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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and XPLR Infrastructure, LP (XIFR). 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 $249.0M, roughly 1.1× XPLR Infrastructure, LP). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 11.2%, a 2.0% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -15.3%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-88.0M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -1.6%).
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.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
ALRM vs XIFR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $249.0M |
| Net Profit | $34.6M | $28.0M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | -19.3% |
| Net Margin | 13.2% | 11.2% |
| Revenue YoY | 8.0% | -15.3% |
| Net Profit YoY | 14.8% | 124.3% |
| EPS (diluted) | $0.66 | — |
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 | $249.0M | ||
| Q3 25 | $256.4M | $315.0M | ||
| Q2 25 | $254.3M | $342.0M | ||
| Q1 25 | $238.8M | $282.0M | ||
| Q4 24 | $242.2M | $294.0M | ||
| Q3 24 | $240.5M | $319.0M | ||
| Q2 24 | $233.8M | $360.0M | ||
| Q1 24 | $223.3M | $257.0M |
| Q4 25 | $34.6M | $28.0M | ||
| Q3 25 | $35.1M | $-37.0M | ||
| Q2 25 | $34.2M | $79.0M | ||
| Q1 25 | $27.7M | $-98.0M | ||
| Q4 24 | $30.1M | $-115.0M | ||
| Q3 24 | $36.7M | $-40.0M | ||
| Q2 24 | $33.5M | $62.0M | ||
| Q1 24 | $23.6M | $70.0M |
| 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% | -19.3% | ||
| Q3 25 | 14.4% | 1.6% | ||
| Q2 25 | 12.6% | 26.3% | ||
| Q1 25 | 12.4% | -82.6% | ||
| Q4 24 | 12.7% | -188.1% | ||
| Q3 24 | 13.8% | 15.4% | ||
| Q2 24 | 11.0% | 18.3% | ||
| Q1 24 | 8.4% | -8.2% |
| Q4 25 | 13.2% | 11.2% | ||
| Q3 25 | 13.7% | -11.7% | ||
| Q2 25 | 13.5% | 23.1% | ||
| Q1 25 | 11.6% | -34.8% | ||
| Q4 24 | 12.4% | -39.1% | ||
| Q3 24 | 15.3% | -12.5% | ||
| Q2 24 | 14.3% | 17.2% | ||
| Q1 24 | 10.6% | 27.2% |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | $-0.40 | ||
| Q2 25 | $0.63 | $0.84 | ||
| Q1 25 | $0.52 | $-1.05 | ||
| Q4 24 | $0.56 | — | ||
| Q3 24 | $0.67 | $-0.43 | ||
| Q2 24 | $0.62 | $0.66 | ||
| Q1 24 | $0.44 | $0.75 |
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 | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $848.2M | $10.9B |
| Total Assets | $2.1B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $960.0M | ||
| Q3 25 | $1.1B | $711.0M | ||
| Q2 25 | $1.0B | $880.0M | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $283.0M | ||
| Q3 24 | $1.2B | $290.0M | ||
| Q2 24 | $1.1B | $281.0M | ||
| Q1 24 | $747.9M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $10.9B | ||
| Q3 25 | $827.2M | $11.0B | ||
| Q2 25 | $797.3M | $11.3B | ||
| Q1 25 | $759.6M | $12.6B | ||
| Q4 24 | $726.5M | $12.9B | ||
| Q3 24 | $690.3M | $13.6B | ||
| Q2 24 | $645.5M | $13.9B | ||
| Q1 24 | $728.1M | $14.0B |
| Q4 25 | $2.1B | $19.6B | ||
| Q3 25 | $2.1B | $19.1B | ||
| Q2 25 | $2.1B | $20.5B | ||
| Q1 25 | $2.1B | $21.4B | ||
| Q4 24 | $2.0B | $20.3B | ||
| Q3 24 | $2.0B | $20.9B | ||
| Q2 24 | $1.9B | $21.7B | ||
| Q1 24 | $1.5B | $22.3B |
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.41× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $186.0M |
| Free Cash FlowOCF − Capex | $35.1M | $-88.0M |
| FCF MarginFCF / Revenue | 13.4% | -35.3% |
| Capex IntensityCapex / Revenue | 0.3% | 110.0% |
| Cash ConversionOCF / Net Profit | 1.04× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $186.0M | ||
| Q3 25 | $70.6M | $231.0M | ||
| Q2 25 | $22.7M | $232.0M | ||
| Q1 25 | $24.1M | $90.0M | ||
| Q4 24 | $56.3M | $283.0M | ||
| Q3 24 | $77.3M | $208.0M | ||
| Q2 24 | $23.0M | $231.0M | ||
| Q1 24 | $49.9M | $78.0M |
| Q4 25 | $35.1M | $-88.0M | ||
| Q3 25 | $65.9M | $-283.0M | ||
| Q2 25 | $18.2M | $151.0M | ||
| Q1 25 | $17.9M | $1.0M | ||
| Q4 24 | $54.0M | $231.0M | ||
| Q3 24 | $74.5M | $152.0M | ||
| Q2 24 | $21.0M | $162.0M | ||
| Q1 24 | $46.8M | $14.0M |
| Q4 25 | 13.4% | -35.3% | ||
| Q3 25 | 25.7% | -89.8% | ||
| Q2 25 | 7.1% | 44.2% | ||
| Q1 25 | 7.5% | 0.4% | ||
| Q4 24 | 22.3% | 78.6% | ||
| Q3 24 | 31.0% | 47.6% | ||
| Q2 24 | 9.0% | 45.0% | ||
| Q1 24 | 21.0% | 5.4% |
| Q4 25 | 0.3% | 110.0% | ||
| Q3 25 | 1.9% | 163.2% | ||
| Q2 25 | 1.8% | 23.7% | ||
| Q1 25 | 2.6% | 31.6% | ||
| Q4 24 | 0.9% | 17.7% | ||
| Q3 24 | 1.2% | 17.6% | ||
| Q2 24 | 0.9% | 19.2% | ||
| Q1 24 | 1.4% | 24.9% |
| Q4 25 | 1.04× | 6.64× | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | 2.94× | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | 3.73× | ||
| Q1 24 | 2.11× | 1.11× |
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% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
