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Arm Holdings plc (ARM) Q1 FY2026 earnings

Arm Holdings plc (ARM) reported Q1 FY2026 earnings with EPS of USD 0.35 vs the USD 0.35 consensus, missing consensus by 0.3% and revenue of USD 1.05B; the stock moved -13.4% the next session, per the company's SEC filing.

Data may be out of date

This page was last refreshed on August 7, 2026, 11 days ago, which is beyond the 7-day freshness window for this page. Treat every figure as of that date and check the company's SEC filings for anything newer.

Q1 FY2026 facts

ARM Q1 FY2026 earnings facts
Report dateJuly 30, 2025
EPS (GAAP, filed)USD 0.12 · SEC filing
EPS (street basis)Actual USD 0.35 · Estimate USD 0.35 · Surprise -0.3%
Revenue (GAAP, filed)USD 1.05B · SEC filing
Next-session move-13.4%

Figures are in USD; revenue is in billions.

Filed figures link to the company's SEC submissions. Street-basis EPS figures follow the consensus-comparable basis reported by market-data providers. Consensus estimates are third-party aggregate values, not issuer guidance.

Beat/miss history

ARM quarterly earnings beat and miss history
PeriodEPSRevenueNext-day move
Q1 FY2027
EPS (GAAP, filed)
USD 0.25 · SEC filing
EPS (street basis)
Actual USD 0.45 · Estimate USD 0.40 · Surprise +11.4%
Revenue (GAAP, filed)
USD 1.29B · SEC filing
+7.4%
Q4 FY2026
EPS (street basis)
Actual USD 0.60 · Estimate USD 0.58 · Surprise +3.6%
Revenue (street basis)
Actual USD 1.49B · Estimate
+13.6%
Q3 FY2026
EPS (GAAP, filed)
USD 0.21 · SEC filing
EPS (street basis)
Actual USD 0.43 · Estimate USD 0.41 · Surprise +5.1%
Revenue (GAAP, filed)
USD 1.24B · SEC filing
+5.7%
Q2 FY2026
EPS (GAAP, filed)
USD 0.22 · SEC filing
EPS (street basis)
Actual USD 0.39 · Estimate USD 0.33 · Surprise +17.7%
Revenue (GAAP, filed)
USD 1.14B · SEC filing
-1.2%
Q1 FY2026
EPS (GAAP, filed)
USD 0.12 · SEC filing
EPS (street basis)
Actual USD 0.35 · Estimate USD 0.35 · Surprise -0.3%
Revenue (GAAP, filed)
USD 1.05B · SEC filing
-13.4%
Q4 FY2025
EPS (street basis)
Actual USD 0.55 · Estimate USD 0.52 · Surprise +5.0%
Revenue (street basis)
Actual · Estimate
-6.2%
Q3 FY2025
EPS (GAAP, filed)
USD 0.24 · SEC filing
EPS (street basis)
Actual USD 0.39 · Estimate USD 0.34 · Surprise +14.0%
Revenue (GAAP, filed)
USD 0.98B · SEC filing
Revenue (street basis)
Actual · Estimate
-3.3%
Q2 FY2025
EPS (GAAP, filed)
USD 0.10 · SEC filing
EPS (street basis)
Actual USD 0.30 · Estimate USD 0.26 · Surprise +17.1%
Revenue (GAAP, filed)
USD 0.84B · SEC filing
Revenue (street basis)
Actual · Estimate
-2.1%
Reaction convention: amc: next trading day close vs report-day close; bmo: report-day close vs prior trading day close; unknown timing treated as amc

Filed figures link to the company's SEC submissions. Street-basis EPS figures follow the consensus-comparable basis reported by market-data providers. Consensus estimates are third-party aggregate values, not issuer guidance.

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Frequently asked questions

Did ARM beat earnings in Q1 FY2026?
No. Reported EPS was USD 0.35, in line with the USD 0.35 consensus.
How did ARM stock react after Q1 FY2026 earnings?
ARM moved -13.4% in the next session.
When does ARM report next?
ARM is scheduled to report Q2 FY2027 on November 4, 2026.