VLSI ASTRIA / INVESTOR RELATIONS

Company earnings & IR

45 companies · 2026-09-09
Published disclosure snapshot

ARM · United Kingdom · EDA & IP

Arm Holdings

Period ended 2026-06-30 · USD
Published 2026-07-29

Total revenue1,289USD million · GAAP

QoQ -13.49 % · YoY +22.41 %

Operating margin7.06%percent · GAAP

QoQ · YoY

Net income270USD million · GAAP

QoQ · YoY

Quarterly comparison

Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.

Arm Holdings · Financial results
Metric / UnitQ1 FYE27Q4 FYE26Q1 FYE26QoQYoY
Total revenueUSD million · GAAP1,2891,4901,053-13.49 %+22.41 %
Gross marginpercent · GAAP97.2%
Operating incomeUSD million · GAAP91
Operating marginpercent · GAAP7.06%
Net incomeUSD million · GAAP270
Net marginpercent · GAAP20.95%
Fully diluted EPSUSD/share · GAAP0.25

Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.

Revenue history

Quarterly revenue · USD million07451,490Q1 FYE26: Revenue 1,053 USD million · reportedQ4 FYE26: Revenue 1,490 USD million · reportedQ1 FYE27: Total revenue 1,289 USD million · reportedQ1 '26Q4 '26Q1 '27
Revenue
USD million · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.

Profitability history

Quarterly profit margins · percent048.697.2Q1 FYE27: Gross margin 97.2 percent · reportedQ1 FYE27: Operating margin 7.1 percent · derivedQ1 '26Q4 '26Q1 '27
Gross marginOperating margin
percent · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.
Full quarterly statements
Quarterly financial history · issuer currency
Metric / UnitQ1 FYE26Q4 FYE26Q1 FYE27
Total revenueUSD million1,0531,4901,289
Gross marginpercent97.2%
Operating incomeUSD million91
Operating marginpercent7.06%
Net incomeUSD million270
Net marginpercent20.95%
Fully diluted EPSUSD/share0.25

Revenue composition

Detailed revenue tables can be opened in the company’s official results materials. IR ↗

Customer & geographic revenue

Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.

Source & calculation disclosure

customer principal-headquarters address

FY 2026 · ANNUAL · USD million · Complete disclosed breakdown

2025-04-012026-03-31

Revenue denominator: 4,920 USD million · Published: 2026-05-26

Arm 2026 Form 20-F

Customer HQ, not final product sales country.

Arm 2026 Form 20-F · FY 2026United States1,761United States: 1,761 USD million. Revenue / matching disclosed revenue denominator × 100.PRC874PRC: 874 USD million. Revenue / matching disclosed revenue denominator × 100.Japan825Japan: 825 USD million. Revenue / matching disclosed revenue denominator × 100.Taiwan695Taiwan: 695 USD million. Revenue / matching disclosed revenue denominator × 100.Republic of Korea392Republic of Korea: 392 USD million. Revenue / matching disclosed revenue denominator × 100.Other countries373Other countries: 373 USD million. Revenue / matching disclosed revenue denominator × 100.
USD million · FY 2026. Geographic categories follow the issuer definition and may include overlapping regional subtotals; do not sum partial disclosures. Amber bars identify approximate ASTRIA conversions from disclosed percentages.
Geographic revenue · FY 2026
RegionUSD millionRevenue shareEvidence & disclosure
United States1,761Reported35.79%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

PRC874Reported17.76%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

includes Hong Kong and Macau; excludes Taiwan

Japan825Reported16.77%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Taiwan695Reported14.13%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Republic of Korea392Reported7.97%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Other countries373Reported7.58%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Disclosure

Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.

Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09

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Original IR documents

Comparison rules & source notes

This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.

  • GAAP measures only.

Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.

Disclosure

This article is provided for informational purposes only and does not constitute a recommendation to buy or sell any security. Figures and factual statements are based on publicly available sources, including company filings, news reports, and market research, and may contain errors in the source material or in the preparation of this article. The author may own shares in companies mentioned. All investment decisions and their outcomes are the reader's responsibility.