Key Takeaways Wayfair, Alarm.com, ATI INC, Farmers & Merchants Bancorp and Amerant Bancorp passed the screen.The screen requires inventory, receivables, asset utilization and operating margins above industry averages.The criteria narrowed more than 7,906 stocks to 18, with five selected for their efficiency & growth potential A company’s efficiency level reflects how effectively it uses resources such as labor, capital and assets to generate profits and drive business growth. It is a key indicator of a company’s financial strength, operational performance and ability to generate sustainable profits. Companies with higher efficiency levels usually manage their operations better, reduce costs and generate stronger returns, making them more likely to deliver solid long-term stock performance.
However, at times, it becomes difficult to measure the efficiency level of a company. This is why one must consider the popular efficiency ratios listed below while selecting stocks.
The stocks of Wayfair (W - Free Report) , Alarm.com (ALRM - Free Report) , ATI INC (ATI - Free Report) ), Farmers & Merchants Bancorp (FMAO - Free Report) and Amerant Bancorp (AMTB - Free Report) made it through the screening process.
These efficiency ratios are:
Receivables Turnover: This is the ratio of 12-month sales to four-quarter average receivables. It shows a company’s potential to extend its credit and collect debt in terms of that credit. A high receivables turnover ratio, or the “accounts receivable turnover ratio” or “debtor’s turnover ratio” is desirable as it shows that the company is capable of collecting its accounts receivables or that it has quality customers.
Asset Utilization: This ratio indicates a company’s capability to convert assets into output and is thus a widely known measure of efficiency level. It is calculated by dividing total sales over the past 12 months by the last four-quarter average of total assets. Like the above ratios, high asset utilization may indicate that a company is efficient.
Inventory Turnover: The ratio of the 12-month cost of goods sold (COGS) to a four-quarter average inventory is considered one of the most popular efficiency ratios. It indicates a company’s ability to maintain a suitable inventory position. While a high value indicates that the company has a relatively low level of inventory compared to COGS, a low value indicates that the company is facing declining sales, which has resulted in excess inventory.
Operating Margin: This efficiency measure is the ratio of operating income over the past 12 months to sales over the same period. It measures a company’s ability to control operating expenses. Hence, a high value of the ratio may indicate that the company manages its operating expenses more efficiently than its peers.
Screening CriteriaIn addition to the above-mentioned ratios, we have added a favorable Zacks Rank — Zacks Rank #1 (Strong Buy) — to the screen to make this strategy more profitable. You can see the complete list of today’s Zacks #1 Rank stocks here.
Inventory Turnover, Receivables Turnover, Asset Utilization, and Operating Margin greater than the industry average
(Values of these ratios higher than industry averages may indicate that the efficiency level of the company is higher than its peers.)
The use of these few criteria narrowed down the universe of over 7,906 stocks to 22.
Here are the top five stocks that made it through the screen:
Wayfair
Wayfair is an online seller of home goods products, consisting of furniture and home decor. W has an average four-quarter earnings surprise of 21.5%.
Alarm.com
Alarm.com offers interactive security solutions for home and business owners. ALRM has an average four-quarter earnings surprise of 14.6%.
ATI INC
ATI INC is a diversified global specialty materials producer. ATI has an average four-quarter earnings surprise of 12.7%.
Farmers & Merchants Bancorp
Farmers & Merchants Bancorp operates as a locally owned and operated community bank serving Northwest Ohio and Northeast Indiana, providing commercial banking, retail banking and other financial services. FMAO has an average four-quarter earnings surprise of 11.4%.
Amerant Bancorp
Amerant Bancorp is a bank holding company that provides deposit, credit and wealth management services to individuals and businesses primarily in the United States, as well as select international clients. AMTB has an average four-quarter earnings surprise of 6.4%.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Shooter Detection Systems (SDS), an Alarm.com company and a leading provider of automated gunshot detection technology, today announced it has joined ONVIFÂ as
American Capital Management Inc. acquired a new stake in Alarm.com Holdings, Inc. (NASDAQ:ALRM – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 68,544 shares of the software maker’s stock, valued at approximately $3,202,000. American Capital Management Inc. owned approximately 0.14% of Alarm.com as of its most recent filing with the SEC.
