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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and IDEX Corporation (IEX). Click either name above to swap in a different company.
IDEX Corporation is the larger business by last-quarter revenue ($398.4M vs $261.7M, roughly 1.5× Alarm.com Holdings, Inc.). IDEX Corporation runs the higher net margin — 30.1% vs 13.2%, a 16.9% gap on every dollar of revenue. On growth, IDEX Corporation posted the faster year-over-year revenue change (16.7% vs 8.0%). IDEX Corporation produced more free cash flow last quarter ($86.0M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -29.4%).
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.
IDEX can refer to several things, including:International Defence Exhibition, a biennial arms and defense technology sales exhibition IDEX Corporation, a publicly listed company that makes fluidics systems and specialty engineered products Ideanomics, a publicly traded company that trades under the IDEX ticker symbol.
ALRM vs IEX — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $398.4M |
| Net Profit | $34.6M | $120.0M |
| Gross Margin | 66.0% | 99.9% |
| Operating Margin | 13.4% | 43.3% |
| Net Margin | 13.2% | 30.1% |
| Revenue YoY | 8.0% | 16.7% |
| Net Profit YoY | 14.8% | 25.7% |
| EPS (diluted) | $0.66 | $1.61 |
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.
| Q2 26 | — | $398.4M | ||
| Q1 26 | — | $407.7M | ||
| Q4 25 | $261.7M | $899.1M | ||
| Q3 25 | $256.4M | $878.7M | ||
| Q2 25 | $254.3M | $865.4M | ||
| Q1 25 | $238.8M | $814.3M | ||
| Q4 24 | $242.2M | $862.9M | ||
| Q3 24 | $240.5M | $798.2M |
| Q2 26 | — | $120.0M | ||
| Q1 26 | — | $128.3M | ||
| Q4 25 | $34.6M | $128.3M | ||
| Q3 25 | $35.1M | $127.8M | ||
| Q2 25 | $34.2M | $131.6M | ||
| Q1 25 | $27.7M | $95.5M | ||
| Q4 24 | $30.1M | $123.2M | ||
| Q3 24 | $36.7M | $119.1M |
| Q2 26 | — | 99.9% | ||
| Q1 26 | — | 94.9% | ||
| Q4 25 | 66.0% | 43.1% | ||
| Q3 25 | 65.8% | 44.5% | ||
| Q2 25 | 65.6% | 45.3% | ||
| Q1 25 | 67.2% | 45.3% | ||
| Q4 24 | 65.5% | 42.5% | ||
| Q3 24 | 64.8% | 44.3% |
| Q2 26 | — | 43.3% | ||
| Q1 26 | — | 45.0% | ||
| Q4 25 | 13.4% | 20.4% | ||
| Q3 25 | 14.4% | 21.1% | ||
| Q2 25 | 12.6% | 21.7% | ||
| Q1 25 | 12.4% | 17.4% | ||
| Q4 24 | 12.7% | 19.2% | ||
| Q3 24 | 13.8% | 21.0% |
| Q2 26 | — | 30.1% | ||
| Q1 26 | — | 31.5% | ||
| Q4 25 | 13.2% | 14.3% | ||
| Q3 25 | 13.7% | 14.5% | ||
| Q2 25 | 13.5% | 15.2% | ||
| Q1 25 | 11.6% | 11.7% | ||
| Q4 24 | 12.4% | 14.3% | ||
| Q3 24 | 15.3% | 14.9% |
| Q2 26 | — | $1.61 | ||
| Q1 26 | — | $1.71 | ||
| Q4 25 | $0.66 | $1.71 | ||
| Q3 25 | $0.65 | $1.70 | ||
| Q2 25 | $0.63 | $1.74 | ||
| Q1 25 | $0.52 | $1.26 | ||
| Q4 24 | $0.56 | $1.61 | ||
| Q3 24 | $0.67 | $1.57 |
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 | $586.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $4.0B |
| Total Assets | $2.1B | $6.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | $586.2M | ||
| Q1 26 | — | $580.0M | ||
| Q4 25 | $960.6M | $580.0M | ||
| Q3 25 | $1.1B | $593.8M | ||
| Q2 25 | $1.0B | $568.2M | ||
| Q1 25 | $1.2B | $594.1M | ||
| Q4 24 | $1.2B | $620.8M | ||
| Q3 24 | $1.2B | $633.2M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.1B |
| Q2 26 | — | $4.0B | ||
| Q1 26 | — | $4.0B | ||
| Q4 25 | $848.2M | $4.0B | ||
| Q3 25 | $827.2M | $4.0B | ||
| Q2 25 | $797.3M | $4.0B | ||
| Q1 25 | $759.6M | $3.9B | ||
| Q4 24 | $726.5M | $3.8B | ||
| Q3 24 | $690.3M | $3.8B |
| Q2 26 | — | $6.9B | ||
| Q1 26 | — | $6.9B | ||
| Q4 25 | $2.1B | $6.9B | ||
| Q3 25 | $2.1B | $7.0B | ||
| Q2 25 | $2.1B | $6.9B | ||
| Q1 25 | $2.1B | $6.8B | ||
| Q4 24 | $2.0B | $6.7B | ||
| Q3 24 | $2.0B | $7.0B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.55× |
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 | $86.0M |
| FCF MarginFCF / Revenue | 13.4% | 21.6% |
| Capex IntensityCapex / Revenue | 0.3% | 4.4% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $654.3M |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $209.5M | ||
| Q3 25 | $70.6M | $203.5M | ||
| Q2 25 | $22.7M | $161.7M | ||
| Q1 25 | $24.1M | $105.7M | ||
| Q4 24 | $56.3M | $172.6M | ||
| Q3 24 | $77.3M | $205.3M |
| Q2 26 | — | $86.0M | ||
| Q1 26 | — | $189.8M | ||
| Q4 25 | $35.1M | $189.8M | ||
| Q3 25 | $65.9M | $188.7M | ||
| Q2 25 | $18.2M | $146.9M | ||
| Q1 25 | $17.9M | $91.4M | ||
| Q4 24 | $54.0M | $157.1M | ||
| Q3 24 | $74.5M | $191.6M |
| Q2 26 | — | 21.6% | ||
| Q1 26 | — | 46.6% | ||
| Q4 25 | 13.4% | 21.1% | ||
| Q3 25 | 25.7% | 21.5% | ||
| Q2 25 | 7.1% | 17.0% | ||
| Q1 25 | 7.5% | 11.2% | ||
| Q4 24 | 22.3% | 18.2% | ||
| Q3 24 | 31.0% | 24.0% |
| Q2 26 | — | 4.4% | ||
| Q1 26 | — | 15.6% | ||
| Q4 25 | 0.3% | 2.2% | ||
| Q3 25 | 1.9% | 1.7% | ||
| Q2 25 | 1.8% | 1.7% | ||
| Q1 25 | 2.6% | 1.8% | ||
| Q4 24 | 0.9% | 1.8% | ||
| Q3 24 | 1.2% | 1.7% |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 1.63× | ||
| Q3 25 | 2.01× | 1.59× | ||
| Q2 25 | 0.66× | 1.23× | ||
| Q1 25 | 0.87× | 1.11× | ||
| Q4 24 | 1.87× | 1.40× | ||
| Q3 24 | 2.11× | 1.72× |
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% |
IEX
Segment breakdown not available.
