Smart home security Alarm.com beats Q3 adjusted EPS estimates, raises 2025 revenue guidance

Alarm.com Holdings

06/11/2025 21:46

Overview

Alarm.com Q3 SaaS and license rev grows 10.1% yr/yr to $175.4 mln

Adjusted EPS for Q3 beats analyst expectations

Company raises full-year 2025 revenue guidance, indicating positive outlook

Outlook

Company expects Q4 2025 SaaS and license revenue between $176.0 mln and $176.2 mln

Alarm.com raises 2025 full-year SaaS and license revenue guidance to $685.2 mln-$685.4 mln

Company anticipates 2025 total revenue to reach $1.00 bln

Result Drivers

SaaS AND LICENSE REVENUE - Increased 10.1% yr/yr to $175.4 mln, driving overall revenue growth

NEW PRODUCT LAUNCH - Introduction of outdoor Wi-Fi spotlight camera enhances surveillance capabilities

ACQUISITION IMPACT - EnergyHub's acquisition of Bridge to Renewables expands EV charging solutions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Adjusted EPS
Beat
$0.76
$0.61 (8 Analysts)
Q3 EPS
$0.65
Q3 Net Income
$35.10 mln
Q3 Adjusted EBITDA
Beat
$59.20 mln
$50.74 mln (8 Analysts)
Q3 Operating Expenses
$131.82 mln
Q3 Operating income
$37.02 mln
Q3 Pretax Profit
$47.51 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Alarm.com Holdings Inc is $69.00, about 30.9% above its November 5 closing price of $47.69

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nBw6Vn17fa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)