Several other institutional investors and hedge funds also recently made changes to their positions in the business. Covestor Ltd boosted its stake in shares of Alarm.com by 67.3% during the 4th quarter. Covestor Ltd now owns 691 shares of the software maker’s stock valued at $35,000 after purchasing an additional 278 shares in the last quarter. Strs Ohio bought a new position in Alarm.com in the first quarter worth about $56,000. Kemnay Advisory Services Inc. purchased a new stake in Alarm.com in the fourth quarter worth about $59,000. Danske Bank A S purchased a new stake in Alarm.com in the fourth quarter worth about $92,000. Finally, Caden Capital Partners LP purchased a new position in shares of Alarm.com during the 4th quarter worth approximately $106,000. Institutional investors own 91.74% of the company’s stock.
Insider Buying and Selling In other news, insider Daniel Ramos sold 2,000 shares of the firm’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $46.50, for a total value of $93,000.00. Following the completion of the sale, the insider owned 53,099 shares in the company, valued at approximately $2,469,103.50. This trade represents a 3.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Stephen Trundle sold 50,000 shares of the business’s stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $57.67, for a total value of $2,883,500.00. Following the transaction, the chief executive officer owned 324,842 shares of the company’s stock, valued at $18,733,638.14. This trade represents a 13.34% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 68,324 shares of company stock worth $3,780,333. Insiders own 4.80% of the company’s stock.
Analyst Upgrades and Downgrades Several brokerages recently issued reports on ALRM. Wall Street Zen upgraded shares of Alarm.com from a “hold” rating to a “buy” rating in a research note on Sunday, August 16th. Zacks Research raised shares of Alarm.com from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 19th. Barclays upped their price objective on shares of Alarm.com from $55.00 to $60.00 and gave the stock an “equal weight” rating in a report on Monday, August 10th. Weiss Ratings raised shares of Alarm.com from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, July 29th. Finally, Raymond James Financial reiterated a “strong-buy” rating and set a $65.00 price objective on shares of Alarm.com in a research note on Friday, August 7th. Two research analysts have rated the stock with a Strong Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $55.00. Get Our Latest Report on ALRM
Alarm.com Trading Down 0.1% Shares of Alarm.com stock opened at $56.71 on Thursday. Alarm.com Holdings, Inc. has a 1-year low of $41.49 and a 1-year high of $59.38. The company’s fifty day simple moving average is $52.32 and its 200-day simple moving average is $47.83. The company has a debt-to-equity ratio of 0.57, a current ratio of 4.96 and a quick ratio of 4.38. The stock has a market capitalization of $2.80 billion, a PE ratio of 25.09, a P/E/G ratio of 1.80 and a beta of 0.76.
Alarm.com (NASDAQ:ALRM – Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The software maker reported $0.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.65 by $0.12. The firm had revenue of $277.73 million during the quarter, compared to analysts’ expectations of $264.96 million. Alarm.com had a net margin of 11.11% and a return on equity of 15.65%. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same period in the prior year, the company posted $0.60 earnings per share. Alarm.com has set its FY 2026 guidance at 2.920-2.940 EPS. As a group, equities analysts anticipate that Alarm.com Holdings, Inc. will post 2.47 earnings per share for the current year.
Alarm.com Company Profile (Free Report)
Alarm.com Holdings, Inc provides a cloud-based software platform for connected properties, enabling residential and commercial customers to monitor, manage and control security, energy and home automation solutions. The company’s interactive services connect security systems, smart thermostats, door locks, lights and video cameras through cellular, broadband and Z-Wave networks, offering real-time alerts and remote access via mobile and web applications.
Through its platform, Alarm.com delivers an integrated suite of products that includes intrusion detection, video monitoring and cloud recording, energy management features such as smart thermostat scheduling, and home automation controls for lighting, garage doors and connected appliances.
