ARROW ELECTRONICS, INC.
CIK 0000007536
ARROW ELECTRONICS, INC. reported results (Aug 06, 2026). EPS came in at $5.45 against a $4.59 consensus, beat by 18.7%. Revenue was $10.0B versus $9.7B expected, beat by 3.4%.
read the full report →ARROW ELECTRONICS, INC. (ARW) reported a significant beat in both revenue and earnings for Q1 FY2026, with revenue up 39% year-over-year (YoY) and EPS up 190% YoY. The company's outlook for Q2 FY2026 is also strong, with sales expected to grow 25% YoY at the midpoint. This print underscores ARW's ability to capitalize on favorable market conditions and operational improvements.
read the full report →ARROW ELECTRONICS, INC. cleared the quarter on revenue and EPS, but the actionable read is narrower: the print says demand recovery is real enough to fund value-added mix and lower interest expense, while the guide embeds a reset lower in EPS as working capital and ECS seasonality absorb the upside. The market was priced for a distributor recovery; what surprised was the quality of the beat, with $4.39 EPS versus $3.55 and revenue of $8,746.4 million versus $8,206.5 million, not just another unit-volume rebound.
read the full report →ARROW ELECTRONICS, INC. gave investors the wrong kind of surprise: EPS beat by +5.7% while revenue missed by -5.5%, yet the underlying message is not demand failure. The market is likely mispricing this print if it treats the sales miss as a broken recovery, because the evidence points to a mix-and-working-capital transition in which Asia components and ECS billings are recovering faster than consolidated gross margin can follow.
read the full report →ARROW ELECTRONICS, INC. cleared the Street on Q2, but the variant view is that investors should not pay full-cycle multiple for the EPS beat because the surprise came with gross margin at 11.2%, operating cash use of $206 million, and a Q3 EPS guide that resets below the reported $2.43. The market may be underpricing the distribution volume recovery in components, but it is also at risk of overcapitalizing a quarter helped by a lower tax rate and tariff billing that management says contributed around 1% of sales.
read the full report →| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| GREENHAVEN ASSOCIATES INC | TRIM | $376 M | 4.3% | -131,707 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | NEW | $72 M | 1.2% | +338,823 |
| OLDFIELD PARTNERS LLP | HOLD | $67 M | 16.2% | 0 |
| ASSENAGON ASSET MANAGEMENT S.A. | ADD | $47 M | 0.1% | +166,762 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-31 | $30.9 B | $718 M | 2.3% | + 46.7% |
| 2024 | 2024-12-31 | $27.9 B | $489 M | 1.8% | -58.0% |
| 2023 | 2023-12-31 | $33.1 B | $1.2 B | 3.5% | -38.2% |
| 2022 | 2022-12-31 | $37.1 B | $1.9 B | 5.1% | + 31.2% |
| 2021 | 2021-12-31 | $34.5 B | $1.4 B | 4.2% | + 89.2% |
| 2020 | 2020-12-31 | $28.7 B | $759 M | 2.6% | + 778.9% |
| 2019 | 2019-12-31 | $28.9 B | $-112 M | -0.4% | -112.3% |
| 2018 | 2018-12-31 | $29.7 B | $909 M | 3.1% | + 31.0% |
| Form | Filed | Period | Accession # | Doc |
|---|---|---|---|---|
| 10-Q | 2026-08-06 | 2026-07-04 |
0001104659-26-091983
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| 10-Q | 2026-05-07 | 2026-04-04 |
0001104659-26-056650
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| 10-Q | 2025-10-30 | 2025-09-27 |
0001104659-25-104364
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| 10-Q | 2025-07-31 | 2025-06-28 |
0001558370-25-009847
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| 10-Q | 2025-05-01 | 2025-03-29 |
0001558370-25-006053
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| 10-Q | 2024-10-31 | 2024-09-28 |
0001558370-24-014006
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| 10-Q | 2024-08-01 | 2024-06-29 |
0001558370-24-010531
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| 10-Q | 2024-05-02 | 2024-03-30 |
0001558370-24-006456
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| 10-Q | 2023-11-02 | 2023-09-30 |
0001558370-23-017325
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| 10-Q | 2023-08-03 | 2023-07-01 |
0001859644-23-000012
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| 10-Q | 2023-05-04 | 2023-04-01 |
0001859644-23-000008
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