ARM Holdings Earnings & Forecasts

ARM Holdings (ARM) earnings history, EPS estimates, revenue forecasts and company guidance.

Earnings Per Share (Non-GAAP)

Quarterly Earnings Surprise Amount

Fiscal Quarter	Date Reported	Actual EPS	Estimated EPS	Surprise %
Q1	Jul 29, 2026	$0.45	$0.36	25.0 %
Q4	May 6, 2026	$0.60	$0.54	11.1 %
Q3	Feb 4, 2026	$0.43	$0.33	30.3 %
Q2	Nov 5, 2025	$0.39	$0.26	50.0 %

Quarterly Revenue (Billions)

Quarterly Revenue Surprise Amount

Fiscal Quarter	Date Reported	Actual Revenue	Estimated Revenue	Surprise %
Q1	Jul 29, 2026	$1.29B	$1.27B	1.87 %
Q4	May 6, 2026	$1.49B	$1.47B	1.37 %
Q3	Feb 4, 2026	$1.24B	$1.23B	0.81 %
Q2	Nov 5, 2025	$1.14B	$1.06B	6.61 %

ARM Holdings Guidance

ARM Holdings (ARM) last issued guidance on July 29, 2026 for Q2 2027. The company guided earnings per share in the range of $0.43 - $0.51, compared to a consensus EPS estimate of $0.39. ARM Holdings also guided revenue in the range of $1.33B - $1.43B for the period.

Compared to prior guidance, ARM Holdings raised its revenue forecast from a prior range of $1.25B - $1.26B.

ARM Holdings has issued 19 guidance updates between November 8, 2023 and July 29, 2026. During this period, the company raised its outlook 8 times and lowered it 6 times, providing investors with insight into management's evolving expectations.

Recent Earnings Results

Metric	Q1 '27	Q4 '26	Q3 '26	Q2 '26
Earnings Per Share (Non-GAAP)
Estimate	$0.36	$0.54	$0.33	$0.26
Actual	$0.45	$0.60	$0.43	$0.39
Surprise	+25.0%	+11.1%	+30.3%	+50.0%
Revenue
Estimate	$1.27B	$1.47B	$1.23B	$1.06B
Actual	$1.29B	$1.49B	$1.24B	$1.14B
Surprise	+1.87%	+1.37%	+0.81%	+6.61%