ARM Q3 2026 Earnings — Income Statement Breakdown
For its Q3 2026 period (ending 2025-12-31), ARM reported revenue of $1.2B, gross profit of $1.2B (97.6% gross margin), operating income of $185M, and net income of $223M (18.0% net margin). The flow of revenue into costs and profit is visualized below.
What changed
ARM was profitable; revenue grew 26.3% year over year.
| Comparison | Revenue | Net income | Net margin |
|---|---|---|---|
| Year over year | +26.3% | −11.5% | −7.7 pp |
| Quarter over quarter | +9.4% | −6.3% | −3.0 pp |
Consensus estimate data is not available for this report.
ARM Q3 2026 Income Statement
| Line item | Amount (USD) | % of revenue |
|---|---|---|
| Revenue | $1.2B | 100% |
| Cost of Revenue | −$30M | 2.4% |
| Gross Profit | $1.2B | 97.6% |
| Research & Development | −$737M | 59.3% |
| Selling, General & Administrative | −$284M | 22.9% |
| Other Operating Expenses | −$6M | 0.5% |
| Operating Income | $185M | 14.9% |
| Other Income, net | $43M | 3.5% |
| Income Tax Expense | −$5M | 0.4% |
| Net Income | $223M | 18.0% |
Source: original SEC filing (filed 2026-02-04). Accession 0001973239-26-000006. Data normalized by EarningsFyi.