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Investors interested in Security and Safety Services stocks are likely familiar with Alarm.com Holdings (ALRM - Free Report) and Assa Abloy AB (ASAZY - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
Right now, Alarm.com Holdings is sporting a Zacks Rank of #2 (Buy), while Assa Abloy AB has a Zacks Rank of #4 (Sell). Investors should feel comfortable knowing that ALRM likely has seen a stronger improvement to its earnings outlook than ASAZY has recently. However, value investors will care about much more than just this.
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
ALRM currently has a forward P/E ratio of 20.05, while ASAZY has a forward P/E of 22.67. We also note that ALRM has a PEG ratio of 1.57. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. ASAZY currently has a PEG ratio of 2.22.
Another notable valuation metric for ALRM is its P/B ratio of 3.23. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, ASAZY has a P/B of 3.56.
These are just a few of the metrics contributing to ALRM's Value grade of B and ASAZY's Value grade of C.
ALRM sticks out from ASAZY in both our Zacks Rank and Style Scores models, so value investors will likely feel that ALRM is the better option right now.
Investors looking for stocks in the Security and Safety Services sector might want to consider either Alarm.com Holdings (ALRM) or Assa Abloy AB (ASAZY). But which of these two companies is the best option for those looking for undervalued stocks?
Alarm.com Holdings (ALRM - Free Report) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.6 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +18.46%. A quarter ago, it was expected that this security service company would post earnings of $0.6 per share when it actually produced earnings of $0.65, delivering a surprise of +8.33%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Alarm.com, which belongs to the Zacks Security and Safety Services industry, posted revenues of $277.73 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.87%. This compares to year-ago revenues of $254.31 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Alarm.com shares have added about 11.1% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Alarm.com?While Alarm.com has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Alarm.com was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.77 on $265.63 million in revenues for the coming quarter and $2.82 on $1.07 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Security and Safety Services is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Cycurion, Inc. (CYCU - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.56 per share in its upcoming report, which represents a year-over-year change of +87.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Cycurion, Inc.'s revenues are expected to be $3.62 million, down 6.9% from the year-ago quarter.
Is Vimeo worth another look as it turns profitable? Alarm.com NASDAQ: ALRM reported second-quarter results that exceeded its expectations, supported by growth in its SaaS and license business, commercial video operations and EnergyHub utility programs. The company also raised its full-year revenue and profitability outlook.
SaaS and license revenue rose 11.1% year over year to $188.8 million, exceeding the midpoint of management’s guidance by about $3.2 million. Adjusted EBITDA increased 15.7% to $57.7 million, while adjusted EBITDA margin expanded 115 basis points from the prior-year period to 20.8%.
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Chief Executive Officer Stephen Trundle said the company saw performance above plan in most parts of the business. Residential operations remained steady, aided by revenue retention in the 95% range for a third consecutive quarter. Commercial initiatives and EnergyHub collectively grew more than 30% year over year, according to Chief Financial Officer Kevin Bradley.
Commercial Video and Fire Expansion Alarm.com said its OpenEye commercial business generated strong SaaS and hardware revenue as enterprise customers expanded video-surveillance deployments. Trundle said those customers increasingly adopted more advanced AI-enabled services.
During the quarter, the company launched a Fire Communicator for commercial customers. The product transmits alarm signals to monitoring stations while also sending notifications to designated users through Alarm.com applications and services.
Trundle said the product is designed to work with most new and existing fire panels and relies on Alarm.com’s cellular communications infrastructure and back-end platform. Fire communicators are often replaced independently from fire alarm control panels, particularly when legacy equipment fails testing or loses network support as cellular networks change.
Management estimates the addressable market includes 4 million to 5 million fire panels across the U.S. and Canada. Trundle said roughly 3,000 of Alarm.com’s service providers are involved in the commercial fire business to some extent and could potentially deploy the offering. The company had nearly 1,000 units installed within the first two to three weeks after launch, though Trundle said adoption will take time to develop through the service-provider channel.
