Alarm.com Holdings, Inc. logo ALRM - Alarm.com Holdings, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
2
BUY 11
HOLD 5
SELL 1
STRONG
SELL
0
| PRICE TARGET: $55.00 DETAILS
HIGH: $55.00
LOW: $55.00
MEDIAN: $55.00
CONSENSUS: $55.00
UPSIDE: 25.57%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2 2013 Q1
Revenue
Revenue 265.2 261.7 256.4 254.3 238.8 242.2 240.5 233.8 223.3 226.2 221.9 223.9 209.7 208.1 216.1 212.8 205.4 195.3 192.3 188.9 172.5 165.6 158.9 141.6 151.9 140.5 127.9 121.7 112.3 111.4 111.8 104.5 92.8 88.8 90.0 86.0 74.2 69.8 67.8 64.4 59.0 56.9 54.0 51.9 46.0 45.6 42.8 42.1 36.9 34.8 34.8 32.5 28.0
Cost of Revenue 99.6 97.5 95.4 87.5 78.2 83.6 84.7 81.3 76.5 81.2 81.4 86.4 76.2 79.6 85.6 87.3 90.1 82.4 80.4 77.4 65.8 59.3 61.2 49.0 58.0 52.6 47.5 44.6 39.0 38.9 42.0 36.5 28.4 27.9 31.8 29.8 26.6 26.7 26.4 25.2 21.1 20.1 20.0 20.5 16.8 17.6 17.5 18.0 14.0 14.8 14.8 14.1 11.3
Gross Profit 165.6 164.2 161.0 166.8 160.6 158.6 155.7 152.5 146.8 145.0 140.4 137.5 133.5 128.6 130.6 125.5 115.3 112.9 111.9 111.5 106.7 106.3 97.7 92.6 94.0 87.9 80.4 77.1 73.4 72.5 69.9 68 64.4 60.9 58.1 56.2 47.6 43.1 41.5 39.2 37.9 36.8 34.0 31.5 29.2 27.9 25.3 24.1 22.9 20.0 20.0 18.4 16.8
Operating Expenses
R&D Expenses 72.1 66.2 66.6 69.1 68.4 62.0 62.2 65.7 66.0 61.3 61.0 60.9 61.9 57.4 55.6 54.2 51.5 47.6 44.1 43.5 42.5 38.9 36.9 36.6 39.7 30.1 29.5 28.4 26.5 24.4 22.9 21.5 20.4 18.9 19.3 20.1 14.5 12.0 11.5 10.8 10.0 13.3 9.8 9.1 7.8 6.7 6.1 5.8 4.6 3.4 4.1 2.9 2.7
SG&A Expenses 61.8 63.0 57.4 58.2 55.5 58.7 52.7 53.9 54.8 50.1 55.3 52.6 55.1 48.9 51.1 52.2 47.2 47.1 41.2 43.8 41.9 46.6 35.8 34.3 37.9 36.6 33.2 29.5 32.4 34.1 57.8 32.7 27.0 24.4 23.4 25.3 25.7 25.2 25.5 24.0 22.1 17.8 18.8 16.6 15.0 12.9 14.9 13.9 10.3 9.4 9.4 9.9 6.0
Other Expenses 0 (1.5) 0 7.5 7.0 7.1 7.6 7.1 7.3 7.9 7.9 7.9 7.7 7.7 7.6 7.8 7.8 7.4 7.5 7.5 7.4 7.5 6.9 6.7 6.4 6.3 0 0 0 5.6 0 0 0 5.0 0 0 0 1.6 0 1.6 1.6 1.4 1.5 1.5 1.3 1.3 1.1 0.8 0.8 0 0 0 0
Operating Expenses 133.9 127.7 123.7 134.8 130.9 127.8 122.6 126.8 128.0 119.3 124.3 121.3 124.7 114.1 114.2 114.2 106.4 102.1 92.9 94.8 91.7 92.9 79.6 77.6 84.1 73.0 68.2 63.1 64.2 64.2 86.5 59.5 52.4 48.3 47.7 50.3 43.1 38.9 38.6 36.3 33.6 32.6 30.2 27.2 24.1 20.9 22.0 20.5 15.7 22.3 22.4 13.7 9.3
Operating Income
Operating Income 31.7 36.4 37.4 32.0 29.6 30.9 33.2 25.8 18.7 25.7 16.2 16.2 8.8 14.5 16.3 11.3 8.9 10.8 19.1 16.7 15.0 13.4 18.1 15.0 9.9 15.0 12.2 14.0 9.2 8.4 (16.7) 8.5 12.0 12.6 10.4 5.9 4.5 4.2 2.8 2.8 4.3 4.2 3.9 4.3 5.1 7.0 3.3 3.6 7.1 5.9 5.9 4.7 7.5
