Arrow Electronics, Inc. provides a wide array of products, services, and strategic solutions to industrial and commercial clients across the Americas, Europe, ...
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Est. EPS $4.96 · Revenue $9.99B · 3 analysts
Est. EPS $21.81 · Revenue $40.04B · 3 analysts
Est. EPS $6.17 · Revenue $10.59B · 3 analysts
Est. EPS $5.43 · Revenue $10.13B · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $30.9B | +10.5% | +5.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $571.3M | +45.7% | +16.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +11.2% | -4.7% | +1.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +3.0% | +10.5% | -10.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.9% | +31.9% | +10.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-37.2M | -103.6% | -55.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -0.1% | -103.2% | -57.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 46.9% | -20.4% | -15.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.36x | -6.5% | -1.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $29.1B | +33.6% | +6.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 10.93 vs 10.40 | +5.1% | 5.26 vs 4.96 | +6.1% |
| Revenue Surprise | $30.9B vs $30.3B | +1.8% | $10.0B vs $10.0B | +0.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Kerin Andrew Charles | director | Deferred Stock Units | A | 146 | — |
| Aug 14, 2026 | Hayford Michael D | director | Deferred Stock Units | A | 129 | — |
| Aug 14, 2026 | Lowe Carol P | director | Deferred Stock Units | A | 164 | — |
| Aug 14, 2026 | Gunby Steven Henry | director | Deferred Stock Units | A | 129 | — |
| May 29, 2026 | Zech Gretchen | officer: SVP, Chief Gov, Sust, HR Offr | Common Stock | D | 4,600 | $215.15 |
Operator: Good day. And welcome to the Arrow Electronics second quarter 2026 Earnings Call. Today's conference is being recorded. And at this time, I would like to turn the conference over to Michael Nelson, Arrow's Vice President of Investor Relations. Please go ahead. Michael Nelson: Thank you, operator. I would like to welcome everyone to the Arrow Electronics Second Quarter 26 Earnings Conference Call. Joining me on the call today is our Interim President and chief executive officer, Bill Austin, our chief financial officer, Rajesh K. Agrawal, our president of global components, Richard J. Marano, and our president of global enterprise computing solutions, Eric C. Nowak. During this call, we will make forward-looking statements, including statements about our business outlook, strategies, plans and projections regarding future financial results, which are based on our predictions and expectations as of today. Our actual results could differ materially due to a number of risks, including the risk factors and other factors described in this quarter's associated earnings release and our most recent annual report on Form 10-K and other filings with the SEC. We undertake no obligation to update publicly or revise any of the forward-looking statements as a result of new information or future events. As a reminder, some of the figures we will discuss on today's call are non GAAP measures which are not intended to be a substitute for our GAAP results. We have reconciled these non GAAP measures to the most directly comparable GAAP financial measures in this quarter's associated earnings release. You can access our earnings release at investor.arrow.com along with a replay of this call. We have also posted a slide presentation on this website to accompany our prepared remarks and encourage you to reference these slides during this webcast. Following our prepared remarks today, Bill, Rajesh, Rick, and Eric will be available to take your questions. I will now hand the call over to our Interim President and CEO, Bill Austin. William F. Austen: Thank you, Michael. And good afternoon, everyone. We appreciate you joining us for a discussion of second quarter 2026 results. Before turning to our results, I want to thank our team across the globe. Their commitment to serving our suppliers and customers is a key reason why Arrow delivered another strong quarter. Starting on Slide 3, we delivered excellent results in the second quarter. Total revenue of $10 billion increased 32% year over year and operating margin expanded 120 basis points year over year to 4%. Each of which exceeded expectations. The combination of broad-based demand, disciplined execution, and positive operating leverage resulted in non GAAP EPS of $5.45 representing a significant increase of 124% year over year. Our strong results this quarter were underpinned by 4 primary drivers. 1, sustained unit volume growth with incremental benefits from price inflation. 2, disciplined execution as we …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Eric C. Nowak | President of Global Enterprise Computing Solutions | USD 1,750,366 | Male | 1965 | Active |
Richard J. Marano | President of Global Components | USD 1,472,282 | Male | 1965 | Active |
Gretchen K. Zech | Senior Vice President and Chief Governance, Sustainability & Human Resources Officer | USD 1,437,699 | Female | 1970 | Active |
William F. Austen | Interim President, CEO & Director | USD 1,392,978 | Male | 1959 | Active |
Rajesh K. Agrawal | Senior Vice President & Chief Financial Officer | USD 1,388,032 | Male | 1965 | Active |
Carine Lamercie Jean-Claude | Senior Vice President, Chief Legal & Compliance Officer and Secretary | USD 772,745 | Female | 1968 | Active |
Michael Nelson | Vice President of Investor Relations | — | Male | — | Active |
Steve Kerdock | Senior Vice President & CMO | — | Male | — | Active |
Greg Hanson | Chief Financial Officer of Emerging Businesses & Vice President of Corporate Development | — | Male | — | Active |
Brandon Brewbaker | Vice President, Chief Accounting Officer and Corporate Financial Planning & Analysis | — | Male | 1985 | Active |
John Hourigan | Vice President of Global Communications | — | Male | — | Active |
Arrow Electronics (ARW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics expands its IBM European distribution agreement to include Bulgaria, Croatia, Czech Republic, Germany, Slovakia, Slovenia, Ukraine.
Handelsbanken Fonder AB cut its stake in Arrow Electronics, Inc. (NYSE: ARW) by 12.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 16,600 shares of the technology company's stock after selling 2,400 shares during the quarter. Handelsbanken Fonder AB's holdings in
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