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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Federal Realty Investment Trust (FRT). Click either name above to swap in a different company.
Federal Realty Investment Trust is the larger business by last-quarter revenue ($336.0M vs $261.7M, roughly 1.3× Alarm.com Holdings, Inc.). Federal Realty Investment Trust runs the higher net margin — 38.6% vs 13.2%, a 25.4% gap on every dollar of revenue. On growth, Federal Realty Investment Trust posted the faster year-over-year revenue change (8.7% vs 8.0%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 6.5%).
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.
Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.
ALRM vs FRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $336.0M |
| Net Profit | $34.6M | $129.7M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 53.8% |
| Net Margin | 13.2% | 38.6% |
| Revenue YoY | 8.0% | 8.7% |
| Net Profit YoY | 14.8% | 103.5% |
| EPS (diluted) | $0.66 | $1.49 |
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 | — | $336.0M | ||
| Q4 25 | $261.7M | $336.0M | ||
| Q3 25 | $256.4M | $322.3M | ||
| Q2 25 | $254.3M | $311.5M | ||
| Q1 25 | $238.8M | $309.2M | ||
| Q4 24 | $242.2M | $311.4M | ||
| Q3 24 | $240.5M | $303.6M | ||
| Q2 24 | $233.8M | $296.1M |
| Q1 26 | — | $129.7M | ||
| Q4 25 | $34.6M | $129.7M | ||
| Q3 25 | $35.1M | $61.6M | ||
| Q2 25 | $34.2M | $155.9M | ||
| Q1 25 | $27.7M | $63.8M | ||
| Q4 24 | $30.1M | $65.5M | ||
| Q3 24 | $36.7M | $61.0M | ||
| Q2 24 | $33.5M | $112.0M |
| 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 | — | 53.8% | ||
| Q4 25 | 13.4% | 53.8% | ||
| Q3 25 | 14.4% | 34.3% | ||
| Q2 25 | 12.6% | 65.1% | ||
| Q1 25 | 12.4% | 35.0% | ||
| Q4 24 | 12.7% | 35.1% | ||
| Q3 24 | 13.8% | 34.9% | ||
| Q2 24 | 11.0% | 53.0% |
| Q1 26 | — | 38.6% | ||
| Q4 25 | 13.2% | 38.6% | ||
| Q3 25 | 13.7% | 19.1% | ||
| Q2 25 | 13.5% | 50.0% | ||
| Q1 25 | 11.6% | 20.6% | ||
| Q4 24 | 12.4% | 21.0% | ||
| Q3 24 | 15.3% | 20.1% | ||
| Q2 24 | 14.3% | 37.8% |
| Q1 26 | — | $1.49 | ||
| Q4 25 | $0.66 | $1.49 | ||
| Q3 25 | $0.65 | $0.69 | ||
| Q2 25 | $0.63 | $1.78 | ||
| Q1 25 | $0.52 | $0.72 | ||
| Q4 24 | $0.56 | $0.74 | ||
| Q3 24 | $0.67 | $0.70 | ||
| Q2 24 | $0.62 | $1.32 |
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 | $107.4M |
| Total DebtLower is stronger | — | $5.0B |
| Stockholders' EquityBook value | $848.2M | $3.2B |
| Total Assets | $2.1B | $9.1B |
| Debt / EquityLower = less leverage | — | 1.53× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $107.4M | ||
| Q4 25 | $960.6M | $107.4M | ||
| Q3 25 | $1.1B | $111.3M | ||
| Q2 25 | $1.0B | $177.0M | ||
| Q1 25 | $1.2B | $109.2M | ||
| Q4 24 | $1.2B | $123.4M | ||
| Q3 24 | $1.2B | $97.0M | ||
| Q2 24 | $1.1B | $103.2M |
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $848.2M | $3.2B | ||
| Q3 25 | $827.2M | $3.2B | ||
| Q2 25 | $797.3M | $3.2B | ||
| Q1 25 | $759.6M | $3.2B | ||
| Q4 24 | $726.5M | $3.2B | ||
| Q3 24 | $690.3M | $3.1B | ||
| Q2 24 | $645.5M | $3.0B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.1B | $9.1B | ||
| Q3 25 | $2.1B | $8.9B | ||
| Q2 25 | $2.1B | $8.6B | ||
| Q1 25 | $2.1B | $8.6B | ||
| Q4 24 | $2.0B | $8.5B | ||
| Q3 24 | $2.0B | $8.5B | ||
| Q2 24 | $1.9B | $8.4B |
| Q1 26 | — | 1.53× | ||
| Q4 25 | — | 1.53× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $622.4M | ||
| Q3 25 | $70.6M | $147.8M | ||
| Q2 25 | $22.7M | $150.7M | ||
| Q1 25 | $24.1M | $179.0M | ||
| Q4 24 | $56.3M | $574.6M | ||
| Q3 24 | $77.3M | $144.1M | ||
| Q2 24 | $23.0M | $169.7M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | — | ||
| Q2 25 | $18.2M | — | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $54.0M | — | ||
| Q3 24 | $74.5M | — | ||
| Q2 24 | $21.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 22.3% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 9.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 4.80× | ||
| Q3 25 | 2.01× | 2.40× | ||
| Q2 25 | 0.66× | 0.97× | ||
| Q1 25 | 0.87× | 2.81× | ||
| Q4 24 | 1.87× | 8.77× | ||
| Q3 24 | 2.11× | 2.36× | ||
| Q2 24 | 0.69× | 1.52× |
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% |
FRT
Segment breakdown not available.
