | ||
| Q2 24 | 14.3% | -0.8% | ||
| Q1 24 | 10.6% | 1.5% |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | — | ||
| Q2 25 | $0.63 | — | ||
| Q1 25 | $0.52 | — | ||
| Q4 24 | $0.56 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.62 | $-0.05 | ||
| Q1 24 | $0.44 | $0.09 |
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 | — |
| Total DebtLower is stronger | — | $104.9M |
| Stockholders' EquityBook value | $848.2M | $133.4M |
| Total Assets | $2.1B | $391.7M |
| Debt / EquityLower = less leverage | — | 0.79× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $747.9M | — |
| Q4 25 | — | $104.9M | ||
| Q3 25 | — | $108.2M | ||
| Q2 25 | — | $118.2M | ||
| Q1 25 | — | $117.4M | ||
| Q4 24 | — | $135.5M | ||
| Q3 24 | — | $128.8M | ||
| Q2 24 | — | $142.0M | ||
| Q1 24 | — | $155.7M |
| Q4 25 | $848.2M | $133.4M | ||
| Q3 25 | $827.2M | $136.5M | ||
| Q2 25 | $797.3M | $142.6M | ||
| Q1 25 | $759.6M | $136.7M | ||
| Q4 24 | $726.5M | $135.6M | ||
| Q3 24 | $690.3M | $179.3M | ||
| Q2 24 | $645.5M | $169.6M | ||
| Q1 24 | $728.1M | $175.5M |
| Q4 25 | $2.1B | $391.7M | ||
| Q3 25 | $2.1B | $400.3M | ||
| Q2 25 | $2.1B | $429.8M | ||
| Q1 25 | $2.1B | $419.8M | ||
| Q4 24 | $2.0B | $424.6M | ||
| Q3 24 | $2.0B | $495.3M | ||
| Q2 24 | $1.9B | $503.2M | ||
| Q1 24 | $1.5B | $509.2M |
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.79× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 1.00× | ||
| Q3 24 | — | 0.72× | ||
| Q2 24 | — | 0.84× | ||
| Q1 24 | — | 0.89× |
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 | $12.3M |
| Free Cash FlowOCF − Capex | $35.1M | $8.7M |
| FCF MarginFCF / Revenue | 13.4% | 5.6% |
| Capex IntensityCapex / Revenue | 0.3% | 2.3% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $34.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $12.3M | ||
| Q3 25 | $70.6M | $-1.7M | ||
| Q2 25 | $22.7M | $18.9M | ||
| Q1 25 | $24.1M | $15.2M | ||
| Q4 24 | $56.3M | $-26.6M | ||
| Q3 24 | $77.3M | $-17.1M | ||
| Q2 24 | $23.0M | $12.6M | ||
| Q1 24 | $49.9M | $-2.4M |
| Q4 25 | $35.1M | $8.7M | ||
| Q3 25 | $65.9M | $-3.5M | ||
| Q2 25 | $18.2M | $17.4M | ||
| Q1 25 | $17.9M | $11.4M | ||
| Q4 24 | $54.0M | $-30.6M | ||
| Q3 24 | $74.5M | $-20.3M | ||
| Q2 24 | $21.0M | $6.4M | ||
| Q1 24 | $46.8M | $-7.4M |
| Q4 25 | 13.4% | 5.6% | ||
| Q3 25 | 25.7% | -2.3% | ||
| Q2 25 | 7.1% | 10.1% | ||
| Q1 25 | 7.5% | 6.7% | ||
| Q4 24 | 22.3% | -18.7% | ||
| Q3 24 | 31.0% | -11.8% | ||
| Q2 24 | 9.0% | 3.3% | ||
| Q1 24 | 21.0% | -3.8% |
| Q4 25 | 0.3% | 2.3% | ||
| Q3 25 | 1.9% | 1.2% | ||
| Q2 25 | 1.8% | 0.9% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 0.9% | 2.4% | ||
| Q3 24 | 1.2% | 1.9% | ||
| Q2 24 | 0.9% | 3.2% | ||
| Q1 24 | 1.4% | 2.6% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | -1.79× | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | -0.80× |
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% |
CVGI
| Global Seating | $70.7M | 46% |
| Global Electrical Systems | $49.7M | 32% |
| Trim Systems And Components | $34.4M | 22% |
