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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $261.7M, roughly 1.1× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 9.9%, a 3.3% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 8.0%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 7.8%).
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.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
ALRM vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $289.7M |
| Net Profit | $34.6M | $28.7M |
| Gross Margin | 66.0% | 41.4% |
| Operating Margin | 13.4% | 13.2% |
| Net Margin | 13.2% | 9.9% |
| Revenue YoY | 8.0% | 17.3% |
| Net Profit YoY | 14.8% | 22.2% |
| EPS (diluted) | $0.66 | $1.11 |
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 | $289.7M | ||
| Q3 25 | $256.4M | $286.5M | ||
| Q2 25 | $254.3M | $296.3M | ||
| Q1 25 | $238.8M | $265.5M | ||
| Q4 24 | $242.2M | $247.0M | ||
| Q3 24 | $240.5M | $298.5M | ||
| Q2 24 | $233.8M | $260.8M | ||
| Q1 24 | $223.3M | $249.1M |
| Q4 25 | $34.6M | $28.7M | ||
| Q3 25 | $35.1M | $218.7M | ||
| Q2 25 | $34.2M | $26.1M | ||
| Q1 25 | $27.7M | $31.0M | ||
| Q4 24 | $30.1M | $23.5M | ||
| Q3 24 | $36.7M | $34.3M | ||
| Q2 24 | $33.5M | $29.2M | ||
| Q1 24 | $23.6M | $23.2M |
| Q4 25 | 66.0% | 41.4% | ||
| Q3 25 | 65.8% | 45.9% | ||
| Q2 25 | 65.6% | 41.2% | ||
| Q1 25 | 67.2% | 41.1% | ||
| Q4 24 | 65.5% | 39.8% | ||
| Q3 24 | 64.8% | 40.1% | ||
| Q2 24 | 65.2% | 39.6% | ||
| Q1 24 | 65.7% | 38.8% |
| Q4 25 | 13.4% | 13.2% | ||
| Q3 25 | 14.4% | 17.2% | ||
| Q2 25 | 12.6% | 11.2% | ||
| Q1 25 | 12.4% | 15.3% | ||
| Q4 24 | 12.7% | 11.4% | ||
| Q3 24 | 13.8% | 14.8% | ||
| Q2 24 | 11.0% | 14.3% | ||
| Q1 24 | 8.4% | 11.7% |
| Q4 25 | 13.2% | 9.9% | ||
| Q3 25 | 13.7% | 76.3% | ||
| Q2 25 | 13.5% | 8.8% | ||
| Q1 25 | 11.6% | 11.7% | ||
| Q4 24 | 12.4% | 9.5% | ||
| Q3 24 | 15.3% | 11.5% | ||
| Q2 24 | 14.3% | 11.2% | ||
| Q1 24 | 10.6% | 9.3% |
| Q4 25 | $0.66 | $1.11 | ||
| Q3 25 | $0.65 | $8.43 | ||
| Q2 25 | $0.63 | $1.01 | ||
| Q1 25 | $0.52 | $1.20 | ||
| Q4 24 | $0.56 | $0.91 | ||
| Q3 24 | $0.67 | $1.32 | ||
| Q2 24 | $0.62 | $1.13 | ||
| Q1 24 | $0.44 | $0.90 |
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 | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $848.2M | $1.6B |
| Total Assets | $2.1B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $103.8M | ||
| Q3 25 | $1.1B | $101.3M | ||
| Q2 25 | $1.0B | $78.7M | ||
| Q1 25 | $1.2B | $57.4M | ||
| Q4 24 | $1.2B | $71.3M | ||
| Q3 24 | $1.2B | $66.0M | ||
| Q2 24 | $1.1B | $63.0M | ||
| Q1 24 | $747.9M | $59.4M |
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $186.0M | ||
| Q2 25 | — | $525.0M | ||
| Q1 25 | — | $88.0M | ||
| Q4 24 | — | $112.0M | ||
| Q3 24 | — | $122.0M | ||
| Q2 24 | — | $173.0M | ||
| Q1 24 | — | $191.0M |
| Q4 25 | $848.2M | $1.6B | ||
| Q3 25 | $827.2M | $1.5B | ||
| Q2 25 | $797.3M | $1.3B | ||
| Q1 25 | $759.6M | $1.3B | ||
| Q4 24 | $726.5M | $1.2B | ||
| Q3 24 | $690.3M | $1.2B | ||
| Q2 24 | $645.5M | $1.2B | ||
| Q1 24 | $728.1M | $1.2B |
| Q4 25 | $2.1B | $2.4B | ||
| Q3 25 | $2.1B | $2.4B | ||
| Q2 25 | $2.1B | $2.5B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $1.9B | $1.8B | ||
| Q1 24 | $1.5B | $1.8B |
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.16× |
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 | $68.9M |
| Free Cash FlowOCF − Capex | $35.1M | $63.0M |
| FCF MarginFCF / Revenue | 13.4% | 21.7% |
| Capex IntensityCapex / Revenue | 0.3% | 2.0% |
| Cash ConversionOCF / Net Profit | 1.04× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $68.9M | ||
| Q3 25 | $70.6M | $109.9M | ||
| Q2 25 | $22.7M | $73.7M | ||
| Q1 25 | $24.1M | $24.1M | ||
| Q4 24 | $56.3M | $34.2M | ||
| Q3 24 | $77.3M | $72.1M | ||
| Q2 24 | $23.0M | $36.2M | ||
| Q1 24 | $49.9M | $10.5M |
| Q4 25 | $35.1M | $63.0M | ||
| Q3 25 | $65.9M | $97.8M | ||
| Q2 25 | $18.2M | $64.9M | ||
| Q1 25 | $17.9M | $14.0M | ||
| Q4 24 | $54.0M | $29.0M | ||
| Q3 24 | $74.5M | $60.9M | ||
| Q2 24 | $21.0M | $27.6M | ||
| Q1 24 | $46.8M | $2.0M |
| Q4 25 | 13.4% | 21.7% | ||
| Q3 25 | 25.7% | 34.1% | ||
| Q2 25 | 7.1% | 21.9% | ||
| Q1 25 | 7.5% | 5.3% | ||
| Q4 24 | 22.3% | 11.7% | ||
| Q3 24 | 31.0% | 20.4% | ||
| Q2 24 | 9.0% | 10.6% | ||
| Q1 24 | 21.0% | 0.8% |
| Q4 25 | 0.3% | 2.0% | ||
| Q3 25 | 1.9% | 4.2% | ||
| Q2 25 | 1.8% | 3.0% | ||
| Q1 25 | 2.6% | 3.8% | ||
| Q4 24 | 0.9% | 2.1% | ||
| Q3 24 | 1.2% | 3.8% | ||
| Q2 24 | 0.9% | 3.3% | ||
| Q1 24 | 1.4% | 3.4% |
| Q4 25 | 1.04× | 2.40× | ||
| Q3 25 | 2.01× | 0.50× | ||
| Q2 25 | 0.66× | 2.83× | ||
| Q1 25 | 0.87× | 0.78× | ||
| Q4 24 | 1.87× | 1.46× | ||
| Q3 24 | 2.11× | 2.10× | ||
| Q2 24 | 0.69× | 1.24× | ||
| Q1 24 | 2.11× | 0.45× |
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% |
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
