Arm Holdings plc American Depositary Shares

ARM · NASDAQ · USD

Historical Earnings

Quarter	Reported	EPS est	EPS act	Surprise	Rev est	Rev act	Surprise	Reaction
Q1 2027	Jul 29, 2026	0.40	0.45	+12.5%	$1.3B	$1.3B	+2.1%	+7.40%
Q4 2026	May 6, 2026	0.58	0.60	+3.4%	$1.5B	$1.5B	+1.1%	−10.11%
Q3 2026	Feb 4, 2026	0.41	0.43	+4.9%	$1.2B	$1.2B	+1.2%	+5.70%
Q2 2026	Nov 5, 2025	0.33	0.39	+18.6%	$1.1B	$1.1B	+7.0%	−1.21%
Q1 2026	Jul 30, 2025	0.34	0.35	+2.9%	$1.1B	$1.1B	−0.2%	−13.44%
Q4 2025	May 7, 2025	0.52	0.55	+5.8%	$1.2B	$1.2B	+0.5%	−6.18%
Q3 2025	Feb 5, 2025	0.34	0.40	+17.6%	$949.3M	$983.0M	+3.6%	−3.34%
Q2 2025	Nov 6, 2024	0.25	0.10	−60.0%	$808.4M	$844.0M	+4.4%	+4.13%

Detailed View

Q2 2027Nov 4, 2026Q1 2027Jul 29, 2026+7.40%Q4 2026May 6, 2026−10.11%Q3 2026Feb 4, 2026+5.70%Q2 2026Nov 5, 2025−1.21%Q1 2026Jul 30, 2025−13.44%Q4 2025May 7, 2025−6.18%Q3 2025Feb 5, 2025−3.34%Q2 2025Nov 6, 2024+4.13%Q1 2025Jul 31, 2024Q4 2024May 8, 2024Q3 2024Feb 7, 2024

2027 Q1 Metrics

Metric	Estimate	Actual	Surprise	Y/Y
Revenue	$1.3B	$1.3B	Beat +2.08%	+22.4%
EPS	0.40	0.45	Beat +12.50%	+28.6%
Diluted EPS (GAAP)	—	0.25	—	+108.3%

Documents

Earnings call transcript — Q1 2027
Transcript · Jul 29, 2026 · 43 speaker turns

Analyst consensus

Buy27 analysts

Bearish · 2 · Hold · 6 · Bullish · 19

Earnings history

	EPS	Estimate
Q2 2025	$0.10	$0.25	Miss
Q3 2025	$0.40	$0.34	Beat
Q4 2025	$0.55	$0.52	Beat
Q1 2026	$0.35	$0.34	Beat
Q2 2026	$0.39	$0.33	Beat
Q3 2026	$0.43	$0.41	Beat
Q4 2026	$0.60	$0.58	Beat
Q1 2027	$0.45	$0.40	Beat

Peers

Company overview

IPO dateSep 14, 2023

CEORene Anthony Andrada Haas

Employees9,584

SectorTechnology

IndustrySemiconductors

CountryGB

ExchangeNASDAQ Global Select

Websitewww.arm.com

Arm Holdings plc is a leading technology firm that conceptualizes, engineers, and licenses core processing unit (CPU) designs and complementary technologies. These foundational innovations are crucial for semiconductor manufacturers and original equipment manufacturers (OEMs) to develop their own products. The company's diverse portfolio encompasses microprocessors, comprehensive system intellectual property (IP) solutions, graphics processing units (GPUs), physical IP alongside its associated system IPs, various software offerings, development tools, and an array of supplementary services. Its technology underpins a wide spectrum of industries, including the automotive sector, advanced computing infrastructure, consumer electronics, and the burgeoning Internet of Things (IoT) landscape. Established in 1990, Arm Holdings plc maintains its corporate headquarters in Cambridge, United Kingdom. With a significant global footprint, Arm conducts operations across the United States, the People's Republic of China, Taiwan, South Korea, and numerous other international regions. Currently, Arm Holdings plc functions as a subsidiary entity of Kronos II LLC.

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