§ Companies / ARM / Earnings

ARM earnings

Arm Holdings ADR — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report July 29, 2026 consensus EPS 0.40

§ Recent prints / EPS vs consensus

Reported	EPS	Consensus	Surprise
May 06, 2026	0.60	0.58	+3.4%
Feb 04, 2026	0.43	0.41	+4.9%
Nov 05, 2025	0.39	0.33	+18.6%
Jul 30, 2025	0.35	0.35	+0.3%

§ Research / every print, covered

Arm Holdings ADR Reports Strong Q4 FY2026: Revenue and EPS Beat Estimates

AI Infrastructure Desk · RegardingSemi Engine · May 06, 2026

Arm Holdings ADR (ARM) reported a strong Q4 FY2026, with both revenue and EPS exceeding street estimates. Revenue came in at $1.49 billion, a 20.1% year-over-year (YoY) increase, and EPS reached $0.60, a 3.4% beat over the estimated $0.58. The company's performance underscores its continued growth and market leadership in semiconductor IP and licensing.

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§ Latest call — key points

Sees Q1 revenue $1.26 billion plus or minus $50 million.

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§ Earnings calls on file / full text, model-annotated

2026 Q2 — May 6, 2026 2026 Q1 — Feb 4, 2026 2025 Q4 — Nov 5, 2025 2025 Q3 — Jul 30, 2025 2025 Q2 — May 7, 2025 2025 Q1 — Feb 5, 2025 2024 Q4 — Nov 6, 2024 2024 Q3 — Jul 31, 2024

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