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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Gogo Inc. (GOGO). 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 $230.6M, roughly 1.1× Gogo Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -4.3%, a 17.6% gap on every dollar of revenue. On growth, Gogo Inc. posted the faster year-over-year revenue change (67.3% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-25.4M). Over the past eight quarters, Gogo Inc.'s revenue compounded faster (48.7% 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.
Gogo Inc. is an American provider of in-flight broadband Internet service and other connectivity services for business aircraft, headquartered in Broomfield, Colorado. Through its Gogo LLC subsidiary, Gogo previously provided in-flight WiFi to 17 airlines until the Commercial Air business was sold to Intelsat for $400 million in December 2020. According to Gogo, over 2,500 commercial aircraft and 6,600 business aircraft have been equipped with its onboard Wi-Fi services. The company is the de...
ALRM vs GOGO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $230.6M |
| Net Profit | $34.6M | $-10.0M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 6.2% |
| Net Margin | 13.2% | -4.3% |
| Revenue YoY | 8.0% | 67.3% |
| Net Profit YoY | 14.8% | 64.6% |
| EPS (diluted) | $0.66 | $-0.08 |
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 | $230.6M | ||
| Q3 25 | $256.4M | $223.6M | ||
| Q2 25 | $254.3M | $226.0M | ||
| Q1 25 | $238.8M | $230.3M | ||
| Q4 24 | $242.2M | $137.8M | ||
| Q3 24 | $240.5M | $100.5M | ||
| Q2 24 | $233.8M | $102.1M | ||
| Q1 24 | $223.3M | $104.3M |
| Q4 25 | $34.6M | $-10.0M | ||
| Q3 25 | $35.1M | $-1.9M | ||
| Q2 25 | $34.2M | $12.8M | ||
| Q1 25 | $27.7M | $12.0M | ||
| Q4 24 | $30.1M | $-28.2M | ||
| Q3 24 | $36.7M | $10.6M | ||
| Q2 24 | $33.5M | $839.0K | ||
| Q1 24 | $23.6M | $30.5M |
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.8% | — | ||
| Q2 25 | 65.6% | 87.8% | ||
| Q1 25 | 67.2% | 87.3% | ||
| Q4 24 | 65.5% | — | ||
| Q3 24 | 64.8% | — | ||
| Q2 24 | 65.2% | — | ||
| Q1 24 | 65.7% | — |
| Q4 25 | 13.4% | 6.2% | ||
| Q3 25 | 14.4% | 12.9% | ||
| Q2 25 | 12.6% | 15.9% | ||
| Q1 25 | 12.4% | 15.3% | ||
| Q4 24 | 12.7% | -17.5% | ||
| Q3 24 | 13.8% | 19.0% | ||
| Q2 24 | 11.0% | 21.2% | ||
| Q1 24 | 8.4% | 33.2% |
| Q4 25 | 13.2% | -4.3% | ||
| Q3 25 | 13.7% | -0.9% | ||
| Q2 25 | 13.5% | 5.7% | ||
| Q1 25 | 11.6% | 5.2% | ||
| Q4 24 | 12.4% | -20.5% | ||
| Q3 24 | 15.3% | 10.6% | ||
| Q2 24 | 14.3% | 0.8% | ||
| Q1 24 | 10.6% | 29.2% |
| Q4 25 | $0.66 | $-0.08 | ||
| Q3 25 | $0.65 | $-0.01 | ||
| Q2 25 | $0.63 | $0.09 | ||
| Q1 25 | $0.52 | $0.09 | ||
| Q4 24 | $0.56 | $-0.22 | ||
| Q3 24 | $0.67 | $0.08 | ||
| Q2 24 | $0.62 | $0.01 | ||
| Q1 24 | $0.44 | $0.23 |
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 | $125.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $101.1M |
| Total Assets | $2.1B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $125.2M | ||
| Q3 25 | $1.1B | $133.6M | ||
| Q2 25 | $1.0B | $102.1M | ||
| Q1 25 | $1.2B | $70.3M | ||
| Q4 24 | $1.2B | $41.8M | ||
| Q3 24 | $1.2B | $176.7M | ||
| Q2 24 | $1.1B | $161.6M | ||
| Q1 24 | $747.9M | $152.8M |
| Q4 25 | $848.2M | $101.1M | ||
| Q3 25 | $827.2M | $107.0M | ||
| Q2 25 | $797.3M | $102.8M | ||
| Q1 25 | $759.6M | $82.9M | ||
| Q4 24 | $726.5M | $69.3M | ||
| Q3 24 | $690.3M | $52.7M | ||
| Q2 24 | $645.5M | $52.0M | ||
| Q1 24 | $728.1M | $62.4M |
| Q4 25 | $2.1B | $1.3B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.1B | $1.2B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $810.7M | ||
| Q2 24 | $1.9B | $802.7M | ||
| Q1 24 | $1.5B | $809.0M |
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 | $8.5M |
| Free Cash FlowOCF − Capex | $35.1M | $-25.4M |
| FCF MarginFCF / Revenue | 13.4% | -11.0% |
| Capex IntensityCapex / Revenue | 0.3% | 14.7% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $65.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $8.5M | ||
| Q3 25 | $70.6M | $46.8M | ||
| Q2 25 | $22.7M | $36.7M | ||
| Q1 25 | $24.1M | $32.5M | ||
| Q4 24 | $56.3M | $-38.3M | ||
| Q3 24 | $77.3M | $25.1M | ||
| Q2 24 | $23.0M | $24.9M | ||
| Q1 24 | $49.9M | $29.7M |
| Q4 25 | $35.1M | $-25.4M | ||
| Q3 25 | $65.9M | $27.3M | ||
| Q2 25 | $18.2M | $33.5M | ||
| Q1 25 | $17.9M | $29.7M | ||
| Q4 24 | $54.0M | $-42.6M | ||
| Q3 24 | $74.5M | $20.7M | ||
| Q2 24 | $21.0M | $21.6M | ||
| Q1 24 | $46.8M | $28.2M |
| Q4 25 | 13.4% | -11.0% | ||
| Q3 25 | 25.7% | 12.2% | ||
| Q2 25 | 7.1% | 14.8% | ||
| Q1 25 | 7.5% | 12.9% | ||
| Q4 24 | 22.3% | -30.9% | ||
| Q3 24 | 31.0% | 20.6% | ||
| Q2 24 | 9.0% | 21.1% | ||
| Q1 24 | 21.0% | 27.0% |
| Q4 25 | 0.3% | 14.7% | ||
| Q3 25 | 1.9% | 8.7% | ||
| Q2 25 | 1.8% | 1.4% | ||
| Q1 25 | 2.6% | 1.2% | ||
| Q4 24 | 0.9% | 3.1% | ||
| Q3 24 | 1.2% | 4.4% | ||
| Q2 24 | 0.9% | 3.3% | ||
| Q1 24 | 1.4% | 1.4% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | 2.87× | ||
| Q1 25 | 0.87× | 2.70× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 2.36× | ||
| Q2 24 | 0.69× | 29.74× | ||
| Q1 24 | 2.11× | 0.97× |
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% |
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
