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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and FOX FACTORY HOLDING CORP (FOXF). Click either name above to swap in a different company.
FOX FACTORY HOLDING CORP is the larger business by last-quarter revenue ($376.4M vs $261.7M, roughly 1.4× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -0.2%, a 13.4% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 4.8%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-2.5M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 6.4%).
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.
Fox Factory Holding Corp. is an American company best known for their Fox Racing Shox brand of off-road racing suspension components.
ALRM vs FOXF — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $376.4M |
| Net Profit | $34.6M | $-634.0K |
| Gross Margin | 66.0% | 30.4% |
| Operating Margin | 13.4% | 4.0% |
| Net Margin | 13.2% | -0.2% |
| Revenue YoY | 8.0% | 4.8% |
| Net Profit YoY | 14.8% | -113.3% |
| EPS (diluted) | $0.66 | $-0.02 |
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 | $376.4M | ||
| Q3 25 | $256.4M | $374.9M | ||
| Q2 25 | $254.3M | $355.0M | ||
| Q1 25 | $238.8M | $352.8M | ||
| Q4 24 | $242.2M | — | ||
| Q3 24 | $240.5M | $359.1M | ||
| Q2 24 | $233.8M | $348.5M | ||
| Q1 24 | $223.3M | $333.5M |
| Q4 25 | $34.6M | $-634.0K | ||
| Q3 25 | $35.1M | $2.7M | ||
| Q2 25 | $34.2M | $-259.7M | ||
| Q1 25 | $27.7M | $-141.0K | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $36.7M | $4.8M | ||
| Q2 24 | $33.5M | $5.4M | ||
| Q1 24 | $23.6M | $-3.5M |
| Q4 25 | 66.0% | 30.4% | ||
| Q3 25 | 65.8% | 31.2% | ||
| Q2 25 | 65.6% | 30.9% | ||
| Q1 25 | 67.2% | 28.9% | ||
| Q4 24 | 65.5% | — | ||
| Q3 24 | 64.8% | 29.9% | ||
| Q2 24 | 65.2% | 31.8% | ||
| Q1 24 | 65.7% | 30.9% |
| Q4 25 | 13.4% | 4.0% | ||
| Q3 25 | 14.4% | 4.9% | ||
| Q2 25 | 12.6% | -70.6% | ||
| Q1 25 | 12.4% | 3.2% | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 13.8% | 5.2% | ||
| Q2 24 | 11.0% | 5.3% | ||
| Q1 24 | 8.4% | 2.7% |
| Q4 25 | 13.2% | -0.2% | ||
| Q3 25 | 13.7% | 0.7% | ||
| Q2 25 | 13.5% | -73.1% | ||
| Q1 25 | 11.6% | -0.0% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 15.3% | 1.3% | ||
| Q2 24 | 14.3% | 1.6% | ||
| Q1 24 | 10.6% | -1.0% |
| Q4 25 | $0.66 | $-0.02 | ||
| Q3 25 | $0.65 | $0.07 | ||
| Q2 25 | $0.63 | $-6.23 | ||
| Q1 25 | $0.52 | $0.00 | ||
| Q4 24 | $0.56 | — | ||
| Q3 24 | $0.67 | $0.11 | ||
| Q2 24 | $0.62 | $0.13 | ||
| Q1 24 | $0.44 | $-0.08 |
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 | — | $536.7M |
| Stockholders' EquityBook value | $848.2M | $956.0M |
| Total Assets | $2.1B | $2.0B |
| Debt / EquityLower = less leverage | — | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | $71.7M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $747.9M | — |
| Q4 25 | — | $536.7M | ||
| Q3 25 | — | $541.8M | ||
| Q2 25 | — | $546.9M | ||
| Q1 25 | — | $552.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $558.4M | ||
| Q2 24 | — | $564.1M | ||
| Q1 24 | — | $370.4M |
| Q4 25 | $848.2M | $956.0M | ||
| Q3 25 | $827.2M | $958.7M | ||
| Q2 25 | $797.3M | $939.9M | ||
| Q1 25 | $759.6M | $1.2B | ||
| Q4 24 | $726.5M | — | ||
| Q3 24 | $690.3M | $1.2B | ||
| Q2 24 | $645.5M | $1.2B | ||
| Q1 24 | $728.1M | $1.2B |
| Q4 25 | $2.1B | $2.0B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $2.1B | $2.2B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | $2.3B | ||
| Q2 24 | $1.9B | $2.3B | ||
| Q1 24 | $1.5B | $2.2B |
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.47× | ||
| Q1 24 | — | 0.31× |
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 | $5.3M |
| Free Cash FlowOCF − Capex | $35.1M | $-2.5M |
| FCF MarginFCF / Revenue | 13.4% | -0.7% |
| Capex IntensityCapex / Revenue | 0.3% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $85.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $5.3M | ||
| Q3 25 | $70.6M | $36.8M | ||
| Q2 25 | $22.7M | $680.0K | ||
| Q1 25 | $24.1M | $81.7M | ||
| Q4 24 | $56.3M | — | ||
| Q3 24 | $77.3M | $14.1M | ||
| Q2 24 | $23.0M | $26.7M | ||
| Q1 24 | $49.9M | $9.4M |
| Q4 25 | $35.1M | $-2.5M | ||
| Q3 25 | $65.9M | $24.6M | ||
| Q2 25 | $18.2M | $-6.5M | ||
| Q1 25 | $17.9M | $69.8M | ||
| Q4 24 | $54.0M | — | ||
| Q3 24 | $74.5M | $3.2M | ||
| Q2 24 | $21.0M | $15.4M | ||
| Q1 24 | $46.8M | $-555.0K |
| Q4 25 | 13.4% | -0.7% | ||
| Q3 25 | 25.7% | 6.6% | ||
| Q2 25 | 7.1% | -1.8% | ||
| Q1 25 | 7.5% | 19.8% | ||
| Q4 24 | 22.3% | — | ||
| Q3 24 | 31.0% | 0.9% | ||
| Q2 24 | 9.0% | 4.4% | ||
| Q1 24 | 21.0% | -0.2% |
| Q4 25 | 0.3% | 2.1% | ||
| Q3 25 | 1.9% | 3.3% | ||
| Q2 25 | 1.8% | 2.0% | ||
| Q1 25 | 2.6% | 3.4% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.2% | 3.0% | ||
| Q2 24 | 0.9% | 3.2% | ||
| Q1 24 | 1.4% | 3.0% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | 13.41× | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 2.94× | ||
| Q2 24 | 0.69× | 4.94× | ||
| 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% |
FOXF
| Specialty Sports Group | $132.7M | 35% |
| Powered Vehicles Group | $125.9M | 33% |
| Aftermarket Applications Group | $117.8M | 31% |
