Arm Holdings plc vs Raytheon Technologies Corp — how do they compare? Arm Holdings plc trades at $312.19 (market cap $345.41B), while Raytheon Technologies Corp trades at $196.74 (market cap $263.86B). The key difference: Arm Holdings plc is the larger of the two by market cap, and Raytheon Technologies Corp pays a 1.49% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | RTX | |
|---|---|---|
Market Cap | $345.41B | $263.86B |
Sector | Technology | Industrials |
52-Week High | $439.46 | $212.16 |
52-Week Low | $104.55 | $146.87 |
Enterprise Value | $342.26B | $295.97B |
Dividend Yield | — | 1.49% |
Signals from Pluang's Aura AI — not financial advice
ARM Holdings trades at $323.39, down 1.37% over 24 hours, with a bullish technical outlook supported by moving averages and strong quarterly earnings beats. The company reported robust revenue growth to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 380.46 reflect premium pricing. Recent news highlights ARM's role in AI infrastructure and data center expansion, driving investor optimism.
Outlook remains positive with analyst consensus favoring buy ratings (74.07%) and a $321.65 price target, but risks include high valuation sensitivity and competitive pressures in the semiconductor space. Upside potential hinges on continued AI-driven demand and execution of growth initiatives like the AGI CPU launch.
RTX trades at $195.93, up 0.37% today, with strong technical momentum and bullish analyst sentiment. The company has exceeded earnings expectations for three consecutive quarters, with Q2 2026 EPS expected at $1.66. Recent contract wins including a $515 million Navy radar contract and expanded manufacturing capacity in Poland support growth prospects. Operating cash flow improved to $10.57 billion in 2025, while net income margin expanded to 8.03%.
Outlook remains positive with 69% analyst buy ratings and $213 consensus price target, representing 8.7% upside. Key risks include defense budget volatility and elevated P/E ratio of 36.76. Revenue growth trajectory and margin expansion provide fundamental support, though valuation remains premium relative to historical levels.
Trailing returns across standard periods
Latest headlines on both assets
Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →Raytheon Technologies is a diversified aerospace and defense industrial company formed from the merger of United Technologies and Raytheon, with roughly equal exposure as a supplier to commercial aerospace manufactures and to the defense market as a prime and subprime contractor.
Read more on RTX →