Bradley said the Fire Communicator’s delivery model is channel-based, similar to Alarm.com’s residential offerings. The company expects hardware gross margin for the product to be neutral to slightly positive, while recurring service revenue could be about twice the average revenue per user of a typical residential account.
EnergyHub Benefits From Grid Demand EnergyHub continued to grow as utilities expanded distributed energy resource and demand-response programs. Trundle said the market is benefiting from growing power demand, including demand related to data centers and vehicle electrification, as well as a more variable energy supply mix that includes wind and solar power.
Over the July 4 weekend, utilities dispatched more than 300 demand-response events through EnergyHub across more than 30 states and Ontario, the company said. Those events shifted 17.5 gigawatt hours of electricity, which Trundle said was roughly equal to New York City’s total electricity consumption for more than two hours.
Trundle said EnergyHub has expanded beyond thermostat-based demand-response programs to include electric vehicles, EV chargers and batteries. He estimated the company is currently about 2% penetrated in the North American total addressable market, with somewhat higher penetration among utilities that already have EnergyHub programs.
Bradley said EnergyHub is the growth initiative contributing most rapidly to the company’s accelerating SaaS growth rate. International, commercial and EnergyHub businesses represented about 35% of revenue in the second quarter and grew by more than 30% year over year, though the company expects those operations to account for roughly 35% of revenue and grow 25% to 30% for the full year.
International Milestone and Financial Results Alarm.com’s international business surpassed 1 million active subscriber accounts during the quarter. The company operates with service-provider partners in more than 70 countries. Trundle said the business has established critical infrastructure and localized products across its markets, and he expects the next 1 million international accounts to come faster than the first, though he did not predict an exact pace.
Hardware and other revenue increased 5.5% to about $89 million. The company cited strong enterprise demand in commercial video as well as increased activity in EnergyHub’s low-carbon and renewable-fuel credit business. The sales mix contributed to a 180-basis-point year-over-year expansion in hardware gross margin.
GAAP net income attributable to common stockholders declined to $24.2 million, or $0.48 per diluted share, from $34.6 million a year earlier. Bradley said lower interest income following the January retirement of $500 million in convertible notes was a key contributor to the decline.
Non-GAAP adjusted net income rose about 17% to $41.1 million, while non-GAAP diluted earnings per share increased 24% to $0.77. Alarm.com ended the quarter with $479.4 million in cash and generated $37 million in free cash flow.
The company repurchased about 570,000 shares for $25 million during the quarter, bringing repurchases since the beginning of 2025 to 1.8 million shares. It continues to operate under a $150 million share-buyback authorization.
Raised 2026 Outlook For the third quarter, Alarm.com forecast SaaS and license revenue of $189.8 million to $190 million, representing growth of about 8.3% at the midpoint.
For full-year 2026, the company raised its SaaS and license revenue outlook to $754 million to $754.4 million, up about $4.2 million from its May forecast. The updated range implies approximately 9.4% annual growth at the midpoint.
Total revenue is projected at $1.079 billion to $1.089 billion. Hardware and other revenue is expected to be $325 million to $335 million, up about $15 million at the midpoint from prior guidance. Adjusted EBITDA is forecast at $221 million to $223 million, an increase of about $6.5 million at the midpoint. Non-GAAP adjusted net income is projected at $156 million to $157 million, or $2.92 to $2.94 per diluted share. Bradley said the updated outlook reflects second-quarter outperformance and keeps the company on track toward its previously stated goal of exiting 2027 with a 21% adjusted EBITDA margin.
About Alarm.com (NASDAQ:ALRM)Alarm.com Holdings, Inc provides a cloud-based software platform for connected properties, enabling residential and commercial customers to monitor, manage and control security, energy and home automation solutions. The company's interactive services connect security systems, smart thermostats, door locks, lights and video cameras through cellular, broadband and Z-Wave networks, offering real-time alerts and remote access via mobile and web applications.
