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Side-by-side financial comparison of ARM HOLDINGS PLC (ARM) and LEGGETT & PLATT INC (LEG). Click either name above to swap in a different company.
ARM HOLDINGS PLC is the larger business by last-quarter revenue ($1.2B vs $938.6M, roughly 1.3× LEGGETT & PLATT INC). ARM HOLDINGS PLC runs the higher net margin — 18.0% vs 2.7%, a 15.3% gap on every dollar of revenue. On growth, ARM HOLDINGS PLC posted the faster year-over-year revenue change (26.3% vs -11.2%). ARM HOLDINGS PLC produced more free cash flow last quarter ($186.0M vs $101.9M). Over the past eight quarters, ARM HOLDINGS PLC's revenue compounded faster (24.1% CAGR vs -7.5%).
Arm Holdings plc is a British semiconductor and software design company headquartered in Cambridge, UK. It designs the Arm CPU architecture and licenses its processor designs and related intellectual property to chipmakers and device manufacturers worldwide. Arm-based chips power the vast majority of smartphones and an increasing share of laptops, data center servers, and embedded devices. The company listed on Nasdaq in September 2023 and remains majority-owned by SoftBank.
LEGGETT & PLATT INCLEGEarnings & Financial Report
Leggett & Platt (L&P), based in Carthage, Missouri, is an American diversified manufacturer that designs and produces various engineered components and products that can be found in homes and automobiles. The firm was founded in 1883, and consists of 15 business units, 20,000 employee-partners, and 135 manufacturing facilities located in 18 countries.
ARM vs LEG — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $938.6M |
| Net Profit | $223.0M | $25.1M |
| Gross Margin | 97.6% | 17.9% |
| Operating Margin | 14.9% | 2.0% |
| Net Margin | 18.0% | 2.7% |
| Revenue YoY | 26.3% | -11.2% |
| Net Profit YoY | -11.5% | 76.8% |
| EPS (diluted) | $0.21 | $0.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.2B | $938.6M | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $983.0M | $1.1B | ||
| Q3 24 | $844.0M | $1.1B | ||
| Q2 24 | $939.0M | $1.1B | ||
| Q1 24 | — | $1.1B |
| Q4 25 | $223.0M | $25.1M | ||
| Q3 25 | $238.0M | $127.1M | ||
| Q2 25 | $130.0M | $52.5M | ||
| Q1 25 | — | $30.6M | ||
| Q4 24 | $252.0M | $14.2M | ||
| Q3 24 | $107.0M | $44.9M | ||
| Q2 24 | $223.0M | $-602.2M | ||
| Q1 24 | — | $31.6M |
| Q4 25 | 97.6% | 17.9% | ||
| Q3 25 | 97.4% | 18.7% | ||
| Q2 25 | 97.2% | 18.2% | ||
| Q1 25 | — | 18.6% | ||
| Q4 24 | 97.2% | 16.6% | ||
| Q3 24 | 96.2% | 18.2% | ||
| Q2 24 | 96.5% | 16.5% | ||
| Q1 24 | — | 17.0% |
| Q4 25 | 14.9% | 2.0% | ||
| Q3 25 | 14.4% | 14.9% | ||
| Q2 25 | 10.8% | 6.8% | ||
| Q1 25 | — | 4.4% | ||
| Q4 24 | 17.8% | 2.4% | ||
| Q3 24 | 7.6% | 5.2% | ||
| Q2 24 | 19.4% | -56.2% | ||
| Q1 24 | — | 3.9% |
| Q4 25 | 18.0% | 2.7% | ||
| Q3 25 | 21.0% | 12.3% | ||
| Q2 25 | 12.3% | 5.0% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | 25.6% | 1.3% | ||
| Q3 24 | 12.7% | 4.1% | ||
| Q2 24 | 23.7% | -53.4% | ||
| Q1 24 | — | 2.9% |
| Q4 25 | $0.21 | $0.18 | ||
| Q3 25 | $0.22 | $0.91 | ||
| Q2 25 | $0.12 | $0.38 | ||
| Q1 25 | — | $0.22 | ||
| Q4 24 | $0.24 | $0.10 | ||
| Q3 24 | $0.10 | $0.33 | ||
| Q2 24 | $0.21 | $-4.39 | ||
