Arm Holdings plc

NasdaqGS:ARM Stock Report

Market Cap: US$131.5b

Arm Holdings Past Earnings Performance

Past criteria checks 2/6

Arm Holdings has been growing earnings at an average annual rate of 13%, while the Semiconductor industry saw earnings growing at 2.4% annually. Revenues have been growing at an average rate of 16% per year. Arm Holdings's return on equity is 10.3%, and it has net margins of 17.1%.

Key information

13.04%

Earnings growth rate

12.13%

EPS growth rate

Semiconductor Industry Growth27.66%
Revenue growth rate16.04%
Return on equity10.27%
Net Margin17.15%
Next Earnings Update06 May 2026

Recent past performance updates

Recent updates

Arm Holdings: Agentic AI Inversion, Monetizing The CPU Orchestration Layer

Feb 09

ARM Holdings: Strong Fundamentals Anchor Long-Term Value, While Short-Term Bubble Dynamics Offer Tactical Play

ARM Holdings continues to benefit from its irreplaceable role in the global semiconductor ecosystem—powering everything from smartphones to AI edge devices. Based on a forward earnings framework anchored to the 10-year U.S. Treasury yield , the stock’s intrinsic fair value is estimated at $70 per share.

Arm Holdings: Earnings Growth Doesn't Show The Whole Picture

Apr 28

ARM: Perils Of Future Growth Speculation

Apr 22

V9 And CSS Technologies Will Advance AI Integration

Strong AI demand and strategic partnerships drive revenue growth across diverse markets, enhancing Arm's overall revenue streams and market position.

Arm Holdings plc's (NASDAQ:ARM) 30% Share Price Plunge Could Signal Some Risk

Apr 05
Arm Holdings plc's (NASDAQ:ARM) 30% Share Price Plunge Could Signal Some Risk

Arm Holdings' Selloff Is Here, Warranting An Upgrade To Opportunistic Buy

Mar 15

Arm Holdings: Severe Overvaluation And Weaker Market Outlook

Feb 16

Arm Holdings Earnings: Bullish Thesis Hits A Wall

Feb 06

Arm Holdings: China Pops The AI Spending Bubble

Jan 30

Arm Holdings: Beware Of Project Stargate Speculation

Jan 23

ARM Holdings: Overhyped Stock With Limited Upside

Dec 21
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Narrative update from Goran Damchevski

ARM is guiding for a 22% growth midpoint over FYE 2024.

Arm's AI Catalysts Are Robust, But Near-Term Pressures Remain

Nov 17

Arm Holdings Q2: Demand For Armv9 Exceeds Expectations

Nov 06

Arm Holdings: The Predictability Risks For Long-Term Investors

Oct 14
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Power-Efficient Technologies And AI Capabilities Spark Revenue Surge And Market Expansion

Arm's focus on power-efficient computing and AI technology shows promising growth in licensing revenue from partnerships with major cloud providers.

Navigating ARM Holdings' Valuation And Risks Amid The AI Revolution

Sep 19

Arm Holdings: Watch Those iPhone 16 Shipments

Sep 12

ARM: Bad Stock, Increasing Competition (Rating Downgrade)

Aug 20
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Narrative update from Goran Damchevski

Valuation Upgrade: Despite The Established Market Share, ARM Continues To Find New Growth AvenuesDatacenter And AI Chip Adoption Drive Growth Above ExpectationsIn Q1’25 Arm grew revenues by 39% YoY to

Arm Holdings: Options Play Remains The Way To Go On This

Aug 07

Arm Holdings Earnings: Chipping Away At Investors' Patience

Aug 01

Arm Holdings: Even With Optimistic Assumptions, The Stock Is Grossly Overvalued

Jul 24

Arm Holdings: Surprise Potential For Q1 (Rating Upgrade)

Jul 18

Arm Holdings: A Complementary Investment To Nvidia

Jul 08

Arm Holdings Has Significant Upside Potential With Arm Neoverse

Jul 01

Arm Holdings: Solid Growth Ahead But Stock Is Overvalued; Initiate With 'Sell'

Jun 11

Computex Chronicles Part 3: Arm Unveils New Architectures And AI Libraries

Jun 04

Arm Holdings: High Valuation Is Deserved

May 17
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Narrative update from Goran Damchevski

Arm’s Q424 revenue was $928M, up 47% YoY. Annual revenue was $3.233B, up by 21% from last year.

ARM Q4 Preview: Cure To AI Energy Shortage?

Apr 26

Arm Holdings: Sell On Valuation And Income Statement Analysis

Apr 05

Arm Stock: AI Chip Favorite Is Overpriced

Mar 26

ARM: Everything You Need To Know About The Lock-Up Expiry (Rating Upgrade)

Mar 12

Arm's Share Price Has Gotten Ahead Of Operating Growth

Feb 26

Arm Holdings: Approaching An Nvidia Moment, Consensus Estimates Are Too Low

Feb 15

Revenue & Expenses Breakdown

How Arm Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NasdaqGS:ARM Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Dec 254,6718011,0522,624
30 Sep 254,4128301,0152,420
30 Jun 254,1216991,0042,236
31 Mar 254,0077929842,071
31 Dec 243,6948061,0082,109
30 Sep 243,5356419772,008
30 Jun 243,4974241,0662,127
31 Mar 243,2333061,0231,979
31 Dec 232,938859761,776
30 Sep 232,8381809231,630
30 Jun 232,6624047651,252
31 Mar 232,6795247221,133
31 Mar 222,703676897995
31 Mar 212,027544826814

Quality Earnings: ARM has high quality earnings.

Growing Profit Margin: ARM's current net profit margins (17.1%) are lower than last year (21.8%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: ARM's earnings have grown by 13% per year over the past 5 years.

Accelerating Growth: ARM's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: ARM had negative earnings growth (-0.6%) over the past year, making it difficult to compare to the Semiconductor industry average (6.1%).

Return on Equity

High ROE: ARM's Return on Equity (10.3%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/24 11:19
End of Day Share Price 2026/02/24 00:00
Earnings2025/12/31
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arm Holdings plc is covered by 63 analysts. 39 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Janco VenterArete Research Services LLP
Alex PoundArete Research Services LLP
Brett SimpsonArete Research Services LLP