Through its platform, Alarm.com delivers an integrated suite of products that includes intrusion detection, video monitoring and cloud recording, energy management features such as smart thermostat scheduling, and home automation controls for lighting, garage doors and connected appliances.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Alarm.com Holdings, Inc. (ALRM) Q2 2026 Earnings Call August 6, 2026 4:30 PM EDT
Company Participants
Matthew Zartman - Vice President of Strategic Communications & Investor Relations
Stephen Trundle - CEO & Director
Kevin Bradley - Chief Financial Officer
Conference Call Participants
Saket Kalia - Barclays Bank PLC, Research Division
Adam Tindle - Raymond James & Associates, Inc., Research Division
Jordan Ross Boretz
Matthew Filek - William Blair & Company L.L.C., Research Division
Jack Vander Aarde - Maxim Group LLC, Research Division
Presentation
Operator
Good day, and thank you for standing by. Welcome to the Alarm.com Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised today's conference is being recorded.
I would now like to hand the conference over to your speaker today, Matthew Zartman. Please go ahead.
Matthew Zartman
Vice President of Strategic Communications & Investor Relations
Thank you, operator. Good afternoon, everyone, and welcome to Alarm.com's Second Quarter 2026 Earnings Conference Call. Please note that this call is being recorded. Joining us today are Steve Trundle, our CEO; and Kevin Bradley, our CFO.
During today's call, we will be making forward-looking statements, which are predictions, projections, estimates and/or other statements about future events. These statements are based on current expectations and assumptions that are subject to risks and uncertainties that may cause actual results to differ materially from our current expectations. We refer you to the risk factors discussed in our Form 8-K and the associated press release, which were filed with the SEC earlier today. The call is subject to these risk factors, and we encourage you to review them.
Alarm.com assumes no obligation to update forward-looking statements or other information that speak as of their respective dates. In addition, several non-GAAP financial measures will be discussed on the call. A reconciliation of GAAP to non-GAAP measures can be found in today's
Investors in Alarm.com Holdings, Inc. (ALRM - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Sept. 18, 2026 $52.5 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Alarm.com shares, but what is the fundamental picture for the company? Currently, Alarm.com is a Zacks Rank #2 (Buy) in the Security and Safety Services industry that ranks in the Top 39% of our Zacks Industry Rank. Over the last 60 days, one analyst has increased the earnings estimates for the current quarter, while none dropped the estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from 64 cents per share to 65 cents in that period.
Given the way analysts feel about Alarm.com right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for intelligently connected properties, today announced that it will report 2026 second quarter financial results after the market close on August 6, 2026. Management will host a conference call and webcast to discuss the company's financial results at 4:30 p.m. ET that same day. To participate, please click here to pre-register for the conference call and obtain your dial-in number and individual passco.
Investors interested in Security and Safety Services stocks are likely familiar with Alarm.com Holdings (ALRM) and Assa Abloy AB (ASAZY). But which of these two stocks presents investors with the better value opportunity right now?
As of July 17, 2026, three stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Here’s the latest list of major overbought players in this sector.
Karooooo Ltd (NASDAQ:KARO)Alarm.com Holdings Inc (NASDAQ:ALRM)AstroNova Inc (NASDAQ:ALOT)Curious about other BZ Edge Rankings? Click here to discover how similar stocks measure up.
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UL Listed, NFPA 72‑compliant communicator brings fire onto the Alarm.com for Business platform alongside intrusion, video, and access control
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, today announced the launch of its Fire Communicator (ADC‑FC100), expanding Alarm.com for Business into the commercial fire category. With the addition of fire alongside intrusion, access control, and video, service providers can now standardize on Alarm.com for Business across the four major categories of commercial security.
The Fire Communicator replaces legacy POTS fire communications with reliable, dual-path signaling that works with both new and existing fire alarm control panels. Businesses can modernize fire monitoring without the cost and disruption of replacing current infrastructure, creating a more affordable path to updated fire communications while gaining real-time alerts and centralized visibility through Alarm.com services.
