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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and KILROY REALTY CORP (KRC). Click either name above to swap in a different company.
KILROY REALTY CORP is the larger business by last-quarter revenue ($272.2M vs $261.7M, roughly 1.0× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 6.3%, a 6.9% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -5.0%). KILROY REALTY CORP produced more free cash flow last quarter ($450.3M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -1.2%).
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.
Kilroy Realty Corp is a leading U.S. real estate investment trust that develops, owns, and operates premium office, life science, and mixed-use properties primarily across high-growth West Coast markets including Los Angeles, San Francisco, Seattle, and San Diego. It serves tenants across the technology, life sciences, media, and creative sectors, with a core focus on delivering sustainable, future-ready workspaces tailored to modern business needs.
ALRM vs KRC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $272.2M |
| Net Profit | $34.6M | $17.1M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 6.3% |
| Revenue YoY | 8.0% | -5.0% |
| Net Profit YoY | 14.8% | -73.7% |
| EPS (diluted) | $0.66 | $0.11 |
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 | $272.2M | ||
| Q3 25 | $256.4M | $279.7M | ||
| Q2 25 | $254.3M | $289.9M | ||
| Q1 25 | $238.8M | $270.8M | ||
| Q4 24 | $242.2M | $286.4M | ||
| Q3 24 | $240.5M | $289.9M | ||
| Q2 24 | $233.8M | $280.7M | ||
| Q1 24 | $223.3M | $278.6M |
| Q4 25 | $34.6M | $17.1M | ||
| Q3 25 | $35.1M | $162.3M | ||
| Q2 25 | $34.2M | $79.6M | ||
| Q1 25 | $27.7M | $43.7M | ||
| Q4 24 | $30.1M | $65.0M | ||
| Q3 24 | $36.7M | $57.7M | ||
| Q2 24 | $33.5M | $54.5M | ||
| Q1 24 | $23.6M | $55.7M |
| 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 24 | 65.7% | — |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 12.6% | — | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 13.8% | — | ||
| Q2 24 | 11.0% | — | ||
| Q1 24 | 8.4% | — |
| Q4 25 | 13.2% | 6.3% | ||
| Q3 25 | 13.7% | 58.0% | ||
| Q2 25 | 13.5% | 27.4% | ||
| Q1 25 | 11.6% | 16.1% | ||
| Q4 24 | 12.4% | 22.7% | ||
| Q3 24 | 15.3% | 19.9% | ||
| Q2 24 | 14.3% | 19.4% | ||
| Q1 24 | 10.6% | 20.0% |
| Q4 25 | $0.66 | $0.11 | ||
| Q3 25 | $0.65 | $1.31 | ||
| Q2 25 | $0.63 | $0.57 | ||
| Q1 25 | $0.52 | $0.33 | ||
| Q4 24 | $0.56 | $0.50 | ||
| Q3 24 | $0.67 | $0.44 | ||
| Q2 24 | $0.62 | $0.41 | ||
| Q1 24 | $0.44 | $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 | $179.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $5.4B |
| Total Assets | $2.1B | $10.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $179.3M | ||
| Q3 25 | $1.1B | $372.4M | ||
| Q2 25 | $1.0B | $193.1M | ||
| Q1 25 | $1.2B | $146.7M | ||
| Q4 24 | $1.2B | $165.7M | ||
| Q3 24 | $1.2B | $625.4M | ||
| Q2 24 | $1.1B | $835.9M | ||
| Q1 24 | $747.9M | $855.0M |
| Q4 25 | $848.2M | $5.4B | ||
| Q3 25 | $827.2M | $5.5B | ||
| Q2 25 | $797.3M | $5.4B | ||
| Q1 25 | $759.6M | $5.4B | ||
| Q4 24 | $726.5M | $5.4B | ||
| Q3 24 | $690.3M | $5.4B | ||
| Q2 24 | $645.5M | $5.4B | ||
| Q1 24 | $728.1M | $5.4B |
| Q4 25 | $2.1B | $10.9B | ||
| Q3 25 | $2.1B | $11.0B | ||
| Q2 25 | $2.1B | $10.9B | ||
| Q1 25 | $2.1B | $10.9B | ||
| Q4 24 | $2.0B | $10.9B | ||
| Q3 24 | $2.0B | $11.4B | ||
| Q2 24 | $1.9B | $11.5B | ||
| Q1 24 | $1.5B | $11.6B |
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 | $566.3M |
| Free Cash FlowOCF − Capex | $35.1M | $450.3M |
| FCF MarginFCF / Revenue | 13.4% | 165.4% |
| Capex IntensityCapex / Revenue | 0.3% | 42.6% |
| Cash ConversionOCF / Net Profit | 1.04× | 33.10× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $833.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $566.3M | ||
| Q3 25 | $70.6M | $176.6M | ||
| Q2 25 | $22.7M | $143.7M | ||
| Q1 25 | $24.1M | $136.9M | ||
| Q4 24 | $56.3M | $541.1M | ||
| Q3 24 | $77.3M | $176.3M | ||
| Q2 24 | $23.0M | $88.7M | ||
| Q1 24 | $49.9M | $167.9M |
| Q4 25 | $35.1M | $450.3M | ||
| Q3 25 | $65.9M | $148.7M | ||
| Q2 25 | $18.2M | $118.4M | ||
| Q1 25 | $17.9M | $115.6M | ||
| Q4 24 | $54.0M | $440.8M | ||
| Q3 24 | $74.5M | $147.2M | ||
| Q2 24 | $21.0M | $69.5M | ||
| Q1 24 | $46.8M | $151.9M |
| Q4 25 | 13.4% | 165.4% | ||
| Q3 25 | 25.7% | 53.1% | ||
| Q2 25 | 7.1% | 40.9% | ||
| Q1 25 | 7.5% | 42.7% | ||
| Q4 24 | 22.3% | 153.9% | ||
| Q3 24 | 31.0% | 50.8% | ||
| Q2 24 | 9.0% | 24.7% | ||
| Q1 24 | 21.0% | 54.5% |
| Q4 25 | 0.3% | 42.6% | ||
| Q3 25 | 1.9% | 10.0% | ||
| Q2 25 | 1.8% | 8.7% | ||
| Q1 25 | 2.6% | 7.9% | ||
| Q4 24 | 0.9% | 35.0% | ||
| Q3 24 | 1.2% | 10.1% | ||
| Q2 24 | 0.9% | 6.8% | ||
| Q1 24 | 1.4% | 5.7% |
| Q4 25 | 1.04× | 33.10× | ||
| Q3 25 | 2.01× | 1.09× | ||
| Q2 25 | 0.66× | 1.81× | ||
| Q1 25 | 0.87× | 3.13× | ||
| Q4 24 | 1.87× | 8.32× | ||
| Q3 24 | 2.11× | 3.06× | ||
| Q2 24 | 0.69× | 1.63× | ||
| Q1 24 | 2.11× | 3.01× |
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% |
KRC
Segment breakdown not available.
