StockWatch
·
Semiconductors
Quarterly ResultJul 29, 2026, 04:12 PM

Arm Q2 Revenue +22.4% to $1.29B; Net Income +107.7% to $270M

AI Summary

Arm Holdings plc reported strong financial results for the three months ended June 30, 2026. Total revenue increased by 22.4% year-over-year to $1.29 billion, while net income surged by 107.7% to $270 million. Basic earnings per share also saw a significant rise to $0.25. The company experienced a substantial increase in income from equity investments, which contributed to the net income growth despite a decrease in operating income due to higher R&D and SG&A expenses.

Key Highlights

  • Total revenue increased 22.4% to $1,289 million for Q2 2026.
  • Net income rose 107.7% to $270 million for Q2 2026.
  • Basic EPS grew 108.3% to $0.25 for Q2 2026.
  • Income from equity investments significantly increased to $128 million from $4 million.
  • Operating income decreased 20.1% to $91 million.
  • Research and development expenses increased 28.9% to $838 million.
  • Net cash provided by operating activities was $902 million, up 171.7%.
  • Cash and cash equivalents stood at $3,058 million as of June 30, 2026.