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Arrow Electronics (ARW)
NYSE:ARW
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
1.43Last Year’s EPS
2.41Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 06, 2025
|% Change Since: -3.10%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mix of positive achievements and ongoing challenges. While the company exceeded financial expectations and showed growth in the ECS segment, it continues to face difficulties in the global components sector and macroeconomic challenges. The stabilization of inventory and cash flow management are positive indicators, although foreign exchange impacts remain a concern.Company Guidance
During the Arrow Electronics fourth quarter 2024 earnings call, the company reported a strong performance, with total sales reaching $7.3 billion, surpassing the high end of their guidance range. Non-GAAP earnings per share were $2.97, also exceeding expectations. The global components segment generated $4.8 billion in sales, while the enterprise computing solutions (ECS) segment contributed $2.5 billion, marking a 12% increase year-over-year. Despite a challenging macroeconomic environment, Arrow witnessed sequential improvements in industrial markets and maintained stability in gross margins, with a consolidated non-GAAP gross margin of 11.7%. The company also achieved a book-to-bill ratio near parity, signaling stabilization in the industry. Looking ahead, Arrow provided guidance for the first quarter of 2025, expecting sales between $5.98 billion and $6.58 billion, with non-GAAP diluted earnings per share projected to be between $1.30 and $1.50. The company remains cautiously optimistic about an improving trajectory throughout the year, supported by declining inventory levels and expansion efforts in their supplier and customer bases.Exceeded Financial Expectations
Fourth quarter sales reached $7.3 billion, surpassing the high end of guided ranges. Non-GAAP earnings per share were $2.97, also above expectations.
Enterprise Computing Solutions Growth
ECS sales were $2.5 billion, 12% higher than the previous year, with ECS billings growing 10% year-over-year.
Cash Flow and Inventory Management
Cash flow from operations was $326 million in Q4, and $1.1 billion for the full year. Inventory levels reduced by $1.1 billion from their peak five quarters prior.
Stable Book-to-Bill Ratio
The book-to-bill ratio is nearing parity globally, indicating stabilization.
Positive Outlook for ECS in 2025
Encouraged by supplier and customer base expansion efforts, increased adoption of ArrowSphere, and recurring revenue growth.
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ARW Earnings History
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
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ARW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 06, 2025 | $114.91 | $109.72 | -4.52% |
| Oct 31, 2024 | $135.80 | $118.67 | -12.61% |
| Aug 01, 2024 | $123.69 | $128.94 | +4.24% |
| May 02, 2024 | $124.85 | $122.71 | -1.71% |
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.
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FAQ
When does Arrow Electronics (ARW) report earnings?
Arrow Electronics (ARW) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Arrow Electronics (ARW) earnings time?
Arrow Electronics (ARW) earnings time is at May 01, 2025, TBA Not 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 (Q1) is 1.43.
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