Arm Holdings (ARM) Operating Leases (2023 - 2026)

Arm Holdings (ARM) posted Operating Leases of $393.0 million for Q1 2026, down 1.01% sequentially from $397.0 million in Q4 2025, and up 24.37% YoY from $316.0 million in Q1 2025.

Arm Holdings (ARM) Operating Leases (2023 - 2026) Analysis & Trends

Arm Holdings (ARM) has 4 years of Operating Leases data on file, last reported at $393.0 million in Q1 2026.

  • Quarterly Operating Leases rose 24.37% year-over-year to $393.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $393.0 million (up 24.37% YoY) and the FY2026 annual result came in at $393.0 million, up 24.37% from the prior year.
  • Operating Leases slipped to $393.0 million in Q1 2026 per ARM's latest filing, from $397.0 million in the prior quarter.
  • The five-year high for Operating Leases was $397.0 million in Q4 2025, with the low at $190.0 million in Q3 2023.
  • Average Operating Leases over 4 years is $272.6 million, with a median of $230.0 million recorded in 2024.
  • Year-over-year, Operating Leases grew 0.52% in 2024 and jumped 71.86% in 2025.
  • Arm Holdings' Operating Leases stood at $195.0 million in 2023, then climbed by 18.46% to $231.0 million in 2024, then surged by 71.86% to $397.0 million in 2025, then decreased by 1.01% to $393.0 million in 2026.
  • Business Quant data shows ARM's Operating Leases at $393.0 million in Q1 2026, $397.0 million in Q4 2025, and $373.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Nvidia 4,798.43 Bn 4,754.95 Bn 61.16 Bn
2 Micron Technology 1,164.41 Bn 1,138.39 Bn 35.06 Bn
3 Advanced Micro Devices 882.18 Bn 869.83 Bn 5.42 Bn
4 Intel 645.64 Bn 626.45 Bn 5.35 Bn
5 Aeluma 370.26 Bn 370.22 Bn 386,000.00
6 Arm Holdings 358.73 Bn 355.13 Bn 1.46 Bn
7 Texas Instruments 271.25 Bn 266.15 Bn 2.80 Bn
8 Marvell Technology 239.95 Bn 236.10 Bn 1.26 Bn
9 Qualcomm 193.93 Bn 184.13 Bn 4.16 Bn
10 Analog Devices 189.67 Bn 186.23 Bn 2.44 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 393.00 Mn
Dec 31, 2025 397.00 Mn
Sep 30, 2025 373.00 Mn
Jun 30, 2025 339.00 Mn
Mar 31, 2025 316.00 Mn
Dec 31, 2024 231.00 Mn
Sep 30, 2024 229.00 Mn
Jun 30, 2024 221.00 Mn
Mar 31, 2024 194.00 Mn
Dec 31, 2023 195.00 Mn
Sep 30, 2023 190.00 Mn
Mar 31, 2023 193.00 Mn