Alarm.com Holdings Raises FY2026 Adj EPS Guidance from $2.78-$2.79 to $2.81 vs $2.79 Est; Raises FY2026 Sales Guidance from $1.058B-$1.065B to $1.060B-$1.071B vs $1.061B Est

Alarm.com Holdings, Inc.

Alarm.com Holdings, Inc.

ALRM

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For the full year of 2026:

  • SaaS and license revenue is now expected to be in the range of $749.5 million to $750.5 million, up $6.0 million from the midpoint of the full year of 2026 SaaS and license revenue guidance provided last quarter.
  • Total revenue is expected to be in the range of $1.0595 billion to $1.0705 billion, which includes anticipated hardware and other revenue in the range of $310.0 million to $320.0 million.
  • Non-GAAP adjusted EBITDA is expected to be in the range of $215.0 million to $216.0 million.
  • Non-GAAP adjusted net income attributable to common stockholders is expected to be in the range of $151.5 million to $152.0 million, based on an estimated tax rate of 21.0%.
  • Based on an expected 56.9 million weighted average diluted shares outstanding, non-GAAP adjusted net income attributable to common stockholders is expected to be $2.81 to $2.82 per diluted share.

The 2026 guidance provided above is forward-looking in nature. Actual results may differ materially. See the cautionary note regarding "Forward-Looking Statements" below. The guidance provided above is based on expectations as of the date of this press release and Alarm.com undertakes no obligation to update guidance after such date.

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