Arm Holdings plc American Depositary Shares

ARM

$242.59

+3.29%

2026-09-03 16:00:01 EDT+$7.73

Technology

Semiconductors

NASDAQ

Active Trading

Arm Holdings plc is a leading technology firm that conceptualizes, engineers, and licenses core processing unit (CPU) designs and complementary technologies. These ...

Price Action of ARM

$242.59

+3.29%+$7.73

High—

Low—

52W High-46.4%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

Arm Holdings plc (NASDAQ: ARM) is headquartered in Cambridge, United Kingdom and operates as a technology IP provider to the global semiconductor ecosystem. The company’s core purpose is to conceptualize, engineer, and license core processing unit (CPU) designs and related technologies—collectively forming the Arm architecture and a broad suite of ...Arm Holdings plc (NASDAQ: ARM) is headquartered in Cambridge, United Kingdom and operates as a technology IP provider to the global semiconductor ecosystem. The company’s core purpose is to conceptualize, engineer, and license core processing unit (CPU) designs and related technologies—collectively forming the Arm architecture and a broad suite of complementary system technologies. Arm’s model is distinct from integrated chip manufacturers: it primarily monetizes through licensing arrangements that allow partners to implement Arm architecture in their own chips and products. From a products and services perspective, Arm supplies (1) CPU and system intellectual property (system IP) that semiconductor companies integrate into SoCs, (2) graphics and other complementary technologies, and (3) software offerings and development tools that help designers adopt and validate Arm-based systems. This approach supports a wide range of end markets noted in the source information, including consumer electronics, advanced computing, automotive applications, and the Internet of Things (IoT). By providing foundational IP and tooling, Arm reduces the need for every chip designer to reinvent low-level architecture and platform components. In terms of costs and “BOM” relevance, Arm’s deliverables typically influence the engineering and licensing cost structure rather than operating as a bill-of-materials supplier of completed components. OEMs and chip makers incorporate Arm IP into their own manufactured or designed products, so Arm’s licensing and royalties can be considered an architectural and platform cost that becomes part of the overall cost-to-design and cost-to-manufacture for downstream devices. Development tools also affect time-to-design, verification cycles, and system software enablement. Financially, the provided dataset indicates strong profitability margins in the most recent trailing-twelve-month snapshot (e.g., net profit margin and operating margins shown as relatively high), reflecting the value of IP-led recurring revenue models. The data also includes enterprise value and valuation multiples, liquidity and solvency ratios, and working capital metrics, which together are consistent with an established technology licensing business. Key leadership includes CEO Rene Anthony Haas (as provided). Arm’s corporate headquarters remain in Cambridge, and its global operating footprint includes major technology and customer regions. Overall, Arm aims to remain the foundational architecture provider by evolving its CPU and system IP capabilities and maintaining a robust software/developer ecosystem so that partners can build competitive products across consumer, industrial, automotive, and infrastructure applications.ExpandCollapse

