Inferra AI / Company / ARW
Arrow Electronics, Inc.
ARW · Industrials
Last earnings Aug 6, 2026
Key results
EPSquarter
$4.55
Earnings Per Share of $4.55 and
SEC original ↗Arrow Electronics, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Revenuequarter
$274 million
Changes in foreign currencies had a positive impact on growth of $274 million on sales and $0.07 on earnings per share on a diluted basis compared to the first quarter of 2025.
SEC original ↗Arrow Electronics, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Operating incomequarter
34 percent
Global ECS first-quarter operating income and non-GAAP operating income increased 34 percent year over year.
SEC original ↗Arrow Electronics, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Gross marginquarter
$1,090,460 thousand
Gross profit 1,090,460 773,992
SEC original ↗Arrow Electronics, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Net incomequarter
$235,106 thousand
Net income attributable to shareholders $ 235,106 $ 79,720
SEC original ↗Arrow Electronics, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
AI analysis
Q1 2026 · reported May 7, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| EPS | $4.55 | — | — |
| Revenue | $274 million | — | — |
| Operating income | 34 percent | — | — |
| Gross margin | $1,090,460 thousand | — | — |
| Net income | $235,106 thousand | — | — |
Guidance · company-stated
No guidance located in the held release
Margin
Capital allocation
Arrow also repurchased $25 million of shares in the first quarter.
The following table presents the company s investment in affiliated companies: July 4, December 31, (thousands) 2026 2025 Marubun/Arrow $ 46,266 $ 43,870 Other 15,883 15,445 $ 62,149 $ 59,315 The equity in earnings (losses) of affiliated companies consists of the following: Quarter Ended Six Months Ended July 4, June 28, July 4, June 28, (thousands) 2026 2025 2026 2025 Marubun/Arrow $ 1,652 $ ( 843 ) $ 2,435 $ 65 Other 413 184 526 596 $ 2,065 $ ( 659 ) $ 2,961 $ 661 Under the terms of various joint venture agreements, the company is required to pay its pro-rata share of the third-party debt of the joint ventures in the event that the joint ventures are unable to meet their obligations.
Event summary
Changes in foreign currencies had a positive impact on growth of $274 million on sales and $0.07 on earnings per share on a diluted basis compared to the first quarter of 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Arrow also repurchased $25 million of shares in the first quarter.
SEC original ↗Arrow Electronics, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
The following table presents the company s investment in affiliated companies: July 4, December 31, (thousands) 2026 2025 Marubun/Arrow $ 46,266 $ 43,870 Other 15,883 15,445 $ 62,149 $ 59,315 The equity in earnings (losses) of affiliated companies consists of the following: Quarter Ended Six Months Ended July 4, June 28, July 4, June 28, (thousands) 2026 2025 2026 2025 Marubun/Arrow $ 1,652 $ ( 843 ) $ 2,435 $ 65 Other 413 184 526 596 $ 2,065 $ ( 659 ) $ 2,961 $ 661 Under the terms of various joint venture agreements, the company is required to pay its pro-rata share of the third-party debt of the joint ventures in the event that the joint ventures are unable to meet their obligations.
SEC original ↗Arrow Electronics, Inc. — 10-Q Quarterly report10-QAug 6, 2026
There were no outstanding borrowings under the third-party debt agreements of the joint ventures as of July 4, 2026 and December 31, 2025.
SEC original ↗Arrow Electronics, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The EMEA asset securitization program includes terms and conditions that limit the incurrence of additional borrowings and require that certain financial ratios be maintained at designated levels.
SEC original ↗Arrow Electronics, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Note G Debt Short-term borrowings, including current portion of long-term debt, consist of the following: July 4, December 31, (thousands) 2026 2025 7.50 % senior debentures, due January 2027 $ 110,389 $ Other short-term borrowings 7,150 341 $ 117,539 $ 341 The 7.50 % senior debentures are not redeemable prior to their maturity.
SEC original ↗Arrow Electronics, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The company maintains uncommitted lines of credit with financial institutions that provide for an aggregate borrowing capacity of approximately $ 160.0 million.
SEC original ↗Arrow Electronics, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Strategy & priorities
Looking ahead, we are confident the progress we are achieving positions us well to continue executing our strategy with discipline.
