ARM Q1 2026 Earnings — Income Statement Breakdown
For its Q1 2026 period (ending 2025-06-30), ARM reported revenue of $1.1B, gross profit of $1.0B (97.2% gross margin), operating income of $114M, and net income of $130M (12.3% net margin). The flow of revenue into costs and profit is visualized below.
What changed
ARM was profitable; revenue grew 12.1% year over year.
| Comparison | Revenue | Net income | Net margin |
|---|---|---|---|
| Year over year | +12.1% | −41.7% | −11.4 pp |
| Quarter over quarter | −15.1% | −38.1% | −4.6 pp |
Consensus estimate data is not available for this report.
ARM Q1 2026 Income Statement
| Line item | Amount (USD) | % of revenue |
|---|---|---|
| Revenue | $1.1B | 100% |
| Cost of Revenue | −$30M | 2.8% |
| Gross Profit | $1.0B | 97.2% |
| Research & Development | −$650M | 61.7% |
| Selling, General & Administrative | −$259M | 24.6% |
| Operating Income | $114M | 10.8% |
| Other Income, net | $32M | 3.0% |
| Income Tax Expense | −$16M | 1.5% |
| Net Income | $130M | 12.3% |
Source: original SEC filing (filed 2025-07-30). Accession 0001973239-25-000024. Data normalized by EarningsFyi.