Arm Holdings
ARM Β· Semiconductors
$210.33
οΏ½οΏ½Skyworks Solutions
SWKS Β· Semiconductors
$83.43
1.3%The short version
- Arm Holdings is the larger business, with $4.9B of revenue in fiscal 2026 against $4.1B for Skyworks Solutions.
- Arm Holdings grew revenue faster (22.8%, against β2.2%).
- Arm Holdings kept more of each dollar of sales as operating profit (18.3% operating margin, against 12.2% operating margin).
- Skyworks Solutions turned more of its sales into free cash flow (27.1% FCF margin, against 19.9% FCF margin).
| Latest fiscal year | ARM Β· FY26 | SWKS Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $224.6B | $12.6B |
| Revenue | $4.9B | $4.1B |
| Free cash flow | $979M | $1.1B |
| Net income | $904M | $477M |
| Growth | ||
| Revenue growth | 22.8% | β2.2% |
| 5-year growth | β | 4.0% |
| Share count change | 0.5% | β4.0% |
| Profitability | ||
| Gross margin | 97.5% | 41.2% |
| Operating margin | 18.3% | 12.2% |
| Net margin | 18.4% | 11.7% |
| FCF margin | 19.9% | 27.1% |
| Return on capital | β | 8.5% |
| Return on equity | 12.0% | 7.9% |
| Balance sheet | ||
| Net debt | β | β$878M |
| Net debt / EBITDA | β | β0.9x |
| Dividends and buybacks | $0.0M | $1.3B |
| Valuation & quality | ||
| P/E | β | 43.2x |
| Piotroski F-score | β | 5 |
FY17
ARM β
SWKS $3.7B
FY18
ARM β
SWKS $3.9B
FY19
ARM β
SWKS $3.4B
FY20
ARM β
SWKS $3.4B
FY21
ARM β
SWKS $5.1B
FY22
ARM $2.7B
SWKS $5.5B
FY23
ARM $2.7B
SWKS $4.8B
FY24
ARM $3.2B
SWKS $4.2B
FY25
ARM $4.0B
SWKS $4.1B
FY26
ARM $4.9B
SWKS β
ARM
SWKS
FY17
ARM β
SWKS 34.3%
FY18
ARM β
SWKS 34.1%
FY19
ARM β
SWKS 28.2%
FY20
ARM β
SWKS 26.6%
FY21
ARM β
SWKS 31.6%
FY22
ARM 23.4%
SWKS 27.8%
FY23
ARM 25.1%
SWKS 23.6%
FY24
ARM 3.4%
SWKS 15.3%
FY25
ARM 20.7%
SWKS 12.2%
FY26
ARM 18.3%
SWKS β
ARM
SWKS
FY17
ARM β
SWKS $1.2B
FY18
ARM β
SWKS $838M
FY19
ARM β
SWKS $969M
FY20
ARM β
SWKS $815M
FY21
ARM β
SWKS $1.1B
FY22
ARM $424M
SWKS $935M
FY23
ARM $675M
SWKS $1.6B
FY24
ARM $998M
SWKS $1.7B
FY25
ARM $178M
SWKS $1.1B
FY26
ARM $979M
SWKS β
ARM
SWKS
FY17
ARM β
SWKS β
FY18
ARM β
SWKS β
FY19
ARM β
SWKS β
FY20
ARM β
SWKS β
FY21
ARM β
SWKS 31.2%
FY22
ARM β
SWKS 20.2%
FY23
ARM β
SWKS 15.9%
FY24
ARM β
SWKS 9.9%
FY25
ARM β
SWKS 8.5%
FY26
ARM β
SWKS β
ARM
SWKS
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.