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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and HAEMONETICS CORP (HAE). Click either name above to swap in a different company.
HAEMONETICS CORP is the larger business by last-quarter revenue ($339.0M vs $261.7M, roughly 1.3× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 13.2%, a 0.0% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -2.7%). HAEMONETICS CORP produced more free cash flow last quarter ($87.2M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 0.4%).
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.
Haemonetics Corporation is a global provider of blood and plasma supplies and services. The company was founded in Natick, Massachusetts by Dr. Allen (Jack) Latham in the 1970s.
ALRM vs HAE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $339.0M |
| Net Profit | $34.6M | $44.7M |
| Gross Margin | 66.0% | 59.7% |
| Operating Margin | 13.4% | 19.9% |
| Net Margin | 13.2% | 13.2% |
| Revenue YoY | 8.0% | -2.7% |
| Net Profit YoY | 14.8% | 19.3% |
| EPS (diluted) | $0.66 | $0.95 |
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 | $339.0M | ||
| Q3 25 | $256.4M | $327.3M | ||
| Q2 25 | $254.3M | $321.4M | ||
| Q1 25 | $238.8M | $330.6M | ||
| Q4 24 | $242.2M | $348.5M | ||
| Q3 24 | $240.5M | $345.5M | ||
| Q2 24 | $233.8M | $336.2M | ||
| Q1 24 | $223.3M | — |
| Q4 25 | $34.6M | $44.7M | ||
| Q3 25 | $35.1M | $38.7M | ||
| Q2 25 | $34.2M | $34.0M | ||
| Q1 25 | $27.7M | $58.0M | ||
| Q4 24 | $30.1M | $37.5M | ||
| Q3 24 | $36.7M | $33.8M | ||
| Q2 24 | $33.5M | $38.4M | ||
| Q1 24 | $23.6M | — |
| Q4 25 | 66.0% | 59.7% | ||
| Q3 25 | 65.8% | 59.5% | ||
| Q2 25 | 65.6% | 59.8% | ||
| Q1 25 | 67.2% | 58.4% | ||
| Q4 24 | 65.5% | 55.5% | ||
| Q3 24 | 64.8% | 54.2% | ||
| Q2 24 | 65.2% | 52.0% | ||
| Q1 24 | 65.7% | — |
| Q4 25 | 13.4% | 19.9% | ||
| Q3 25 | 14.4% | 17.9% | ||
| Q2 25 | 12.6% | 16.8% | ||
| Q1 25 | 12.4% | 21.6% | ||
| Q4 24 | 12.7% | 16.9% | ||
| Q3 24 | 13.8% | 15.0% | ||
| Q2 24 | 11.0% | 11.8% | ||
| Q1 24 | 8.4% | — |
| Q4 25 | 13.2% | 13.2% | ||
| Q3 25 | 13.7% | 11.8% | ||
| Q2 25 | 13.5% | 10.6% | ||
| Q1 25 | 11.6% | 17.5% | ||
| Q4 24 | 12.4% | 10.8% | ||
| Q3 24 | 15.3% | 9.8% | ||
| Q2 24 | 14.3% | 11.4% | ||
| Q1 24 | 10.6% | — |
| Q4 25 | $0.66 | $0.95 | ||
| Q3 25 | $0.65 | $0.81 | ||
| Q2 25 | $0.63 | $0.70 | ||
| Q1 25 | $0.52 | $1.17 | ||
| Q4 24 | $0.56 | $0.74 | ||
| Q3 24 | $0.67 | $0.66 | ||
| Q2 24 | $0.62 | $0.74 | ||
| Q1 24 | $0.44 | — |
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 | $363.4M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $848.2M | $911.5M |
| Total Assets | $2.1B | $2.5B |
| Debt / EquityLower = less leverage | — | 1.34× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $363.4M | ||
| Q3 25 | $1.1B | $296.4M | ||
| Q2 25 | $1.0B | $292.9M | ||
| Q1 25 | $1.2B | $306.8M | ||
| Q4 24 | $1.2B | $320.8M | ||
| Q3 24 | $1.2B | $299.3M | ||
| Q2 24 | $1.1B | $344.4M | ||
| Q1 24 | $747.9M | — |
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $911.5M | ||
| Q3 25 | $827.2M | $849.2M | ||
| Q2 25 | $797.3M | $882.3M | ||
| Q1 25 | $759.6M | $820.8M | ||
| Q4 24 | $726.5M | $906.9M | ||
| Q3 24 | $690.3M | $878.9M | ||
| Q2 24 | $645.5M | $905.4M | ||
| Q1 24 | $728.1M | — |
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $2.1B | $2.4B | ||
| Q2 25 | $2.1B | $2.5B | ||
| Q1 25 | $2.1B | $2.5B | ||
| Q4 24 | $2.0B | $2.5B | ||
| Q3 24 | $2.0B | $2.5B | ||
| Q2 24 | $1.9B | $2.5B | ||
| Q1 24 | $1.5B | — |
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.49× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $93.6M |
| Free Cash FlowOCF − Capex | $35.1M | $87.2M |
| FCF MarginFCF / Revenue | 13.4% | 25.7% |
| Capex IntensityCapex / Revenue | 0.3% | 1.9% |
| Cash ConversionOCF / Net Profit | 1.04× | 2.09× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $308.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $93.6M | ||
| Q3 25 | $70.6M | $111.3M | ||
| Q2 25 | $22.7M | $17.4M | ||
| Q1 25 | $24.1M | $116.6M | ||
| Q4 24 | $56.3M | $43.8M | ||
| Q3 24 | $77.3M | $48.8M | ||
| Q2 24 | $23.0M | $-27.4M | ||
| Q1 24 | $49.9M | — |
| Q4 25 | $35.1M | $87.2M | ||
| Q3 25 | $65.9M | $106.3M | ||
| Q2 25 | $18.2M | $13.6M | ||
| Q1 25 | $17.9M | $100.9M | ||
| Q4 24 | $54.0M | $35.2M | ||
| Q3 24 | $74.5M | $39.4M | ||
| Q2 24 | $21.0M | $-33.1M | ||
| Q1 24 | $46.8M | — |
| Q4 25 | 13.4% | 25.7% | ||
| Q3 25 | 25.7% | 32.5% | ||
| Q2 25 | 7.1% | 4.2% | ||
| Q1 25 | 7.5% | 30.5% | ||
| Q4 24 | 22.3% | 10.1% | ||
| Q3 24 | 31.0% | 11.4% | ||
| Q2 24 | 9.0% | -9.8% | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 0.3% | 1.9% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 1.8% | 1.2% | ||
| Q1 25 | 2.6% | 4.7% | ||
| Q4 24 | 0.9% | 2.5% | ||
| Q3 24 | 1.2% | 2.7% | ||
| Q2 24 | 0.9% | 1.7% | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 1.04× | 2.09× | ||
| Q3 25 | 2.01× | 2.88× | ||
| Q2 25 | 0.66× | 0.51× | ||
| Q1 25 | 0.87× | 2.01× | ||
| Q4 24 | 1.87× | 1.17× | ||
| Q3 24 | 2.11× | 1.44× | ||
| Q2 24 | 0.69× | -0.71× | ||
| 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% |
HAE
| Hospital | $143.5M | 42% |
| Plasma Productsand Services | $138.9M | 41% |
| Blood Center Productsand Services | $56.6M | 17% |
