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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and New Fortress Energy Inc. (NFE). Click either name above to swap in a different company.
New Fortress Energy Inc. is the larger business by last-quarter revenue ($326.2M vs $261.7M, roughly 1.2× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -259.7%, a 272.9% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -7.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-134.8M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -26.8%).
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.
New Fortress Energy Inc. is a global energy infrastructure firm developing, owning and operating LNG import/export terminals, natural gas supply networks and low-carbon projects. It serves utility, industrial and public sector clients across the Americas and Caribbean, delivering affordable, lower-emission energy resources.
ALRM vs NFE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $326.2M |
| Net Profit | $34.6M | $-847.1M |
| Gross Margin | 66.0% | 35.5% |
| Operating Margin | 13.4% | -193.0% |
| Net Margin | 13.2% | -259.7% |
| Revenue YoY | 8.0% | -7.0% |
| Net Profit YoY | 14.8% | -277.4% |
| EPS (diluted) | $0.66 | $-3.03 |
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 | $326.2M | ||
| Q3 25 | $256.4M | $240.3M | ||
| Q2 25 | $254.3M | $228.1M | ||
| Q1 25 | $238.8M | $384.9M | ||
| Q4 24 | $242.2M | $350.7M | ||
| Q3 24 | $240.5M | $446.0M | ||
| Q2 24 | $233.8M | $291.2M | ||
| Q1 24 | $223.3M | $609.5M |
| Q4 25 | $34.6M | $-847.1M | ||
| Q3 25 | $35.1M | $-263.0M | ||
| Q2 25 | $34.2M | $-546.5M | ||
| Q1 25 | $27.7M | $-175.4M | ||
| Q4 24 | $30.1M | $-224.4M | ||
| Q3 24 | $36.7M | $9.3M | ||
| Q2 24 | $33.5M | $-88.9M | ||
| Q1 24 | $23.6M | $54.1M |
| Q4 25 | 66.0% | 35.5% | ||
| Q3 25 | 65.8% | 18.1% | ||
| Q2 25 | 65.6% | 8.4% | ||
| Q1 25 | 67.2% | 21.4% | ||
| Q4 24 | 65.5% | 17.6% | ||
| Q3 24 | 64.8% | 27.1% | ||
| Q2 24 | 65.2% | 23.8% | ||
| Q1 24 | 65.7% | 62.4% |
| Q4 25 | 13.4% | -193.0% | ||
| Q3 25 | 14.4% | -37.4% | ||
| Q2 25 | 12.6% | -170.3% | ||
| Q1 25 | 12.4% | -3.3% | ||
| Q4 24 | 12.7% | 65.0% | ||
| Q3 24 | 13.8% | 17.8% | ||
| Q2 24 | 11.0% | 12.3% | ||
| Q1 24 | 8.4% | 30.4% |
| Q4 25 | 13.2% | -259.7% | ||
| Q3 25 | 13.7% | -109.4% | ||
| Q2 25 | 13.5% | -239.6% | ||
| Q1 25 | 11.6% | -45.6% | ||
| Q4 24 | 12.4% | -64.0% | ||
| Q3 24 | 15.3% | 2.1% | ||
| Q2 24 | 14.3% | -30.5% | ||
| Q1 24 | 10.6% | 8.9% |
| Q4 25 | $0.66 | $-3.03 | ||
| Q3 25 | $0.65 | $-0.96 | ||
| Q2 25 | $0.63 | $-1.99 | ||
| Q1 25 | $0.52 | $-0.65 | ||
| Q4 24 | $0.56 | $-1.10 | ||
| Q3 24 | $0.67 | $0.03 | ||
| Q2 24 | $0.62 | $-0.42 | ||
| Q1 24 | $0.44 | $0.23 |
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 | $226.5M |
| Total DebtLower is stronger | — | $8.2B |
| Stockholders' EquityBook value | $848.2M | $182.6M |
| Total Assets | $2.1B | $10.6B |
| Debt / EquityLower = less leverage | — | 44.78× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $226.5M | ||
| Q3 25 | $1.1B | $145.2M | ||
| Q2 25 | $1.0B | $551.1M | ||
| Q1 25 | $1.2B | $447.9M | ||
| Q4 24 | $1.2B | $492.9M | ||
| Q3 24 | $1.2B | $90.8M | ||
| Q2 24 | $1.1B | $133.0M | ||
| Q1 24 | $747.9M | $143.5M |
| Q4 25 | — | $8.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $182.6M | ||
| Q3 25 | $827.2M | $1.1B | ||
| Q2 25 | $797.3M | $1.3B | ||
| Q1 25 | $759.6M | $1.8B | ||
| Q4 24 | $726.5M | $1.9B | ||
| Q3 24 | $690.3M | $1.6B | ||
| Q2 24 | $645.5M | $1.6B | ||
| Q1 24 | $728.1M | $1.7B |
| Q4 25 | $2.1B | $10.6B | ||
| Q3 25 | $2.1B | $12.0B | ||
| Q2 25 | $2.1B | $12.0B | ||
| Q1 25 | $2.1B | $13.1B | ||
| Q4 24 | $2.0B | $12.9B | ||
| Q3 24 | $2.0B | $12.0B | ||
| Q2 24 | $1.9B | $11.4B | ||
| Q1 24 | $1.5B | $10.9B |
| Q4 25 | — | 44.78× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.74× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-76.2M |
| Free Cash FlowOCF − Capex | $35.1M | $-134.8M |
| FCF MarginFCF / Revenue | 13.4% | -41.3% |
| Capex IntensityCapex / Revenue | 0.3% | 18.0% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-76.2M | ||
| Q3 25 | $70.6M | $-171.0M | ||
| Q2 25 | $22.7M | $-329.0M | ||
| Q1 25 | $24.1M | $-7.2M | ||
| Q4 24 | $56.3M | $445.3M | ||
| Q3 24 | $77.3M | $-20.0M | ||
| Q2 24 | $23.0M | $113.9M | ||
| Q1 24 | $49.9M | $63.0M |
| Q4 25 | $35.1M | $-134.8M | ||
| Q3 25 | $65.9M | $-231.6M | ||
| Q2 25 | $18.2M | $-726.7M | ||
| Q1 25 | $17.9M | $-262.3M | ||
| Q4 24 | $54.0M | $-210.3M | ||
| Q3 24 | $74.5M | $-367.0M | ||
| Q2 24 | $21.0M | $-493.2M | ||
| Q1 24 | $46.8M | $-457.9M |
| Q4 25 | 13.4% | -41.3% | ||
| Q3 25 | 25.7% | -96.4% | ||
| Q2 25 | 7.1% | -318.6% | ||
| Q1 25 | 7.5% | -68.2% | ||
| Q4 24 | 22.3% | -60.0% | ||
| Q3 24 | 31.0% | -82.3% | ||
| Q2 24 | 9.0% | -169.3% | ||
| Q1 24 | 21.0% | -75.1% |
| Q4 25 | 0.3% | 18.0% | ||
| Q3 25 | 1.9% | 25.2% | ||
| Q2 25 | 1.8% | 174.4% | ||
| Q1 25 | 2.6% | 66.3% | ||
| Q4 24 | 0.9% | 187.0% | ||
| Q3 24 | 1.2% | 77.8% | ||
| Q2 24 | 0.9% | 208.4% | ||
| Q1 24 | 1.4% | 85.5% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | -2.15× | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | 1.16× |
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% |
NFE
Segment breakdown not available.
