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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Howard Hughes Holdings Inc. (HHH). 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 $235.9M, roughly 1.1× Howard Hughes Holdings Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 3.4%, a 9.8% gap on every dollar of revenue. On growth, Howard Hughes Holdings Inc. posted the faster year-over-year revenue change (18.4% vs 8.0%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -13.8%).
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.
Howard Hughes Holdings Inc., formerly the Howard Hughes Corporation, is a real estate development and management company based in The Woodlands, Texas. It was formed in 2010 as a spin-off from General Growth Properties (GGP). Most of its holdings are focused on several master-planned communities. It took its name from the original Howard Hughes Corporation, which had developed the planned community of Summerlin, Nevada, and later became a subsidiary of GGP.
ALRM vs HHH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $235.9M |
| Net Profit | $34.6M | $8.1M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 121.6% |
| Net Margin | 13.2% | 3.4% |
| Revenue YoY | 8.0% | 18.4% |
| Net Profit YoY | 14.8% | -25.6% |
| EPS (diluted) | $0.66 | $0.14 |
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 | — | $235.9M | ||
| Q4 25 | $261.7M | $624.4M | ||
| Q3 25 | $256.4M | $390.2M | ||
| Q2 25 | $254.3M | $260.9M | ||
| Q1 25 | $238.8M | $199.3M | ||
| Q4 24 | $242.2M | $935.0M | ||
| Q3 24 | $240.5M | $327.1M | ||
| Q2 24 | $233.8M | $317.4M |
| Q1 26 | — | $8.1M | ||
| Q4 25 | $34.6M | $6.0M | ||
| Q3 25 | $35.1M | $119.5M | ||
| Q2 25 | $34.2M | $-12.1M | ||
| Q1 25 | $27.7M | $10.5M | ||
| Q4 24 | $30.1M | $156.3M | ||
| Q3 24 | $36.7M | $72.8M | ||
| Q2 24 | $33.5M | $21.1M |
| 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 | — | 121.6% | ||
| Q4 25 | 13.4% | 4.2% | ||
| Q3 25 | 14.4% | 48.6% | ||
| Q2 25 | 12.6% | 26.0% | ||
| Q1 25 | 12.4% | 24.0% | ||
| Q4 24 | 12.7% | 33.5% | ||
| Q3 24 | 13.8% | 60.6% | ||
| Q2 24 | 11.0% | 20.4% |
| Q1 26 | — | 3.4% | ||
| Q4 25 | 13.2% | 1.0% | ||
| Q3 25 | 13.7% | 30.6% | ||
| Q2 25 | 13.5% | -4.7% | ||
| Q1 25 | 11.6% | 5.3% | ||
| Q4 24 | 12.4% | 16.7% | ||
| Q3 24 | 15.3% | 22.2% | ||
| Q2 24 | 14.3% | 6.6% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.66 | $0.20 | ||
| Q3 25 | $0.65 | $2.02 | ||
| Q2 25 | $0.63 | $-0.22 | ||
| Q1 25 | $0.52 | $0.21 | ||
| Q4 24 | $0.56 | $3.14 | ||
| Q3 24 | $0.67 | $1.46 | ||
| Q2 24 | $0.62 | $0.42 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $3.8B |
| Total Assets | $2.1B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $960.6M | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.2B | $493.7M | ||
| Q4 24 | $1.2B | $596.1M | ||
| Q3 24 | $1.2B | $400.7M | ||
| Q2 24 | $1.1B | $436.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $3.8B | ||
| Q4 25 | $848.2M | $3.8B | ||
| Q3 25 | $827.2M | $3.8B | ||
| Q2 25 | $797.3M | $3.6B | ||
| Q1 25 | $759.6M | $2.8B | ||
| Q4 24 | $726.5M | $2.8B | ||
| Q3 24 | $690.3M | $2.6B | ||
| Q2 24 | $645.5M | $3.0B |
| Q1 26 | — | $11.2B | ||
| Q4 25 | $2.1B | $10.6B | ||
| Q3 25 | $2.1B | $10.7B | ||
| Q2 25 | $2.1B | $10.3B | ||
| Q1 25 | $2.1B | $9.3B | ||
| Q4 24 | $2.0B | $9.2B | ||
| Q3 24 | $2.0B | $9.4B | ||
| Q2 24 | $1.9B | $9.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.35× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.85× | ||
| 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 | $360.3M | ||
| Q3 25 | $70.6M | $149.8M | ||
| Q2 25 | $22.7M | $177.3M | ||
| Q1 25 | $24.1M | $-224.9M | ||
| Q4 24 | $56.3M | $337.1M | ||
| Q3 24 | $77.3M | $248.3M | ||
| Q2 24 | $23.0M | $-17.5M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $348.6M | ||
| Q3 25 | $65.9M | $137.7M | ||
| Q2 25 | $18.2M | $169.7M | ||
| Q1 25 | $17.9M | $-238.4M | ||
| Q4 24 | $54.0M | $317.1M | ||
| Q3 24 | $74.5M | $238.7M | ||
| Q2 24 | $21.0M | $-25.1M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 55.8% | ||
| Q3 25 | 25.7% | 35.3% | ||
| Q2 25 | 7.1% | 65.1% | ||
| Q1 25 | 7.5% | -119.6% | ||
| Q4 24 | 22.3% | 33.9% | ||
| Q3 24 | 31.0% | 73.0% | ||
| Q2 24 | 9.0% | -7.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 1.9% | ||
| Q3 25 | 1.9% | 3.1% | ||
| Q2 25 | 1.8% | 2.9% | ||
| Q1 25 | 2.6% | 6.8% | ||
| Q4 24 | 0.9% | 2.1% | ||
| Q3 24 | 1.2% | 2.9% | ||
| Q2 24 | 0.9% | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 60.04× | ||
| Q3 25 | 2.01× | 1.25× | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | -21.35× | ||
| Q4 24 | 1.87× | 2.16× | ||
| Q3 24 | 2.11× | 3.41× | ||
| Q2 24 | 0.69× | -0.83× |
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% |
HHH
| Rental revenue | $113.5M | 48% |
| Master Planned Communities land sales | $99.6M | 42% |
| Other revenues | $11.0M | 5% |
| Builder price participation | $8.7M | 4% |
| Condominium rights and unit sales | $3.1M | 1% |
