← BackARM HOLDINGS PLC /UK · SemiconductorsARM
The short versionA profitable company with growing sales. Institutions are adding.
Going well
- Sales up 22% in the latest quarter vs a year ago
- Profitable, keeps 18% of sales as profit
- Sales up 23% last year
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 13% to their holdings in the quarter ending June 2026 (576 bought, 339 sold)
- Held by Ray Dalio (Bridgewater), Stanley Druckenmiller (Duquesne)
Facts from SEC filings, not a recommendation.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$1.3B+22% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $5.2B, up 25% from the 12 months before.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.12.7%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.18.4%
- PassProfitable every yearSteady profits, not one good year.5 of 5 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$979.0M
- MissShare count not growingNot diluting owners. Falling means buybacks.+3.9% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.97.5%
- Revenue
- $4.9B
- +22.8% vs prior year
- Total debt
- None
- 0.00x equity
- Current ratio
- 5.43x
- short-term assets / bills due
- Free cash flow
- $979.0M
- 19.9% of revenue
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $1.3B
- +22.4% YoY
- EPS
- $0.25
- vs $0.12
- Op. margin
- 7.1%
- -3.7 pts
- Gross margin
- 97.2%
- 0.0 pts
- Free cash flow
- $705.0M
- Share count
- +1.2%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 1.0
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+13.4%Institutions added 13.4% to their holdings. 576 bought, 339 sold. 3 quarters of net buying in a row.
Shares held by institutions98.6M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+1.3%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
1.1BNext reportNot enough history
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
SoldJason ChildChief Financial Officer
10,400 shares at $300.00 · $3.1M
- -6% of holdings
- Now owns 153,442 shares
- Pre-planned sale (10b5-1)
- Filed 2 days after trade
Stock awardWilliam AbbeyChief Commercial Officer
17,288 shares
- +36% of holdings
- Now owns 65,270 shares
- Restricted Stock Units
- Filed 2 days after trade
Stock awardRene A. HaasChief Executive Officer, Director
64 shares at $108.33 · $7K
- +0% of holdings
- Now owns 338,666 shares
- Filed 10 days after trade
SoldJason ChildChief Financial Officer
10,400 shares at $255.33 · $2.7M
- -6% of holdings
- Now owns 163,832 shares
- Pre-planned sale (10b5-1)
- Filed 4 days after trade
Option exerciseLaura Kathleen BartelsChief Accounting Officer
1,681 shares
- +14% of holdings
- Now owns 13,816 shares
- 2 transactions
- Filed 1 day after trade
- Also: Shares withheld for taxes
GiftJeffrey SineDirector
9,572 shares
- Owns no shares after
- Filed 4 days after trade