ARM Q2 2026 Earnings — Income Statement Breakdown
For its Q2 2026 period (ending 2025-09-30), ARM reported revenue of $1.1B, gross profit of $1.1B (99.4% gross margin), operating income of $163M, and net income of $238M (21.0% net margin). The flow of revenue into costs and profit is visualized below.
What changed
ARM was profitable; revenue grew 34.5% year over year.
| Comparison | Revenue | Net income | Net margin |
|---|---|---|---|
| Year over year | +34.5% | +122.4% | +8.3 pp |
| Quarter over quarter | +7.8% | +83.1% | +8.6 pp |
Consensus estimate data is not available for this report.
ARM Q2 2026 Income Statement
| Line item | Amount (USD) | % of revenue |
|---|---|---|
| Revenue | $1.1B | 100% |
| Cost of Revenue | −$7M | 0.6% |
| Gross Profit | $1.1B | 99.4% |
| Research & Development | −$6M | 0.5% |
| Selling, General & Administrative | −$61M | 5.4% |
| Operating Income | $163M | 14.4% |
| Other Income, net | $139M | 12.2% |
| Income Tax Expense | −$64M | 5.6% |
| Net Income | $238M | 21.0% |
Source: original SEC filing (filed 2025-11-05). Accession 0001973239-25-000043. Data normalized by EarningsFyi.