Arm Holdings plc American Depositary Shares: EPS $0.52 vs $0.48 expected; revenue $1.44B vs $1.38B
Key Facts
Q2 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.52 | 0.48 | +8.3% | 0.15 |
| Revenue (USD bn) | 1.44 | 1.38 | +4.7% | 1.14 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 4, 2026 | Q2 FY2027 | 0.52 | 0.4800 | +8.3% | 1.44 | 1.38 | +4.7% |
| Jul 29, 2026 | Q1 FY2027 | 0.45 | 0.4000 | +12.5% | 1.29 | 1.26 | +2.1% |
| May 6, 2026 | Q4 FY2026 | 0.60 | 0.5800 | +3.4% | 1.49 | 1.47 | +1.1% |
| Feb 4, 2026 | Q3 FY2026 | 0.43 | 0.4100 | +4.9% | 1.24 | 1.23 | +1.2% |
| Nov 5, 2025 | Q2 FY2026 | 0.15 | 0.3287 | −54.4% | 1.14 | 1.06 | +7.0% |
| Jul 30, 2025 | Q1 FY2026 | 0.35 | 0.3400 | +2.9% | 1.05 | 1.05 | −0.2% |
| May 7, 2025 | Q4 FY2025 | 0.55 | 0.5200 | +5.8% | 1.24 | 1.23 | +0.5% |
| Feb 5, 2025 | Q3 FY2025 | 0.40 | 0.3420 | +17.0% | 0.98 | 0.95 | +3.6% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Arm Holdings plc American Depositary Shares results: EPS $0.52 vs $0.48 expected; revenue $1.44B vs $1.38B. The results cover the company's Q2 FY2027. EPS came in above analysts' estimate by 8.3%; revenue above the estimate by 4.7%.
Revenue was up 27.1% from $1.14 billion a year earlier (Q2 FY2026). EPS was up 246.7% from $0.15 a year earlier. On its record, EPS topped analysts' estimates in 6 of 7 earlier comparable reports.
What the results mean
Arm Holdings licenses processor designs and complementary technologies to semiconductor and device manufacturers. This model makes customer adoption and the use of its technologies in their products central to understanding the business, while distinguishing licensing revenue from royalties when interpreting the results.
The company's technologies serve automotive, computing infrastructure, consumer electronics and the Internet of Things. Understanding its business drivers involves examining demand across these markets and the role of system solutions, graphics, software and development tools in supporting the use of its designs.
What to watch on the earnings call: Demand for processor design licenses and associated royalties, customer activity across automotive, computing infrastructure, consumer electronics and the Internet of Things, the role of software and development tools in technology adoption, and management's discussion of development spending and its effect on margins.
For the full analysis of Arm Holdings plc American Depositary Shares stock — valuation, scores and financial statements — see the stock page linked with this story.