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Arm Holdings plc American Depositary Shares (ARM) — the earnings record

Computed on 2026-09-18 from the vendor's per-print history with the Print Record's method — no desk-written read yet. An investment research diary, not advice.

The record at a glance

9/10EPS beats
9/10revenue beats
3 · 2 · 5up · flat · down (+3d, ±3%)
2026-11-04next print

Reactions across the covered prints span -23.4% to +18.8% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est EPS $0.48 · est revenue ~$1.38B into the next print.

Print by print

PrintDateEPSRevenue
Jul 26 2026-07-29 ✓ beat ✓ beat
May 26 2026-05-06 ✓ beat ✓ beat
Feb 26 2026-02-04 ✓ beat ✓ beat
Nov 25 2025-11-05 ✓ beat ✓ beat
Jul 25 2025-07-30 ✓ beat ✗ miss
May 25 2025-05-07 ✓ beat ✓ beat
Feb 25 2025-02-05 ✓ beat ✓ beat
Nov 24 2024-11-06 ✗ miss ✓ beat
Jul 24 2024-07-31 ✓ beat ✓ beat
May 24 2024-05-08 ✓ beat ✓ beat

Report-day close to the close three sessions later on adjusted closes, ±3% bands — the same method as every hand-written card; the Print Record method explains the bands. No reaction chart, metric line or behavior read exists for ARM yet.

FAQ · from the current data · as of 2026-09-18

Quick answers

How often does Arm Holdings plc American Depositary Shares beat earnings estimates?

Across the last 10 covered prints (as of the 2026-09-18 card), Arm Holdings plc American Depositary Shares beat EPS estimates 9 of 10 times and revenue estimates 9 of 10 times, with 8 double beats.

How does ARM stock react to earnings?

Measured close-of-print-day to the close three sessions later: 3 of the last 10 prints resolved up (beyond +3%), 2 flat, 5 down — reactions spanning -23.4% to +18.8%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was ARM's biggest earnings reaction?

-23.4% over the three sessions after the Jul 24 print (2024-07-31).

When does Arm Holdings plc American Depositary Shares report earnings next?

2026-11-04 (2026-11-04 · est EPS $0.48 · est revenue ~$1.38B). This record is computed from the vendor's per-print history with the Print Record's method; a desk-written card for ARM does not exist yet. An investment research diary, not advice.

Mentioned on Closelooknet

Where ARM appears in the diary — 39 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

  • Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 2026P/E HBM6 Next Gen ARM Holdings ARM · ~$185 Watch Not a constraint — but the IP architecture behind 99% of edge AI chips ARM licenses the processor architecture used in virtually every smartphone, IoT device, and increasingly AI edge chips.
  • Agentic Infrastructure Software: The Orchestration LayerDossier · $39 · 24 Feb 2026Cloudflare (NET) · Qualcomm (QCOM) · Arm Holdings (ARM) · Fastly · Akamai · Vercel · Lenovo Foundation Model Providers Layer 0 — The Upstream Dependency The upstream dependency for the entire stack.
  • Who Owns the AI Chip Buildout?Dossier · $39 · 12 Feb 2026Europe's real power is chokepoint leverage via ASML export controls, plus critical R&D (IMEC) and IP (ARM).
  • The DeepSeek Moment Moves Into Chip Design — Part IReport · 18 Jul 2026And one detail from the same session deserves rescuing from the wreckage, because almost nobody mentioned it: ARM — the third listed name whose entire business is chip-design IP — closed the day up two percent.
  • The Index Was Built for This — Kimi K3, Part IIIReport · 18 Jul 2026ARM — the third name in our EDA & Chip IP sector — closed up two percent.
  • Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026The 16-Event Timeline (2023-07-12 → 2026-05-12) 2024 2025 2026 RXRX 23-07 ARM 23-09 APLD 24-09 NBIS 24-12 MRVL 25-03 CRWV 25-03 INTC 25-09 NOK 25-10 SNPS 25-12 LITE COHR 26-03 IREN 26-05 GLW 26-05 exit RXRX exit APLD exit ARM Tier 1 …
  • Nvidia Ecosystem — Wave 1: The ‘Stacking’ PeakReport · 20 Feb 2026ARM Holdings ARM 0.90 Correlation Tier I Classification 2026/27 Peak Role Architecture Royalty Why The Vera CPU inside every NVIDIA Superchip is ARM-based.

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