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ARM
TechnologyArm Holdings plc
Next Earnings: Q3 2026
Wednesday, February 4, 2026
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ARM EPS History & Predictions
Actual
Consensus
Wall Street
$0.41consensus
GPT-5.2
$0.23▼
Gemini 3 Pro
$0.58▲
Claude-opus
$0.42▲
Grok-4
$0.55▲
Q3 2026 Predictions
AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.
GPT-5.2
openrouterEPS
$0.23
Revenue
$1.21B
Conf.
55%Click for details →
Gemini 3 Pro
openrouterEPS
$0.58
Revenue
$1.36B
Conf.
85%Click for details →
Claude-opus
openrouterEPS
$0.42
Revenue
$1.23B
Conf.
72%Click for details →
Grok-4
openrouterEPS
$0.55
Revenue
$1.40B
Conf.
85%Click for details →
Predictions Comparison
AI model predictions compared to Wall Street consensus
| Model | EPS Estimate | Revenue Estimate | vs Consensus | Confidence | |
|---|---|---|---|---|---|
GPT-5.2openrouter | $0.23 | $1.21B | -43.9% | 55% | |
Gemini 3 Proopenrouter | $0.58 | $1.36B | +41.5% | 85% | |
Claude-opusopenrouter | $0.42 | $1.23B | +2.4% | 72% | |
Grok-4openrouter | $0.55 | $1.40B | +34.1% | 85% | |
| Wall Street Consensus | $0.41 | $1.22B | — | — |
Wall Street Consensus
Compare AI predictions against Wall Street analyst consensus
Consensus EPS
$0.36
Last Reported EPS
$0.22
Last Surprise
-38.44%
Report Date
11/5/2025
Quarterly Earnings Surprise Amount
Historical performance vs Wall Street consensus
| Fiscal Quarter End | Date Reported | Earnings Per Share* | Consensus EPS* Forecast | % Surprise |
|---|---|---|---|---|
| Q2 2026 | 11/5/2025 | 0.22 | 0.36 | -38.44 |
| Q1 2026 | 7/30/2025 | 0.12 | 0.34 | -64.71 |
| Q4 2025 | 5/28/2025 | 0.20 | — | 0.00 |
| Q3 2025 | 2/5/2025 | 0.24 | 0.34 | -29.41 |
* EPS values are adjusted for stock splits
Financial Statements
Historical data with AI projections for Q3 2026
All values in Billions (USD) unless otherwise noted
AI Projections | ||||||||
|---|---|---|---|---|---|---|---|---|
| Line Item | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | GPT-5.2Q3 2026 | Gemini 3 ProQ3 2026 | Claude-opusQ3 2026 | Grok-4Q3 2026 |
| Revenue | ||||||||
| Revenue | 0.983 | 1.24 | 1.05 | 1.14 | 1.21+6.6% | 1.36+19.8% | 1.23+8.4% | 1.40+23.3% |
| Cost Of Revenue | 0.051 | 0.052 | 0.060 | 0.029 | 0.050+72.4% | 0.035+20.7% | 0.035+20.7% | 0.035+20.7% |
| Cost & Gross Profit | ||||||||
| Gross Profit | 0.931 | 1.19 | 0.993 | 1.11 | 1.16+4.9% | 1.32+19.8% | 1.20+8.0% | 1.36+23.4% |
| Cost And Expenses | 0.808 | 0.831 | 0.946 | 0.972 | 1.03+6.5% | 1.00+3.4% | 1.02+5.5% | 1.00+3.4% |
| Operating Expenses | ||||||||
| Research And Development Expenses | 0.533 | 0.546 | 0.654 | 0.691 | 0.715+3.5% | 0.710+2.7% | 0.725+4.9% | 0.710+2.7% |
| General And Administrative Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling And Marketing Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling General And Administrative Expenses | 0.224 | 0.233 | 0.232 | 0.252 | 0.270+7.1% | 0.260+3.2% | 0.265+5.2% | 0.260+3.2% |
| Other Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating Expenses | 0.756 | 0.778 | 0.886 | 0.943 | 0.985+4.5% | 0.970+2.9% | 0.990+5.0% | 0.970+2.9% |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Other Income Expenses Net | 0.093 | -0.266 | 0.039 | 0.139 | -0.104-174.8% | 0.030-78.4% | 0.048-65.5% | 0.098-29.5% |
| Income Tax Expense | 0.016 | -0.066 | 0.016 | 0.064 | 0.056-12.5% | 0.069+7.8% | 0.053-17.2% | 0.070+9.4% |
| Other Income/Expense | ||||||||
| Net Interest Income | 0.028 | 0.027 | 0.027 | 0.027 | 0.028+3.7% | 0.030+11.1% | 0.028+3.7% | 0.028+3.7% |
| Interest Income | 0.028 | 0.027 | 0.027 | 0.027 | 0.028+3.7% | 0.030+11.1% | 0.028+3.7% | 0.028+3.7% |
| Non Operating Income Excluding Interest | -0.093 | 0.266 | -0.039 | -0.139 | 0.104+174.8% | 0+100.0% | 0.020+114.4% | -0.098+29.5% |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | ||||||||
| Operating Income | 0.175 | 0.410 | 0.107 | 0.163 | 0.175+7.4% | 0.355+117.8% | 0.205+25.8% | 0.395+142.3% |
| Income Before Tax | 0.268 | 0.144 | 0.146 | 0.302 | 0.307+1.7% | 0.385+27.5% | 0.253-16.2% | 0.327+8.3% |
| Net Income From Continuing Operations | 0.252 | 0.210 | 0.130 | 0.238 | 0.251+5.5% | 0.316+32.8% | 0.200-16.0% | 0.257+8.0% |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | 0.252 | 0.210 | 0.130 | 0.238 | 0.251+5.5% | 0.316+32.8% | 0.200-16.0% | 0.257+8.0% |
| Net Income Deductions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bottom Line Net Income | 0.252 | 0.210 | 0.130 | 0.238 | 0.251+5.5% | 0.316+32.8% | 0.200-16.0% | 0.257+8.0% |
| Eps | $0.2400 | $0.2000 | $0.1200 | $0.2200 | $0.2300+4.5% | $0.2900+31.8% | $0.1800-18.2% | $0.2400+9.1% |
| Eps Diluted | 0.24 | 0.20 | 0.12 | 0.22 | 0.23+4.5% | 0.29+31.8% | 0.18-18.2% | 0.24+9.1% |
| Other | ||||||||
| Filing Date | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Fiscal Year | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Depreciation And Amortization | 0.047 | 0.049 | 0.060 | 0.055 | 0.058+5.5% | 0.058+5.5% | 0.058+5.5% | 0.057+3.6% |
| Ebitda | 0.315 | 0.193 | 0.206 | 0.357 | 0.365+2.2% | 0.443+24.1% | 0.311-12.9% | 0.384+7.6% |
| Ebit | 0.268 | 0.144 | 0.146 | 0.302 | 0.307+1.7% | 0.385+27.5% | 0.253-16.2% | 0.327+8.3% |
| Weighted Average Shs Out | 1,052,000,000 | 1,055,000,000 | 1,058,000,000 | 1,081,818,181 | 1,090,000,000+0.8% | 1,080,000,000-0.2% | 1,090,000,000+0.8% | 1,080,000,000-0.2% |
| Weighted Average Shs Out Dil | 1,064,000,000 | 1,065,000,000 | 1,065,000,000 | 1,069,000,000 | 1,090,000,000+2.0% | 1,090,000,000+2.0% | 1,100,000,000+2.9% | 1,070,000,000+0.1% |