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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and TRIMAS CORP (TRS). 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 $256.5M, roughly 1.0× TRIMAS CORP). TRIMAS CORP runs the higher net margin — 31.9% vs 13.2%, a 18.6% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 3.8%). TRIMAS CORP produced more free cash flow last quarter ($36.8M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 3.3%).
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.
Trimas Corp is a diversified industrial manufacturing enterprise that designs, produces and distributes a wide portfolio of engineered products, including specialized fasteners, aerospace components, custom packaging solutions, and consumer & industrial hardware. It primarily serves aerospace, automotive, construction, consumer goods and industrial sectors, with core operations across North America and selected global markets.
ALRM vs TRS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $256.5M |
| Net Profit | $34.6M | $81.7M |
| Gross Margin | 66.0% | 12.8% |
| Operating Margin | 13.4% | 5.7% |
| Net Margin | 13.2% | 31.9% |
| Revenue YoY | 8.0% | 3.8% |
| Net Profit YoY | 14.8% | 236.9% |
| EPS (diluted) | $0.66 | $2.03 |
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.
| Q1 26 | — | $256.5M | ||
| Q4 25 | $261.7M | $-140.0M | ||
| Q3 25 | $256.4M | $269.3M | ||
| Q2 25 | $254.3M | $274.8M | ||
| Q1 25 | $238.8M | $241.7M | ||
| Q4 24 | $242.2M | $-66.2M | ||
| Q3 24 | $240.5M | $229.4M | ||
| Q2 24 | $233.8M | $240.5M |
| Q1 26 | — | $81.7M | ||
| Q4 25 | $34.6M | $81.7M | ||
| Q3 25 | $35.1M | $9.3M | ||
| Q2 25 | $34.2M | $16.7M | ||
| Q1 25 | $27.7M | $12.4M | ||
| Q4 24 | $30.1M | $5.6M | ||
| Q3 24 | $36.7M | $2.5M | ||
| Q2 24 | $33.5M | $10.9M |
| Q1 26 | — | 12.8% | ||
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.8% | 12.8% | ||
| Q2 25 | 65.6% | 13.8% | ||
| Q1 25 | 67.2% | 13.6% | ||
| Q4 24 | 65.5% | — | ||
| Q3 24 | 64.8% | 15.4% | ||
| Q2 24 | 65.2% | 14.4% |
| Q1 26 | — | 5.7% | ||
| Q4 25 | 13.4% | — | ||
| Q3 25 | 14.4% | 6.2% | ||
| Q2 25 | 12.6% | 9.9% | ||
| Q1 25 | 12.4% | 9.0% | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 13.8% | 3.6% | ||
| Q2 24 | 11.0% | 7.4% |
| Q1 26 | — | 31.9% | ||
| Q4 25 | 13.2% | -58.4% | ||
| Q3 25 | 13.7% | 3.5% | ||
| Q2 25 | 13.5% | 6.1% | ||
| Q1 25 | 11.6% | 5.1% | ||
| Q4 24 | 12.4% | -8.5% | ||
| Q3 24 | 15.3% | 1.1% | ||
| Q2 24 | 14.3% | 4.5% |
| Q1 26 | — | $2.03 | ||
| Q4 25 | $0.66 | $2.01 | ||
| Q3 25 | $0.65 | $0.23 | ||
| Q2 25 | $0.63 | $0.41 | ||
| Q1 25 | $0.52 | $0.30 | ||
| Q4 24 | $0.56 | $0.14 | ||
| Q3 24 | $0.67 | $0.06 | ||
| Q2 24 | $0.62 | $0.27 |
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 | $30.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $705.6M |
| Total Assets | $2.1B | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $30.0M | ||
| Q4 25 | $960.6M | $30.0M | ||
| Q3 25 | $1.1B | $33.6M | ||
| Q2 25 | $1.0B | $30.3M | ||
| Q1 25 | $1.2B | $32.7M | ||
| Q4 24 | $1.2B | $23.1M | ||
| Q3 24 | $1.2B | $26.9M | ||
| Q2 24 | $1.1B | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $469.2M | ||
| Q3 25 | — | $407.1M | ||
| Q2 25 | — | $424.5M | ||
| Q1 25 | — | $434.2M | ||
| Q4 24 | — | $398.1M | ||
| Q3 24 | — | $409.9M | ||
| Q2 24 | — | $427.4M |
| Q1 26 | — | $705.6M | ||
| Q4 25 | $848.2M | $705.6M | ||
| Q3 25 | $827.2M | $725.0M | ||
| Q2 25 | $797.3M | $715.3M | ||
| Q1 25 | $759.6M | $686.6M | ||
| Q4 24 | $726.5M | $667.3M | ||
| Q3 24 | $690.3M | $682.8M | ||
| Q2 24 | $645.5M | $675.9M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.4B | ||
| Q2 24 | $1.9B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.63× |
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 | $117.5M |
| Free Cash FlowOCF − Capex | $35.1M | $36.8M |
| FCF MarginFCF / Revenue | 13.4% | 14.4% |
| Capex IntensityCapex / Revenue | 0.3% | 18.9% |
| Cash ConversionOCF / Net Profit | 1.04× | 1.44× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $109.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $117.5M | ||
| Q4 25 | $35.9M | $41.5M | ||
| Q3 25 | $70.6M | $36.5M | ||
| Q2 25 | $22.7M | $30.3M | ||
| Q1 25 | $24.1M | $9.2M | ||
| Q4 24 | $56.3M | $27.1M | ||
| Q3 24 | $77.3M | $22.0M | ||
| Q2 24 | $23.0M | $18.4M |
| Q1 26 | — | $36.8M | ||
| Q4 25 | $35.1M | $36.8M | ||
| Q3 25 | $65.9M | $22.8M | ||
| Q2 25 | $18.2M | $13.2M | ||
| Q1 25 | $17.9M | $-3.8M | ||
| Q4 24 | $54.0M | $12.1M | ||
| Q3 24 | $74.5M | $10.2M | ||
| Q2 24 | $21.0M | $7.5M |
| Q1 26 | — | 14.4% | ||
| Q4 25 | 13.4% | -26.3% | ||
| Q3 25 | 25.7% | 8.5% | ||
| Q2 25 | 7.1% | 4.8% | ||
| Q1 25 | 7.5% | -1.6% | ||
| Q4 24 | 22.3% | -18.3% | ||
| Q3 24 | 31.0% | 4.4% | ||
| Q2 24 | 9.0% | 3.1% |
| Q1 26 | — | 18.9% | ||
| Q4 25 | 0.3% | -3.4% | ||
| Q3 25 | 1.9% | 5.1% | ||
| Q2 25 | 1.8% | 6.2% | ||
| Q1 25 | 2.6% | 5.4% | ||
| Q4 24 | 0.9% | -22.6% | ||
| Q3 24 | 1.2% | 5.2% | ||
| Q2 24 | 0.9% | 4.5% |
| Q1 26 | — | 1.44× | ||
| Q4 25 | 1.04× | 0.51× | ||
| Q3 25 | 2.01× | 3.92× | ||
| Q2 25 | 0.66× | 1.81× | ||
| Q1 25 | 0.87× | 0.74× | ||
| Q4 24 | 1.87× | 4.80× | ||
| Q3 24 | 2.11× | 8.71× | ||
| Q2 24 | 0.69× | 1.68× |
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% |
TRS
Segment breakdown not available.
