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Operating Income by Segment
Shows which parts of Alarm’s business are actually profitable and which are dragging on margins, revealing where management should invest or cut back. Comparing segment profits over time highlights scalability, capital intensity, and how well the company converts revenue into operating earnings across different products or regions.Alarm.com has become the clear profit engine—its operating income has ramped and underpins the company’s improved margins and raised EBITDA guidance, driven by SaaS growth and very high retention. Offsetting this is a persistently volatile, loss-making “Other” segment (EnergyHub/RGS integration and one-time items) that compresses consolidated profitability near term, while occasional intersegment accounting swings mask underlying trends. Monitor hardware headwinds (memory costs, tariff changes) and Other’s margin recovery for whether consolidated earnings momentum is sustainable.
Date | Other | Alarm.com | Intersegment/Alarm.com | Intersegment/Other |
|---|---|---|---|---|
Jun 30, 2026 | -$6.24M | $38.69M | -$72.00K | $106.00K |
Mar 31, 2026 | -$6.82M | $38.40M | -$68.00K | $130.00K |
Dec 31, 2025 | -$1.00M | $35.89M | -$83.00K | $141.00K |
Sep 30, 2025 | $448.00K | $36.45M | -$30.00K | $151.00K |
Jun 30, 2025 | -$2.89M | $35.02M | -$199.00K | $91.00K |
Mar 31, 2025 | -$4.73M | $34.31M | -$99.00K | $167.00K |
Dec 31, 2024 | -$1.85M | $32.73M | -$137.00K | $114.00K |
Sep 30, 2024 | -$1.28M | $34.55M | -$107.00K | $32.00K |
Jun 30, 2024 | -$4.85M | $30.69M | -$89.00K | $24.00K |
Mar 31, 2024 | -$4.74M | $23.57M | -$135.00K | $28.00K |