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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Loar Holdings Inc. (LOAR). 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 $131.8M, roughly 2.0× Loar Holdings Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 9.5%, a 3.7% gap on every dollar of revenue. On growth, Loar Holdings Inc. posted the faster year-over-year revenue change (19.3% vs 8.0%). Over the past eight quarters, Loar Holdings Inc.'s revenue compounded faster (19.8% 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.
ALRM vs LOAR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $131.8M |
| Net Profit | $34.6M | $12.5M |
| Gross Margin | 66.0% | 52.1% |
| Operating Margin | 13.4% | 18.0% |
| Net Margin | 13.2% | 9.5% |
| Revenue YoY | 8.0% | 19.3% |
| Net Profit YoY | 14.8% | 239.5% |
| EPS (diluted) | $0.66 | $0.13 |
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 | $131.8M | ||
| Q3 25 | $256.4M | $126.8M | ||
| Q2 25 | $254.3M | $123.1M | ||
| Q1 25 | $238.8M | $114.7M | ||
| Q4 24 | $242.2M | $110.4M | ||
| Q3 24 | $240.5M | $103.5M | ||
| Q2 24 | $233.8M | $97.0M | ||
| Q1 24 | $223.3M | $91.8M |
| Q4 25 | $34.6M | $12.5M | ||
| Q3 25 | $35.1M | $27.6M | ||
| Q2 25 | $34.2M | $16.7M | ||
| Q1 25 | $27.7M | $15.3M | ||
| Q4 24 | $30.1M | $3.7M | ||
| Q3 24 | $36.7M | $8.7M | ||
| Q2 24 | $33.5M | $7.6M | ||
| Q1 24 | $23.6M | $2.2M |
| Q4 25 | 66.0% | 52.1% | ||
| Q3 25 | 65.8% | 52.7% | ||
| Q2 25 | 65.6% | 53.8% | ||
| Q1 25 | 67.2% | 52.1% | ||
| Q4 24 | 65.5% | 48.9% | ||
| Q3 24 | 64.8% | 51.1% | ||
| Q2 24 | 65.2% | 49.0% | ||
| Q1 24 | 65.7% | 48.4% |
| Q4 25 | 13.4% | 18.0% | ||
| Q3 25 | 14.4% | 22.9% | ||
| Q2 25 | 12.6% | 22.2% | ||
| Q1 25 | 12.4% | 22.8% | ||
| Q4 24 | 12.7% | 19.2% | ||
| Q3 24 | 13.8% | 22.1% | ||
| Q2 24 | 11.0% | 22.9% | ||
| Q1 24 | 8.4% | 23.3% |
| Q4 25 | 13.2% | 9.5% | ||
| Q3 25 | 13.7% | 21.8% | ||
| Q2 25 | 13.5% | 13.6% | ||
| Q1 25 | 11.6% | 13.4% | ||
| Q4 24 | 12.4% | 3.3% | ||
| Q3 24 | 15.3% | 8.4% | ||
| Q2 24 | 14.3% | 7.9% | ||
| Q1 24 | 10.6% | 2.4% |
| Q4 25 | $0.66 | $0.13 | ||
| Q3 25 | $0.65 | $0.29 | ||
| Q2 25 | $0.63 | $0.17 | ||
| Q1 25 | $0.52 | $0.16 | ||
| Q4 24 | $0.56 | $-11023.48 | ||
| Q3 24 | $0.67 | $0.09 | ||
| Q2 24 | $0.62 | $0.09 | ||
| Q1 24 | $0.44 | $11023.54 |
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 | $84.8M |
| Total DebtLower is stronger | — | $715.7M |
| Stockholders' EquityBook value | $848.2M | $1.2B |
| Total Assets | $2.1B | $2.0B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $84.8M | ||
| Q3 25 | $1.1B | $99.0M | ||
| Q2 25 | $1.0B | $103.3M | ||
| Q1 25 | $1.2B | $80.5M | ||
| Q4 24 | $1.2B | $54.1M | ||
| Q3 24 | $1.2B | $55.2M | ||
| Q2 24 | $1.1B | $73.2M | ||
| Q1 24 | $747.9M | $28.2M |
| Q4 25 | — | $715.7M | ||
| Q3 25 | — | $279.4M | ||
| Q2 25 | — | $277.7M | ||
| Q1 25 | — | $277.5M | ||
| Q4 24 | — | $277.3M | ||
| Q3 24 | — | $602.1M | ||
| Q2 24 | — | $250.7M | ||
| Q1 24 | — | $534.2M |
| Q4 25 | $848.2M | $1.2B | ||
| Q3 25 | $827.2M | $1.2B | ||
| Q2 25 | $797.3M | $1.1B | ||
| Q1 25 | $759.6M | $1.1B | ||
| Q4 24 | $726.5M | $1.1B | ||
| Q3 24 | $690.3M | $769.8M | ||
| Q2 24 | $645.5M | $758.4M | ||
| Q1 24 | $728.1M | $420.6M |
| Q4 25 | $2.1B | $2.0B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $1.5B | $1.1B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 1.27× |
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 | $30.4M |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $30.4M | ||
| Q3 25 | $70.6M | $29.7M | ||
| Q2 25 | $22.7M | $23.8M | ||
| Q1 25 | $24.1M | $28.4M | ||
| Q4 24 | $56.3M | $20.7M | ||
| Q3 24 | $77.3M | $16.3M | ||
| Q2 24 | $23.0M | $7.1M | ||
| Q1 24 | $49.9M | $10.8M |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | — | ||
| Q2 25 | $18.2M | — | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $54.0M | — | ||
| Q3 24 | $74.5M | — | ||
| Q2 24 | $21.0M | — | ||
| Q1 24 | $46.8M | — |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 22.3% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 1.04× | 2.43× | ||
| Q3 25 | 2.01× | 1.08× | ||
| Q2 25 | 0.66× | 1.42× | ||
| Q1 25 | 0.87× | 1.85× | ||
| Q4 24 | 1.87× | 5.62× | ||
| Q3 24 | 2.11× | 1.89× | ||
| Q2 24 | 0.69× | 0.93× | ||
| Q1 24 | 2.11× | 4.81× |
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% |
LOAR
| Other | $76.8M | 58% |
| Commercial Aerospace | $21.2M | 16% |
| Business Jet And General Aviation | $17.6M | 13% |
| Defense | $16.2M | 12% |