Interest Expense 3.7 4.3 4.3 4.3 4.3 4.3 4.3 2.0 0.8 0.8 0.9 0.8 0.9 0.8 0.8 0.8 0.8 4.2 4.2 4.2 3.4 0.5 0.6 0.9 0.6 0.7 0.7 0.8 0.8 0.8 0.7 0.8 0.7 0.7 0.7 0.7 0.2 0.1 0.0 0.0 0.0 0.1 0.0 0.0 0.0 0.0 0.0 0.1 0.1 0 0 0 0
Interest Income 4.9 10.2 11.3 11.8 12.4 13.6 14.4 10.9 8.5 8.7 8.5 7.4 5.2 4.7 2.9 1.0 0.1 0.1 0.1 0.1 0.2 0.1 0.1 0.2 0.5 0.6 2.7 0.8 0.8 0 0.7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.1 0.0 0.1 0.1
Profitability
EBITDA 44.5 60.2 62.4 55.3 50.4 54.4 58.8 45.6 37.5 51.4 35.4 34.0 24.6 29.9 29.8 23.2 19.7 21.0 29.6 27.1 25.0 24.3 52.3 24.3 19.1 25.4 28.3 21.7 16.9 15.0 (9.4) 14.4 18.1 18.0 16.1 11.1 7.8 6.2 4.7 4.7 6.1 5.5 5.7 7.0 6.5 8.0 4.3 4.5 8.0 7.2 6.6 5.6 8.2
EBIT 31.7 48.6 54.6 43.7 39.3 43.4 47.5 35.4 26.9 40.2 24.2 22.9 13.9 19.1 19.1 12.5 9.1 10.8 19.3 16.9 15.0 14.2 42.9 15.2 10.4 15.6 21.3 14.9 10.1 9.3 (16.0) 8.9 12.4 12.9 10.7 6.0 4.7 4.3 3.0 2.9 4.4 4.0 3.9 4.2 5.1 6.6 3.2 3.6 7.1 5.9 5.9 4.7 7.5
Income Before Tax 29.2 44.3 50.3 39.7 35.0 39.1 43.2 33.4 26.2 39.4 23.3 22.1 13.0 18.3 18.4 11.7 8.3 6.6 15.1 12.8 11.6 13.7 42.4 14.3 9.8 15.0 20.6 14.1 9.3 8.5 (16.7) 8.2 11.7 12.3 10.1 5.4 4.5 4.3 2.9 2.8 4.3 3.9 3.8 4.2 5.1 6.6 3.2 3.5 7.1 (2.4) (2.4) 4.6 7.4
Income Tax Expense 5.9 9.7 15.2 5.5 7.3 8.9 6.7 0.9 2.7 8.2 4.0 6.5 (1.2) 0.5 0.2 0.8 (0.6) (2.2) 1.8 (1.7) (2.9) (2.0) 6.5 (2.3) 1.2 2.1 2.9 0.3 0.2 0.6 (9.1) (2.6) 1.2 12.0 (5.0) (4.5) 0.5 1.3 0.4 1.0 1.6 0.9 0.9 1.7 2.0 2.1 0.5 1.4 2.8 1.2 1.2 2.0 3.0
Net Income 23.6 34.7 35.3 34.6 27.9 30.3 36.7 33.5 23.6 31.3 19.5 15.8 14.4 18.1 18.3 10.8 9.1 9.1 13.5 14.7 14.8 16.0 36.1 17.0 8.8 13.0 17.7 13.8 9.0 7.9 (7.7) 10.7 10.5 0.3 15.1 9.9 4.0 3.0 2.6 1.9 2.7 3.0 2.9 2.5 3.0 4.5 2.7 2.1 4.3 (0.0) (0.0) 2.6 (2.4)
Per Share Data
EPS (Basic) 0.48 0.70 0.71 0.69 0.56 0.61 0.81 0.67 0.47 0.63 0.39 0.32 0.29 0.36 0.37 0.22 0.18 0.18 0.27 0.30 0.30 0.32 0.74 0.35 0.18 0.27 0.36 0.29 0.19 0.16 -0.16 0.23 0.22 0.01 0.32 0.21 0.09 0.06 0.06 0.04 0.06 0.07 0.06 0.07 0.00 0.11 0.00 0.00 0.00 -0.00 -0.00 0.07 -0.06
EPS (Diluted) 0.47 0.66 0.65 0.63 0.52 0.56 0.67 0.62 0.44 0.58 0.37 0.30 0.28 0.34 0.35 0.21 0.18 0.18 0.26 0.28 0.29 0.31 0.71 0.34 0.18 0.26 0.35 0.27 0.18 0.16 -0.16 0.22 0.21 0.01 0.31 0.20 0.08 0.06 0.05 0.04 0.06 0.07 0.06 0.07 0.00 0.11 0.00 0.00 0.00 -0.00 -0.00 0.07 -0.06
