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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
$0.21▼
GPT-5.2
$0.21▼
Grok-4
$0.55▲
Claude-opus
$0.42▲
Gemini 3 Pro
$0.58▲
Q3 2026 Predictions
AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.
GPT-5.2
openrouterEPS
$0.21
Revenue
$1.21B
Conf.
56%Click for details →
GPT-5.2
openrouterEPS
$0.21
Revenue
$1.22B
Conf.
53%Click for details →
Grok-4
openrouterEPS
$0.55
Revenue
$1.40B
Conf.
85%Click for details →
Claude-opus
openrouterEPS
$0.42
Revenue
$1.23B
Conf.
72%Click for details →
Gemini 3 Pro
openrouterEPS
$0.58
Revenue
$1.36B
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 | $0.21 | $1.21B | -48.8% | 56% | |
GPT-5.2openrouter | $0.21 | $1.22B | -48.8% | 53% | |
Grok-4openrouter | $0.55 | $1.40B | +34.1% | 85% | |
Claude-opusopenrouter | $0.42 | $1.23B | +2.4% | 72% | |
Gemini 3 Proopenrouter | $0.58 | $1.36B | +41.5% | 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 | GPT-5.2Q3 2026 | Grok-4Q3 2026 | Claude-opusQ3 2026 | Gemini 3 ProQ3 2026 |
| Revenue | |||||||||
| Revenue | 0.983 | 1.24 | 1.05 | 1.14 | 1.21+6.6% | 1.22+7.5% | 1.40+23.3% | 1.23+8.4% | 1.36+19.8% |
| Cost Of Revenue | 0.051 | 0.052 | 0.060 | 0.029 | 0.045+55.2% | 0.055+89.7% | 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 | 1.17+5.3% | 1.17+5.3% | 1.36+23.4% | 1.20+8.0% | 1.32+19.8% |
| Cost And Expenses | 0.808 | 0.831 | 0.946 | 0.972 | 1.01+4.4% | 1.05+8.0% | 1.00+3.4% | 1.02+5.5% | 1.02+4.9% |
| Operating Expenses | |||||||||
| Research And Development Expenses | 0.533 | 0.546 | 0.654 | 0.691 | 0.710+2.7% | 0.725+4.9% | 0.710+2.7% | 0.725+4.9% | 0.715+3.5% |
| General And Administrative Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling And Marketing Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling General And Administrative Expenses | 0.224 | 0.233 | 0.232 | 0.252 | 0.260+3.2% | 0.270+7.1% | 0.260+3.2% | 0.265+5.2% | 0.270+7.1% |
| Other Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating Expenses | 0.756 | 0.778 | 0.886 | 0.943 | 0.970+2.9% | 0.995+5.5% | 0.970+2.9% | 0.990+5.0% | 0.985+4.5% |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Other Income Expenses Net | 0.093 | -0.266 | 0.039 | 0.139 | 0.078-43.9% | 0.105-24.5% | 0.133-4.3% | 0.048-65.5% | 0.018-87.1% |
| Income Tax Expense | 0.016 | -0.066 | 0.016 | 0.064 | 0.072+12.5% | 0.050-21.9% | 0.070+9.4% | 0.030-53.1% | 0.057-10.9% |
| Other Income/Expense | |||||||||
| Net Interest Income | 0.028 | 0.027 | 0.027 | 0.027 | 0.027+0.0% | 0.027+0.0% | 0.028+3.7% | 0.028+3.7% | 0.028+3.7% |
| Interest Income | 0.028 | 0.027 | 0.027 | 0.027 | 0.027+0.0% | 0.027+0.0% | 0.028+3.7% | 0.028+3.7% | 0.028+3.7% |
| Non Operating Income Excluding Interest | -0.093 | 0.266 | -0.039 | -0.139 | -0.078+43.9% | -0.105+24.5% | -0.133+4.3% | 0.020+114.4% | -0.010+92.8% |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | |||||||||
| Operating Income | 0.175 | 0.410 | 0.107 | 0.163 | 0.195+19.6% | 0.170+4.3% | 0.395+142.3% | 0.205+25.8% | 0.340+108.6% |
| Income Before Tax | 0.268 | 0.144 | 0.146 | 0.302 | 0.300-0.7% | 0.275-8.9% | 0.590+95.4% | 0.253-16.2% | 0.358+18.5% |
| Net Income From Continuing Operations | 0.252 | 0.210 | 0.130 | 0.238 | 0.228-4.2% | 0.225-5.5% | 0.520+118.5% | 0.223-6.3% | 0.301+26.5% |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | 0.252 | 0.210 | 0.130 | 0.238 | 0.228-4.2% | 0.225-5.5% | 0.520+118.5% | 0.223-6.3% | 0.301+26.5% |
| Net Income Deductions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bottom Line Net Income | 0.252 | 0.210 | 0.130 | 0.238 | 0.228-4.2% | 0.225-5.5% | 0.520+118.5% | 0.223-6.3% | 0.301+26.5% |
| Eps | $0.2400 | $0.2000 | $0.1200 | $0.2200 | $0.2100-4.5% | $0.2100-4.5% | $0.5500+150.0% | $0.2000-9.1% | $0.2800+27.3% |
| Eps Diluted | 0.24 | 0.20 | 0.12 | 0.22 | 0.21-4.5% | 0.21-4.5% | 0.55+150.0% | 0.20-9.1% | 0.27+22.7% |
| 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% | 0.060+9.1% | 0.058+5.5% | 0.058+5.5% |
| Ebitda | 0.315 | 0.193 | 0.206 | 0.357 | 0.358+0.3% | 0.333-6.7% | 0.650+82.1% | 0.311-12.9% | 0.416+16.5% |
| Ebit | 0.268 | 0.144 | 0.146 | 0.302 | 0.300-0.7% | 0.275-8.9% | 0.590+95.4% | 0.253-16.2% | 0.358+18.5% |
| 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% | 1,090,000,000+0.8% | 1,080,000,000-0.2% | 1,090,000,000+0.8% | 1,085,000,000+0.3% |
| Weighted Average Shs Out Dil | 1,064,000,000 | 1,065,000,000 | 1,065,000,000 | 1,069,000,000 | 1,080,000,000+1.0% | 1,080,000,000+1.0% | 1,070,000,000+0.1% | 1,080,000,000+1.0% | 1,095,000,000+2.4% |