Founded

1990

Employees

9584

CEO

Rene Anthony Andrada Haas

Full Name

Arm Holdings plc American Depositary Shares

Sector

Technology

Industry

Semiconductors

ROE

13.00%

Market Cap

$259.09B

Current Ratio

5.25

WACC

22.86%

ROIC

10.95%

Contact Information

https://www.arm.com

44 1223 400 400

110 Fulbourn Road, Cambridge, CA CB1 9NJ

Key Metrics of ARM

Snapshot

Latest / TTM · 6 periods

Market Cap

$259.09B

ROCE

8.9%

EV / EBITDA

186.83x

-0.5% YoY

FCF Yield

0.6%

-0.0% YoY

Cash Conversion Cycle

62.5d

Current Ratio

5.25

Quick take

TTM —

Positive CCC

Financial Highlights of ARM

Profitability trend

Latest / TTM · 6 periods

Gross Margin

95.3%

Net Margin

20.2%

P/E Ratio

250.09x

n/a

Debt / Equity

0.06

n/a

Current Ratio

5.25

Dividend Yield

0.0%

Understanding

TTM —

Interest coverage is weak

Calendar of ARM

Upcoming

Dec 30, 2026
Q3 FY2027 · Estimated results
Est. EPS $0.55 · Revenue $1.53B · 17 analysts
Mar 30, 2027
Q4 FY2027 · Estimated results
Est. EPS $0.76 · Revenue $1.88B · 7 analysts
Mar 31, 2027
FY2027 · Estimated annual results
Est. EPS $2.23 · Revenue $6.06B · 18 analysts
Jun 30, 2027
Q1 FY2028 · Estimated results
Est. EPS $0.60 · Revenue $1.71B · 15 analysts

Recent history

Jun 30, 2026
Q1 FY2027 · Results reported
EPS $0.25 · Revenue $1.29B
Mar 31, 2026
FY2026 · Annual results
EPS $0.85 · Revenue $4.92B
Dec 31, 2025
Q3 FY2026 · Results reported
EPS $0.21 · Revenue $1.24B
Sep 30, 2025
Q2 FY2026 · Results reported
EPS $0.22 · Revenue $1.14B
Jun 30, 2025
Q1 FY2026 · Results reported
EPS $0.12 · Revenue $1.05B
Mar 31, 2025
FY2025 · Annual results
EPS $0.75 · Revenue $4.01B

Financial Statements of ARM

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$4.9B	+22.8%	-13.5%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$904.0M	+14.1%	-13.7%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+92.5%	-2.5%	+4.4%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+18.5%	-10.6%	-74.3%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+18.4%	-7.0%	-0.3%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$979.0M	+450.0%	+308.2%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+19.9%	+347.9%	+371.9%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	5.5%	+6.0%	+1.9%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	6.00x	+15.3%	-12.4%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$10.7B	+19.8%	+4.6%

Actual vs Estimate

A Mar 31Q Dec 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	0.85 vs 1.75	-51.5%	0.25 vs 0.55	-54.7%
Revenue Surprise	$4.9B vs $4.9B	+0.3%	$1.3B vs $1.5B	-15.6%

Insider Transactions of ARM

Acquisitions (A)

Since May 22, 2026

Disposals (D)

Since May 22, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 27, 2026	Child Jason	officer: Chief Financial Officer	Ordinary Shares	D	10,400	$255.33
Aug 17, 2026	Bartels Laura Kathleen	officer: Chief Accounting Officer	Restricted Stock Units	D	862	—
Aug 17, 2026	Bartels Laura Kathleen	officer: Chief Accounting Officer	Restricted Stock Units	D	819	—
Aug 17, 2026	Bartels Laura Kathleen	officer: Chief Accounting Officer	Ordinary Shares	A	819	—
Aug 17, 2026	Bartels Laura Kathleen	officer: Chief Accounting Officer	Ordinary Shares	A	862	—