Shares Outstanding 49.6 49.8 49.9 49.8 49.7 49.5 49.3 49.8 50.0 49.8 49.9 49.9 49.6 49.8 49.8 49.9 50.2 50.1 50.0 49.8 49.6 49.3 49.0 48.8 48.7 48.6 48.5 48.4 48.2 48.0 47.8 47.4 47.2 47.2 46.9 46.4 46.2 46.0 45.7 45.6 45.5 45.5 34.5 34.5 44.8 41.5 38.2 38.2 38.2 38.2 38.2 38.2 38.2
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1
Current Assets
Cash & Cash Equivalents 497.4 962.7 1,066.6 1,024.9 1,186.2 1,220.7 1,170.6 1,104.5 747.9 697.0 680.0 627.0 606.4 622.2 621.3 643.4 671.8 710.6 700.3 662.7 642.2 253.5 247.2 205.8 171.7 119.6 164.3 150.9 122.4 146.1 124.2 106.0 96.8 96.3 84.6 68.9 63.1 140.6 135.1 134.2 135.8
Short-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 141.4 141.9 111.8 122.3 118.8 126.1 121.0 123.6 128.5 130.6 110.3 123.3 125.9 124.3 118.8 108.3 103.1 105.5 90.6 92.6 88.4 83.3 81.9 76.6 81.9 76.4 64.9 60.0 56.1 49.5 55.5 52.6 43.6 40.6 41.2 42.0 38.9 29.8 28.7 27.5 23.5
Inventory 95.1 94.4 92.3 90.0 90.1 87.4 75.0 79.6 85.7 96.1 114.2 117.8 117.9 115.6 112.3 108.3 86.4 75.3 56.5 59.6 47.2 44.3 40.2 50.4 36.8 34.2 21.0 23.9 25.7 23.0 16.9 14.7 12.9 14.2 13.6 10.3 7.3 10.5 11.5 9.5 7.6
Other Current Assets 43.9 75.6 50.5 55.4 57.7 47.4 46.3 35.1 35.8 33.0 26.7 29.7 30.7 29.1 27.5 26.0 27.3 26.2 23.3 22.9 18.0 16.3 17.9 15.3 18.8 13.5 13.5 33.7 36.3 9.5 16.9 20.7 20.8 12.8 15.8 16.0 9.9 9.2 8.3 6.5 4.6
Total Current Assets 801.0 1,272.5 1,345.7 1,292.6 1,452.8 1,481.6 1,412.9 1,342.7 997.9 956.8 931.2 897.8 880.9 891.1 880.0 886.0 888.6 917.6 870.8 837.8 795.8 397.4 387.1 348.1 309.3 243.7 263.7 268.5 240.6 228.1 213.5 193.9 174.2 163.9 155.2 137.2 119.3 190.2 183.5 177.6 171.6
Non-Current Assets
Property, Plant & Equipment 114.7 117.4 123.0 124.0 123.9 116.6 118.3 76.8 79.7 78.4 82.7 85.0 87.6 86.1 90.4 92.5 70.1 72.2 72.3 75.1 76.8 78.3 76.5 74.4 74.4 69.1 59.9 57.5 57.8 27.8 28.3 26.6 25.2 23.5 23.4 22.6 20.8 20.2 17.6 17.4 17.5
Goodwill 224.7 225.0 181.7 178.7 178.2 154.2 154.7 154.4 154.4 154.5 153.8 154.0 155.3 148.2 150.8 112.9 112.9 112.9 112.9 112.9 112.8 112.8 105.7 105.7 105.0 105.0 63.6 63.6 63.6 63.6 63.6 63.6 63.6 63.6 63.6 64.1 64.1 24.7 24.7 24.7 24.7
Intangible Assets 93.4 99.4 71.2 66.2 70.1 63.2 66.0 69.9 74.4 78.6 82.5 87.8 85.6 82.5 87.2 82.3 86.8 91.4 90.5 94.7 99.0 103.3 91.4 95.4 99.4 103.4 68.8 72.2 75.6 79.1 82.9 86.7 90.5 94.3 97.9 101.1 104.7 4.6 5.0 5.4 5.8
Long-Term Investments 219.8 260.1 198.6 199.6 0.5 40.3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1.7 1.7 0 1.7 0.8 0.6
