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Did ARM Holdings Beat Earnings?
ARM Holdings (ARM) reported Q2 '26 revenue of $1.29B, up 22.4% year-over-year, with reported EPS of $0.20. That topped the $0.18 analyst estimate by 11.1% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — ARM Holdings’s job postings, web traffic, and employee business outlook. See the full ARM stock analysis or the earnings calendar for upcoming reports.
ARM Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $0.18 | $0.20 | Beat +11.1% |
| Q1 '26 | $0.58 | $0.60 | Beat +3.4% |
| Q4 '25 | $0.41 | $0.43 | Beat +4.9% |
| Q3 '25 | $0.15 | $0.15 | Met +0.0% |
| Q2 '25 | $0.35 | $0.35 | Met +0.0% |
| Q1 '25 | $0.52 | $0.55 | Beat +5.8% |
ARM Holdings Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 844M | 983M | 1.24B | 1.05B | 1.14B | 1.24B | 1.49B | 1.29B |
| Gross margin | 93.6% | 94.8% | 95.8% | 94.3% | 97.4% | 94.2% | 93.1% | 97.2% |
| Operating margin | 7.6% | 17.8% | 33.0% | 10.2% | 14.4% | 15.4% | 29.5% | 7.6% |
| Net income | 107M | 252M | 210M | 130M | 238M | 223M | 313M | 270M |
| Net margin | 12.7% | 25.6% | 16.9% | 12.3% | 21.0% | 18.0% | 21.0% | 20.9% |
| EPS | $0.30 | $0.39 | $0.55 | $0.35 | $0.15 | $0.43 | $0.60 | $0.20 |
ARM Holdings Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, ARM Holdings’s quarterly revenue moved from $844M to $1.29B. Net margin expanded from 12.7% to 20.9%, against a 97.2% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. ARM Holdings has beaten Wall Street EPS estimates in 8 of its last 8 reported quarters.
When Is ARM Holdings’s Next Earnings Date?
ARM Holdings reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the ARM earnings calendar.
Frequently Asked Questions: ARM Holdings Earnings
ARM Holdings's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
ARM Holdings reported Q2 '26 EPS of $0.20 on revenue of $1.29B (+22.4% YoY). ARM Holdings beat estimates, reporting $0.20 vs. the $0.18 estimate.
ARM Holdings reported Q2 '26 revenue of $1.29B, up 22.4% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the ARM AI Score.
