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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and NATIONAL FUEL GAS CO (NFG). Click either name above to swap in a different company.
NATIONAL FUEL GAS CO is the larger business by last-quarter revenue ($425.9M vs $261.7M, roughly 1.6× Alarm.com Holdings, Inc.). NATIONAL FUEL GAS CO runs the higher net margin — 35.7% vs 13.2%, a 22.5% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 1.7%). Over the past eight quarters, NATIONAL FUEL GAS CO's revenue compounded faster (12.1% 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.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
ALRM vs NFG — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $425.9M |
| Net Profit | $34.6M | $152.0M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 81.5% |
| Net Margin | 13.2% | 35.7% |
| Revenue YoY | 8.0% | 1.7% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | $1.59 |
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 | — | $425.9M | ||
| Q4 25 | $261.7M | $637.9M | ||
| Q3 25 | $256.4M | $443.1M | ||
| Q2 25 | $254.3M | $527.4M | ||
| Q1 25 | $238.8M | $734.8M | ||
| Q4 24 | $242.2M | $513.8M | ||
| Q3 24 | $240.5M | $310.0M | ||
| Q2 24 | $233.8M | $338.6M |
| Q1 26 | — | $152.0M | ||
| Q4 25 | $34.6M | $181.6M | ||
| Q3 25 | $35.1M | $107.3M | ||
| Q2 25 | $34.2M | $149.8M | ||
| Q1 25 | $27.7M | $216.4M | ||
| Q4 24 | $30.1M | $45.0M | ||
| Q3 24 | $36.7M | $-167.6M | ||
| Q2 24 | $33.5M | $-54.2M |
| Q1 26 | — | — | ||
| Q4 25 | 66.0% | 86.6% | ||
| Q3 25 | 65.8% | — | ||
| Q2 25 | 65.6% | 94.7% | ||
| Q1 25 | 67.2% | 81.6% | ||
| Q4 24 | 65.5% | 87.3% | ||
| Q3 24 | 64.8% | — | ||
| Q2 24 | 65.2% | 98.5% |
| Q1 26 | — | 81.5% | ||
| Q4 25 | 13.4% | 43.3% | ||
| Q3 25 | 14.4% | 40.6% | ||
| Q2 25 | 12.6% | 43.7% | ||
| Q1 25 | 12.4% | 43.2% | ||
| Q4 24 | 12.7% | 16.8% | ||
| Q3 24 | 13.8% | -63.4% | ||
| Q2 24 | 11.0% | -15.2% |
| Q1 26 | — | 35.7% | ||
| Q4 25 | 13.2% | 28.5% | ||
| Q3 25 | 13.7% | 24.2% | ||
| Q2 25 | 13.5% | 28.4% | ||
| Q1 25 | 11.6% | 29.4% | ||
| Q4 24 | 12.4% | 8.8% | ||
| Q3 24 | 15.3% | -54.1% | ||
| Q2 24 | 14.3% | -16.0% |
| Q1 26 | — | $1.59 | ||
| Q4 25 | $0.66 | $1.98 | ||
| Q3 25 | $0.65 | $1.18 | ||
| Q2 25 | $0.63 | $1.64 | ||
| Q1 25 | $0.52 | $2.37 | ||
| Q4 24 | $0.56 | $0.49 | ||
| Q3 24 | $0.67 | $-1.81 | ||
| Q2 24 | $0.62 | $-0.59 |
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 | — | $300.0M |
| Stockholders' EquityBook value | $848.2M | — |
| Total Assets | $2.1B | $9.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $960.6M | $271.4M | ||
| Q3 25 | $1.1B | $43.2M | ||
| Q2 25 | $1.0B | $39.3M | ||
| Q1 25 | $1.2B | $40.0M | ||
| Q4 24 | $1.2B | $48.7M | ||
| Q3 24 | $1.2B | $38.2M | ||
| Q2 24 | $1.1B | $81.4M |
| Q1 26 | — | $300.0M | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | $848.2M | $3.6B | ||
| Q3 25 | $827.2M | $3.1B | ||
| Q2 25 | $797.3M | $3.0B | ||
| Q1 25 | $759.6M | $2.8B | ||
| Q4 24 | $726.5M | $-76.2M | ||
| Q3 24 | $690.3M | $-15.5M | ||
| Q2 24 | $645.5M | $5.0M |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.1B | $9.2B | ||
| Q3 25 | $2.1B | $8.7B | ||
| Q2 25 | $2.1B | $8.4B | ||
| Q1 25 | $2.1B | $8.5B | ||
| Q4 24 | $2.0B | $8.3B | ||
| Q3 24 | $2.0B | $8.3B | ||
| Q2 24 | $1.9B | $8.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× |
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 | $657.3M |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | 117.0% |
| Cash ConversionOCF / Net Profit | 1.04× | 4.32× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $657.3M | ||
| Q4 25 | $35.9M | $274.9M | ||
| Q3 25 | $70.6M | $237.8M | ||
| Q2 25 | $22.7M | $388.4M | ||
| Q1 25 | $24.1M | $253.8M | ||
| Q4 24 | $56.3M | $220.1M | ||
| Q3 24 | $77.3M | $197.9M | ||
| Q2 24 | $23.0M | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $-2.7M | ||
| Q3 25 | $65.9M | $-47.8M | ||
| Q2 25 | $18.2M | $195.3M | ||
| Q1 25 | $17.9M | $59.9M | ||
| Q4 24 | $54.0M | $-20.3M | ||
| Q3 24 | $74.5M | $-49.1M | ||
| Q2 24 | $21.0M | $79.5M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | -0.4% | ||
| Q3 25 | 25.7% | -10.8% | ||
| Q2 25 | 7.1% | 37.0% | ||
| Q1 25 | 7.5% | 8.2% | ||
| Q4 24 | 22.3% | -4.0% | ||
| Q3 24 | 31.0% | -15.8% | ||
| Q2 24 | 9.0% | 23.5% |
| Q1 26 | — | 117.0% | ||
| Q4 25 | 0.3% | 43.5% | ||
| Q3 25 | 1.9% | 64.4% | ||
| Q2 25 | 1.8% | 36.6% | ||
| Q1 25 | 2.6% | 26.4% | ||
| Q4 24 | 0.9% | 46.8% | ||
| Q3 24 | 1.2% | 79.7% | ||
| Q2 24 | 0.9% | 59.7% |
| Q1 26 | — | 4.32× | ||
| Q4 25 | 1.04× | 1.51× | ||
| Q3 25 | 2.01× | 2.21× | ||
| Q2 25 | 0.66× | 2.59× | ||
| Q1 25 | 0.87× | 1.17× | ||
| Q4 24 | 1.87× | 4.89× | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | — |
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% |
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
