Arm Holdings's results for fiscal Q2 2027 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-04. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,443 million (+27.1% vs a year earlier) |
| Diluted EPS (GAAP) | $0.12 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $0.52 |
| Full-year guidance | Next quarter only |
Guidance
Guides fiscal Q3 2027 revenue of $1.54 billion ± $50 million and non-GAAP EPS of $0.56 ± $0.04; no full-year guidance.
Why this label: Guidance table covers only Q3 FYE27 (revenue $1.54bn +/- $50m, EPS); no full-year guide.
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| revenue | fiscal Q3 2027 | $1.54 billion ± $50 million ($1.49–1.59 billion) |
| non-GAAP diluted EPS | fiscal Q3 2027 | $0.56 ± $0.04 ($0.52–0.60) |
| non-GAAP operating expense | fiscal Q3 2027 | ~$825 million |
From the release
Revenue: "Total revenue (2) · $1,443 · $1,135 · 27%"
Earnings per share: "GAAP net income was $130 million and GAAP fully diluted earnings per share ("EPS") was $0.12 compared with $0.22 in the same period a year ago. Non-GAAP net income was $566 million and non-GAAP fully diluted EPS was $0.52"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Fiscal Q2 revenue rose 27% to $1.44 billion, a second-quarter record; data center royalties doubled.
Source
Arm Holdings earnings release (SEC filing), accession 0001973239-26-000141, filed 2026-11-04.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.