Arm Holdings plc American Depositary Shares ARM NASDAQ

Arm Holdings plc American Depositary Shares (ARM) reported exceptional year-over-year revenue growth of +26.4% through 2025-12 (TTM revenue vs prior-year TTM). Net income showed earnings decline of -0.6% YoY, reaching $223M in the latest quarter. The net profit margin is 18%, which is high. The company has maintained profitability in all 4 quarters. The gross margin is 95.4% (high), up 0.1pp vs the prior year. With a $171B market cap, MOAT composite score of 82/100 (strong competitive position).

Criteria proven by this page:

• GROWTH (90/100, Partial) — growth is present but not consistently above 5% across both metrics
• PAST (100/100, Pass) — proving consistent earnings. Looking at the full 5-year annual history, the company was profitable in 5 of 5 years — a perfect long-term track record
• INCOME (70/100, Pass) — proves strong profitability and pricing power
• MOAT (82/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 74/100 with 5/7 criteria passed.