US · Technology · Electronics & Computer Distribution
EPS came in at 6.22 against a street estimate of 4.98 — a beat of 24.9%.
Analysts rate Arrow Electronics Inc a hold (2 buy, 1 hold, 1 sell out of 4) with an average price target of $235.00.
CONFIDENT Arrow delivered 32% YoY revenue growth to $10B and 124% EPS growth to $5.45, beating guidance. Strong backlog visibility into 2027 supports broad-based demand across AI, aerospace/defense, industrial, and transportation. Margin expansion continues. Q2 2026 All three regions showed broad-based growth. Asia expected seasonally strong Q3; EMEA typically weaker. Americas ECS ramping ArrowSphere platform post-Europe success. Analysts pressed on cycle maturity, ECS supplier loss sizing, and inventory prepositioning risk. Management emphasized early-cycle positioning, diversity of growth drivers, and rational customer behavior without panic demand. 2026-08-06…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 9.85% |
| Dimensional Fund Advisors, Inc. | 5.98% |
| Vanguard Portfolio Management, LLC | 5.88% |
| Vanguard Capital Management, LLC | 4.56% |
| AQR Capital Management LLC | 4.29% |
| Boston Partners Global Investors, Inc | 4.16% |
| LSV Asset Management | 3.71% |
| Greenhaven Associates Inc | 3.47% |
| Document | Date |
|---|---|
| Quarterly report · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 sales were $10,717,739 thousand, up from $7,712,541 thousand in the third quarter of 2025. • Third-quarter gro | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $10.7 billion, up 39% year over year and above the high end of guidance. • Diluted EPS was $6.17, | 2026-11-05 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Arrow Electronics announced that Eric Nowak will retire at the end of March 2027 after 22 years with the company. • Rodney Clark | 2026-10-15 |
| Material agreement · Q3 2026 ARROW ELECTRONICS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Securitization Facility Limit Increased: From $1.5 billion to $1.75 billion ($250 mill | 2026-09-04 |
| Quarterly report · Q3 2026 ARROW ELECTRONICS, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Sales: $9,992,237 thousand ($9.99 billion), up 31.7% from Q2 2025 ($7,579, | 2026-08-06 |
| Results announced · Q3 2026 ARROW ELECTRONICS Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue: $10.0 billion (Q2 2026), up 32% year-over-year; 30% growth on constant | 2026-08-06 |
| Charter / bylaws change · Q2 2026 ARROW ELECTRONICS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Eight directors elected to the Board for one-year terms expiring at 2027 annual meetin | 2026-05-13 |
| Quarterly report · Q2 2026 ARROW ELECTRONICS, INC. - Q1 2026 SUMMARY HEADLINE NUMBERS • Sales: $9,473.5 million (Q1 2026) vs. $6,814.0 million (Q1 2025) — up 39% • Net income | 2026-05-07 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.