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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Limbach Holdings, Inc. (LMB). 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 $186.9M, roughly 1.4× Limbach Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 6.6%, a 6.6% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (30.1% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $27.9M). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (25.3% CAGR vs 8.3%).
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.
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
ALRM vs LMB — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $186.9M |
| Net Profit | $34.6M | $12.3M |
| Gross Margin | 66.0% | 25.7% |
| Operating Margin | 13.4% | 9.4% |
| Net Margin | 13.2% | 6.6% |
| Revenue YoY | 8.0% | 30.1% |
| Net Profit YoY | 14.8% | 25.0% |
| EPS (diluted) | $0.66 | $1.01 |
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 | $186.9M | ||
| Q3 25 | $256.4M | $184.6M | ||
| Q2 25 | $254.3M | $142.2M | ||
| Q1 25 | $238.8M | $133.1M | ||
| Q4 24 | $242.2M | $143.7M | ||
| Q3 24 | $240.5M | $133.9M | ||
| Q2 24 | $233.8M | $122.2M | ||
| Q1 24 | $223.3M | $119.0M |
| Q4 25 | $34.6M | $12.3M | ||
| Q3 25 | $35.1M | $8.8M | ||
| Q2 25 | $34.2M | $7.8M | ||
| Q1 25 | $27.7M | $10.2M | ||
| Q4 24 | $30.1M | $9.8M | ||
| Q3 24 | $36.7M | $7.5M | ||
| Q2 24 | $33.5M | $6.0M | ||
| Q1 24 | $23.6M | $7.6M |
| Q4 25 | 66.0% | 25.7% | ||
| Q3 25 | 65.8% | 24.2% | ||
| Q2 25 | 65.6% | 28.0% | ||
| Q1 25 | 67.2% | 27.6% | ||
| Q4 24 | 65.5% | 30.3% | ||
| Q3 24 | 64.8% | 27.0% | ||
| Q2 24 | 65.2% | 27.4% | ||
| Q1 24 | 65.7% | 26.1% |
| Q4 25 | 13.4% | 9.4% | ||
| Q3 25 | 14.4% | 7.2% | ||
| Q2 25 | 12.6% | 7.5% | ||
| Q1 25 | 12.4% | 5.9% | ||
| Q4 24 | 12.7% | 9.1% | ||
| Q3 24 | 13.8% | 8.1% | ||
| Q2 24 | 11.0% | 6.7% | ||
| Q1 24 | 8.4% | 5.5% |
| Q4 25 | 13.2% | 6.6% | ||
| Q3 25 | 13.7% | 4.8% | ||
| Q2 25 | 13.5% | 5.5% | ||
| Q1 25 | 11.6% | 7.7% | ||
| Q4 24 | 12.4% | 6.9% | ||
| Q3 24 | 15.3% | 5.6% | ||
| Q2 24 | 14.3% | 4.9% | ||
| Q1 24 | 10.6% | 6.4% |
| Q4 25 | $0.66 | $1.01 | ||
| Q3 25 | $0.65 | $0.73 | ||
| Q2 25 | $0.63 | $0.64 | ||
| Q1 25 | $0.52 | $0.85 | ||
| Q4 24 | $0.56 | $0.81 | ||
| Q3 24 | $0.67 | $0.62 | ||
| Q2 24 | $0.62 | $0.50 | ||
| Q1 24 | $0.44 | $0.64 |
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 | $11.3M |
| Total DebtLower is stronger | — | $30.5M |
| Stockholders' EquityBook value | $848.2M | $195.7M |
| Total Assets | $2.1B | $381.1M |
| Debt / EquityLower = less leverage | — | 0.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $11.3M | ||
| Q3 25 | $1.1B | $9.8M | ||
| Q2 25 | $1.0B | $38.9M | ||
| Q1 25 | $1.2B | $38.1M | ||
| Q4 24 | $1.2B | $44.9M | ||
| Q3 24 | $1.2B | $51.2M | ||
| Q2 24 | $1.1B | $59.5M | ||
| Q1 24 | $747.9M | $48.2M |
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M | ||
| Q1 24 | — | $19.4M |
| Q4 25 | $848.2M | $195.7M | ||
| Q3 25 | $827.2M | $181.6M | ||
| Q2 25 | $797.3M | $170.5M | ||
| Q1 25 | $759.6M | $161.1M | ||
| Q4 24 | $726.5M | $153.5M | ||
| Q3 24 | $690.3M | $142.2M | ||
| Q2 24 | $645.5M | $133.0M | ||
| Q1 24 | $728.1M | $125.5M |
| Q4 25 | $2.1B | $381.1M | ||
| Q3 25 | $2.1B | $409.1M | ||
| Q2 25 | $2.1B | $343.0M | ||
| Q1 25 | $2.1B | $336.4M | ||
| Q4 24 | $2.0B | $352.1M | ||
| Q3 24 | $2.0B | $324.4M | ||
| Q2 24 | $1.9B | $303.9M | ||
| Q1 24 | $1.5B | $289.2M |
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.15× |
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 | $28.1M |
| Free Cash FlowOCF − Capex | $35.1M | $27.9M |
| FCF MarginFCF / Revenue | 13.4% | 14.9% |
| Capex IntensityCapex / Revenue | 0.3% | 0.1% |
| Cash ConversionOCF / Net Profit | 1.04× | 2.29× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $28.1M | ||
| Q3 25 | $70.6M | $13.3M | ||
| Q2 25 | $22.7M | $2.0M | ||
| Q1 25 | $24.1M | $2.2M | ||
| Q4 24 | $56.3M | $19.3M | ||
| Q3 24 | $77.3M | $4.9M | ||
| Q2 24 | $23.0M | $16.5M | ||
| Q1 24 | $49.9M | $-3.9M |
| Q4 25 | $35.1M | $27.9M | ||
| Q3 25 | $65.9M | $12.8M | ||
| Q2 25 | $18.2M | $1.2M | ||
| Q1 25 | $17.9M | $11.0K | ||
| Q4 24 | $54.0M | $18.0M | ||
| Q3 24 | $74.5M | $4.6M | ||
| Q2 24 | $21.0M | $13.2M | ||
| Q1 24 | $46.8M | $-6.5M |
| Q4 25 | 13.4% | 14.9% | ||
| Q3 25 | 25.7% | 7.0% | ||
| Q2 25 | 7.1% | 0.8% | ||
| Q1 25 | 7.5% | 0.0% | ||
| Q4 24 | 22.3% | 12.5% | ||
| Q3 24 | 31.0% | 3.4% | ||
| Q2 24 | 9.0% | 10.8% | ||
| Q1 24 | 21.0% | -5.5% |
| Q4 25 | 0.3% | 0.1% | ||
| Q3 25 | 1.9% | 0.3% | ||
| Q2 25 | 1.8% | 0.6% | ||
| Q1 25 | 2.6% | 1.7% | ||
| Q4 24 | 0.9% | 0.9% | ||
| Q3 24 | 1.2% | 0.3% | ||
| Q2 24 | 0.9% | 2.7% | ||
| Q1 24 | 1.4% | 2.1% |
| Q4 25 | 1.04× | 2.29× | ||
| Q3 25 | 2.01× | 1.52× | ||
| Q2 25 | 0.66× | 0.26× | ||
| Q1 25 | 0.87× | 0.22× | ||
| Q4 24 | 1.87× | 1.96× | ||
| Q3 24 | 2.11× | 0.66× | ||
| Q2 24 | 0.69× | 2.77× | ||
| Q1 24 | 2.11× | -0.52× |
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% |
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
