ARM HOLDINGS PLCARMEarnings & Financial Report
Arm Holdings plc is a British semiconductor and software design company headquartered in Cambridge, UK. It designs the Arm CPU architecture and licenses its processor designs and related intellectual property to chipmakers and device manufacturers worldwide. Arm-based chips power the vast majority of smartphones and an increasing share of laptops, data center servers, and embedded devices. The company listed on Nasdaq in September 2023 and remains majority-owned by SoftBank.
ARM Q3 FY2026 Key Financial Metrics
Revenue
$1.2B
Gross Profit
$1.2B
Operating Profit
$185.0M
Net Profit
$223.0M
Gross Margin
97.6%
Operating Margin
14.9%
Net Margin
18.0%
YoY Growth
26.3%
EPS
$0.21
ARM HOLDINGS PLC Q3 FY2026 Financial Summary
ARM HOLDINGS PLC reported revenue of $1.2B (up 26.3% YoY) for Q3 FY2026, with a net profit of $223.0M (down 11.5% YoY) (18.0% margin). Cost of goods sold was $30.0M, operating expenses totaled $1.0B.
Key Financial Metrics
| Total Revenue | $1.2B |
|---|---|
| Net Profit | $223.0M |
| Gross Margin | 97.6% |
| Operating Margin | 14.9% |
| Report Period | Q3 FY2026 |
Revenue Breakdown
ARM HOLDINGS PLC Q3 FY2026 revenue of $1.2B breaks down across 3 segments, led by Royalty at $737.0M (59.3% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Royalty | $737.0M | 59.3% |
| Transferred Over Time | $294.0M | 23.7% |
| Transferred At Point In Time | $211.0M | 17.0% |
ARM HOLDINGS PLC Revenue by Segment — Quarterly Trend
ARM HOLDINGS PLC revenue by segment across the last 4 reported quarters, showing how each business line (such as Royalty and Transferred Over Time) has evolved quarter over quarter.
| Segment | Q3 FY2026 | Q2 FY2026 | Q1 FY2026 | Q3 FY2025 |
|---|---|---|---|---|
| Royalty | $737.0M | $620.0M | $585.0M | — |
| Transferred Over Time | $294.0M | $273.0M | $221.0M | $273.0M |
| Transferred At Point In Time | $211.0M | $242.0M | $247.0M | — |
ARM HOLDINGS PLC Quarterly Revenue & Net Profit History
ARM HOLDINGS PLC results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q3 FY2026 | $1.2B | +26.3% | $223.0M | 18.0% |
| Q2 FY2026 | $1.1B | +34.5% | $238.0M | 21.0% |
| Q1 FY2026 | $1.1B | +12.1% | $130.0M | 12.3% |
| Q3 FY2025 | $983.0M | +19.3% | $252.0M | 25.6% |
| Q2 FY2025 | $844.0M | +4.7% | $107.0M | 12.7% |
| Q1 FY2025 | $939.0M | — | $223.0M | 23.7% |
| Q3 FY2024 | $824.0M | +2.2% | $87.0M | 10.6% |
| Q2 FY2024 | $806.0M | +19.4% | $-110.0M | -13.6% |
Income Statement
| Q2 2024 | Q3 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q1 2026 | Q2 2026 | Q3 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $806.0M | $824.0M | $939.0M | $844.0M | $983.0M | $1.05B | $1.14B | $1.24B |
| YoY Growth | 19.4% | 2.2% | N/A | 4.7% | 19.3% | 12.1% | 34.5% | 26.3% |
Balance Sheet
| Q2 2024 | Q3 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q1 2026 | Q2 2026 | Q3 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $6.81B | $7.12B | $7.88B | $8.09B | $8.50B | $9.39B | $9.71B | $10.18B |
| Liabilities | $2.04B | $2.11B | $2.22B | $2.07B | $2.08B | $2.39B | $2.30B | $2.38B |
| Equity | $4.77B | $5.00B | $5.66B | $6.01B | $6.42B | $7.01B | $7.41B | $7.80B |
Cash Flow
| Q2 2024 | Q3 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q1 2026 | Q2 2026 | Q3 2026 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $227.0M | $310.0M | $-290.0M | $6.0M | $423.0M | $332.0M | $567.0M | $365.0M |