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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Wheels Up Experience Inc. (UP). 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 $183.8M, roughly 1.4× Wheels Up Experience Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -15.7%, a 28.9% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -10.2%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-58.3M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -3.4%).
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.
Wheels Up is a provider of "on demand" private aviation in the United States and one of the largest private aviation companies in the world. It was founded in 2013 by Kenny Dichter, using a membership/on-demand business model. Wheels Up members can book private aircraft from the company fleet and third-party operators using a mobile application.
ALRM vs UP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $183.8M |
| Net Profit | $34.6M | $-28.9M |
| Gross Margin | 66.0% | 14.3% |
| Operating Margin | 13.4% | -0.9% |
| Net Margin | 13.2% | -15.7% |
| Revenue YoY | 8.0% | -10.2% |
| Net Profit YoY | 14.8% | 67.0% |
| EPS (diluted) | $0.66 | $-0.04 |
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 | $183.8M | ||
| Q3 25 | $256.4M | $185.5M | ||
| Q2 25 | $254.3M | $189.6M | ||
| Q1 25 | $238.8M | $177.5M | ||
| Q4 24 | $242.2M | $204.8M | ||
| Q3 24 | $240.5M | $193.9M | ||
| Q2 24 | $233.8M | $196.3M | ||
| Q1 24 | $223.3M | $197.1M |
| Q4 25 | $34.6M | $-28.9M | ||
| Q3 25 | $35.1M | $-83.7M | ||
| Q2 25 | $34.2M | $-82.3M | ||
| Q1 25 | $27.7M | $-99.3M | ||
| Q4 24 | $30.1M | $-87.5M | ||
| Q3 24 | $36.7M | $-57.7M | ||
| Q2 24 | $33.5M | $-97.0M | ||
| Q1 24 | $23.6M | $-97.4M |
| Q4 25 | 66.0% | 14.3% | ||
| Q3 25 | 65.8% | 6.8% | ||
| Q2 25 | 65.6% | 8.3% | ||
| Q1 25 | 67.2% | 10.8% | ||
| Q4 24 | 65.5% | 13.9% | ||
| Q3 24 | 64.8% | 13.9% | ||
| Q2 24 | 65.2% | 2.3% | ||
| Q1 24 | 65.7% | -0.6% |
| Q4 25 | 13.4% | -0.9% | ||
| Q3 25 | 14.4% | -33.1% | ||
| Q2 25 | 12.6% | -31.4% | ||
| Q1 25 | 12.4% | -45.5% | ||
| Q4 24 | 12.7% | -26.0% | ||
| Q3 24 | 13.8% | -21.6% | ||
| Q2 24 | 11.0% | -40.3% | ||
| Q1 24 | 8.4% | -42.9% |
| Q4 25 | 13.2% | -15.7% | ||
| Q3 25 | 13.7% | -45.1% | ||
| Q2 25 | 13.5% | -43.4% | ||
| Q1 25 | 11.6% | -55.9% | ||
| Q4 24 | 12.4% | -42.7% | ||
| Q3 24 | 15.3% | -29.8% | ||
| Q2 24 | 14.3% | -49.4% | ||
| Q1 24 | 10.6% | -49.4% |
| Q4 25 | $0.66 | $-0.04 | ||
| Q3 25 | $0.65 | $-0.12 | ||
| Q2 25 | $0.63 | $-0.12 | ||
| Q1 25 | $0.52 | $-0.14 | ||
| Q4 24 | $0.56 | $-0.13 | ||
| Q3 24 | $0.67 | $-0.08 | ||
| Q2 24 | $0.62 | $-0.14 | ||
| Q1 24 | $0.44 | $-0.14 |
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 | $133.9M |
| Total DebtLower is stronger | — | $671.3M |
| Stockholders' EquityBook value | $848.2M | $-392.1M |
| Total Assets | $2.1B | $968.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $133.9M | ||
| Q3 25 | $1.1B | $125.3M | ||
| Q2 25 | $1.0B | $107.0M | ||
| Q1 25 | $1.2B | $171.8M | ||
| Q4 24 | $1.2B | $216.4M | ||
| Q3 24 | $1.2B | $115.9M | ||
| Q2 24 | $1.1B | $141.5M | ||
| Q1 24 | $747.9M | $180.9M |
| Q4 25 | — | $671.3M | ||
| Q3 25 | — | $766.5M | ||
| Q2 25 | — | $770.5M | ||
| Q1 25 | — | $765.8M | ||
| Q4 24 | — | $761.3M | ||
| Q3 24 | — | $596.9M | ||
| Q2 24 | — | $597.4M | ||
| Q1 24 | — | $603.2M |
| Q4 25 | $848.2M | $-392.1M | ||
| Q3 25 | $827.2M | $-374.5M | ||
| Q2 25 | $797.3M | $-347.8M | ||
| Q1 25 | $759.6M | $-288.1M | ||
| Q4 24 | $726.5M | $-202.1M | ||
| Q3 24 | $690.3M | $-117.7M | ||
| Q2 24 | $645.5M | $-72.2M | ||
| Q1 24 | $728.1M | $936.0K |
| Q4 25 | $2.1B | $968.8M | ||
| Q3 25 | $2.1B | $973.0M | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $1.5B | $1.2B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 644.43× |
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 | $-18.4M |
| Free Cash FlowOCF − Capex | $35.1M | $-58.3M |
| FCF MarginFCF / Revenue | 13.4% | -31.7% |
| Capex IntensityCapex / Revenue | 0.3% | 21.7% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-259.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-18.4M | ||
| Q3 25 | $70.6M | $-37.1M | ||
| Q2 25 | $22.7M | $-62.9M | ||
| Q1 25 | $24.1M | $-47.9M | ||
| Q4 24 | $56.3M | $37.9M | ||
| Q3 24 | $77.3M | $-16.9M | ||
| Q2 24 | $23.0M | $-25.2M | ||
| Q1 24 | $49.9M | $-73.8M |
| Q4 25 | $35.1M | $-58.3M | ||
| Q3 25 | $65.9M | $-60.4M | ||
| Q2 25 | $18.2M | $-78.6M | ||
| Q1 25 | $17.9M | $-62.6M | ||
| Q4 24 | $54.0M | $-70.2M | ||
| Q3 24 | $74.5M | $-21.9M | ||
| Q2 24 | $21.0M | $-30.8M | ||
| Q1 24 | $46.8M | $-77.8M |
| Q4 25 | 13.4% | -31.7% | ||
| Q3 25 | 25.7% | -32.6% | ||
| Q2 25 | 7.1% | -41.5% | ||
| Q1 25 | 7.5% | -35.3% | ||
| Q4 24 | 22.3% | -34.3% | ||
| Q3 24 | 31.0% | -11.3% | ||
| Q2 24 | 9.0% | -15.7% | ||
| Q1 24 | 21.0% | -39.5% |
| Q4 25 | 0.3% | 21.7% | ||
| Q3 25 | 1.9% | 12.5% | ||
| Q2 25 | 1.8% | 8.3% | ||
| Q1 25 | 2.6% | 8.3% | ||
| Q4 24 | 0.9% | 52.8% | ||
| Q3 24 | 1.2% | 2.6% | ||
| Q2 24 | 0.9% | 2.9% | ||
| Q1 24 | 1.4% | 2.0% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | — | ||
| 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% |
UP
Segment breakdown not available.