Other Non-Current Assets 40.5 10.0 42.5 41.8 63.6 1.0 38.9 39.0 35.4 39.5 34.5 36.9 36.9 37.4 32.3 30.2 26.8 24.3 23.9 24.3 23.0 18.2 16.6 17.5 18.0 17.5 17.6 14.1 13.6 13.6 12.5 13.2 9.3 7.9 6.3 5.8 3.1 4.8 3.5 3.1 3.5
Total Non-Current Assets 842.6 894.5 777.9 805.5 624.7 556.6 558.1 512.5 489.1 482.8 480.3 484.9 476.7 438.3 429.8 369.5 336.2 314.4 311.0 319 318.8 334.3 310.9 314.6 314.8 314.1 237.3 236.9 239.3 212.9 213.9 208.9 205.9 207.7 219.4 219.0 216.4 71.1 66.8 64.3 64.3
Total Assets 1,643.6 2,167.0 2,123.6 2,098.1 2,077.4 2,038.2 1,971.0 1,855.2 1,487.0 1,439.6 1,411.5 1,382.7 1,357.5 1,329.4 1,309.8 1,255.5 1,224.8 1,232.0 1,181.8 1,156.8 1,114.5 731.7 698.0 662.6 624.1 557.8 501.0 505.4 479.9 441.0 427.4 402.8 380.0 371.6 374.7 356.2 335.6 261.2 250.3 241.9 235.9
Current Liabilities
Account Payables 28.0 22.2 28.2 55.4 57.1 65.6 53.7 50.9 42.5 39.0 52.8 57.5 59.0 53.1 49.5 64.2 47.7 64.8 40.5 50.3 44.7 38.2 32.3 48.6 39.0 32.9 20.7 22.1 20.3 20.2 19.6 21.5 16.5 17.0 23.1 23.6 20.1 18.3 20.0 21.6 18.1
Short-Term Debt 7.6 508.4 509.3 498.3 497.5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6.7 6.5 6.2 0 0 0 0 0 0 0 0 0 0 0 0
Deferred Revenue 18.1 16.4 14.4 13.7 13.9 12.9 13.1 12.2 11.1 10.2 10.3 9.7 8.8 7.5 7.9 7.0 5.8 5.7 7.0 6.3 5.3 4.0 4.4 3.5 4.0 3.0 3.1 3.6 3.7 3.4 3.5 3.5 3.3 3.3 3.1 2.9 2.9 2.6 2.1 2.4 2.4
Other Current Liabilities 77.9 83.2 72.1 69.8 20.0 16.3 44.9 40.1 38.8 50.0 41.8 36.9 33 23.0 31.8 27.7 22.5 28.7 26.1 24.4 19.3 15.8 24.1 21.8 17.6 22.1 10.3 32.7 30.6 38.2 38.3 10.6 10.3 19.9 12.0 12.8 11.8 10.0 7.5 8.3 7.6
Total Current Liabilities 155.3 663.1 654.0 662.3 677.4 188.8 163.1 145.2 181.2 175.3 171.9 165.9 161.2 164.9 151.1 141.4 107.5 129.3 101.7 104.1 91.1 90.2 82.8 92.8 77.7 75.8 56.7 83.2 75.6 75.3 73.0 45.6 37.3 44.5 49.1 48.2 41.0 39.7 37.2 35.8 33.3
Non-Current Liabilities
Long-Term Debt 490.4 557.2 488.9 488.2 487.5 983.5 982.0 980.5 494.3 493.5 492.7 491.9 492 490.4 489.6 488.8 488.0 425.3 421.1 416.9 412.8 110 111 112 113 63 99.3 100.5 102.3 67 68 69 70 71 72 72.7 73.7 6.7 6.7 6.7 6.7
Deferred Tax Liabilities 0 30.4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (35.3) (35.5) (36.3) 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Liabilities 11.7 (55.9) 14.7 14.5 16.8 15.5 14.9 14.3 11.7 12.7 13.1 15.5 13.3 13.1 11.6 6.0 9.5 9.5 8.5 8.6 7.5 6.8 7.7 7.4 7.9 7.5 (33.4) (33.6) (34.7) 13.3 13.3 13.4 13.6 13.9 14.0 14.2 12.5 13.6 12.1 11.9 11.5
