Arm Holdings plc (ARM) Q4 FY2026 earnings
Arm Holdings plc (ARM) reported Q4 FY2026 earnings with EPS of USD 0.60 vs the USD 0.58 consensus, beating consensus by 3.6% and revenue of USD 1.49B; the stock moved +13.6% the next session.
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.
Q4 FY2026 facts
| Report date | May 5, 2026 |
|---|---|
| EPS estimate | USD 0.58 |
| EPS actual | USD 0.60 |
| EPS surprise | +3.6% |
| Revenue estimate | — |
| Revenue actual | USD 1.49B |
| Next-session move | +13.6% |
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
| Period | EPS | Revenue | Next-day move |
|---|---|---|---|
| Q1 FY2027 | EPS (GAAP, filed) USD 0.25 · SEC filingEPS (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 filingEPS (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 filingEPS (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 filingEPS (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 filingEPS (street basis) Actual USD 0.39 · Estimate USD 0.34 · Surprise +14.0% | Revenue (GAAP, filed) USD 0.98B · SEC filingRevenue (street basis) Actual — · Estimate — | -3.3% |
| Q2 FY2025 | EPS (GAAP, filed) USD 0.10 · SEC filingEPS (street basis) Actual USD 0.30 · Estimate USD 0.26 · Surprise +17.1% | Revenue (GAAP, filed) USD 0.84B · SEC filingRevenue (street basis) Actual — · Estimate — | -2.1% |
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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Upgrade to ProFrequently asked questions
- Did ARM beat earnings in Q4 FY2026?
- Yes. EPS was USD 0.60 versus USD 0.58 expected.
- How did ARM stock react after Q4 FY2026 earnings?
- ARM moved +13.6% in the next session.
- When does ARM report next?
- ARM is scheduled to report Q2 FY2027 on November 4, 2026.