ARM Holdings
At a glance
ARM Holdings reported 2025 revenue of $4.92B, up 22.8% from $4.01B in 2024. Over 4 years since 2021 ($2.7B), that is growth of about 16.2% a year. Operating margin was 18.3%, down from 23.4% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 7 insiders reported 0 open-market purchases and 19 sales ($72.2M). 8 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $11M by Chief Legal Officer Spencer Collins on May 13, 2026.
2 of the 20 investors tracked here held ARM Holdings at the last quarter end, worth $1.8M combined. It is the largest weight for Duquesne Family Office (0.2% of its portfolio), followed by Bridgewater Associates (0%). Reduced: Duquesne Family Office and Bridgewater Associates.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $549M | $524M | $306M | $792M | $904M |
| Diluted EPS | $0.54 | $0.51 | $0.29 | $0.75 | $0.85 |
Fiscal year ends Mar 31 · incorporated in X0
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined