Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment…
$174.62+4.74%
报价 2026-11-06
市值
$186.49B
EV
$183.74B
PE (TTM)
200.7x
预期 PE (FY2027)
78.7x
52 周区间距高点 -60.3%
$104.55$439.46
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
研究结论
L2 2026-05-21全文 ↓尚未生成 L3 估值，没有三情景目标价。去生成估值 →
基本面判断
›数据源
Header / TTM Fundamentals (Trade Date 2026-05-21)
›历史均值
3Y/5Y PE/EV 区间缺失，无法计算均值回归锚点
历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
同行业市值相近 · Semiconductors| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| ARMArm Holdings plc American Depositary Shares | $186.49B | +4.7% | +24.5% | 97.1% | 200.7x | 141.6x | 158.7x | |
| INTCIntel Corporation | $299.13B | +7.7% | +17.7% | 43% | – | 97.4x | 79.4x | |
| AMATApplied Materials, Inc. | $264.04B | +4.2% | +36.5% | 50.3% | 27.4x | 22.0x | 45.1x | 高增长 |
| TXNTexas Instruments Incorporated | $253.44B | -0.3% | +26.4% | 64.2% | 40.5x | 27.0x | 39.1x | |
| LRCXLam Research Corporation | $250.84B | +8.2% | +52.5% | 52.3% | 27.4x | 22.4x | 35.5x | 高增长 |
| KLACKLA Corporation | $180.45B | +6.7% | +39.4% | 61.9% | 32.3x | 26.4x | 41.9x | 高增长 |
| QCOMQUALCOMM Incorporated | $176.63B | +5.5% | +0.4% | 50.7% | 25.6x | 19.6x | 14.3x | |
| ADIAnalog Devices, Inc. | $176.17B | +0.7% | +22.9% | 67.3% | 43.9x | 28.8x | 36.7x | |
| MRVLMarvell Technology, Inc. | $123.66B | +5.7% | +47.4% | 53.1% | 46.3x | 26.3x | 71.5x | 高增长 |
| 同行中位数 | – | – | +31.5% | 52.7% | 32.3x | 26.4x | 40.5x |
研究全文
财务报表
| Metric | 2026-09-30 Q2 2027 | 2026-06-30 Q1 2027 | 2026-03-31 Q4 2026 | 2025-12-31 Q3 2026 | 2025-09-30 Q2 2026 | 2025-06-30 Q1 2026 | 2025-03-31 Q4 2025 | 2024-12-31 Q3 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.44B | $1.29B | $1.49B | $1.24B | $1.14B | $1.05B | $1.24B | $983M |
| Gross Margin | 97.1% | 97.2% | 93.1% | 94.2% | 97.4% | 94.3% | 95.8% | 94.8% |
| Operating Margin | 13.9% | 7.6% | 29.5% | 15.4% | 14.4% | 10.2% | 33% | 17.8% |
| Net Income | $130M | $270M | $313M | $223M | $238M | $130M | $210M | $252M |
| Diluted EPS | 0.12 | 0.25 | 0.29 | 0.21 | 0.22 | 0.12 | 0.2 | 0.24 |
| Operating Cash Flow | $207M | $902M | $260M | $365M | $567M | $332M | $258M | $423M |
研究材料
Filing 摘要