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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Iridium Communications Inc. (IRDM). 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 $219.1M, roughly 1.2× Iridium Communications Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 9.9%, a 3.4% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 1.9%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 4.4%).
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.
Iridium Communications Inc. is a publicly traded American company headquartered in McLean, Virginia, United States. Iridium operates the Iridium satellite constellation, a system of 80 satellites: 66 are active satellites and the remaining fourteen function as in-orbit spares. Iridium Satellites are used for worldwide voice and data communication from handheld satellite phones, satellite messenger communication devices and integrated transceivers, as well as for two-way satellite messaging se...
ALRM vs IRDM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $219.1M |
| Net Profit | $34.6M | $21.6M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 23.2% |
| Net Margin | 13.2% | 9.9% |
| Revenue YoY | 8.0% | 1.9% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | — |
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 | — | $219.1M | ||
| Q4 25 | $261.7M | $212.9M | ||
| Q3 25 | $256.4M | $226.9M | ||
| Q2 25 | $254.3M | $216.9M | ||
| Q1 25 | $238.8M | $214.9M | ||
| Q4 24 | $242.2M | $213.0M | ||
| Q3 24 | $240.5M | $212.8M | ||
| Q2 24 | $233.8M | $201.1M |
| Q1 26 | — | $21.6M | ||
| Q4 25 | $34.6M | $24.9M | ||
| Q3 25 | $35.1M | $37.1M | ||
| Q2 25 | $34.2M | $22.0M | ||
| Q1 25 | $27.7M | $30.4M | ||
| Q4 24 | $30.1M | $36.3M | ||
| Q3 24 | $36.7M | $24.4M | ||
| Q2 24 | $33.5M | $32.3M |
| 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 | — | 23.2% | ||
| Q4 25 | 13.4% | 25.9% | ||
| Q3 25 | 14.4% | 30.9% | ||
| Q2 25 | 12.6% | 23.2% | ||
| Q1 25 | 12.4% | 28.1% | ||
| Q4 24 | 12.7% | 24.5% | ||
| Q3 24 | 13.8% | 25.8% | ||
| Q2 24 | 11.0% | 21.7% |
| Q1 26 | — | 9.9% | ||
| Q4 25 | 13.2% | 11.7% | ||
| Q3 25 | 13.7% | 16.4% | ||
| Q2 25 | 13.5% | 10.1% | ||
| Q1 25 | 11.6% | 14.2% | ||
| Q4 24 | 12.4% | 17.1% | ||
| Q3 24 | 15.3% | 11.5% | ||
| Q2 24 | 14.3% | 16.1% |
| Q1 26 | — | — | ||
| Q4 25 | $0.66 | $0.24 | ||
| Q3 25 | $0.65 | $0.35 | ||
| Q2 25 | $0.63 | $0.20 | ||
| Q1 25 | $0.52 | $0.27 | ||
| Q4 24 | $0.56 | $0.30 | ||
| Q3 24 | $0.67 | $0.21 | ||
| Q2 24 | $0.62 | $0.27 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | — |
| Total Assets | $2.1B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $960.6M | $96.5M | ||
| Q3 25 | $1.1B | $88.5M | ||
| Q2 25 | $1.0B | $79.3M | ||
| Q1 25 | $1.2B | $50.9M | ||
| Q4 24 | $1.2B | $93.5M | ||
| Q3 24 | $1.2B | $159.6M | ||
| Q2 24 | $1.1B | $63.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $848.2M | $462.6M | ||
| Q3 25 | $827.2M | $450.5M | ||
| Q2 25 | $797.3M | $473.6M | ||
| Q1 25 | $759.6M | $518.4M | ||
| Q4 24 | $726.5M | $576.6M | ||
| Q3 24 | $690.3M | $663.8M | ||
| Q2 24 | $645.5M | $786.7M |
| Q1 26 | — | — | ||
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $2.1B | $2.6B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $2.1B | $2.6B | ||
| Q4 24 | $2.0B | $2.7B | ||
| Q3 24 | $2.0B | $2.8B | ||
| Q2 24 | $1.9B | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.05× | ||
| 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% | 13.7% |
| 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 | $108.6M | ||
| Q3 25 | $70.6M | $100.8M | ||
| Q2 25 | $22.7M | $129.6M | ||
| Q1 25 | $24.1M | $61.1M | ||
| Q4 24 | $56.3M | $104.8M | ||
| Q3 24 | $77.3M | $118.6M | ||
| Q2 24 | $23.0M | $81.1M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $75.1M | ||
| Q3 25 | $65.9M | $79.2M | ||
| Q2 25 | $18.2M | $108.9M | ||
| Q1 25 | $17.9M | $36.5M | ||
| Q4 24 | $54.0M | $80.5M | ||
| Q3 24 | $74.5M | $100.0M | ||
| Q2 24 | $21.0M | $68.7M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 35.3% | ||
| Q3 25 | 25.7% | 34.9% | ||
| Q2 25 | 7.1% | 50.2% | ||
| Q1 25 | 7.5% | 17.0% | ||
| Q4 24 | 22.3% | 37.8% | ||
| Q3 24 | 31.0% | 47.0% | ||
| Q2 24 | 9.0% | 34.2% |
| Q1 26 | — | 13.7% | ||
| Q4 25 | 0.3% | 15.7% | ||
| Q3 25 | 1.9% | 9.5% | ||
| Q2 25 | 1.8% | 9.5% | ||
| Q1 25 | 2.6% | 11.4% | ||
| Q4 24 | 0.9% | 11.4% | ||
| Q3 24 | 1.2% | 8.7% | ||
| Q2 24 | 0.9% | 6.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 4.37× | ||
| Q3 25 | 2.01× | 2.71× | ||
| Q2 25 | 0.66× | 5.90× | ||
| Q1 25 | 0.87× | 2.01× | ||
| Q4 24 | 1.87× | 2.88× | ||
| Q3 24 | 2.11× | 4.85× | ||
| Q2 24 | 0.69× | 2.51× |
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% |
IRDM
| Voice and data | $57.4M | 26% |
| IoT data (2) | $46.0M | 21% |
| Government | $39.5M | 18% |
| Government service revenue (5) | $27.6M | 13% |
| Subscriber equipment | $20.2M | 9% |
| Hosted payload and other data service (4) | $14.8M | 7% |
| Broadband (3) | $12.2M | 6% |
| Commercial | $1.3M | 1% |
