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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and FIRST COMMONWEALTH FINANCIAL CORP (FCF). 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 $133.7M, roughly 2.0× FIRST COMMONWEALTH FINANCIAL CORP). FIRST COMMONWEALTH FINANCIAL CORP runs the higher net margin — 28.1% vs 13.2%, a 14.9% gap on every dollar of revenue. On growth, FIRST COMMONWEALTH FINANCIAL CORP posted the faster year-over-year revenue change (13.0% vs 8.0%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 5.5%).
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.
First Commonwealth Financial Corp is a Pennsylvania-based regional financial services holding company. It offers consumer and commercial banking products, loans, wealth management, and insurance services for individuals, small and mid-sized enterprises across central and western Pennsylvania and Ohio.
ALRM vs FCF — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $133.7M |
| Net Profit | $34.6M | $37.5M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 28.1% |
| Revenue YoY | 8.0% | 13.0% |
| Net Profit YoY | 14.8% | 14.8% |
| EPS (diluted) | $0.66 | $0.37 |
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 | — | $133.7M | ||
| Q4 25 | $261.7M | $137.9M | ||
| Q3 25 | $256.4M | $136.0M | ||
| Q2 25 | $254.3M | $131.0M | ||
| Q1 25 | $238.8M | $118.0M | ||
| Q4 24 | $242.2M | $120.4M | ||
| Q3 24 | $240.5M | $121.2M | ||
| Q2 24 | $233.8M | $120.2M |
| Q1 26 | — | $37.5M | ||
| Q4 25 | $34.6M | $44.9M | ||
| Q3 25 | $35.1M | $41.3M | ||
| Q2 25 | $34.2M | $33.4M | ||
| Q1 25 | $27.7M | $32.7M | ||
| Q4 24 | $30.1M | $35.8M | ||
| Q3 24 | $36.7M | $32.1M | ||
| Q2 24 | $33.5M | $37.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 13.4% | 40.9% | ||
| Q3 25 | 14.4% | 38.1% | ||
| Q2 25 | 12.6% | 32.1% | ||
| Q1 25 | 12.4% | 34.8% | ||
| Q4 24 | 12.7% | 37.1% | ||
| Q3 24 | 13.8% | 33.4% | ||
| Q2 24 | 11.0% | 38.7% |
| Q1 26 | — | 28.1% | ||
| Q4 25 | 13.2% | 32.5% | ||
| Q3 25 | 13.7% | 30.4% | ||
| Q2 25 | 13.5% | 25.5% | ||
| Q1 25 | 11.6% | 27.7% | ||
| Q4 24 | 12.4% | 29.8% | ||
| Q3 24 | 15.3% | 26.5% | ||
| Q2 24 | 14.3% | 30.9% |
| Q1 26 | — | $0.37 | ||
| Q4 25 | $0.66 | $0.44 | ||
| Q3 25 | $0.65 | $0.39 | ||
| Q2 25 | $0.63 | $0.32 | ||
| Q1 25 | $0.52 | $0.32 | ||
| Q4 24 | $0.56 | $0.35 | ||
| Q3 24 | $0.67 | $0.31 | ||
| Q2 24 | $0.62 | $0.36 |
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 | — | $154.9M |
| Stockholders' EquityBook value | $848.2M | $1.6B |
| Total Assets | $2.1B | $12.3B |
| Debt / EquityLower = less leverage | — | 0.10× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| 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 26 | — | $154.9M | ||
| Q4 25 | — | $261.7M | ||
| Q3 25 | — | $262.1M | ||
| Q2 25 | — | $262.4M | ||
| Q1 25 | — | $262.7M | ||
| Q4 24 | — | $263.0M | ||
| Q3 24 | — | $136.3M | ||
| Q2 24 | — | $136.6M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $848.2M | $1.6B | ||
| Q3 25 | $827.2M | $1.5B | ||
| Q2 25 | $797.3M | $1.5B | ||
| Q1 25 | $759.6M | $1.4B | ||
| Q4 24 | $726.5M | $1.4B | ||
| Q3 24 | $690.3M | $1.4B | ||
| Q2 24 | $645.5M | $1.4B |
| Q1 26 | — | $12.3B | ||
| Q4 25 | $2.1B | $12.3B | ||
| Q3 25 | $2.1B | $12.3B | ||
| Q2 25 | $2.1B | $12.2B | ||
| Q1 25 | $2.1B | $11.8B | ||
| Q4 24 | $2.0B | $11.6B | ||
| Q3 24 | $2.0B | $12.0B | ||
| Q2 24 | $1.9B | $11.6B |
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.18× | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.10× |
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 | — |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $187.5M | ||
| Q3 25 | $70.6M | $49.5M | ||
| Q2 25 | $22.7M | $30.4M | ||
| Q1 25 | $24.1M | $55.9M | ||
| Q4 24 | $56.3M | $129.5M | ||
| Q3 24 | $77.3M | $53.6M | ||
| Q2 24 | $23.0M | $22.7M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $171.5M | ||
| Q3 25 | $65.9M | — | ||
| Q2 25 | $18.2M | — | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $54.0M | $113.9M | ||
| Q3 24 | $74.5M | — | ||
| Q2 24 | $21.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 124.3% | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 22.3% | 94.6% | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 9.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 11.7% | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 0.9% | 12.9% | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 4.18× | ||
| Q3 25 | 2.01× | 1.20× | ||
| Q2 25 | 0.66× | 0.91× | ||
| Q1 25 | 0.87× | 1.71× | ||
| Q4 24 | 1.87× | 3.61× | ||
| Q3 24 | 2.11× | 1.67× | ||
| Q2 24 | 0.69× | 0.61× |
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% |
FCF
Segment breakdown not available.
