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Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. The company is involved in the licensing, marketing, research, and development of microprocessors, systems intellectual property (IPs), graphics processing units, physical IP and associated systems IPs, software, tools, and other related services. It also offers arm central processing units, accelerators, system IP products, and compute platform products, as well as development tools and software. The company's products are used in various markets, such as automotive, computing infrastructure, consumer technologies, and Internet of things. It operates in the United States, the People's Republic of China, Taiwan, the Republic of Korea, and internationally. Arm Holdings plc has a strategic collaboration with International Business Machines Corporation to develop dual-architecture hardware that helps enterprises run future AI and data intensive workloads. The company was founded in 1990 and is headquartered in Cambridge, the United Kingdom. Arm Holdings plc operates as a subsidiary of SoftBank Group Corp.
5-year financial trends. Figures in USD millions.
Latest fiscal year: 2026
Year-by-year revenue, profitability, and cash flow (USD millions, last 10 years)
| Year | Revenue | EBITDA | Net Profit | FCF | ROE | Rev Growth 1Y | NP Growth 1Y |
|---|---|---|---|---|---|---|---|
| 2026 | $4.9B | $1.2B | $904M | $949M | 10.9% | 22.8% | 14.1% |
| 2025 | $4.0B | $1.0B | $792M | $158M | 11.6% | 23.9% | 158.8% |
| 2024 | $3.2B | $279M | $306M | $947M | 5.8% | 20.7% | -41.6% |
| 2023 | $2.7B | $848M | $524M | $646M | 12.9% | - | - |
| 2022 | - | - |
Income statement, balance sheet, and cash flow as reported
Consolidated Figures in USD Millions.
| Metric | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Total Revenue | - | 2,679 | 3,233 | 4,007 | 4,920 |
| Operating Revenue | - | 2,679 | 3,233 | 4,007 | 4,920 |
| Cost Of Revenue | - | 106 | 154 | 121 | 121 |
| Gross Profit | - | 2,573 | 3,079 | 3,886 | 4,799 |
| Operating Expense | - | 1,895 | 2,962 | 3,055 | 3,891 |
| Research And Development | - | 1,133 | 1,979 | 2,071 | 2,776 |
| Selling General And Administration | - | 762 | 983 | 984 | 1,115 |
| Total Expenses | - | 2,001 | 3,116 | 3,176 | 4,012 |
| Operating Income | - | 678 | 117 | 831 | 908 |
| Total Operating Income As Reported | - | 671 | 111 | 831 | 900 |
| EBITDA | - | 848 | 279 | 1,014 | 1,157 |
| Normalized EBITDA | - | 900 | 305 | 1,251 | 1,151 |
| EBIT | - | 678 | 117 | 831 | 908 |
| Interest Income | - | 42 | 110 | 116 | 111 |
| Net Interest Income | - | 42 | 110 | 116 | 111 |
| Other Non Operating Income Expenses | - | 3 | 11 | 10 | 132 |
| Other Income Expense | - | -49 | -15 | -227 | 138 |
| Interest Income Non Operating | - | 42 | 110 | 116 | 111 |
| Net Non Operating Interest Income Expense | - | 42 | 110 | 116 | 111 |
| Pretax Income | - | 671 | 212 | 720 | 1,157 |
| Tax Provision | - | 147 | -94 | -72 | 253 |
| Tax Rate For Calcs | - | 0 | 0 | 0 | 0 |
| Tax Effect Of Unusual Items | - | -11.44 | -5.46 | -49.77 | 1.31 |
| Net Income Continuous Operations | - | 524 | 306 | 792 | 904 |
| Net Income From Continuing And Discontinued Operation | - | 524 | 306 | 792 | 904 |
| Net Income From Continuing Operation Net Minority Interest | - | 524 | 306 | 792 | 904 |
| Net Income | - | 524 | 306 | 792 | 904 |
| Net Income Common Stockholders | - | 524 | 306 | 792 | 904 |
| Net Income Including Noncontrolling Interests | - | 524 | 306 | 792 | 904 |
| Normalized Income | - | 564.56 | 326.54 | 979.23 | 899.31 |
| Diluted NI Availto Com Stockholders | - | 524 | 306 | 792 | 904 |
| Basic Average Shares | - | 1,026.05 | 1,027.44 | 1,050 | 1,061 |
| Diluted Average Shares | - | 1,026.05 | 1,044.50 | 1,066 | 1,068 |
| Reconciled Depreciation | - | 170 | 162 | 183 | 249 |
| Reconciled Cost Of Revenue | - | 106 | 154 | 121 | 121 |
| Total Unusual Items | - | -52 | -26 | -237 | 6 |
| Total Unusual Items Excluding Goodwill | - | -52 | -26 | -237 | 6 |
| Net Income Discontinuous Operations | -127 | 0 | 0 | - | - |
| Special Income Charges | - | -7 | -6 | 0 | -8 |
| Impairment Of Capital Assets | 21 | 0 | 0 | - | - |
| Restructuring And Mergern Acquisition | 26 | 7 | 6 | 0 | - |
| Gain On Sale Of Security | - | -45 | -20 | -237 | 14 |
| Earnings From Equity Interest | 141 | -45 | -20 | - | - |
Technology sector peers, ranked by market cap
| Company | Ticker | Market Cap | P/E | P/B | ROE | EV/EBITDA |
|---|---|---|---|---|---|---|
| Arm Holdings plcthis co. | ARM | $420.2B | 464.85↑ premium | 50.72 | 10.9% | 361.22 |
| Intel Corporation | INTC | $561.8B | - | 4.92 | -0.2% | 39.78 |
| Cisco Systems, Inc. | CSCO | $512.4B | 50.33 | 10.94 | 21.7% | 33.82 |
| Lam Research Corporation | LRCX | $420.7B | 78.52 | 42.66 | 54.3% | 64.21 |
| Applied Materials, Inc. | AMAT | $398.3B | 56.92 |
| - |
| - |
| - |
| - |
| - |
| 19.51 |
| 34.3% |
| 39.91 |
| Palantir Technologies Inc. | PLTR | $339.7B | 209.04 | 45.98 | 22.0% | 235.05 |
| International Business Machines Corporation | IBM | $283.6B | 26.78 | 8.69 | 32.4% | 19.36 |
| KLA Corporation | KLAC | $278.4B | 68.54 | 59.33 | 86.6% | 52.88 |
| Texas Instruments Incorporated | TXN | $277.9B | 55.57 | 17.08 | 30.7% | 34.99 |
| Peer Median | - | 56.92 | 18.29 | 31.6% | 39.85 | |