vs
Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and GLOBAL INDUSTRIAL Co (GIC). Click either name above to swap in a different company.
GLOBAL INDUSTRIAL Co is the larger business by last-quarter revenue ($345.6M vs $261.7M, roughly 1.3× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 4.2%, a 9.0% gap on every dollar of revenue. On growth, GLOBAL INDUSTRIAL Co posted the faster year-over-year revenue change (14.3% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $19.2M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 3.4%).
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.
Global Industrial Company is a Port Washington, New York–based company providing industrial and MRO products through a system of branded e-Commerce websites and relationship marketers in North America. The primary brand is Global Industrial.
ALRM vs GIC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $345.6M |
| Net Profit | $34.6M | $14.6M |
| Gross Margin | 66.0% | 34.5% |
| Operating Margin | 13.4% | 5.7% |
| Net Margin | 13.2% | 4.2% |
| Revenue YoY | 8.0% | 14.3% |
| Net Profit YoY | 14.8% | 36.4% |
| 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.
| Q4 25 | $261.7M | $345.6M | ||
| Q3 25 | $256.4M | $353.6M | ||
| Q2 25 | $254.3M | $358.9M | ||
| Q1 25 | $238.8M | $321.0M | ||
| Q4 24 | $242.2M | $302.3M | ||
| Q3 24 | $240.5M | $342.4M | ||
| Q2 24 | $233.8M | $347.8M | ||
| Q1 24 | $223.3M | $323.4M |
| Q4 25 | $34.6M | $14.6M | ||
| Q3 25 | $35.1M | $18.8M | ||
| Q2 25 | $34.2M | $25.1M | ||
| Q1 25 | $27.7M | $13.6M | ||
| Q4 24 | $30.1M | $10.7M | ||
| Q3 24 | $36.7M | $16.8M | ||
| Q2 24 | $33.5M | $20.3M | ||
| Q1 24 | $23.6M | $13.2M |
| Q4 25 | 66.0% | 34.5% | ||
| Q3 25 | 65.8% | 35.6% | ||
| Q2 25 | 65.6% | 37.1% | ||
| Q1 25 | 67.2% | 34.9% | ||
| Q4 24 | 65.5% | 33.8% | ||
| Q3 24 | 64.8% | 34.0% | ||
| Q2 24 | 65.2% | 35.2% | ||
| Q1 24 | 65.7% | 34.3% |
| Q4 25 | 13.4% | 5.7% | ||
| Q3 25 | 14.4% | 7.4% | ||
| Q2 25 | 12.6% | 9.3% | ||
| Q1 25 | 12.4% | 5.7% | ||
| Q4 24 | 12.7% | 4.8% | ||
| Q3 24 | 13.8% | 6.5% | ||
| Q2 24 | 11.0% | 7.6% | ||
| Q1 24 | 8.4% | 5.4% |
| Q4 25 | 13.2% | 4.2% | ||
| Q3 25 | 13.7% | 5.3% | ||
| Q2 25 | 13.5% | 7.0% | ||
| Q1 25 | 11.6% | 4.2% | ||
| Q4 24 | 12.4% | 3.5% | ||
| Q3 24 | 15.3% | 4.9% | ||
| Q2 24 | 14.3% | 5.8% | ||
| Q1 24 | 10.6% | 4.1% |
| Q4 25 | $0.66 | $0.37 | ||
| Q3 25 | $0.65 | $0.48 | ||
| Q2 25 | $0.63 | $0.65 | ||
| Q1 25 | $0.52 | $0.35 | ||
| Q4 24 | $0.56 | $0.28 | ||
| Q3 24 | $0.67 | $0.44 | ||
| Q2 24 | $0.62 | $0.52 | ||
| Q1 24 | $0.44 | $0.34 |
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 | $67.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $313.2M |
| Total Assets | $2.1B | $580.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $67.5M | ||
| Q3 25 | $1.1B | $67.2M | ||
| Q2 25 | $1.0B | $55.1M | ||
| Q1 25 | $1.2B | $39.0M | ||
| Q4 24 | $1.2B | $44.6M | ||
| Q3 24 | $1.2B | $38.9M | ||
| Q2 24 | $1.1B | $38.8M | ||
| Q1 24 | $747.9M | $29.9M |
| Q4 25 | $848.2M | $313.2M | ||
| Q3 25 | $827.2M | $316.0M | ||
| Q2 25 | $797.3M | $305.2M | ||
| Q1 25 | $759.6M | $287.9M | ||
| Q4 24 | $726.5M | $281.1M | ||
| Q3 24 | $690.3M | $279.2M | ||
| Q2 24 | $645.5M | $270.4M | ||
| Q1 24 | $728.1M | $260.2M |
| Q4 25 | $2.1B | $580.8M | ||
| Q3 25 | $2.1B | $602.5M | ||
| Q2 25 | $2.1B | $586.5M | ||
| Q1 25 | $2.1B | $536.7M | ||
| Q4 24 | $2.0B | $520.7M | ||
| Q3 24 | $2.0B | $531.6M | ||
| Q2 24 | $1.9B | $542.5M | ||
| Q1 24 | $1.5B | $517.4M |
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 | $20.0M |
| Free Cash FlowOCF − Capex | $35.1M | $19.2M |
| FCF MarginFCF / Revenue | 13.4% | 5.6% |
| Capex IntensityCapex / Revenue | 0.3% | 0.2% |
| Cash ConversionOCF / Net Profit | 1.04× | 1.37× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $74.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $20.0M | ||
| Q3 25 | $70.6M | $22.7M | ||
| Q2 25 | $22.7M | $31.7M | ||
| Q1 25 | $24.1M | $3.4M | ||
| Q4 24 | $56.3M | $15.9M | ||
| Q3 24 | $77.3M | $9.6M | ||
| Q2 24 | $23.0M | $18.8M | ||
| Q1 24 | $49.9M | $6.4M |
| Q4 25 | $35.1M | $19.2M | ||
| Q3 25 | $65.9M | $22.0M | ||
| Q2 25 | $18.2M | $30.3M | ||
| Q1 25 | $17.9M | $3.2M | ||
| Q4 24 | $54.0M | $15.2M | ||
| Q3 24 | $74.5M | $8.7M | ||
| Q2 24 | $21.0M | $17.9M | ||
| Q1 24 | $46.8M | $5.1M |
| Q4 25 | 13.4% | 5.6% | ||
| Q3 25 | 25.7% | 6.2% | ||
| Q2 25 | 7.1% | 8.4% | ||
| Q1 25 | 7.5% | 1.0% | ||
| Q4 24 | 22.3% | 5.0% | ||
| Q3 24 | 31.0% | 2.5% | ||
| Q2 24 | 9.0% | 5.1% | ||
| Q1 24 | 21.0% | 1.6% |
| Q4 25 | 0.3% | 0.2% | ||
| Q3 25 | 1.9% | 0.2% | ||
| Q2 25 | 1.8% | 0.4% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 1.2% | 0.3% | ||
| Q2 24 | 0.9% | 0.3% | ||
| Q1 24 | 1.4% | 0.4% |
| Q4 25 | 1.04× | 1.37× | ||
| Q3 25 | 2.01× | 1.21× | ||
| Q2 25 | 0.66× | 1.26× | ||
| Q1 25 | 0.87× | 0.25× | ||
| Q4 24 | 1.87× | 1.49× | ||
| Q3 24 | 2.11× | 0.57× | ||
| Q2 24 | 0.69× | 0.93× | ||
| Q1 24 | 2.11× | 0.48× |
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% |
GIC
Segment breakdown not available.