Earnings Call Transcript of ARM

1 transcript segments

Q1 2027

Unknown Speaker

Operator: Good day and thank you for standing by. Welcome to the Arm First Quarter Fiscal Year 2027 Webcast and Conference Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Ian Thornton, Vice President of Investor Relations. Ian Thornton: Thank you, and welcome to our first quarter fiscal '27 earnings call. On the call are Rene Haas, Arm's Chief Executive Officer; and Jason Child, Arm's Chief Financial Officer. Today's call contains forward-looking information about the company and its financial results. While these statements represent our best current judgment, our business is subject to many risks and uncertainties that could cause actual results to differ materially. Important risk factors that may affect our business and future financial results are described in our annual report on Form 20-F filed with the SEC. Arm assumes no obligation to update any forward-looking statements. We will also refer to non-GAAP financial measures. Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP measures can be found in our shareholder letter as can a discussion of certain projected non-GAAP financial measures that we are not able to reconcile without unreasonable efforts and supplemental financial information. Our earnings materials are available at investors.arm.com. And with that, I'll turn the call over to Rene. Rene Haas: Thank you, Ian, and welcome, everyone. Arm delivered a record first quarter and a strong start to fiscal 2027. Our results reflect growing demand for the Arm compute platform as AI expands across cloud infrastructure, edge devices and the physical world. Revenue reached $1.29 billion, up 22% year-over-year, driven by record first quarter licensing and royalty revenue. Royalty revenue grew 22% to $715 million. Licensing revenue grew 23% to $574 million and non-GAAP EPS increased 29% to $0.45, above the high end of our guidance. AI is changing where and how compute happens. We're seeing that in the data center, where the transition to Arm continues to accelerate. And we're seeing it beyond the data center as AI expands into PCs, smartphones and physical AI applications. Across each of these markets, customers are increasingly standardizing on the Arm compute platform. These trends are the driving demand for the Arm AGI CPU. We introduced the Arm AGI CPU in March to give customers another way to deploy the Arm compute platform. Since that time, we've made significant progress. Initial product has now been delivered to multiple customers, and we have secured the manufacturing capacity needed to support the $1 billion opportunity we outlined last quarter across fiscal 2027 and fiscal 2028. Demand now exceeds $2 billion as we continue to add new customers, including multiple customers in the U.S. and China, while the overall value of our pipeline has continued to strengthen. We're also working closely with …

Leadership Team of ARM

10 executives

Name	Title	Compensation	Gender	Year Born	Status
Rene Anthony Andrada Haas	Chief Executive Officer & Director	USD 5,071,000	Male	1962	Active
Spencer Collins	Executive VP, Chief Legal Officer, Company Secretary & Head of Corporate Development	—	Male	1982	Active
Ami Badani	Chief Marketing Officer	—	Female	1979	Active
Richard Grisenthwaite	Executive Vice President & Chief Architect	—	Male	1969	Active
Laura Bartels	Chief Accounting Officer	—	—	—	Active
Jason E. Child	Executive Vice President & Chief Financial Officer	—	Male	1969	Active
Jeffrey Thomas Kvaal	Vice President & Head of Investor Relations	—	Male	—	Active
William Abbey	Executive Vice President & Chief Commercial Officer	—	Male	1971	Active
Charlotte Eaton	Chief People Officer	—	Female	1984	Active
Eric Hayes	Executive Vice President of Operations	—	Male	—	Active

Recent News of ARM

The Motley Fool8/3/2026Neutral

Why Arm Holdings Stock Lost 34% in July

Arm stock pulled back after a surge in the second quarter. Analysts revised their price targets on valuation concerns.

Schwab Network8/3/2026Neutral

The Big 3: ARM, RSI, UNH

Arm Holdings (ARM), Rush Street Interactive (RSI) and UnitedHealth (UNH) are today's trio of charts and trades. Mike Shorr (@ProsperTradingAcademy) provides his fundamental analysis on the stocks and demonstrates example options strategies for each.

The Motley Fool8/2/2026Neutral

Is Arm Holdings Stock a Buy on the Bullish CPU Outlook?

Already a key provider of intellectual property, Arm now intends to develop its own chips. The stock carries a hefty valuation, and it is seeing headwinds in its core smartphone market.

The Motley Fool8/2/2026Neutral

Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?

Advanced Micro Devices is a major player in high-performance computing with a growing presence in AI data centers. Arm provides the foundational, power-efficient architecture used by the vast majority of the global mobile and edge computing specialists.

The Motley Fool7/31/2026Neutral

1 Key Metric To Watch That Could Send Arm Stock Soaring

Arm beat estimates on the top and bottom lines in its fiscal first-quarter earnings report. The stock jumped earlier this year after it announced its first chip, the AGI CPU.

Historical Employee Count of ARM

Current

9,584

Change

+15.05%

Minimum

7,096

Maximum

9,584

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Mar 31, 2026	9,584	20-F	May 26, 2026	View
Mar 31, 2025	8,330	20-F	May 28, 2025	View
Mar 31, 2024	7,096	20-F	May 29, 2024	View

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Arm Holdings plc American Depositary Shares