Alarmcom Holdings Inc (0HC2.L) Q2 2025 Earnings Report

Alarm.com Holdings Inc delivered solid top-line growth in QQ2 2025, with revenue of USD 254.31 million, marking YoY growth of 5.7% and QoQ growth of 6.5%. The business continues to benefit from a high-margin software and cloud-services mix, evidenced by a gross margin of 90.7% and an EBITDA margin of 21.8%. Net income reached USD 34.55 million, with diluted EPS of USD 0.63, though YoY earnings declined by 5.8% on a net basis due to higher operating costs relative to the prior-year period. Operating income rose modestly QoQ (+8.0%) to USD 32.02 million, but the operating cash flow was negative (-USD 22.03 million), underscoring working-capital headwinds and investing activity as primary drivers of cash-flow dynamics in the quarter.