For service providers, this approach simplifies operations with one portal, one technician app, and one bill across all security categories. Businesses benefit from a more consistent experience with centralized alerts, reporting, and history for intrusion, access control, video, and fire monitoring.
“More than 20 years ago, Alarm.com transformed residential intrusion by combining reliable signal communication with a modern cloud platform and connected user experience,” said Dan Kerzner, President of Platforms Business at Alarm.com. “The Fire Communicator applies that same model to commercial fire, giving service providers a simpler way to manage installations, monitoring, and customer accounts while helping businesses bring fire monitoring into the same day-to-day workflows they already use for the rest of their security system.”
Modernizing Commercial Fire Through a Connected Platform
The Fire Communicator links the fire alarm control panel, monitoring station, and Alarm.com platform together. When a fire event occurs, the communicator transmits the alarm to the monitoring station while simultaneously delivering notifications to designated users through the Alarm.com app and services.
This approach provides critical information to both monitoring professionals and building operators while giving businesses the same familiar experience they already use for intrusion, access control, and video monitoring.
“In a little over five years, I’ve grown my commercial business with Alarm.com from four accounts to more than 1,600,” said Scott Davis of DDA Systems. “The Fire Communicator has the same Alarm.com benefits that helped us grow in other categories like intrusion and access control. What makes it so valuable is how simple it is to use. The communicator gives users and service providers real-time visibility into what’s happening with the system through an easy installation and app experience, helping them identify issues faster, respond quickly, and manage fire systems more efficiently.”
The Fire Communicator was recognized with a 2026 ESX Innovation Award in the Fire Detection and Life Safety Systems category, recognizing its role in modernizing commercial fire communications through a connected platform experience.
Designed for Compatibility and Reliability
Designed to work with a wide range of existing fire alarm control panels, the Fire Communicator enables businesses to modernize fire monitoring communications without replacing current infrastructure. The communicator connects to the fire panel through phone lines or relay outputs and passes signals to the central monitoring station.
Reliable dual‑path communication over Broadband and LTE transmits alarm signals even if one communication path is interrupted. Dual‑SIM capability allows the communicator to automatically switch carriers for improved signal reliability.
The communicator is UL Listed (UL 864), NFPA 72 compliant, and certified by CSFM, LAFD, and FDNY, meeting key safety requirements for commercial fire monitoring systems.
Availability
The Alarm.com Business Fire Communicator (ADC‑FC100) is entering General Availability in the United States through Alarm.com for Business service provider partners and participating distributors. Expansion into Canada is planned for a future release.
For more information about the Fire Communicator and Alarm.com’s commercial security and life safety solutions, visit www.alarm.com.
About Alarm.com
Alarm.com is the leading platform for intelligently connected properties. Millions of homeowners and businesses rely on Alarm.com’s technology to secure, monitor, and manage their environments from anywhere. Our comprehensive suite of solutions, including security, video surveillance, access control, active shooter detection, intelligent automation, energy management, wellness, and fire, are delivered exclusively through a trusted network of thousands of professional service providers and commercial integrators across North America and worldwide. Alarm.com’s common stock is traded on Nasdaq under the ticker symbol ALRM. To learn more, visit www.alarm.com.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Alarm.com Holdings (ALRM - Free Report) . This company, which is in the Zacks Security and Safety Services industry, shows potential for another earnings beat.
This security service company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 8.71%.
For the most recent quarter, Alarm.com was expected to post earnings of $0.6 per share, but it reported $0.65 per share instead, representing a surprise of 8.33%. For the previous quarter, the consensus estimate was $0.66 per share, while it actually produced $0.72 per share, a surprise of 9.09%.
Price and EPS Surprise
For Alarm.com, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Alarm.com has an Earnings ESP of +1.54% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Investors interested in stocks from the Security and Safety Services sector have probably already heard of Alarm.com Holdings (ALRM) and Assa Abloy AB (ASAZY). But which of these two companies is the best option for those looking for undervalued stocks?
