The earnings call reflected a positive outlook with strong sales and growth in key segments, despite some challenges with gross margins and external factors like tariffs and interest expenses. The overall market recovery and backlog improvements indicate a promising future.

Company Guidance

During the Arrow Electronics Second Quarter 2025 Earnings Call, the company reported sales of $7.6 billion, exceeding guidance and reflecting a 10% year-over-year increase, or 8% on a constant currency basis. Global Components sales reached $5.3 billion, marking an 11% quarterly rise, while Enterprise Computing Solutions (ECS) sales grew 23% year-over-year to $2.3 billion. The company noted that gross margin stood at 11.2%, down due to regional and customer mix. Non-GAAP operating income was $215 million, with Global Components achieving a 3.6% operating margin and ECS at 4.3%. The call highlighted strong performance in Asia, industrial, and transportation sectors, with book-to-bill ratios above parity across all regions. Arrow Electronics provided a Q3 sales guidance range of $7.3 billion to $7.9 billion, anticipating mid-single-digit sales growth, while maintaining operating margin stability amidst regional and customer mix headwinds.

Exceeding Guidance in Q2 2025

Arrow Electronics reported consolidated sales of $7.6 billion for Q2 2025, which exceeded the guidance range and represented a 10% increase compared to the prior year.

Growth in Global Components

The Global Components segment achieved sales of $5.3 billion, surpassing guidance and marking an 11% increase from the prior quarter. There was also year-over-year growth for the first time since Q4 2022.

Enterprise Computing Solutions (ECS) Performance

ECS segment sales were $2.3 billion, 23% higher than the prior year, with double-digit growth in billings, gross profit, and operating income. There was strong performance in both North America and EMEA regions.

Improved Backlog and Book-to-Bill Ratios

The backlog improved for the second consecutive quarter, and book-to-bill ratios were above parity in all three regions, signaling a market recovery.

Cash Conversion and Inventory Management

Cash conversion cycle improved by 10 days to 68 days, and inventory turns reached the highest rate in over two years.

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

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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 (ARW) report earnings?

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

What is Arrow Electronics (ARW) earnings time?

Arrow Electronics (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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