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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Bristow Group Inc. (VTOL). Click either name above to swap in a different company.
Bristow Group Inc. is the larger business by last-quarter revenue ($377.3M vs $261.7M, roughly 1.4× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 4.9%, a 8.3% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 6.7%). Bristow Group Inc. produced more free cash flow last quarter ($47.8M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 5.8%).
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.
Bristow Helicopters Limited is a British civil helicopter operator originally based at Aberdeen Airport, Scotland, which is currently a part of the U.S.-based Bristow Group which in turn has its corporate headquarters in Houston, Texas, U.S. In 2020, Bristow Group was merged with Era Helicopters, a large U.S.-based commercial helicopter operator that was previously a division of Era Aviation, with the two companies then continuing to use the Bristow name.
ALRM vs VTOL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $377.3M |
| Net Profit | $34.6M | $18.4M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 8.5% |
| Net Margin | 13.2% | 4.9% |
| Revenue YoY | 8.0% | 6.7% |
| Net Profit YoY | 14.8% | -42.1% |
| EPS (diluted) | $0.66 | $0.61 |
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 | $377.3M | ||
| Q3 25 | $256.4M | $386.3M | ||
| Q2 25 | $254.3M | $376.4M | ||
| Q1 25 | $238.8M | $350.5M | ||
| Q4 24 | $242.2M | $353.5M | ||
| Q3 24 | $240.5M | $365.1M | ||
| Q2 24 | $233.8M | $359.7M | ||
| Q1 24 | $223.3M | $337.1M |
| Q4 25 | $34.6M | $18.4M | ||
| Q3 25 | $35.1M | $51.5M | ||
| Q2 25 | $34.2M | $31.7M | ||
| Q1 25 | $27.7M | $27.4M | ||
| Q4 24 | $30.1M | $31.8M | ||
| Q3 24 | $36.7M | $28.2M | ||
| Q2 24 | $33.5M | $28.2M | ||
| Q1 24 | $23.6M | $6.6M |
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.8% | — | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 67.2% | — | ||
| Q4 24 | 65.5% | — | ||
| Q3 24 | 64.8% | — | ||
| Q2 24 | 65.2% | — | ||
| Q1 24 | 65.7% | — |
| Q4 25 | 13.4% | 8.5% | ||
| Q3 25 | 14.4% | 13.1% | ||
| Q2 25 | 12.6% | 11.3% | ||
| Q1 25 | 12.4% | 9.6% | ||
| Q4 24 | 12.7% | 9.0% | ||
| Q3 24 | 13.8% | 9.1% | ||
| Q2 24 | 11.0% | 12.4% | ||
| Q1 24 | 8.4% | 6.8% |
| Q4 25 | 13.2% | 4.9% | ||
| Q3 25 | 13.7% | 13.3% | ||
| Q2 25 | 13.5% | 8.4% | ||
| Q1 25 | 11.6% | 7.8% | ||
| Q4 24 | 12.4% | 9.0% | ||
| Q3 24 | 15.3% | 7.7% | ||
| Q2 24 | 14.3% | 7.8% | ||
| Q1 24 | 10.6% | 2.0% |
| Q4 25 | $0.66 | $0.61 | ||
| Q3 25 | $0.65 | $1.72 | ||
| Q2 25 | $0.63 | $1.07 | ||
| Q1 25 | $0.52 | $0.92 | ||
| Q4 24 | $0.56 | $1.07 | ||
| Q3 24 | $0.67 | $0.95 | ||
| Q2 24 | $0.62 | $0.96 | ||
| 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 | $286.2M |
| Total DebtLower is stronger | — | $671.5M |