Alarm.com (ALRM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Premium 4MP indoor camera delivers smarter security, stronger privacy controls, and improved low‑light visibility at a lower price
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, announced the ADC‑V530, a premium indoor Wi-Fi camera designed to deliver strong security and built-in privacy. The V530 delivers 4MP HDR video, color night vision with an integrated spotlight, and a physical privacy shutter, all at a lower cost than the previous generation indoor camera.
The ADC‑V530 is Alarm.com’s first indoor camera with a built-in privacy shutter that physically blocks the lens when closed. Customers can control the shutter manually or automate it based on schedules and rules in the Alarm.com app. This makes it easy to keep an eye on spaces while they are away and confidently shut off the camera view when they are at home. The camera also supports the full suite of proactive deterrence and monitoring services available on the Alarm.com platform.
“With the V530, we set out to remove the biggest objection to indoor cameras,” said Dan Kerzner, President of Platforms Business at Alarm.com. “Customers get sharper video, better visibility at night, and a physical privacy control they can see and trust, all included with the Alarm.com platform.”
Sharper Video and Better Visibility
The ADC‑V530 captures clear 4MP HDR video with a 110‑degree field of view, providing improved detail for live and recorded footage. An integrated spotlight enables color video at night, helping customers see what’s happening clearly after dark while also supporting deterrence features such as AI Deterrence, Perimeter Guard®, and manually triggered warning sounds.
Smarter Alerts and Flexible Recording
The V530 includes updated Video Analytics that detect people, animals, vehicles, and business activity, delivering more relevant alerts and reducing unnecessary recordings. Customers can customize recording rules through a redesigned interface that makes it easier to fine-tune notifications and deterrence responses.
Eligible domestic U.S. customers on Premium Video or Commercial Video Plus packages can also access AI Video Event search, allowing them to quickly find specific recorded events using natural language search.*
For continuous coverage, the ADC‑V530 supports encrypted local recording using onboard microSD storage and integrates with Alarm.com Stream Video Recorders for 24/7 recording.
Designed for Homes and Small Businesses
The ADC‑V530 is well suited for residential spaces as well as small and medium‑sized businesses. Business users can access Business Activity Analytics to gain insights into traffic patterns and customer behavior, while after hours the built-in spotlight and professional video monitoring options help protect indoor spaces.
The Alarm.com 4MP Indoor Wi-Fi Camera with Integrated Spotlight (ADC‑V530) is available now through Alarm.com service providers in all supported markets. The camera works with Alarm.com’s residential and commercial video service packages, with feature availability based on the selected plan.
For more information about the ADC‑V530 and Alarm.com’s complete video security ecosystem, visit www.alarm.com.
*AI Video Event Search is not available in Illinois due to local laws.
About Alarm.com
Alarm.com is the leading platform for intelligently connected properties. Millions of homeowners and businesses rely on Alarm.com’s technology to secure, monitor, and manage their environments from anywhere. Our comprehensive suite of solutions—including security, video surveillance, access control, active shooter detection, intelligent automation, energy management, and wellness—is delivered exclusively through a trusted network of thousands of professional service providers and commercial integrators across North America and worldwide. Alarm.com’s common stock is traded on Nasdaq under the ticker symbol ALRM. To learn more, visit www.alarm.com.
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, today announced it will showcase new AI‑powered platform advancements and product innovations at ISC West 2026. Following a milestone year surpassing $1 billion in annual revenue, Alarm.com continues to scale its unified platform to meet accelerating global demand for smarter, more connected protection across residential and commercial environments. Alarm.com brings security, vid.
TYSONS, Va.--(BUSINESS WIRE)--Shooter Detection Systems (SDS), an Alarm.com (NASDAQ: ALRM) company and leading provider of gunshot detection solutions, today announced that its SDS Perimeter Outdoor Gunshot Detection System is now available following the successful completion of its beta testing program. Purpose-built for exterior environments, SDS's new outdoor technology extends the company's proven gunshot detection capabilities beyond building interiors to provide earlier threat awareness a.
