Portevo
US Companies
ARMNasdaq

Arm (ARM) Earnings

Arm earnings report dates, analyst consensus, and share price reactions to past earnings — all in one place, in English.

Updated: October 11, 2026

Share Price
266.28 USD
-3.27%
Market Cap
$284.39 bn
Next Report
November 4, 2026
confirmed date
Earnings Beat
100%
out of 4 last quarters
Average Share Price Movement
2.76%
on the session after publication
P/E Ratio
283.28
Arm's Performance vs. ForecastsThe company beat analyst forecasts in 100% of the last 4 quarters.100%above forecasts
Percentage of quarters Arm's earnings beat analyst consensus — from the last 4 reports.

When Arm Reports Earnings

The next Arm report is scheduled for November 4, 2026. The date is based on the company's announcement.

The expected earnings per share (EPS) is 0.47 USD. Analyst forecasts range from 0.44 to 0.49 USD. The market reacts not to the absolute earnings, but to the difference between the actual result and this forecast.

Expected revenue: 1.38 B USD.

Arm's Last Earnings Report: What the Numbers Showed

Arm's last reported quarter ended June 30, 2026. Revenue was $1.29 billion, and net income was $270.00 million. Earnings per share reached $0.45 compared to analysts' forecast of $0.40 — 11.44% above expectations. The share price changed by -1.31% in the first session after the release.

Revenue
$1.29 bn
for the quarter
Net income
$270.00 million
for the quarter
EPS
0.45 USD
forecast 0.40
Surprise
+11.44%
vs. consensus
Share price after report
-1.31%
next trading day
Net margin
20.95%
net income to revenue

Insider Transactions: Arm

Who from the management board, supervisory board, US Congress, or government bought and sold shares of this company — based on official filings.

Insider Buys · 12 mo.
3
≈ $92.2M
Sales · 12 mo.
28
Unique individuals
10
in the last year
Last transaction
September 21, 2026
Latest transactionsForm 4, STOCK Act, OGE, MAR
Arm Holdings · Duquesne Family Office fund
$27.9M June 30, 2026
Ray Dalio
Ray Dalio · sale ARM
Arm Holdings · Bridgewater Associates fund
$209M June 30, 2026
Stanley Druckenmiller · purchase ARM
Arm Holdings · Duquesne Family Office fund
$16.1M · March 31, 2026
Jason Child · sale ARM
$3.1MSeptember 21, 2026
Jason Child · sale ARM
$2.7M August 27, 2026
Laura Kathleen Bartels · sale ARM
$4.4M June 2, 2026
William Abbey · sale ARM
$2.6M June 1, 2026
William Abbey · sale ARM
$1.4M May 28, 2026
See insider faces on the chart in the app →

How the stock reacted to past earnings

The company beat analyst estimates in 100% of the last 4 quarters.

The average share price change on the day after earnings release is 2.76% — regardless of direction. The largest move was 6.05%. This number says more about the risk of holding a position through an earnings report than the earnings forecast itself.

Arm Share Price Reaction to EarningsBar chart: Arm share price change on the session after the last 4 earnings releases. Increased after 2 of them, decreased after 2. Largest movement: 6.05%.-1.54%Nov 25+6.05%Feb 26+2.14%V 26-1.31%Q26
Arm share price change on the session after the report's release. A green bar indicates an increase, a red bar a decrease.
EPS Forecast vs. Actual — ArmBar chart comparing EPS forecasts with Arm's actual results over the last 4 quarters. Results were higher than forecast in 4 of them.0.330.39Q3 250.410.43Q4 250.580.60Q1 260.400.45Q2 26analyst forecastCompany earnings
Arm Earnings Per Share: Analyst forecast and actual result, in USD.
Arm Quarterly Results — Forecast, Actual, and Share Price Performance on the Session After Release. EPS values in USD.
QuarterRelease dateEPS estimateActual EPSSurpriseShare price reaction
June 30, 2026July 29, 20260.400.45+11.44%-1.31%
March 31, 2026May 6, 20260.580.60+3.57%+2.14%
December 31, 2025February 4, 20260.410.43+5.09%+6.05%
September 30, 2025November 5, 20250.330.39+17.70%-1.54%

How much this company's stock moves after earnings

Arm's share price changes by an average of 2.76% on the first session after earnings releases — based on the last 4 reports, regardless of direction. This ranks 148 out of 180 companies for which we calculated this statistic.