Total Non-Current Liabilities 584.6 612.8 586.3 583.9 587.8 1,078.1 1,077.0 1,026.6 540.0 539.4 541.5 544.7 545.1 541.6 541.8 536.7 539.0 476.6 471.0 467.9 464.1 163 165.8 165.9 169.2 115.1 108.1 109.8 111.8 88.1 89.6 91.0 92.4 94.3 95.6 96.7 96.2 30.3 28.8 28.5 28.1
Total Liabilities 739.8 1,276.0 1,240.3 1,246.1 1,265.2 1,266.9 1,240.1 1,171.8 721.2 714.7 713.5 710.6 706.3 706.5 693.0 678.1 646.5 606.0 572.7 572.0 555.2 253.2 248.6 258.7 246.9 190.9 164.8 193.0 187.4 163.4 162.6 136.6 129.8 138.8 144.7 145.0 137.2 70.0 66.0 64.3 61.4
Stockholders' Equity
Common Stock 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
Retained Earnings 546.5 522.9 488.1 452.8 418.3 390.3 360.0 323.3 289.8 266.2 234.9 215.4 199.6 185.1 167.1 148.7 137.9 118.8 109.7 96.1 81.4 66.6 50.6 14.5 (2.5) (10.5) (23.5) (41.2) (55.0) (64.0) (72.0) (64.3) (75.0) (88.7) (89.0) (104.1) (114.0) (117.9) (120.9) (123.5) (125.3)
Accumulated Other Comprehensive Income 2.1 2.7 2.5 2.6 1.6 0.8 1.8 1.1 1.3 1.4 0.1 0.8 0.2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total Stockholders' Equity 859.8 848.2 827.2 797.3 759.6 726.5 690.3 645.5 728.1 688.5 667.7 644.2 625.4 598.9 593.8 561.3 563.0 613.2 597.2 573.4 548.5 467.8 438.7 393.3 366.2 355.7 336.2 312.4 292.5 277.6 264.7 266.2 250.3 232.8 229.9 211.3 198.4 191.2 184.3 177.6 174.4
Total Liabilities & Equity 1,643.6 2,167.0 2,123.6 2,098.1 2,077.4 2,038.2 1,971.0 1,855.2 1,487.0 1,439.6 1,411.5 1,382.7 1,357.5 1,329.4 1,309.8 1,255.5 1,224.8 1,232.0 1,181.8 1,156.8 1,114.5 731.7 698.0 662.6 624.1 557.8 501.0 505.4 479.9 441.0 427.4 402.8 380.0 371.6 374.7 356.2 335.6 261.2 250.3 241.9 235.9
Debt Metrics
Total Debt 566.7 1,133.2 1,067.3 1,063.2 1,063.4 1,056.7 1,055.5 1,010.6 527.3 526.0 528.5 529.6 532.5 529.9 531.7 532.2 530.2 468.3 463.7 460.7 458.3 157.7 159.1 159.7 162.1 107.9 106.0 107.1 108.5 67 68 69 70 71 72 72.7 73.7 6.7 6.7 6.7 6.7
Net Debt 69.3 170.6 0.7 38.3 (122.8) (164.0) (115.1) (93.9) (220.6) (171.0) (151.5) (97.4) (73.9) (92.3) (89.7) (111.2) (141.5) (242.4) (236.6) (201.9) (183.9) (95.8) (88.1) (46.1) (9.7) (11.7) (58.3) (43.8) (13.9) (79.1) (56.2) (37.0) (26.8) (25.3) (12.6) 3.8 10.6 (133.9) (128.3) (127.5) (129.1)
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1
Operating Activities
Net Income 23.6 34.7 35.1 34.2 27.7 30.3 36.7 33.5 23.6 31.2 19.4 15.6 14.2 18.1 18.1 10.8 8.9 9.1 13.3 14.7 14.8 16.0 35.8 16.6 8.6 12.8 17.7 13.8 9.0 7.9 (7.7) 10.7 10.5 0.3 15.1 9.9 4.0 3.0 2.6 1.9 2.7
