Alarm.com (NASDAQ:ALRM) Reports Bullish Q2 CY2026, Full-Year Outlook Exceeds Expectations
Alarm.com (ALRM) reported Q2 CY2026 revenue of $277.7M, above analyst estimates of $264.8M, and adjusted EPS of $0.77 versus $0.65. Adjusted EBITDA was $57.7M versus $50.96M. The company raised full-year guidance, including revenue to $1.08B and adjusted EPS to $2.93 at the midpoint.
How this was made
The 30-second read
Why it matters
Guidance increases across revenue, adjusted EPS, and EBITDA suggest stronger-than-expected operating trajectory, though the decline in free cash flow margin is a potential offset.
Market read
A quantified earnings and guidance beat with multiple upward revisions is likely to drive immediate repricing of FY expectations.
What to watch
Billings rose 13.4% YoY to $288M, but the article does not break out cash conversion drivers; traders may focus on whether FCF margin weakness is temporary.
Background
The article reports Alarm.com’s Q2 CY2026 results and full-year guidance updates, including revenue, adjusted EPS, EBITDA, and billings.
Ticker impact
Alarm.com beat Q2 estimates on revenue ($277.7M vs $264.8M) and adjusted EPS ($0.77 vs $0.65), and raised full-year guidance.
Near-term upside bias as traders reprice FY growth and margin/EBITDA trajectory; watch for any FCF margin deterioration follow-through.
The article provides multiple quantified beats and upward guidance revisions (revenue, adjusted EPS, EBITDA), which are direct drivers of earnings power expectations.
Market effects
Positive read-through for home security and connected-device software peers if investors generalize improved demand and monetization.
No specific regional catalyst mentioned; impact likely concentrated in US-listed security/IoT software names.
Limited global spillover indicated; story is company-specific guidance and results.
Counterpoint
Despite EPS and EBITDA strength, free cash flow margin fell to 13.3% from 18.7% in the prior quarter, which could temper valuation support.
Key entities
- companyAlarm.com
Reported Q2 CY2026 results and raised full-year guidance for revenue, adjusted EPS, and EBITDA.
