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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1.5B | $0.3B | $0.4B | $0.2B | 21.0% | 29.5% |
| 2025-12-31 | $1.2B | $0.2B | $0.2B | $0.2B | 18.0% | 15.4% |
| 2025-09-30 | $1.1B | $0.2B | $0.2B | $0.4B | 21.0% | 14.4% |
| 2025-06-30 | $1.1B | $0.1B | $0.1B | $0.2B | 12.3% | 10.8% |
| 2025-03-31 | $1.2B | $0.2B | $0.4B | $0.2B | 16.9% | 33.0% |
| 2024-12-31 | $nanB | $nanB | $nanB | $nanB | nan% | nan% |
Earnings replay · last 11 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-05-05 | 0.60 | 0.58 | +3.6% |
| 2026-02-04 | 0.43 | 0.41 | +5.1% |
| 2025-11-05 | 0.39 | 0.33 | +17.7% |
| 2025-07-30 | 0.35 | 0.35 | -0.3% |
| 2025-05-07 | 0.55 | 0.52 | +5.0% |
| 2025-02-05 | 0.39 | 0.34 | +14.0% |
| 2024-11-06 | 0.30 | 0.26 | +17.1% |
| 2024-07-31 | 0.21 | 0.17 | +23.1% |
| 2024-05-08 | 0.36 | 0.31 | +17.7% |
| 2024-02-07 | 0.29 | 0.25 | +16.4% |
| 2023-11-09 | 0.36 | 0.27 | +34.6% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Technology
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| ARM ★ | $430B | 473.8 | 131.6 | 87.4 | 401.1 | 51.7 | 97.5% | 20.1% | 47.9% | 0.17% |
| AAPL | $4,629B | 38.2 | 32.8 | 10.3 | 29.0 | 43.4 | 47.9% | 16.6% | 21.8% | 2.18% |
| MSFT | $3,278B | 26.3 | 22.8 | 10.3 | 18.0 | 7.9 | 68.3% | 18.3% | 23.4% | 1.13% |
| NVDA | $5,397B | 34.1 | 17.6 | 21.3 | 32.3 | 34.4 | 74.1% | 85.2% | 214.5% | 0.86% |
| GOOGL | $4,384B | 27.6 | 25.0 | 10.4 | 27.0 | 9.2 | 60.4% | 21.8% | 82.0% | 0.64% |
| META | $1,517B | 21.7 | 16.5 | 7.1 | 13.9 | 6.2 | 81.9% | 33.1% | 62.4% | 1.68% |
| AVGO | $2,280B | 93.5 | 26.0 | 33.4 | 62.7 | 28.6 | 76.7% | 29.5% | 31.6% | 1.12% |
| ORCL | $703B | 43.8 | 30.4 | 11.0 | 30.3 | 21.0 | 67.1% | 21.7% | 24.5% | -3.17% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 3.33%
| Holder | Shares | % out |
|---|---|---|
| Dz Bank Ag Deutsche Zentral Genossen | 9,376,278 | 0.89% |
| Morgan Stanley | 4,463,815 | 0.42% |
| Capital Research Global Investors | 4,218,729 | 0.40% |
| Schroder Investment Management Group | 3,824,345 | 0.36% |
| Invesco Ltd. | 2,952,231 | 0.28% |
| FMR, LLC | 2,449,030 | 0.23% |
| Van Eck Associates Corporation | 2,212,884 | 0.21% |
| Alphabet Inc. | 1,960,784 | 0.19% |
| Sustainable Growth Advisers, LP | 2,007,159 | 0.19% |
| Altimeter Capital Management, LP | 1,715,440 | 0.16% |
Insider activity · 90d
No insider trades for ARM in last 90d.
Analyst estimates
yfinanceConsensus: buy (mean 1.875). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-06-01 | FORM 4 | view · |
| 4 | 2026-05-26 | FORM 4 | view · |
| 4 | 2026-05-22 | FORM 4 | view · |
| 4 | 2026-05-22 | FORM 4 | view · |
| 4 | 2026-05-21 | FORM 4 | view · |
| 4 | 2026-05-21 | FORM 4 | view · |
| 4 | 2026-05-21 | FORM 4 | view · |
| 4 | 2026-05-21 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-13 | FORM 4 | view · |
| 4 | 2026-04-23 | FORM 4 | view · |
| 4 | 2026-04-16 | FORM 4 | view · |
| 4 | 2026-03-27 | FORM 4 | view · |
| 4 | 2026-03-27 | FORM 4 | view · |
About
Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services. The company provides a product portfolio, including CPU IP, GPU and neural processing unit (NPU) accelerators, system IP such as interconnects, compute platform products including pre-integrated CSSs, and development tools and software. The company serves semiconductor companies, original equipment manufacturers (OEMs), cloud service providers (CSPs), and organizations developing chips for end markets such as smartphones, consumer electronics, industrial IoT, embedded systems, cloud data centers, networking, automotive, and robotics. It provides its products and services in the United States, China, Japan, Taiwan, Korea, and internationally. The company was founded in 1990 and is based in Cambridge, United Kingdom. Arm Holdings plc operates as a subsidiary of SoftBank Group Corp.