Filing Flows › Comparisons › Q vs ARM
Qnity Electronics vs Arm Holdings: Q and ARM compared
Qnity Electronics is the larger company: $1.6B of revenue in its latest quarter (Q3 2026) against $1.4B for Arm Holdings (Q2 FY27). Arm Holdings is growing faster (+27% against +22% a year earlier). Qnity Electronics is more profitable, with an operating margin of 15.9% against 13.9%.
Where the money goes: Q and ARM
Qnity Electronics (Q) · Q3 2026
Qnity Electronics, Q3 2026: revenue $1.6B (+22% year over year), operating margin 15.9%, net earnings $183M, operating cash flow $271M. The chart follows the revenue to costs, profit and cash.
Arm Holdings (ARM) · Q2 FY27
Arm Holdings, Q2 FY27: revenue $1.4B (+27% year over year), operating margin 13.9%, net earnings $130M, operating cash flow $207M. The chart follows the revenue to costs, profit and cash.
| Qnity Electronics (Q) | Arm Holdings (ARM) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 FY27 |
| Revenue | $1.6B | $1.4B |
| Revenue growth, Y/Y | +22% | +27% |
| Gross margin | — | 97.1% |
| Operating margin | 15.9% | 13.9% |
| Net earnings | $183M | $130M |
| Net margin | 11.8% | 9.0% |
| Operating cash flow | $271M | $207M |
| Free cash flow | $193M | $135M |
| Market value | $24.5B | $186.8B |
| P/E | 44.0× | 196.9× |
| Analysts’ mean target | $173.30 | $273.40 |
Where the revenue comes from
Qnity Electronics
- Semiconductor Technologies: $797M (51%)
- Interconnect Solutions: $759M (49%)
Arm Holdings
- Revenue from external customers: $1.0B (71%)
- Revenue from related parties: $424M (29%)
Questions
Which is bigger, Qnity Electronics or Arm Holdings?
Qnity Electronics is the larger company: $1.6B of revenue in its latest quarter (Q3 2026) against $1.4B for Arm Holdings (Q2 FY27).
Is Qnity Electronics or Arm Holdings growing faster?
Arm Holdings is growing faster (+27% against +22% a year earlier).
Which is more profitable, Qnity Electronics or Arm Holdings?
Qnity Electronics is more profitable, with an operating margin of 15.9% against 13.9%.
More: Qnity Electronics earnings · how Qnity Electronics makes money · Arm Holdings earnings · how Arm Holdings makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 6-K filed Nov 4, 2026). Fiscal quarters can end on different dates. Not investment advice.