| Q1 24 | — | $0.23 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.5B | $587.4M |
| Total DebtLower is stronger | — | $1.5B |
| Stockholders' EquityBook value | $7.8B | $1.0B |
| Total Assets | $10.2B | $3.5B |
| Debt / EquityLower = less leverage | — | 1.46× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.5B | $587.4M | ||
| Q3 25 | $3.3B | $460.7M | ||
| Q2 25 | $2.9B | $368.8M | ||
| Q1 25 | — | $412.6M | ||
| Q4 24 | $2.7B | $350.2M | ||
| Q3 24 | $2.4B | $277.2M | ||
| Q2 24 | $2.5B | $307.0M | ||
| Q1 24 | — | $361.3M |
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.8B |
| Q4 25 | $7.8B | $1.0B | ||
| Q3 25 | $7.4B | $971.8M | ||
| Q2 25 | $7.0B | $855.0M | ||
| Q1 25 | — | $746.8M | ||
| Q4 24 | $6.4B | $689.4M | ||
| Q3 24 | $6.0B | $741.0M | ||
| Q2 24 | $5.7B | $667.6M | ||
| Q1 24 | — | $1.3B |
| Q4 25 | $10.2B | $3.5B | ||
| Q3 25 | $9.7B | $3.5B | ||
| Q2 25 | $9.4B | $3.7B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | $8.5B | $3.7B | ||
| Q3 24 | $8.1B | $3.8B | ||
| Q2 24 | $7.9B | $3.8B | ||
| Q1 24 | — | $4.6B |
| Q4 25 | — | 1.46× | ||
| Q3 25 | — | 1.54× | ||
| Q2 25 | — | 2.10× | ||
| Q1 25 | — | 2.59× | ||
| Q4 24 | — | 2.70× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.55× | ||
| Q1 24 | — | 1.38× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $365.0M | $121.5M |
| Free Cash FlowOCF − Capex | $186.0M | $101.9M |
| FCF MarginFCF / Revenue | 15.0% | 10.9% |
| Capex IntensityCapex / Revenue | 14.4% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.64× | 4.84× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $281.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $365.0M | $121.5M | ||
| Q3 25 | $567.0M | $125.9M | ||
| Q2 25 | $332.0M | $84.0M | ||
| Q1 25 | — | $6.8M | ||
| Q4 24 | $423.0M | $122.3M | ||
| Q3 24 | $6.0M | $95.5M | ||
| Q2 24 | $-290.0M | $94.0M | ||
| Q1 24 | — | $-6.1M |
| Q4 25 | $186.0M | $101.9M | ||
| Q3 25 | $429.0M | $110.1M | ||
| Q2 25 | $178.0M | $75.5M | ||
| Q1 25 | — | $-6.5M | ||
| Q4 24 | $360.0M | $100.5M | ||
| Q3 24 | $-47.0M | $77.1M | ||
| Q2 24 | $-319.0M | $78.5M | ||
| Q1 24 | — | $-32.0M |
| Q4 25 | 15.0% | 10.9% | ||
| Q3 25 | 37.8% | 10.6% | ||
| Q2 25 | 16.9% | 7.1% | ||
| Q1 25 | — | -0.6% | ||
| Q4 24 | 36.6% | 9.5% | ||
| Q3 24 | -5.6% | 7.0% | ||
| Q2 24 | -34.0% | 7.0% | ||
| Q1 24 | — | -2.9% |
| Q4 25 | 14.4% | 2.1% | ||
| Q3 25 | 12.2% | 1.5% | ||
| Q2 25 | 14.6% | 0.8% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | 6.4% | 2.1% | ||
| Q3 24 | 6.3% | 1.7% | ||
| Q2 24 | 3.1% | 1.4% | ||
| Q1 24 | — | 2.4% |
| Q4 25 | 1.64× | 4.84× | ||
| Q3 25 | 2.38× | 0.99× | ||
| Q2 25 | 2.55× | 1.60× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | 1.68× | 8.61× | ||
| Q3 24 | 0.06× | 2.13× | ||
| Q2 24 | -1.30× | — | ||
| Q1 24 | — | -0.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARM
| Royalty | $737.0M | 59% |
| Transferred Over Time | $294.0M | 24% |
| Transferred At Point In Time | $211.0M | 17% |
LEG
| Bedding Products | $373.8M | 40% |
| Flooring And Textile Products Group | $196.9M | 21% |
| Automotive Group | $194.9M | 21% |
| Work Furniture Group | $66.2M | 7% |
| Home Furniture Group | $61.0M | 6% |
| Hydraulic Cylinders | $45.8M | 5% |
