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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Dolby Laboratories, Inc. (DLB). Click either name above to swap in a different company.
Dolby Laboratories, Inc. is the larger business by last-quarter revenue ($346.7M vs $261.7M, roughly 1.3× Alarm.com Holdings, Inc.). Dolby Laboratories, Inc. runs the higher net margin — 15.4% vs 13.2%, a 2.2% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -2.9%). Over the past eight quarters, Dolby Laboratories, Inc.'s revenue compounded faster (9.6% 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.
Dolby Laboratories, Inc. is an American technology corporation specializing in audio noise reduction, audio encoding/compression, spatial audio, and high-dynamic-range television (HDR) imaging. Dolby licenses its technologies to consumer electronics manufacturers.
ALRM vs DLB — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $346.7M |
| Net Profit | $34.6M | $53.3M |
| Gross Margin | 66.0% | 87.5% |
| Operating Margin | 13.4% | 17.9% |
| Net Margin | 13.2% | 15.4% |
| Revenue YoY | 8.0% | -2.9% |
| Net Profit YoY | 14.8% | -21.4% |
| EPS (diluted) | $0.66 | $0.55 |
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.
| Q1 26 | — | $346.7M | ||
| Q4 25 | $261.7M | $346.7M | ||
| Q3 25 | $256.4M | $307.0M | ||
| Q2 25 | $254.3M | $315.5M | ||
| Q1 25 | $238.8M | $369.6M | ||
| Q4 24 | $242.2M | $357.0M | ||
| Q3 24 | $240.5M | $304.8M | ||
| Q2 24 | $233.8M | $288.8M |
| Q1 26 | — | $53.3M | ||
| Q4 25 | $34.6M | $53.3M | ||
| Q3 25 | $35.1M | $49.3M | ||
| Q2 25 | $34.2M | $46.1M | ||
| Q1 25 | $27.7M | $91.8M | ||
| Q4 24 | $30.1M | $67.8M | ||
| Q3 24 | $36.7M | $58.6M | ||
| Q2 24 | $33.5M | $38.4M |
| Q1 26 | — | 87.5% | ||
| Q4 25 | 66.0% | 87.5% | ||
| Q3 25 | 65.8% | 87.1% | ||
| Q2 25 | 65.6% | 86.1% | ||
| Q1 25 | 67.2% | 90.3% | ||
| Q4 24 | 65.5% | 88.6% | ||
| Q3 24 | 64.8% | 88.8% | ||
| Q2 24 | 65.2% | 87.7% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | 13.4% | 17.9% | ||
| Q3 25 | 14.4% | 9.7% | ||
| Q2 25 | 12.6% | 15.1% | ||
| Q1 25 | 12.4% | 29.2% | ||
| Q4 24 | 12.7% | 22.4% | ||
| Q3 24 | 13.8% | 15.2% | ||
| Q2 24 | 11.0% | 12.7% |
| Q1 26 | — | 15.4% | ||
| Q4 25 | 13.2% | 15.4% | ||
| Q3 25 | 13.7% | 16.1% | ||
| Q2 25 | 13.5% | 14.6% | ||
| Q1 25 | 11.6% | 24.8% | ||
| Q4 24 | 12.4% | 19.0% | ||
| Q3 24 | 15.3% | 19.2% | ||
| Q2 24 | 14.3% | 13.3% |
| Q1 26 | — | $0.55 | ||
| Q4 25 | $0.66 | $0.55 | ||
| Q3 25 | $0.65 | $0.50 | ||
| Q2 25 | $0.63 | $0.48 | ||
| Q1 25 | $0.52 | $0.94 | ||
| Q4 24 | $0.56 | $0.70 | ||
| Q3 24 | $0.67 | $0.59 | ||
| Q2 24 | $0.62 | $0.40 |
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 | $644.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $2.6B |
| Total Assets | $2.1B | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $644.6M | ||
| Q4 25 | $960.6M | $644.6M | ||
| Q3 25 | $1.1B | $702.6M | ||
| Q2 25 | $1.0B | $699.3M | ||
| Q1 25 | $1.2B | $626.6M | ||
| Q4 24 | $1.2B | $520.8M | ||
| Q3 24 | $1.2B | $482.0M | ||
| Q2 24 | $1.1B | $869.0M |
| Q1 26 | — | $2.6B | ||
| Q4 25 | $848.2M | $2.6B | ||
| Q3 25 | $827.2M | $2.6B | ||
| Q2 25 | $797.3M | $2.6B | ||
| Q1 25 | $759.6M | $2.6B | ||
| Q4 24 | $726.5M | $2.5B | ||
| Q3 24 | $690.3M | $2.5B | ||
| Q2 24 | $645.5M | $2.4B |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.1B | $3.2B | ||
| Q2 25 | $2.1B | $3.2B | ||
| Q1 25 | $2.1B | $3.2B | ||
| Q4 24 | $2.0B | $3.2B | ||
| Q3 24 | $2.0B | $3.1B | ||
| Q2 24 | $1.9B | $3.0B |
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 | $54.8M |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | 1.03× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $54.8M | ||
| Q4 25 | $35.9M | $54.8M | ||
| Q3 25 | $70.6M | $472.2M | ||
| Q2 25 | $22.7M | $67.7M | ||
| Q1 25 | $24.1M | $174.9M | ||
| Q4 24 | $56.3M | $106.8M | ||
| Q3 24 | $77.3M | $327.3M | ||
| Q2 24 | $23.0M | $21.3M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $50.2M | ||
| Q3 25 | $65.9M | $435.9M | ||
| Q2 25 | $18.2M | $61.3M | ||
| Q1 25 | $17.9M | $168.0M | ||
| Q4 24 | $54.0M | $100.0M | ||
| Q3 24 | $74.5M | $297.2M | ||
| Q2 24 | $21.0M | $13.7M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 14.5% | ||
| Q3 25 | 25.7% | 142.0% | ||
| Q2 25 | 7.1% | 19.4% | ||
| Q1 25 | 7.5% | 45.5% | ||
| Q4 24 | 22.3% | 28.0% | ||
| Q3 24 | 31.0% | 97.5% | ||
| Q2 24 | 9.0% | 4.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 1.3% | ||
| Q3 25 | 1.9% | 11.8% | ||
| Q2 25 | 1.8% | 2.0% | ||
| Q1 25 | 2.6% | 1.9% | ||
| Q4 24 | 0.9% | 1.9% | ||
| Q3 24 | 1.2% | 9.8% | ||
| Q2 24 | 0.9% | 2.6% |
| Q1 26 | — | 1.03× | ||
| Q4 25 | 1.04× | 1.03× | ||
| Q3 25 | 2.01× | 9.57× | ||
| Q2 25 | 0.66× | 1.47× | ||
| Q1 25 | 0.87× | 1.91× | ||
| Q4 24 | 1.87× | 1.57× | ||
| Q3 24 | 2.11× | 5.59× | ||
| Q2 24 | 0.69× | 0.55× |
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% |
DLB
| Licensing | $319.8M | 92% |
| Products and services | $26.9M | 8% |