SEC original ↗Arrow Electronics, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
This is supported by the continued expansion of our higher margin, value-added offerings, a scalable cost structure, and a focused capital allocation framework.
SEC original ↗Arrow Electronics, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Together, these initiatives position us to drive profitable growth and deliver long-term value for our customers and shareholders.
SEC original ↗Arrow Electronics, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
The company uses this key metric to develop financial forecasts, make strategic decisions, and prepare and approve annual budgets.
SEC original ↗Arrow Electronics, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Note I Restructuring, Integration, and Other The following table presents the components of the restructuring, integration, and other charges: Quarter Ended Six Months Ended July 4, June 28, July 4, June 28, (thousands) 2026 2025 2026 2025 Restructuring, integration and related costs Operating Expense Efficiency Plan costs (a) $ 18,326 $ 19,946 $ 49,411 $ 28,631 Other plans 2,962 582 5,053 1,883 Other expenses Operating expense reduction costs not related to restructuring initiatives (b) ( 49 ) ( 1,821 ) 491 1,928 Other charges 2,900 3,212 5,848 6,790 $ 24,139 $ 21,919 $ 60,803 $ 39,232 (a) See details related to the Operating Expense Efficiency Plan discussed below.
SEC original ↗Arrow Electronics, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Risks & headwinds
Legal Proceedings 45 Item 1A.
SEC original ↗Arrow Electronics, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The increase for the second quarter and first six months of 2026, compared to the year-earlier periods was primarily due to higher cash balances within cash pooling accounts and interest income on outstanding tariff receivables collected during the period related to the Global Components supply chain services offerings.
SEC original ↗Arrow Electronics, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Other From time to time, in the normal course of business, the company may become liable with respect to other pending and threatened litigation, environmental, regulatory, labor, product, intellectual property, and tax matters.
SEC original ↗Arrow Electronics, Inc. — 10-Q Quarterly report10-QAug 6, 2026
While such matters are subject to inherent uncertainties, it is not currently anticipated that any such matters will materially impact the company s consolidated financial position, liquidity, or results of operations.
SEC original ↗Arrow Electronics, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Earnings deck slides
0 decks with slide viewArrow Electronics, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arrow Electronics, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arrow Electronics, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arrow Electronics, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arrow Electronics, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arrow Electronics, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 8-KARW
Oct 15, 2026
- Q2 2026
- 8-KARW
Sep 4, 2026
- 10-QARW
- 8-KARW
Aug 6, 2026
- Q1 2026
- 8-KARW
May 13, 2026
- 10-QARW
- 8-KARW
May 7, 2026
- Q4 2025
- 10-KARW
Feb 11, 2026
- 8-KARW
Feb 5, 2026
- Q3 2025
- 10-QARW
Oct 30, 2025
- 8-KARW
Oct 30, 2025
- 8-K/AARW
- Q2 2025
- 8-KARW
Sep 17, 2025
- EX-99ARW
Sep 17, 2025
- 8-KARW
Aug 29, 2025
- 10-QARW
Jul 31, 2025
- 8-KARW
Jul 31, 2025
- Q1 2025
- 8-KARW
Jun 27, 2025
- 8-KARW
May 8, 2025
- 10-QARW
- 8-KARW
May 1, 2025
- Q4 2024
- 10-KARW
Feb 11, 2025
- 8-KARW
Feb 6, 2025
- Q3 2024
- 8-KARW
Dec 12, 2024
- EX-99ARW
Dec 12, 2024
- 8-KARW
Oct 31, 2024
- 10-QARW
Oct 31, 2024
- Q2 2024
- 8-KARW
Sep 10, 2024
- 8-KARW
Aug 21, 2024
- 10-QARW
- 8-KARW
Aug 1, 2024
- Q1 2024
- 8-KARW
May 7, 2024
Earnings releases
4 documentsPresentations
6 documents
Transcripts
0 documentsNo transcripts for Arrow Electronics, Inc. are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Arrow Electronics, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“Arrow Electronics Funding Corporation AI Artificial Intelligence Arrow or the company Arrow Electronics, Inc. and its subsidiaries, unless otherwise indicated ASU… … $ 507,817 $ 267,469 Net income per share: ”
See also the earnings calendar for every tracked company’s next earnings date.