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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $261.7M, roughly 1.8× Alarm.com Holdings, Inc.). RBC Bearings INC runs the higher net margin — 14.6% vs 13.2%, a 1.4% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 8.0%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 5.6%).
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.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
ALRM vs RBC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $461.6M |
| Net Profit | $34.6M | $67.4M |
| Gross Margin | 66.0% | 44.3% |
| Operating Margin | 13.4% | 22.3% |
| Net Margin | 13.2% | 14.6% |
| Revenue YoY | 8.0% | 17.0% |
| Net Profit YoY | 14.8% | 16.4% |
| EPS (diluted) | $0.66 | $2.13 |
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 | $461.6M | ||
| Q3 25 | $256.4M | $455.3M | ||
| Q2 25 | $254.3M | $436.0M | ||
| Q1 25 | $238.8M | $437.7M | ||
| Q4 24 | $242.2M | $394.4M | ||
| Q3 24 | $240.5M | $397.9M | ||
| Q2 24 | $233.8M | $406.3M | ||
| Q1 24 | $223.3M | $413.7M |
| Q4 25 | $34.6M | $67.4M | ||
| Q3 25 | $35.1M | $60.0M | ||
| Q2 25 | $34.2M | $68.5M | ||
| Q1 25 | $27.7M | $72.7M | ||
| Q4 24 | $30.1M | $57.9M | ||
| Q3 24 | $36.7M | $54.2M | ||
| Q2 24 | $33.5M | $61.4M | ||
| Q1 24 | $23.6M | — |
| Q4 25 | 66.0% | 44.3% | ||
| Q3 25 | 65.8% | 44.1% | ||
| Q2 25 | 65.6% | 44.8% | ||
| Q1 25 | 67.2% | 44.2% | ||
| Q4 24 | 65.5% | 44.3% | ||
| Q3 24 | 64.8% | 43.7% | ||
| Q2 24 | 65.2% | 45.3% | ||
| Q1 24 | 65.7% | 43.1% |
| Q4 25 | 13.4% | 22.3% | ||
| Q3 25 | 14.4% | 21.5% | ||
| Q2 25 | 12.6% | 23.2% | ||
| Q1 25 | 12.4% | 23.0% | ||
| Q4 24 | 12.7% | 21.7% | ||
| Q3 24 | 13.8% | 21.6% | ||
| Q2 24 | 11.0% | 24.0% | ||
| Q1 24 | 8.4% | 22.8% |
| Q4 25 | 13.2% | 14.6% | ||
| Q3 25 | 13.7% | 13.2% | ||
| Q2 25 | 13.5% | 15.7% | ||
| Q1 25 | 11.6% | 16.6% | ||
| Q4 24 | 12.4% | 14.7% | ||
| Q3 24 | 15.3% | 13.6% | ||
| Q2 24 | 14.3% | 15.1% | ||
| Q1 24 | 10.6% | — |
| Q4 25 | $0.66 | $2.13 | ||
| Q3 25 | $0.65 | $1.90 | ||
| Q2 25 | $0.63 | $2.17 | ||
| Q1 25 | $0.52 | $2.33 | ||
| Q4 24 | $0.56 | $1.82 | ||
| Q3 24 | $0.67 | $1.65 | ||
| Q2 24 | $0.62 | $1.90 | ||
| Q1 24 | $0.44 | $1.92 |
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 | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $848.2M | $3.3B |
| Total Assets | $2.1B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $107.6M | ||
| Q3 25 | $1.1B | $91.2M | ||
| Q2 25 | $1.0B | $132.9M | ||
| Q1 25 | $1.2B | $36.8M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | $76.8M | ||
| Q1 24 | $747.9M | $63.5M |
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $848.2M | $3.3B | ||
| Q3 25 | $827.2M | $3.2B | ||
| Q2 25 | $797.3M | $3.1B | ||
| Q1 25 | $759.6M | $3.0B | ||
| Q4 24 | $726.5M | $2.9B | ||
| Q3 24 | $690.3M | $2.9B | ||
| Q2 24 | $645.5M | $2.8B | ||
| Q1 24 | $728.1M | $2.8B |
| Q4 25 | $2.1B | $5.1B | ||
| Q3 25 | $2.1B | $5.1B | ||
| Q2 25 | $2.1B | $4.8B | ||
| Q1 25 | $2.1B | $4.7B | ||
| Q4 24 | $2.0B | $4.7B | ||
| Q3 24 | $2.0B | $4.7B | ||
| Q2 24 | $1.9B | $4.7B | ||
| Q1 24 | $1.5B | $4.7B |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.43× |
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 | $122.1M |
| Free Cash FlowOCF − Capex | $35.1M | $99.1M |
| FCF MarginFCF / Revenue | 13.4% | 21.5% |
| Capex IntensityCapex / Revenue | 0.3% | 5.0% |
| Cash ConversionOCF / Net Profit | 1.04× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $122.1M | ||
| Q3 25 | $70.6M | $88.4M | ||
| Q2 25 | $22.7M | $120.0M | ||
| Q1 25 | $24.1M | — | ||
| Q4 24 | $56.3M | $84.0M | ||
| Q3 24 | $77.3M | — | ||
| Q2 24 | $23.0M | $97.4M | ||
| Q1 24 | $49.9M | — |
| Q4 25 | $35.1M | $99.1M | ||
| Q3 25 | $65.9M | $71.7M | ||
| Q2 25 | $18.2M | $104.3M | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $54.0M | $73.6M | ||
| Q3 24 | $74.5M | — | ||
| Q2 24 | $21.0M | $88.4M | ||
| Q1 24 | $46.8M | — |
| Q4 25 | 13.4% | 21.5% | ||
| Q3 25 | 25.7% | 15.7% | ||
| Q2 25 | 7.1% | 23.9% | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 22.3% | 18.7% | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 9.0% | 21.8% | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 0.3% | 5.0% | ||
| Q3 25 | 1.9% | 3.7% | ||
| Q2 25 | 1.8% | 3.6% | ||
| Q1 25 | 2.6% | 3.2% | ||
| Q4 24 | 0.9% | 2.6% | ||
| Q3 24 | 1.2% | 4.1% | ||
| Q2 24 | 0.9% | 2.2% | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 1.04× | 1.81× | ||
| Q3 25 | 2.01× | 1.47× | ||
| Q2 25 | 0.66× | 1.75× | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | 1.45× | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | 1.59× | ||
| Q1 24 | 2.11× | — |
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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
