Arqit Quantum Inc
Arqit Quantum Inc provides quantum-safe encryption solutions for securing data against future quantum computing threats, generating revenue primarily through software licensing and subscription services.
Business. Arqit Quantum Inc (ARQQ.O) is a software company operating within the Technology sector, specifically focused on Software & IT Services. The firm generates revenue through a subscription model, aligning with industry standards for tracking metrics such as annual recurring revenue and net revenue retention. As no specific operating segments or geographic breakdowns are provided, the company is described at the industry level. Arqit Quantum Inc is listed under the ticker ARQQ.O.
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- Peers
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · ServiceNow (NOW)
- EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
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Composite-score breakdown
Synthesis
Arqit Quantum Inc (ARQQ.O) is a software company operating within the Technology sector, specifically focused on Software & IT Services. The firm generates revenue through a subscription model, aligning with industry standards for tracking metrics such as annual recurring revenue and net revenue retention. As no specific operating segments or geographic breakdowns are provided, the company is described at the industry level. Arqit Quantum Inc is listed under the ticker ARQQ.O.
Arqit maintains a strong liquidity position with $36.98 million in cash and equivalents, representing 86% of total assets, and a current ratio of 2.69, well above the Software industry median of 1.45. However, the company reported negative operating cash flow of -$29.55 million and free cash flow of -$35.22 million in the latest period. The debt-to-equity ratio of 0.03 indicates minimal leverage, with long-term debt of $719,000 against total equity of $27.24 million.
Profitability metrics show significant underperformance relative to the Software industry. Return on equity of -129.77% and return on assets of -82.48% contrast sharply with industry medians of 12.3% and 8.1%, respectively. Operating margin of -727.7% (calculated from operating income of -$38.54 million on $530,000 in revenue) highlights the company's unprofitable operations.
Revenue concentration data is not available in the input, but the company's exposure is likely limited to the Software & IT Services sector. No geographic breakdown is provided, though the Software industry typically exhibits moderate geographic diversification. Arqit's business model suggests potential concentration in enterprise cybersecurity clients, though specific segments are not disclosed.
Outlook data is not provided in the input, but the company's recent financial performance suggests a challenging growth trajectory. Revenue of $530,000 in the latest period indicates a small revenue base, and the absence of positive operating cash flow suggests reliance on external capital to fund operations. The company's capital expenditures of -$549,000 (likely a typo or misclassification) suggest minimal investment in physical assets, consistent with a software-focused business model.
Risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. However, the company's negative net income of -$35.34 million and operating income of -$38.54 million raise concerns about long-term sustainability. The low dilution risk is supported by equal basic and diluted shares outstanding of 15.65 million, but the absence of a clear path to profitability remains a key risk.
Recent filings and transcripts are not provided in the input, but the company's financial snapshot suggests ongoing operational losses and reliance on cash reserves. The absence of positive cash flow from operations indicates a need for continued capital infusions to maintain operations.
- Arqit maintains strong liquidity with $36.98 million in cash and equivalents, but negative operating and free cash flows indicate ongoing operational challenges.
- The company's return on equity of -129.77% and return on assets of -82.48% highlight significant underperformance relative to the Software industry.
- Minimal leverage with a debt-to-equity ratio of 0.03 suggests conservative capital structure, but the lack of profitability remains a critical concern.
- No immediate liquidity or dilution risks are flagged, but the absence of a clear path to profitability raises long-term sustainability concerns.
- The company's business model is likely concentrated in enterprise cybersecurity clients, though specific segments and geographic exposure are not disclosed.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
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consensus EPS · 26-week trendSell-side observations
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ESG
Risk factors
- No immediate filing-based liquidity or dilution flags were detected.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 492sale · 2026-06-23
- Chief Revenue Officer · Restricted Stock Units → Ordinary SharesDisposed 15 000exercise · 2026-06-22
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 120sale · 2026-06-22
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 524sale · 2026-06-18
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 880sale · 2026-06-17
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 428sale · 2026-06-16
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 356sale · 2026-06-15
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 687sale · 2026-06-12
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 841sale · 2026-06-11
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 62sale · 2026-06-10
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 52sale · 2026-06-09
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 18sale · 2026-06-08
- Director · Ordinary Share Purchase Warrants (right to buy) → Ordinary SharesDisposed 73 562 @ $2,50exercise · 2026-06-05
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 156sale · 2026-06-05
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 124sale · 2026-06-04
- Director · Ordinary Share Purchase Warrants (right to buy) → Ordinary SharesDisposed 120 000 @ $2,50exercise · 2026-06-03
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 116sale · 2026-06-03
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 132sale · 2026-06-02
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 106sale · 2026-06-01
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 227sale · 2026-05-29
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 150sale · 2026-05-28
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 152sale · 2026-05-27
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 151sale · 2026-05-26
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 1 001sale · 2026-05-22
- Director · Business Combination Warrants (right to buy) → Ordinary SharesDisposed 787sale · 2026-05-21
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- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- Arqit Quantum Inc Market data — financials · 2026-05-27
Ownership & reference
Top holders
- Brokerage Firms · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Brokerage Firms · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
Leadership
- David BestwickCo-Founder, Chief Technology Officer
Insider activity
- Chief Revenue Officer · Ordinary SharesOther 15 000 · 2026-06-22
- Chief Revenue Officer · Ordinary SharesSold 8 288 @ $21,42$178K · 2026-06-22
- Director · Ordinary SharesOther 73 562 @ $2,50$184K · 2026-06-05
- Director · Ordinary SharesOther 120 000 @ $2,50$300K · 2026-06-03
- Director · Ordinary SharesOther 1 887 · 2026-05-07
- Chief Financial Officer · Ordinary SharesOther 3 066 @ $0,00$8 · 2026-04-20
- Chief Financial Officer · Ordinary SharesSold 435 @ $15,87$7K · 2026-04-20