Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue $277.7M vs. $265.0M expected, and normalized EPS $0.77 vs. $0.65. SaaS and license revenue, the core growth driver, rose 11.1% YoY to $188.8M. Despite a GAAP net income decline due to non-ordinary litigation expenses, non-GAAP adjusted EBITDA grew 15.6% YoY. Full-year SaaS revenue guidance was raised to $754.0M-$754.4M, comfortably ahead of prior views.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Alarm Com(ALRM) the Revenue is 277.73 M (+9.21%), Beat estimate;the EBIT is 32.48 M (+1.44%), Miss estimate;the EPS is 0.48 (-23.81%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.28B9.21%
0.27B4.22%
+0.01B4.99%
EBITMiss expectations
0.03B1.44%
0.03B4.82%
-0.00B3.38%
EPSMiss expectations
0.4823.81%
0.507519.44%
-0.02754.37%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf