ARM Q4 2026 Earnings — Income Statement Breakdown
For its Q4 2026 period (ending 2026-03-31), ARM reported revenue of $1.5B, gross profit of $1.5B (97.9% gross margin), operating income of $438M, and net income of $313M (21.0% net margin). The flow of revenue into costs and profit is visualized below.
What changed
ARM was profitable; revenue grew 20.1% year over year.
| Comparison | Revenue | Net income | Net margin |
|---|---|---|---|
| Year over year | +20.1% | +49.0% | +4.1 pp |
| Quarter over quarter | +20.0% | +40.4% | +3.1 pp |
Consensus estimate data is not available for this report.
ARM Q4 2026 Income Statement
| Line item | Amount (USD) | % of revenue |
|---|---|---|
| Revenue | $1.5B | 100% |
| Cost of Revenue | −$32M | 2.1% |
| Gross Profit | $1.5B | 97.9% |
| Research & Development | −$698M | 46.8% |
| Selling, General & Administrative | −$320M | 21.5% |
| Other Operating Expenses | −$2M | 0.1% |
| Operating Income | $438M | 29.4% |
| Other Income, net | $43M | 2.9% |
| Income Tax Expense | −$168M | 11.3% |
| Net Income | $313M | 21.0% |
Source: original SEC filing (filed 2026-05-06). Accession 0001973239-26-000062. Data normalized by EarningsFyi.