Depreciation & Amortization 12.8 0 11.8 11.6 11.1 11.0 11.3 10.3 10.5 11.1 11.2 11.1 10.7 10.8 10.6 10.7 10.6 17.4 10.3 7.8 10.0 7.8 9.4 9.1 8.7 2.2 7.0 6.8 6.9 5.8 6.1 5.5 5.3 5.3 5.3 5.2 3.1 1.9 1.8 1.8 1.7
Stock-Based Compensation 0 0 8.2 8.9 9.5 0 0 11.2 11.3 10.9 11.8 11.9 12.7 0 13.2 12.8 12.1 0 9.4 0 0 0 7.4 7.1 6.4 5.9 5.0 5.4 4.3 3.8 3.5 3.5 2.7 2.3 1.9 1.9 1.3 1.1 1.1 0.9 0.9
Change in Working Capital (5.4) (31.5) (19.6) (29.9) (20.3) 5.3 25.6 (21.5) 11.9 (10.8) 24.1 4.8 (16.7) 2.4 (15.7) 1.9 (36.5) (10.9) (1.0) (11.5) (12.1) 0.8 (10.6) 8.1 (16.6) (6.7) (25.6) 1.5 (21.6) 6.1 25.5 (7.1) (15.2) 0.1 (5.2) (4.1) 5.0 4.4 (3.5) (3.9) 1.3
Other Non-Cash Items 16.8 32.7 0.7 4.7 4.9 11.5 11.5 1.0 6.0 2.6 2.1 3.4 2.5 15.7 3.8 2.0 1.6 8.6 4.7 17.0 11.6 12.6 (24.5) (1.9) 4.6 7.9 (5.2) (2.6) 0.2 4.6 0.1 0.5 0.0 1.8 0.2 0.6 0.7 0.8 0.7 0.6 0.2
Operating Cash Flow 50.6 35.9 70.6 22.7 24.1 56.3 77.3 23.0 49.9 39.9 62.8 36.8 (3.5) 34.4 10.2 26.2 (14.0) 20.0 37.9 24.1 21.2 35.4 18.6 35.1 12.9 23.3 1.0 24.1 (1.2) 25.7 19.8 11.7 3.5 18.6 13.8 11.8 13.0 8.7 1.3 0.7 7.3
Investing Activities
Capital Expenditure (0.9) (0.9) (5.0) (4.9) (6.5) (2.3) (2.8) (2.3) (3.1) (2.6) (2.2) (6.7) (2.8) (0.6) (1.8) (24.1) (2.2) (2.1) (1.6) (3.3) (4.1) (5.5) (3.6) (4.3) (7.0) (8.7) (5.8) (2.7) (3.0) (2.8) (3.2) (3.1) (3.0) (2.8) (1.9) (3.1) (2.6) (2.9) (3.1) (2.0) (2.5)
Acquisitions 0 0 (12.7) (170.9) (27.2) 0 0 (3.0) 0 0.2 0 0 (9.9) 0 (31.7) 0 0 0 0 0 0 (26.3) 0 0 0 (58.8) 0 0 0 0 0 0 0 0 0 0 (154.3) 0 0 0 0
Purchases of Investments (1.1) 0 0 0 0 (4.0) (4.1) 0 0 (1.5) 0 0 0 (5.2) 0 0 0 0 0 0 (5) 0 0 0 0 0 0 0 0 0 0 0 0 0 (0.0) 0 0 0 0 0 0
Sales/Maturities of Investments 6.0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities (1.4) (123.0) 0.4 (2.3) (21.9) 0.0 0.0 (0.3) (0.9) (0.8) (0.2) (5.7) (0.6) 0.0 0.0 (2.8) 0.0 0.0 0.0 0.0 0.0 (3.9) 25.1 1.1 (3.3) (0.0) 17.4 7.4 (20.1) (2.4) 0 0 0 (3) 3 (3) (1) (3) (1.6) (0.1) 2.4
Investing Cash Flow 2.4 (123.9) (17.0) (177.8) (55.2) (8.1) (7.4) (5.2) (4.0) (4.2) (2.1) (6.6) (12.9) (5.7) (33.5) (27.0) (2.2) (6.5) (1.5) (3.3) (9.1) (32.5) 21.5 (2.3) (7.0) (67.5) 12.5 4.7 (23.0) (4.1) (3.2) (3.1) (3.0) (5.8) 1.0 (6.1) (157.9) (5.9) (3.1) (2.2) (0.2)
Financing Activities
Net Debt Issuance (500) 0 0 0 0 0 (0.9) 423.0 0 (0.0) (2.6) 0.1 (0.5) 0 0 0 0 0 0 (0.4) 374.7 (1) (1) (1) 50 (1) (1) (1) (1) (1) (1) (1) (1) (1.4) (0.7) (1) 67 0 0 0 0
