EarningsQ2 2026 Earnings Report
CH:3RL Q2 2026 EPS Results
Actual EPSCHF0.64
Consensus EPSCHF0.54
Beat/MissBeat by +CHF0.10
One Year Ago EPSCHF0.50
CH:3RL Q2 2026 Revenue Results
Actual RevenueCHF231.12M
Expected RevenueCHF220.49M
Beat/MissBeat by +CHF10.63M
YoY Revenue Growth+9.21%
Earnings Announcement Details
QuarterQ2 2026
Date08/06/2026
TimeAfter Close
Conference CallThursday, August 6, 2026
CH:3RL Upcoming Earnings
Alarm's next earnings date is estimated for November 5, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
CH:3RL Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted broad-based execution: double-digit SaaS growth (~11% YoY), strong adjusted EBITDA growth (15.7%) and margin expansion (+115 bps), raised full-year guidance, international scale (1M subscribers) and notable EnergyHub operational impact. Lowlights were limited and specific: GAAP net income declined due to lower interest income after debt retirement, free cash flow was modest this quarter due to working capital timing, and new product adoption (commercial fire communicator) and international partner churn present execution risks. Overall, the positive financial performance, raised guidance, and product / market milestones materially outweigh the contained negatives.Company Guidance
SaaS and License Revenue Growth
SaaS and license revenue of $188.8M in Q2, up ~11% year-over-year (CFO reported 11.1% YoY), exceeding the midpoint of guidance by ~$3.2M.
Adjusted EBITDA and Margin Expansion
Non-GAAP adjusted EBITDA of $57.7M, up 15.7% year-over-year, with adjusted EBITDA margin of 20.8% (approximately +115 basis points YoY).
Raised Guidance for Full Year
Full-year SaaS & license revenue raised to $754.0M–$754.4M (~9.4% growth at midpoint); total revenue raised to $1.079B–$1.089B (hardware ~$325M–$335M); non-GAAP adjusted EBITDA raised to $221M–$223M (increase of ~$6.5M at midpoint).
Strong Growth from Commercial Initiatives and EnergyHub
Commercial initiatives and EnergyHub collectively grew >30% year-over-year in Q2 and are ~35% of SaaS revenue; these growth initiatives contributed roughly 900 basis points to consolidated growth in the quarter.
Hardware Revenue and Gross Margin Improvement
Hardware and other revenue of ~$89M, up 5.5% year-over-year, with a 180 basis point expansion in hardware gross margin YoY; enterprise/commercial video demand was particularly strong.
Revenue Retention and Recurring Revenue Durability
Revenue retention remained in the mid-95% range for the third consecutive quarter, supporting durable recurring revenue and client stickiness.
International Subscriber Milestone
International business surpassed 1 million active subscriber accounts, reflecting localization efforts and a partner network across 70+ countries.
Cash Generation and Capital Allocation
Ended Q2 with $479.4M cash and generated $37M free cash flow in the quarter; repurchased ~570K shares for $25M during the quarter (1.8M shares repurchased since start of 2025) and are operating under a $150M buyback authorization.
EnergyHub Operational Impact
EnergyHub enabled more than 300 demand response events over the July 4 weekend across 30+ states and Ontario, shifting ~17.5 GWh of electricity and demonstrating utility-scale operational value.
Improved Non-GAAP Earnings Per Share
Non-GAAP adjusted net income of $41.1M (up ~17% YoY) and non-GAAP diluted EPS of $0.77, a 24% increase year-over-year.
CH:3RL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed