ARM (ARM Holdings) Change In Receivables: $-510 Mil (TTM As of Mar. 2026)


ARM ARM Holdings PLC ARM
62 GF Score
Price $323.39
GF Value $179.17
Valuation Significantly Overvalued
! 1 Warning Sign
View Full Analysis

What is ARM Holdings Change In Receivables?

ARM Holdings ARM -1.37% 62 Change In Receivables is $-510 Mil as of Mar. 2026. GuruFocus rates ARM with a GF Score™ of 62/100 and a GF Value™ of $179.17 (Significantly Overvalued). The stock has 1 warning sign investors should review.

ARM Holdings's change in receivables for the quarter that ended in Mar. 2026 was $-495 Mil. It means ARM Holdings's Accounts Receivable increased by $495 Mil from Dec. 2025 to Mar. 2026 .

ARM Holdings's change in receivables for the fiscal year that ended in Mar. 2026 was $-510 Mil. It means ARM Holdings's Accounts Receivable increased by $510 Mil from Mar. 2025 to Mar. 2026 .

ARM Holdings's Accounts Receivable for the quarter that ended in Mar. 2026 was $1,300 Mil.

Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed. ARM Holdings's Days Sales Outstanding for the three months ended in Mar. 2026 was 79.61.

In Ben Graham's calculation of liquidation value, Apple Inc's Accounts Receivable are only considered to be worth 75% of book value. ARM Holdings's liquidation value for the three months ended in Mar. 2026 was $2,159 Mil.

ARM Holdings  (NAS:ARM) Change In Receivables Explanation

1. Accounts Receivable are created when a customer has received a product but has not yet paid for that product. Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed.

ARM Holdings's Days Sales Outstanding for the quarter that ended in Mar. 2026 is calculated as:

Days Sales Outstanding
=Accounts Receivable/Revenue*Days in Period
=1300/1490*91
=79.61

2. In Ben Graham's calculation of liquidation value, ARM Holdings's accounts receivable are only considered to be worth 75% of book value:

ARM Holdings's liquidation value for the quarter that ended in Mar. 2026 is calculated as:

Liquidation Value
=Cash, Cash Equivalents, Marketable Securities-Total Liabilities+(0.75 * Accounts Receivable)+(0.5 * Total Inventories)
=3601-2417+0.75 * 1300+0.5 * 0
=2,159

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

ARM Holdings Change In Receivables Related Terms

ARM Holdings Change In Receivables Historical Data

* Premium members only.

The historical data trend for ARM Holdings's Change In Receivables can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

ARM Holdings Change In Receivables Chart

ARM Holdings Annual Data
Trend Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Change In Receivables
Get a 7-Day Free Trial -377.00 123.00 -89.00 -743.00 -510.00

ARM Holdings Quarterly Data
Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Change In Receivables Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -377.00 -85.00 166.00 -96.00 -495.00
ARM
62GF Score
ARM Holdings PLC ARM
Change In Receivables is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

ARM Holdings Change In Receivables Calculation

Change In Accounts Receivable relative to the previous period. It is any increase or decrease in the cash a company is owed by its customers.

Change In Receivables for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $-510 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Change In Receivables →
What does a Change In Receivables of $-510 Mil mean?
ARM Holdings (ARM) has a Change In Receivables of $-510 Mil as of Mar. 2026. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for ARM Holdings and its competitors.
Is ARM Holdings' Change In Receivables too high?
ARM Holdings' current Change In Receivables is $-510 Mil. Overall, ARM Holdings has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does ARM Holdings' Change In Receivables compare to TXN and MRVL?
ARM Holdings' Change In Receivables of $-510 Mil can be compared against companies in the Semiconductors industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Change In Receivables for a Semiconductors company?
A good Change In Receivables depends on the Semiconductors industry context. However, Change In Receivables should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Change In Receivables mean?
A high Change In Receivables can signal that a stock is expensive relative to its fundamentals. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for ARM Holdings and its competitors. ARM Holdings's current Change In Receivables is $-510 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ARM Holdings stock overvalued right now?
Based on GuruFocus' analysis, ARM Holdings (ARM) is currently considered Significantly Overvalued. The stock's GF Value™ is $179.17, compared to a current price of $323.39 — trading 80.5% above its estimated fair value. The current Change In Receivables is $-510 Mil. ARM Holdings' overall GF Score™ is 62/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Change In Receivables calculated?
Change In Receivables is calculated from a company's financial statements. For ARM Holdings (ARM), the current Change In Receivables is $-510 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is ARM Holdings (ARM) Overvalued in 2026?

Based on GuruFocus' analysis, ARM Holdings stock appears to be overvalued. The current stock price of $323.39 is trading 80.5% above its estimated GF Value™ of $179.17. GuruFocus considers ARM Holdings to be Significantly Overvalued.

Key valuation signals for ARM:

  • Change In Receivables: $-510 Mil
  • GF Value™: $179.17 vs. price of $323.39 (80.5% above fair value)
  • GF Score™: 62/100 with 1 warning sign

No single metric tells the full story. See the ARM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

ARM Holdings Business Description

Other Exchanges ARMN:MexicoO9T:Germany
Address 110 Fulbourn Road, Cambridge, GBR, CB1 9NJ
Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world's smartphone CPU cores. It also has high market share in other battery-powered devices like wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced the launch of its own CPU products on top of its existing royalty business.
62GF Score

Get the complete analysis for ARM

Change In Receivables is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$323.39
Price
$179.17
GF Value