Arrow Electronics demonstrated strong performance exceeding its guidance in the second quarter, with significant growth in both its Global Components and ECS segments. The company shows promising indicators of market recovery, particularly in Asia, and strong backlog growth. However, it faces challenges related to margin pressures, uncertainties around tariffs, and ongoing inventory adjustments in the mass market. The sentiment is cautiously optimistic, anticipating further recovery.

Company Guidance -

Q3 2025

During Arrow Electronics' second quarter 2025 earnings call, the company provided guidance reflecting a positive outlook for the third quarter despite ongoing geopolitical and market uncertainties. Arrow Electronics reported consolidated sales of $7.6 billion for Q2, exceeding their guidance range, with non-GAAP diluted earnings per share (EPS) also above expectations at $2.43. Global Components sales reached $5.3 billion, showing 11% growth compared to the prior quarter, while Enterprise Computing Solutions (ECS) sales were $2.3 billion, up 23% year-over-year. For Q3, Arrow expects sales to be in the range of $7.3 billion to $7.9 billion, with Global Components sales anticipated to be between $5.3 billion and $5.7 billion, and ECS sales projected between $2 billion and $2.2 billion. Non-GAAP diluted EPS for Q3 is expected to range from $2.16 to $2.36. The company highlighted mid-single-digit sales growth and operating margin stability as key trends, with the backlog improving for a second consecutive quarter, indicating a modest market recovery ahead.

Exceeding Guidance Expectations

Arrow Electronics delivered sales and earnings per share that exceeded the high end of their guidance ranges for the second quarter of 2025.

Global Components Growth

Year-over-year growth in global components was observed for the first time since Q4 of 2022, with particular strength in Asia and improvements in industrial and transportation segments.

Enterprise Computing Solutions Performance

The ECS segment delivered double-digit year-over-year growth in billings, gross profit, and operating income, with strong performance in both operating regions.

Backlog and Book-to-Bill Ratios

The company's backlog improved for the second consecutive quarter, and book-to-bill ratios are above parity in all three regions, indicating a potential market recovery.

Arrow Electronics (ARW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	2.29 / -	2.38	―	―	―
Jul 31, 2025	2025 (Q2)	2.07 / 2.43	2.78	-12.59% (-0.35)
May 01, 2025	2025 (Q1)	1.49 / 1.80	2.41	-25.31% (-0.61)
Feb 06, 2025	2024 (Q4)	2.68 / 2.97	3.98	-25.38% (-1.01)
Oct 31, 2024	2024 (Q3)	2.22 / 2.38	4.14	-42.51% (-1.76)
Aug 01, 2024	2024 (Q2)	2.16 / 2.78	4.37	-36.38% (-1.59)
May 02, 2024	2024 (Q1)	2.37 / 2.41	4.6	-47.61% (-2.19)
Feb 08, 2024	2023 (Q4)	3.72 / 3.98	5.69	-30.05% (-1.71)
Nov 02, 2023	2023 (Q3)	3.51 / 4.14	5.45	-24.04% (-1.31)
Aug 03, 2023	2023 (Q2)	4.34 / 4.37	5.78	-24.39% (-1.41)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$129.78	$116.00	-10.62%
May 01, 2025	$111.36	$113.07	+1.54%
Feb 06, 2025	$114.91	$109.72	-4.52%
Oct 31, 2024	$135.80	$118.67	-12.61%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Arrow Electronics, Inc. (ARW) report earnings?

Arrow Electronics, Inc. (ARW) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Arrow Electronics, Inc. (ARW) earnings time?

Arrow Electronics, Inc. (ARW) earnings time is at Oct 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ARW EPS forecast?

ARW EPS forecast for the fiscal quarter 2025 (Q3) is 2.29.

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