Analyst forecasts for upcoming periods

The consensus is the average of many analysts' forecasts. The more analysts behind a number, the less likely it is to be a single error—but forecast agreement is never a guarantee of the actual result.

Arm forecasts — EPS values in USD.
PeriodEPS estimateEPS a year agoChangeRevenue forecastAnalysts
Current quarter0.470.39+21.38%$1.38 bn28
Next quarter0.550.43+28.07%$1.52 bn28
Current year2.231.77+25.89%$6.06 bn39
Next year3.062.23+37.46%$8.25 bn40

Revenue and margins quarter by quarter

Margin shows how much of sales a company retains. Rising revenue with shrinking margins means growth is coming at the expense of profitability—and that's usually more interesting than sales growth alone.

Arm Revenue and MarginArm's quarterly revenue bar chart for the last 5 quarters; revenue is growing, with the net margin overlaid as a line.Q2 25Q3 25Q4 25Q1 26Q2 2612.35%20.97%17.95%21.01%20.95%Quarterly revenueNet margin
Arm quarterly revenue in USD and net margin for the same quarter.
Arm Income Statement, quarterly.
QuarterRevenueGross marginOperating marginNet margin
June 30, 2026$1.29 bn97.21%7.60%20.95%
March 31, 2026$1.49 bn97.85%29.53%21.01%
December 31, 2025$1.24 bn97.58%15.38%17.95%
September 30, 2025$1.14 bn97.44%14.36%20.97%
June 30, 2025$1.05 bn97.15%10.83%12.35%

Who Reports in the Coming Weeks

Dates from the Portevo calendar — companies in the same industry are listed first, as their earnings often move the share prices of their peers even before their own reports.

About Arm

Arm Holdings plc is listed on Nasdaq under the ticker ARM, and its headquarters are in the United Kingdom. The company belongs to the Technology sector (industry: Semiconductors).

  • Ticker: ARM
  • Exchange: Nasdaq
  • Trading Currency: USD
  • Sector: Technology
  • Number of Analysts Providing Estimates: 40
  • 52-Week Range: 100.02 – 452.70
  • Company website: https://www.arm.com

Frequently Asked Questions

When Does Arm Release Earnings?

The next report is due on November 4, 2026.

What Were Arm's Earnings Last Quarter?

For the quarter ended June 30, 2026: revenue 1.29 billion USD, net income 270.00 million USD, earnings per share 0.45 USD. This is +11.44% compared to analyst forecasts.

What is Arm's Stock Ticker?

ARM — on Nasdaq. You may also see it listed as ARM on quote services.

What is the EPS Forecast for Arm?

The analyst consensus for the upcoming quarter is $0.47 per share. Individual forecasts range from $0.44 to $0.49.

How Much Does Arm's Share Price Usually Change After Earnings?

On average, 2.76% in the session after publication, counting both directions. The largest recorded movement was 6.05%.

Does Arm Usually Beat Analyst Forecasts?

In the last 4 quarters, results exceeded forecasts in 100% of cases. History does not predict the next report, but it shows how cautiously analysts approach this company.

Where Can I Check Arm's Financial Results in English?

On Portevo — the earnings calendar, analyst forecasts, surprise history, and share price reactions are available for free and without an account.

Other Companies in the Technology Sector

A company's earnings are most informative when compared to competitors in the same industry — this shows whether a weak quarter was a company-specific issue or a market-wide trend.

Related

Track Arm on Portevo

The company page in the app includes a price chart, indicators, and industry comparisons. Add a company to your watchlist, and its report will be highlighted in the earnings calendar—along with the rest of your portfolio.

Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.

Portevo App

Your entire portfolio, company earnings, and insider trades in one place

Upload your XTB report or add companies manually — Portevo will calculate your net profit after costs, show you the earnings dates for your companies, and display insider faces on charts.

  • Portfolio with Net Profit After Costs
  • Earnings Calendar for Your Companies
  • Pelosi, Trump, and CEO Trades on a Chart
  • Works in Browser and on iPhone

No credit card required. A demo portfolio is available immediately; create your own by uploading a report.

Portevo Portfolio: Value, Net Performance, and ChartCompany Earnings Calendar in the Portevo AppETF Fact Sheet with Quotes in PortevoTransaction History and Portfolio Tracking in Portevo
Portevo — free portfolio, earnings, and insider tradesOpen App