Filing Flows › Arm Holdings (ARM) › Q3 FY26
Arm Holdings (ARM) Q3 FY26 earnings results (third quarter fiscal 2026)
6-K filed Feb 4, 2026
Arm Holdings (ARM) reported revenue of $1.2B for the third quarter fiscal 2026 (Q3 FY26), +26% from a year earlier and +9% from the quarter before. Operating margin was 14.9%, net earnings $223M (18.0% of revenue).
Arm Holdings, Q3 FY26: revenue $1.2B (+26% year over year), operating margin 14.9%, net earnings $223M, operating cash flow $365M. The chart follows the revenue to costs, profit and cash.
| Q3 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.2B | +9% | +26% |
| Gross profit | $1.2B | +10% | +27% |
| Operating profit | $185M | +13% | +6% |
| Net earnings | $223M | -6% | -12% |
| Operating cash flow | $365M | -36% | -14% |
| Free cash flow | $186M | -57% | -48% |
What changed
Revenue was $1.2B in Q3 FY26, up 26% year over year and up 9% from the previous quarter. Royalty Revenue was the largest line at 59% of revenue. Royalty Revenue added $0.16B year over year (up 27%), 61% of the total change.
Gross margin was 97.6%, up 0.4 points from Q3 FY25. Operating profit was $0.18B, a 14.9% margin (down 2.9 points year over year). Of the extra revenue versus Q3 FY25, 4% reached operating profit, below the 18% margin then. Operating expenses grew 32% against revenue growth of 26%. The fastest-growing cost line was Research & development (+38%). Net earnings were $0.22B, down 12% year over year. The effective tax rate was 2.2%.
Operating cash flow was $0.36B (down 14% year over year), 164% of net earnings. Non-cash charges added back $0.06B of depreciation and amortization and $0.28B of share-based compensation. Working capital and other items used $0.21B. Capital expenditures of $0.18B left free cash flow of $0.19B.
Questions
What was Arm Holdings' revenue in the third quarter fiscal 2026?
Arm Holdings (ARM) reported revenue of $1.2B for the third quarter fiscal 2026 (Q3 FY26), +26% from a year earlier and +9% from the quarter before.
Was Arm Holdings profitable in the third quarter fiscal 2026?
Operating profit was $185M (14.9% of revenue) and net earnings $223M.
Source: Arm Holdings 6-K on SEC EDGAR.