ARM Holdings vs Skyworks Solutions
ARM Holdings is the larger business, with $4.92bn of revenue in fiscal 2026 against $4.09bn for Skyworks Solutions (1.2 times as much). ARM Holdings grew faster (22.8% against -2.2%). ARM Holdings kept more of each dollar of sales as profit: a net margin of 18.4% against 11.7%. ARM Holdings carries less debt relative to equity (0.0% against 17.3%).
| Latest fiscal year | ARM HoldingsARM, 2026 | Skyworks SolutionsSWKS, 2025 |
|---|---|---|
| Revenue | $4.92bn | $4.09bn |
| Revenue growth | 22.8% | -2.2% |
| Net income | $904m | $477m |
| Operating margin | 18.3% | 12.2% |
| Net margin | 18.4% | 11.7% |
| Return on equity | 12.0% | 7.9% |
| Free cash flow | $979m | $1.11bn |
| Cash | $2.75bn | $1.16bn |
| Total debt | $0 | $996m |
| Debt to equity | 0.0% | 17.3% |
| Dividend per share | — | $2.81 |
| Dividend yield | — | 3.3% |
| Share buybacks | — | $830m |
| Employees | — | 10,000 |
| Market value | $215.69bn | $12.89bn |
| Price vs our value range | — | Within our value range |
| Moat score | — | 85 (Strong) |
| Insider trades, 12 months | 0 buys, 41 sales | 0 buys, 4 sales |