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Arrow Electronics
Arrow Electronics (ARW) investor relations material
Arrow Electronics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Delivered record Q4 and full-year 2025 results, with consolidated sales up 20% and non-GAAP EPS up 48% year-over-year, both exceeding guidance.
Both Global Components and ECS segments outperformed expectations, with momentum in cloud, AI, and datacenter activity.
Strategic focus on higher-margin, value-added services and operational productivity drove improved margins and cash generation.
Diversified business model and disciplined capital allocation underpin resilience and long-term value creation.
Ongoing CEO search and internal organizational changes to align go-to-market teams and accelerate growth initiatives.
Financial highlights
Q4 2025 consolidated sales reached $8.7 billion, up 20% year-over-year; full-year sales were $30.9 billion, up 10%.
Q4 non-GAAP diluted EPS was $4.39, up 48% year-over-year; full-year non-GAAP diluted EPS was $11.02, up 4%.
Q4 non-GAAP operating income was $336 million (3.8% of sales); net income was $228 million.
Q4 gross margin was 11.5%, up 50 bps year-over-year.
Q4 cash flow from operations was $200 million; $50 million in share repurchases.
Outlook and guidance
Q1 2026 consolidated sales expected between $7.95–$8.55 billion, up 21% year-over-year at midpoint.
Q1 2026 non-GAAP diluted EPS guidance is $2.70–$2.90; tax rate expected at 23–25%, interest expense at ~$60 million.
Global Components Q1 sales expected between $5.75–$6.15 billion; ECS between $2.2–$2.4 billion.
Foreign currency expected to increase Q1 sales by $263 million and EPS by $0.10 year-over-year.
Gradual recovery anticipated in 2026, with above-seasonal performance expected in Q1 across all regions.
Full-year GC non-GAAP OI declined despite sales growth
Explain 2025's low operating cash flow
Q1 2026 ECS sales outlook is down QoQ. Why?
Value-added services: future operating income mix
What factors slow market recovery visibility?
ECS exclusive partner agreements: margin impact
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Next Arrow Electronics earnings date
Q1 202630 Apr, 2026
Arrow Electronics
Next Arrow Electronics earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Arrow Electronics, Inc. operates as a provider of products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions worldwide. It operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes semiconductor products, passives, interconnects, electromechanical components, and power supplies; and provides value-add services comprising technical support and design productivity services. Arrow Electronics, Inc. was founded in 1935 and is based in Centennial, Colorado.
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