Stock Repurchased (20.0) (19.1) (12.3) (5.1) (5.1) 0 0 (75) 0 (14.4) (6.1) (6.7) 0 (27.0) (0.4) (28.2) (23.3) 0 0 0 0 0 0 0 (5.1) 0 0 0 0 (0.0) 0 (0.0) 0 (0.0) (0.0) (0.0) 0 0.0 (0.0) 0 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (0.3) 0 0.4 (1.0) 1.6 0 (2.7) (7.6) 0 (2.6) 1.6 (2.3) 1.3 (1.5) 1.7 0 1.1 (4.5) 1.3 (0.7) (0.1) (0.7) 2.2 2.2 1.4 0 1.0 0.7 1.6 1.1 2.7 1.6 1.0 0.3 1.6 0 0 2.8 1.9 (0.2) 0
Financing Cash Flow (518.2) (18.1) (11.9) (6.1) (3.5) 2.1 (2.5) 340.4 6.4 (16.6) (7.2) (8.9) 0.8 (27.8) 1.4 (27.6) (22.3) (3.2) 1.3 (0.3) 376.5 3.4 1.2 1.2 46.2 (0.4) 0.0 (0.3) 0.6 0.1 1.7 0.6 (0.0) (1.1) 0.9 0.1 67.5 2.8 2.7 (0.2) 0.4
Cash Position
Net Change in Cash (465.2) (103.9) 41.8 (161.3) (34.7) 52.3 66.1 358.2 52.1 19.1 53.6 21.1 (15.6) 0.8 (21.9) (28.3) (38.4) 10.3 37.6 20.5 388.7 6.3 41.3 34.1 52.1 (44.7) 13.5 28.4 (23.6) 21.8 18.3 9.2 0.5 11.7 15.7 5.8 (77.5) 5.6 0.9 (1.7) 7.5
Cash at Beginning 962.7 1,066.6 1,033.1 1,194.4 1,229.1 1,170.6 1,104.5 753.1 701.1 681.9 628.3 607.3 622.9 621.3 643.9 672.3 710.6 700.3 662.7 642.2 253.5 247.2 205.8 171.7 119.6 164.3 150.9 122.4 146.1 124.2 106.0 96.8 96.3 84.6 68.9 63.1 140.6 135.1 134.2 135.8 128.4
Cash at End 497.4 962.7 1,074.9 1,033.1 1,194.4 1,222.9 1,170.6 1,111.4 753.1 701.1 681.9 628.3 607.3 622.2 622.0 643.9 672.3 710.6 700.3 662.7 642.2 253.5 247.2 205.8 171.7 119.6 164.3 150.9 122.4 146.1 124.2 106.0 96.8 96.3 84.6 68.9 63.1 140.6 135.1 134.2 135.8
Free Cash Flow 49.7 35.1 65.6 17.8 17.5 54.0 74.5 20.7 46.8 37.3 60.7 30.1 (6.3) 33.9 8.4 2.1 (16.1) 17.8 36.3 20.8 17.2 29.9 15.1 30.9 5.9 14.6 (4.8) 21.3 (4.1) 23.0 16.6 8.6 0.5 15.8 11.9 8.7 10.3 5.7 0.4 (1.4) 4.7
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2 2013 Q1
Income Statement
Revenue 265.2 261.7 256.4 254.3 238.8 242.2 240.5 233.8 223.3 226.2 221.9 223.9 209.7 208.1 216.1 212.8 205.4 195.3 192.3 188.9 172.5 165.6 158.9 141.6 151.9 140.5 127.9 121.7 112.3 111.4 111.8 104.5 92.8 88.8 90.0 86.0 74.2 69.8 67.8 64.4 59.0 56.9 54.0 51.9 46.0 45.6 42.8 42.1 36.9 34.8 34.8 32.5 28.0
Gross Profit 165.6 164.2 161.0 166.8 160.6 158.6 155.7 152.5 146.8 145.0 140.4 137.5 133.5 128.6 130.6 125.5 115.3 112.9 111.9 111.5 106.7 106.3 97.7 92.6 94.0 87.9 80.4 77.1 73.4 72.5 69.9 68 64.4 60.9 58.1 56.2 47.6 43.1 41.5 39.2 37.9 36.8 34.0 31.5 29.2 27.9 25.3 24.1 22.9 20.0 20.0 18.4 16.8
Operating Income 31.7 36.4 37.4 32.0 29.6 30.9 33.2 25.8 18.7 25.7 16.2 16.2 8.8 14.5 16.3 11.3 8.9 10.8 19.1 16.7 15.0 13.4 18.1 15.0 9.9 15.0 12.2 14.0 9.2 8.4 (16.7) 8.5 12.0 12.6 10.4 5.9 4.5 4.2 2.8 2.8 4.3 4.2 3.9 4.3 5.1 7.0 3.3 3.6 7.1 5.9 5.9 4.7 7.5