| Stockholders' EquityBook value | $848.2M | $1.1B |
| Total Assets | $2.1B | $2.3B |
| Debt / EquityLower = less leverage | — | 0.63× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $286.2M | ||
| Q3 25 | $1.1B | $245.5M | ||
| Q2 25 | $1.0B | $251.8M | ||
| Q1 25 | $1.2B | $191.1M | ||
| Q4 24 | $1.2B | $247.5M | ||
| Q3 24 | $1.2B | $200.3M | ||
| Q2 24 | $1.1B | $178.6M | ||
| Q1 24 | $747.9M | $140.6M |
| Q4 25 | — | $671.5M | ||
| Q3 25 | — | $675.0M | ||
| Q2 25 | — | $705.2M | ||
| Q1 25 | — | $701.9M | ||
| Q4 24 | — | $689.8M | ||
| Q3 24 | — | $629.1M | ||
| Q2 24 | — | $594.2M | ||
| Q1 24 | — | $544.1M |
| Q4 25 | $848.2M | $1.1B | ||
| Q3 25 | $827.2M | $1.0B | ||
| Q2 25 | $797.3M | $984.4M | ||
| Q1 25 | $759.6M | $931.7M | ||
| Q4 24 | $726.5M | $891.7M | ||
| Q3 24 | $690.3M | $899.2M | ||
| Q2 24 | $645.5M | $849.1M | ||
| Q1 24 | $728.1M | $820.7M |
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.1B | $2.3B | ||
| Q1 25 | $2.1B | $2.2B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $1.5B | $1.9B |
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.77× | ||
| Q3 24 | — | 0.70× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.66× |
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 | $76.9M |
| Free Cash FlowOCF − Capex | $35.1M | $47.8M |
| FCF MarginFCF / Revenue | 13.4% | 12.7% |
| Capex IntensityCapex / Revenue | 0.3% | 7.7% |
| Cash ConversionOCF / Net Profit | 1.04× | 4.17× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $56.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $76.9M | ||
| Q3 25 | $70.6M | $23.1M | ||
| Q2 25 | $22.7M | $99.0M | ||
| Q1 25 | $24.1M | $-603.0K | ||
| Q4 24 | $56.3M | $51.1M | ||
| Q3 24 | $77.3M | $66.0M | ||
| Q2 24 | $23.0M | $33.7M | ||
| Q1 24 | $49.9M | $26.7M |
| Q4 25 | $35.1M | $47.8M | ||
| Q3 25 | $65.9M | $-6.2M | ||
| Q2 25 | $18.2M | $67.4M | ||
| Q1 25 | $17.9M | $-52.7M | ||
| Q4 24 | $54.0M | $-32.4M | ||
| Q3 24 | $74.5M | $9.0M | ||
| Q2 24 | $21.0M | $-16.7M | ||
| Q1 24 | $46.8M | $-37.9M |
| Q4 25 | 13.4% | 12.7% | ||
| Q3 25 | 25.7% | -1.6% | ||
| Q2 25 | 7.1% | 17.9% | ||
| Q1 25 | 7.5% | -15.0% | ||
| Q4 24 | 22.3% | -9.2% | ||
| Q3 24 | 31.0% | 2.5% | ||
| Q2 24 | 9.0% | -4.6% | ||
| Q1 24 | 21.0% | -11.2% |
| Q4 25 | 0.3% | 7.7% | ||
| Q3 25 | 1.9% | 7.6% | ||
| Q2 25 | 1.8% | 8.4% | ||
| Q1 25 | 2.6% | 14.9% | ||
| Q4 24 | 0.9% | 23.6% | ||
| Q3 24 | 1.2% | 15.6% | ||
| Q2 24 | 0.9% | 14.0% | ||
| Q1 24 | 1.4% | 19.2% |
| Q4 25 | 1.04× | 4.17× | ||
| Q3 25 | 2.01× | 0.45× | ||
| Q2 25 | 0.66× | 3.12× | ||
| Q1 25 | 0.87× | -0.02× | ||
| Q4 24 | 1.87× | 1.61× | ||
| Q3 24 | 2.11× | 2.34× | ||
| Q2 24 | 0.69× | 1.20× | ||
| Q1 24 | 2.11× | 4.04× |
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% |
VTOL
| Offshore Energy Services | $247.5M | 66% |
| Government Services | $100.1M | 27% |
| Other | $21.9M | 6% |
| Related Party | $7.8M | 2% |
