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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and FTAI Infrastructure Inc. (FIP). 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 $143.5M, roughly 1.8× FTAI Infrastructure Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -68.1%, a 81.3% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-68.6M). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% 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.
FTAI Infrastructure Inc. owns, operates and invests in high-quality critical infrastructure assets across core sectors including transportation logistics, midstream energy, and power generation. It primarily serves North American markets, focusing on assets with stable long-term cash flows, contracted revenue streams, and strong market positions to deliver sustainable returns for stakeholders.
ALRM vs FIP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $143.5M |
| Net Profit | $34.6M | $-97.7M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | -45.7% |
| Net Margin | 13.2% | -68.1% |
| Revenue YoY | 8.0% | 77.7% |
| Net Profit YoY | 14.8% | 21.6% |
| EPS (diluted) | $0.66 | $-1.04 |
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 | $143.5M | ||
| Q3 25 | $256.4M | $140.6M | ||
| Q2 25 | $254.3M | $122.3M | ||
| Q1 25 | $238.8M | $96.2M | ||
| Q4 24 | $242.2M | $80.8M | ||
| Q3 24 | $240.5M | $83.3M | ||
| Q2 24 | $233.8M | $84.9M | ||
| Q1 24 | $223.3M | $82.5M |
| Q4 25 | $34.6M | $-97.7M | ||
| Q3 25 | $35.1M | $-104.5M | ||
| Q2 25 | $34.2M | $-70.0M | ||
| Q1 25 | $27.7M | $120.2M | ||
| Q4 24 | $30.1M | $-124.7M | ||
| Q3 24 | $36.7M | $-43.0M | ||
| Q2 24 | $33.5M | $-48.1M | ||
| Q1 24 | $23.6M | $-50.3M |
| 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 24 | 65.7% | — |
| Q4 25 | 13.4% | -45.7% | ||
| Q3 25 | 14.4% | -70.8% | ||
| Q2 25 | 12.6% | -56.4% | ||
| Q1 25 | 12.4% | 81.8% | ||
| Q4 24 | 12.7% | -152.7% | ||
| Q3 24 | 13.8% | -51.7% | ||
| Q2 24 | 11.0% | -56.4% | ||
| Q1 24 | 8.4% | -58.8% |
| Q4 25 | 13.2% | -68.1% | ||
| Q3 25 | 13.7% | -74.4% | ||
| Q2 25 | 13.5% | -57.2% | ||
| Q1 25 | 11.6% | 125.0% | ||
| Q4 24 | 12.4% | -154.4% | ||
| Q3 24 | 15.3% | -51.6% | ||
| Q2 24 | 14.3% | -56.7% | ||
| Q1 24 | 10.6% | -60.9% |
| Q4 25 | $0.66 | $-1.04 | ||
| Q3 25 | $0.65 | $-1.38 | ||
| Q2 25 | $0.63 | $-0.73 | ||
| Q1 25 | $0.52 | $0.89 | ||
| Q4 24 | $0.56 | $-1.21 | ||
| Q3 24 | $0.67 | $-0.45 | ||
| Q2 24 | $0.62 | $-0.52 | ||
| Q1 24 | $0.44 | $-0.54 |
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 | $57.4M |
| Total DebtLower is stronger | — | $3.8B |
| Stockholders' EquityBook value | $848.2M | $21.3M |
| Total Assets | $2.1B | $5.7B |
| Debt / EquityLower = less leverage | — | 176.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $57.4M | ||
| Q3 25 | $1.1B | $34.7M | ||
| Q2 25 | $1.0B | $33.6M | ||
| Q1 25 | $1.2B | $26.3M | ||
| Q4 24 | $1.2B | $27.8M | ||
| Q3 24 | $1.2B | $20.3M | ||
| Q2 24 | $1.1B | $33.1M | ||
| Q1 24 | $747.9M | $23.0M |
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.3B |
| Q4 25 | $848.2M | $21.3M | ||
| Q3 25 | $827.2M | $181.1M | ||
| Q2 25 | $797.3M | $375.5M | ||
| Q1 25 | $759.6M | $476.2M | ||
| Q4 24 | $726.5M | $202.7M | ||
| Q3 24 | $690.3M | $370.8M | ||
| Q2 24 | $645.5M | $394.8M | ||
| Q1 24 | $728.1M | $402.5M |
| Q4 25 | $2.1B | $5.7B | ||
| Q3 25 | $2.1B | $5.5B | ||
| Q2 25 | $2.1B | $4.4B | ||
| Q1 25 | $2.1B | $4.1B | ||
| Q4 24 | $2.0B | $2.4B | ||
| Q3 24 | $2.0B | $2.4B | ||
| Q2 24 | $1.9B | $2.5B | ||
| Q1 24 | $1.5B | $2.3B |
| Q4 25 | — | 176.99× | ||
| Q3 25 | — | 20.59× | ||
| Q2 25 | — | 8.21× | ||
| Q1 25 | — | 5.79× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 4.14× | ||
| Q2 24 | — | 3.94× | ||
| Q1 24 | — | 3.34× |
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 | $-2.8M |
| Free Cash FlowOCF − Capex | $35.1M | $-68.6M |
| FCF MarginFCF / Revenue | 13.4% | -47.8% |
| Capex IntensityCapex / Revenue | 0.3% | 45.9% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-398.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-2.8M | ||
| Q3 25 | $70.6M | $-24.4M | ||
| Q2 25 | $22.7M | $-5.2M | ||
| Q1 25 | $24.1M | $-85.7M | ||
| Q4 24 | $56.3M | $-8.1M | ||
| Q3 24 | $77.3M | $14.2M | ||
| Q2 24 | $23.0M | $-17.6M | ||
| Q1 24 | $49.9M | $-3.9M |
| Q4 25 | $35.1M | $-68.6M | ||
| Q3 25 | $65.9M | $-90.7M | ||
| Q2 25 | $18.2M | $-87.5M | ||
| Q1 25 | $17.9M | $-151.7M | ||
| Q4 24 | $54.0M | $-34.3M | ||
| Q3 24 | $74.5M | $-11.7M | ||
| Q2 24 | $21.0M | $-32.1M | ||
| Q1 24 | $46.8M | $-16.7M |
| Q4 25 | 13.4% | -47.8% | ||
| Q3 25 | 25.7% | -64.5% | ||
| Q2 25 | 7.1% | -71.6% | ||
| Q1 25 | 7.5% | -157.7% | ||
| Q4 24 | 22.3% | -42.4% | ||
| Q3 24 | 31.0% | -14.0% | ||
| Q2 24 | 9.0% | -37.9% | ||
| Q1 24 | 21.0% | -20.3% |
| Q4 25 | 0.3% | 45.9% | ||
| Q3 25 | 1.9% | 47.2% | ||
| Q2 25 | 1.8% | 67.3% | ||
| Q1 25 | 2.6% | 68.6% | ||
| Q4 24 | 0.9% | 32.5% | ||
| Q3 24 | 1.2% | 31.1% | ||
| Q2 24 | 0.9% | 17.2% | ||
| Q1 24 | 1.4% | 15.6% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | -0.71× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | — |
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% |
FIP
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
