Short answer
Alarm.com Holdings, Inc. (ALRM) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $278M (up 9.2% year over year) with net income of $24M.
Q2 2026 key financials · XBRL
- Revenue
- $278M
- +9.2% YoY · +4.7% QoQ
- Net income
- $24M
- −29.8% YoY · +2.8% QoQ
- Operating margin
- 11.7%
- EPS (diluted)
- $0.48
- −23.8% YoY · +2.1% QoQ
Source: XBRL data from the Alarm.com Holdings, Inc. (ALRM) Q2 2026 10-Q on SEC EDGAR. USD.
Alarm.com Holdings, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Quarterly revenue $277.734M, up $23.426M or 9% YoY from $254.308M
- SaaS and license revenue $188.778M, up 11% YoY; hardware and other revenue $88.956M, up 6%
- Operating margin 12% vs 13% YoY; net margin 9% vs 13% YoY
- Non-GAAP adjusted EBITDA $57.704M vs $49.894M YoY
- $14.1M cash investment in SafeStreets; tariff uncertainty and macroeconomic volatility remain headwinds
Risk Factors
- New tariff risk triggered by 2025 U.S. tariff actions and 2026 framework agreements, pressuring hardware revenue margins
- Most material update: Supreme Court invalidated baseline tariffs in February 2026, but alternative tariff authorities remain possible
- Regulatory exposure: global operations subject to evolving sanctions, import/export restrictions, privacy, licensing, and consumer-protection requirements
- Near-term demand risk: macroeconomic weakness may reduce consumer spending, home construction, and renovation activity
- Supplier risk: significant hardware production in Vietnam, Thailand, and Taiwan increases exposure to trade disruption and component availability
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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