Net Income 23.6 34.7 35.3 34.6 27.9 30.3 36.7 33.5 23.6 31.3 19.5 15.8 14.4 18.1 18.3 10.8 9.1 9.1 13.5 14.7 14.8 16.0 36.1 17.0 8.8 13.0 17.7 13.8 9.0 7.9 (7.7) 10.7 10.5 0.3 15.1 9.9 4.0 3.0 2.6 1.9 2.7 3.0 2.9 2.5 3.0 4.5 2.7 2.1 4.3 (0.0) (0.0) 2.6 (2.4)
EPS (Diluted) 0.47 0.66 0.65 0.63 0.52 0.56 0.67 0.62 0.44 0.58 0.37 0.30 0.28 0.34 0.35 0.21 0.18 0.18 0.26 0.28 0.29 0.31 0.71 0.34 0.18 0.26 0.35 0.27 0.18 0.16 -0.16 0.22 0.21 0.01 0.31 0.20 0.08 0.06 0.05 0.04 0.06 0.07 0.06 0.07 0.00 0.11 0.00 0.00 0.00 -0.00 -0.00 0.07 -0.06
Balance Sheet
Cash & Equivalents 497.4 962.7 1,066.6 1,024.9 1,186.2 1,220.7 1,170.6 1,104.5 747.9 697.0 680.0 627.0 606.4 622.2 621.3 643.4 671.8 710.6 700.3 662.7 642.2 253.5 247.2 205.8 171.7 119.6 164.3 150.9 122.4 146.1 124.2 106.0 96.8 96.3 84.6 68.9 63.1 140.6 135.1 134.2 135.8
Total Assets 1,643.6 2,167.0 2,123.6 2,098.1 2,077.4 2,038.2 1,971.0 1,855.2 1,487.0 1,439.6 1,411.5 1,382.7 1,357.5 1,329.4 1,309.8 1,255.5 1,224.8 1,232.0 1,181.8 1,156.8 1,114.5 731.7 698.0 662.6 624.1 557.8 501.0 505.4 479.9 441.0 427.4 402.8 380.0 371.6 374.7 356.2 335.6 261.2 250.3 241.9 235.9
Total Debt 566.7 1,133.2 1,067.3 1,063.2 1,063.4 1,056.7 1,055.5 1,010.6 527.3 526.0 528.5 529.6 532.5 529.9 531.7 532.2 530.2 468.3 463.7 460.7 458.3 157.7 159.1 159.7 162.1 107.9 106.0 107.1 108.5 67 68 69 70 71 72 72.7 73.7 6.7 6.7 6.7 6.7
Stockholders' Equity 859.8 848.2 827.2 797.3 759.6 726.5 690.3 645.5 728.1 688.5 667.7 644.2 625.4 598.9 593.8 561.3 563.0 613.2 597.2 573.4 548.5 467.8 438.7 393.3 366.2 355.7 336.2 312.4 292.5 277.6 264.7 266.2 250.3 232.8 229.9 211.3 198.4 191.2 184.3 177.6 174.4
Cash Flow
Operating Cash Flow 50.6 35.9 70.6 22.7 24.1 56.3 77.3 23.0 49.9 39.9 62.8 36.8 (3.5) 34.4 10.2 26.2 (14.0) 20.0 37.9 24.1 21.2 35.4 18.6 35.1 12.9 23.3 1.0 24.1 (1.2) 25.7 19.8 11.7 3.5 18.6 13.8 11.8 13.0 8.7 1.3 0.7 7.3
Capital Expenditure (0.9) (0.9) (5.0) (4.9) (6.5) (2.3) (2.8) (2.3) (3.1) (2.6) (2.2) (6.7) (2.8) (0.6) (1.8) (24.1) (2.2) (2.1) (1.6) (3.3) (4.1) (5.5) (3.6) (4.3) (7.0) (8.7) (5.8) (2.7) (3.0) (2.8) (3.2) (3.1) (3.0) (2.8) (1.9) (3.1) (2.6) (2.9) (3.1) (2.0) (2.5)
Free Cash Flow 49.7 35.1 65.6 17.8 17.5 54.0 74.5 20.7 46.8 37.3 60.7 30.1 (6.3) 33.9 8.4 2.1 (16.1) 17.8 36.3 20.8 17.2 29.9 15.1 30.9 5.9 14.6 (4.8) 21.3 (4.1) 23.0 16.6 8.6 0.5 15.8 11.9 8.7 10.3 5.7 0.4 (1.4) 4.7