Arm Holdings vs Skyworks Solutions
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KIRA’s take AI analyst
I put Arm Holdings and Skyworks Solutions side by side, using each one’s latest annual report. Here is what stands out:
- 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 −2.2%).
- Arm Holdings kept more of each dollar of sales as operating profit (18.3% operating margin, against 12.2%).
- Skyworks Solutions turned more of its sales into free cash flow (27.1% FCF margin, against 19.9%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Arm Holdings
ARM
5/7
Revenue growthGross marginOperating marginNet marginReturn on equity
Skyworks Solutions
SWKS
2/7
FCF marginShare count change
Side by side
Best in the row
| Latest fiscal year | ARM FY26 | SWKS FY25 |
|---|---|---|
| Size | ||
| Market cap | $238.5B | $12.6B |
| Revenue | $4.9B | $4.1B |
| Free cash flow | $979M | $1.1B |
| Net income | $904M | $477M |
| Growth | ||
| Revenue growth | 22.8% | −2.2% |
| 5-year growth | — | 4.0% |
| Share count change | 0.5% | −4.0% |
| 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 | — | 8.5% |
| Return on equity | 12.0% | 7.9% |
| Balance sheet | ||
| Net debt | — | −$878M |
| Net debt / EBITDA | — | −0.9x |
| Dividends and buybacks | $0.0M | $1.3B |
| Valuation & quality | ||
| P/E | — | 43.2x |
| Piotroski F-score | — | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.