The mean of analysts' price targets for Alarm.com (ALRM) points to a 25.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Investors interested in stocks from the Security and Safety Services sector have probably already heard of Alarm.com Holdings (ALRM) and Allegion (ALLE). But which of these two stocks presents investors with the better value opportunity right now?
Brady (NYSE: BRC - Get Free Report) and Alarm.com (NASDAQ: ALRM - Get Free Report) are both mid-cap industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, institutional ownership, valuation, dividends, analyst recommendations, earnings and profitability. Risk and Volatility Brady has a beta of 0.6,
Alarm.com (NASDAQ: ALRM - Get Free Report) and Cadre (NYSE: CDRE - Get Free Report) are both industrials companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, profitability, institutional ownership, risk, dividends, valuation and earnings. Analyst Recommendations This is a breakdown of current ratings and
Alarm.com (NASDAQ: ALRM - Get Free Report) and Cadre (NYSE: CDRE - Get Free Report) are both industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, dividends, valuation, earnings and profitability. Risk and Volatility Alarm.com has a beta of 0.8, suggesting
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, today announced significant updates to its video security suite, introducing new AI‑driven software capabilities alongside expanded camera hardware options. Together, AI Video Event Search, the ADC‑V731B Battery Spotlight Camera, and the ADC‑VDB775 Video Doorbell improve how residential and commercial customers search video, deploy cameras in more locations, and respond to activi.
Alarm.com (NASDAQ: ALRM - Get Free Report) and Brady (NYSE: BRC - Get Free Report) are both mid-cap industrials companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, profitability, earnings, dividends, analyst recommendations and institutional ownership. Analyst Recommendations This is a breakdown of recent ratings
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, today announced new enhancements to its Universal Communicator, further improving the flexibility and efficiency of upgrading legacy security systems to the Alarm.com platform. Recent updates include Smart Connector functionality, Verizon LTE support, and updated firmware designed to streamline installations, providing a faster and more reliable path to modern security for reside.
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for intelligently connected properties, today announced that it will report 2026 first quarter financial results after the market close on May 7, 2026. Management will host a conference call and webcast to discuss the company's financial results at 4:30 p.m. ET that same day. To participate, please click here to pre-register for the conference call and obtain your dial-in number and individual passcode.
TYSONS, VA.--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for intelligently connected properties, today reported financial results for its first quarter ended March 31, 2026. Alarm.com also provided its financial outlook for SaaS and license revenue for the second quarter of 2026 and increased its guidance for the full year of 2026. First Quarter 2026 Financial Results as Compared to First Quarter 2025 SaaS and license revenue increased 10.8% to $181.5 million,.
Alarm.com Holdings (ALRM) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.6 per share. This compares to earnings of $0.54 per share a year ago.
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, today announced that its Remote Video Monitoring (RVM) Services integration with the CHeKT Monitoring Portal has been named a Security Sales & Integration (SSI) MVP Award winner. The award recognizes innovative products that advance the security industry and deliver meaningful value to integrators, monitoring centers, and end customers. Built on CHeKT's industry‑leading platf.
Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, today announced that its Remote Video Monitoring (RVM) Services integrat
TYSONS, Va.--(BUSINESS WIRE)--Shooter Detection Systems (SDS), an Alarm.com (NASDAQ: ALRM) company and a leading provider of gunshot detection solutions, today announced that its SDS Perimeter Outdoor Gunshot Detection System has been named a winner in the Fire/Life Safety category of the 2026 Security Sales & Integration (SSI) MVP Awards. The award recognizes innovative products that deliver meaningful advancements in safety, security, and life-saving technology. SDS Perimeter represents a.
TYSONS, Va.--(BUSINESS WIRE)--Shooter Detection Systems (SDS), an Alarm.com (NASDAQ: ALRM) company and a leading provider of gunshot detection solutions, today announced its participation in the 2026 National Sports Safety and Security Conference & Exhibition (NCS⁴) Annual Conference, taking place June 23-25 in Palm Desert, Calif. The NCS⁴ Annual Conference brings together leading professionals in sports and event safety, including venue operators, security directors, law enforcement, and e.
