Arm Holdings plc American Depositary Shares (ARM) Financial Statements

Arm Holdings plc American Depositary Shares

ARM · NASDAQ-GS

	FY2026	FY2025	FY2024	FY2023	FY2022
Total Revenue	$4.92B	$4.01B	$3.23B	$2.68B	$2.70B
Cost of Revenue	$121.00M	$121.00M	$154.00M	$106.00M	$131.00M
Gross Profit	$4.80B	$3.89B	$3.08B	$2.57B	$2.57B
Research & Development	$2.78B	$2.07B	$1.98B	$1.13B	$995.00M
Selling, General & Administrative	$1.11B	$984.00M	$983.00M	$762.00M	$897.00M
Operating Expenses	$3.90B	$3.06B	$2.97B	$1.90B	$1.94B
Operating Income	$900.00M	$831.00M	$111.00M	$671.00M	$633.00M
Other Income / (Expense)	$132.00M	$10.00M	$11.00M	$3.00M	$10.00M
Income Before Taxes	$1.16B	$720.00M	$212.00M	$671.00M	$786.00M
Provision for Income Taxes	$253.00M	-$72.00M	-$94.00M	$146.80M	$109.70M
Net Income	$904.00M	$792.00M	$306.00M	$524.00M	$549.00M
Basic EPS	$0.85	$0.75	$0.30	$0.51	$0.54
Diluted EPS	$0.85	$0.75	$0.29	$0.51	$0.54
Basic Shares Outstanding	1.06B	1.05B	1.03B	1.02B	1.03B
Diluted Shares Outstanding	1.07B	1.06B	1.04B	1.03B	1.03B

Analyst Estimates

Period	Consensus EPS	Low	High	Estimates	Revisions
Mar 2027	$1.15	$0.90	$1.42	8	↑3 ↓1
Mar 2028	$1.94	$1.40	$2.38	7	↑3 ↓1
Mar 2029	$2.73	$2.30	$3.53	3	↑1 ↓2
Mar 2030	$4.05	$4.05	$4.05	1	↑0 ↓1

Forward estimates are the sell-side consensus reported by Nasdaq, not a metir forecast.

Symbol: ARM
Type: Stock
Sector: Technology
Industry: Semiconductors
Country: Europe
Exchange: NASDAQ-GS

Arm is the foundational platform for AI, delivering power-efficient, high-performance computing that touches 100 percent of the connected global population. To meet the insatiable demand for compute, Arm's platform spans core IP, advanced compute subsystems and purpose-built silicon, giving the world's leading technology companies the flexibility to design, build and deploy AI at scale. Arm has the world's largest computing ecosystem, including over 22 million developers, and together we are building the future of AI on Arm.

Key Issues

Bullish view

Arm is exposed to AI-driven growth in cloud, edge and automotive markets, while its latest quarterly report beat estimates and highlighted data-center strength. That combination supports continued earnings expansion.

Bearish view

The shares had already experienced a sharp July pullback, and Zacks identified execution and elevated expectations as central risks. Strong demand may therefore be insufficient if results do not keep exceeding a high valuation bar.

Analyst Consensus

See all

Buy

23 analysts

$278

Current

—

Low

$260

Average

—

High

Average target implies -6.37% versus the current price.

Earnings History

BeatMissNo estimate

Peers

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