Alarm.com第三季度营收增9%至2.79亿美元：上调全年指引，收购门禁企业CellGate
位于弗吉尼亚州费尔法克斯县 Tysons 的智能物业平台公司 Alarm.com 11月5日公布2026年第三季度业绩，并上调全年业绩指引。
第三季度总营收为2.794亿美元，同比增长9.0%；其中软件即服务（SaaS）与许可营收为1.912亿美元，同比增长9.0%。按美国通用会计准则计算的净利润为3,430万美元，上年同期为3,510万美元；归属普通股股东的净利润为3,440万美元，摊薄每股收益0.66美元。非通用会计准则调整后 EBITDA 为6,620万美元，上年同期为5,550万美元。
截至9月30日，公司现金及现金等价物为5.347亿美元。2026年前九个月经营活动现金流为1.676亿美元，上年同期为1.174亿美元；非通用会计准则自由现金流为1.563亿美元。现金较年初减少，主因是今年1月全额偿付了5亿美元的零息可转换优先票据。
业务方面，公司本季度收购了门禁企业 CellGate，把业务伸向围栏与大门通道渠道；视频产品线新增一款支持更多视频分析功能的电池供电视频门铃与两款室内摄像头，其中高端款带400万像素分辨率、威慑照明与物理隐私遮板；新推出的 SI 视频片段摘要功能可用简明文字向订户说明录像里发生了什么。
公司预计第四季度 SaaS 与许可营收为1.946亿至1.948亿美元；全年 SaaS 与许可营收指引上调至7.561亿至7.563亿美元，全年总营收预计为11.011亿至11.113亿美元，全年调整后 EBITDA 预期上调至2.27亿至2.29亿美元。公司于11月5日举行电话会议说明业绩。（来源：Alarm.com）
Alarm.com Q3 Revenue Rises 9% to $279.4 Million: Raises Full-Year Guidance, Acquires Gate Access Firm CellGate
Alarm.com, the connected-property platform company based in Tysons, Fairfax County, Virginia, on November 5 reported third-quarter 2026 results and raised its full-year guidance.
Total revenue rose 9.0% to $279.4 million, with SaaS and license revenue up 9.0% to $191.2 million. GAAP net income was $34.3 million, compared with $35.1 million a year earlier, and net income attributable to common stockholders was $34.4 million, or $0.66 per diluted share. Non-GAAP adjusted EBITDA was $66.2 million, up from $55.5 million.
Cash and cash equivalents were $534.7 million as of September 30. Operating cash flow for the first nine months was $167.6 million, up from $117.4 million, and non-GAAP free cash flow was $156.3 million. The decline in cash from year-end mainly reflected the January settlement of $500 million of 0% convertible senior notes.
During the quarter the company acquired CellGate, a provider of cellular-powered gate access control and video intercom solutions, expanding its reach through the fence and gate channel. It also launched a new battery-powered video doorbell and two indoor cameras, including a premium 4MP model with deterrence illumination and a physical privacy shutter, and released AI Video Clip Summaries, which describe recorded video in plain language for subscribers.
For the fourth quarter, SaaS and license revenue is expected to be $194.6 million to $194.8 million. For the full year, the company raised SaaS and license revenue guidance to $756.1 million to $756.3 million, put total revenue at $1.1011 billion to $1.1113 billion, and raised adjusted EBITDA expectations to $227 million to $229 million. The company discussed the results on a conference call on November 5. (Source: Alarm.com)
发布：GSM·美国（发布链接）
图片来源：图：Tysons 天际线，Alarm.com 总部所在的弗吉尼亚州费尔法克斯县 Tysons 社区。Baron Maddock 摄，CC BY 4.0，经 Wikimedia Commons。 / Photo: The Tysons skyline in Tysons, Fairfax County, Virginia, home to Alarm.com. By Baron Maddock, CC BY 4.0, via Wikimedia Commons.
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