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
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
| Date | EPS | Revenue | |
|---|---|---|---|
| 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 Closelook
Where ARM appears in the diary — 25 pieces, newest first. Every link is our own writing.
Go deeper
Long reads
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Cloudflare (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.
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And 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 III
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- Pattern 03 — NVIDIA Strategic Authority Investment
The 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’ Peak
ARM 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.
Dailies
- Expiry Friday — the equipment names join at last: Applied +4.4%, Lam +5.2%, memory ETF over $58, 10-year back at 5%
- Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505
- Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69
- Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900
- AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in Tokyo
- Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their lines
- AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%
- Stocks snap a four-day losing streak as oil slips under $100 and chips bounce 2% — despite core inflation hotter than hoped and Fed hike odds at 82%; Oracle gives back its entire after-hours jump
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