Arm Holdings Plc /uk vs Texas Instruments (ARM vs TXN)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Texas Instruments is the larger company by revenue ($17.7B vs $4.9B). Arm Holdings Plc /uk carries the larger market value ($319.3B vs $271.7B). Arm Holdings Plc /uk has grown revenue faster over the last 4 fiscal years (+82.0% cumulative vs -3.6%). Texas Instruments runs the higher operating margin (34.1% vs 18.3%). Texas Instruments trades at the lower trailing P/E (51.0x vs 355.9x).
About Arm Holdings Plc /uk
Arm Holdings plc designs, develops, and licenses high-performance, energy-efficient semiconductor technology, including CPU and GPU intellectual property, system IP, and compute subsystems. The company serves technology companies worldwide by providing a compute platform used in devices ranging from smartphones and PCs to data centers, automotive systems, and IoT devices. In 2026, Arm expanded its offerings to include production silicon products with the launch of the Arm AGI CPU.
About Texas Instruments
Texas Instruments designs and manufactures semiconductors, selling them to electronics designers and manufacturers worldwide. Its main products include analog semiconductors, which condition and amplify real-world signals and manage power, and embedded processing products, which serve as the digital control units in electronic equipment. The company serves various markets such as industrial automation, automotive, data centers, personal electronics, and communications equipment.
Head to head (ARM FY2026 vs TXN FY2025)
| Metric | ARMFY2026 | TXNFY2025 |
|---|---|---|
| Revenue | $4.92B | $17.68B |
| Revenue growth (YoY) | 22.8% | 13.0% |
| Gross margin | — | 57.0% |
| Operating margin | 18.3% | 34.1% |
| Net margin | 18.4% | 28.3% |
| Net income | $904.0M | $5.00B |
| Diluted EPS | $0.85 | $5.45 |
| FCF margin | 19.9% | 14.7% |
| ROE | 10.9% | 30.7% |
| Debt / equity | — | 0.8× |
| Market cap | $319.34B | $271.73B |
| P/E (TTM) | 355.9× | 51.0× |
Fundamentals are from each company’s SEC filings (ARM FY2026, TXN FY2025). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| ARM by fiscal year | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| Revenue | $2.70B | $2.68B | $3.23B | $4.01B | $4.92B |
| Net income | $549.0M | $524.0M | $306.0M | $792.0M | $904.0M |
| Operating margin | 23.4% | 25.0% | 3.4% | 20.7% | 18.3% |
| TXN by fiscal year | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $18.34B | $20.03B | $17.52B | $15.64B | $17.68B |
| Net income | $7.77B | $8.75B | $6.51B | $4.80B | $5.00B |
| Operating margin | 48.8% | 50.6% | 41.8% | 34.9% | 34.1% |
Arm Holdings Plc /uk and Texas Instruments use different fiscal calendars (ARM's FY2026 ended 2026-03-31, TXN's FY2025 ended 2025-12-31), so their fiscal years are shown separately rather than forced into one timeline.
Peer standing
Where each company ranks among the 88 semiconductor companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | ARM | TXN |
|---|---|---|
| Operating margin | 18.3%79th percentile of 79 | 34.1%95th percentile of 79 |
| Net margin | 18.4%81st percentile of 80 | 28.3%91st percentile of 80 |
| FCF margin | 19.9%79th percentile of 78 | 14.7%66th percentile of 78 |
| Revenue growth (YoY) | +22.8%68th percentile of 88 | +13.0%54th percentile of 88 |
| ROE | 10.9%71st percentile of 74 | 30.7%95th percentile of 74 |
| P/E (TTM) | 355.9×91st percentile of 45 | 51.0×48th percentile of 45 |
| Short interest (days to cover) | 1.48d40th percentile of 88 | 1.34d31st percentile of 88 |
Short interest
| FINRA settlement data | ARM | TXN |
|---|---|---|
| Shares sold short | 17.2M | 16.9M |
| Change vs prior settlement | +5.2% | -19.5% |
| Days to cover | 1.48 | 1.34 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 open-market activity | ARM | TXN |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 27 ($56.6M) | 32 ($88.9M) |
Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.
Held by the same investors
5 tracked 13F managers hold both Arm Holdings Plc /uk and Texas Instruments as of their latest quarterly filings: Citadel Advisors, D. E. Shaw, Millennium Management, Renaissance Technologies, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.