ARW · Arrow Electronics, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Arrow Electronics reported Q2 2026 revenue of $10.0 billion (+32% YoY), non-GAAP EPS of $5.45 (+124% YoY), and operating margin expansion of 120 bps to 4%, all exceeding guidance, while guiding Q3 sales to $9.6-$10.2 billion and non-GAAP EPS to $4.83-$5.03. The ECS segment took a $27 million charge that pressured margins, and the company named a new President/COO effective September 8, 2026.
- + Q2 revenue of $10.0 billion rose 32% YoY, exceeding the high end of guidance
- + Non-GAAP EPS of $5.45 grew 124% YoY, above the guidance range
- + Global Components operating margin expanded 180 bps YoY on broad-based demand
- + ECS backlog grew over 75% YoY to an all-time high, supporting the $5.9 billion billings
- − CFO expects additional ECS charges in the second half related to partner restructuring
- − Q3 non-GAAP EPS guide of $4.83-$5.03 implies a sequential decline from Q2's $5.45
- − Q3 supply chain services profit expected to step down to more normalized levels
- − Cash flow benefits from supply chain services offering may partially unwind through year
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Americas ECS gross billings | $2.69B | the three months ended July 4, 2026 filing | — |
| Cash flow from operations | 318M | Q2 2026 | — |
| EMEA ECS gross billings | $3.16B | the three months ended July 4, 2026 filing | — |
| EMEA ECS sales growth (constant currency) non-GAAP | 17% | Q2 FY2026 | — |
| Global ECS gross billings growth | 14% | Q2 FY2026 | — |
| Global ECS non-GAAP operating income non-GAAP | 191M | Six Months Ended July 4, 2026 | — |
| Non-GAAP earnings per share attributable to shareholders - diluted non-GAAP | $5.45 | the three months ended July 4, 2026 filing | — |
| Non-GAAP net income attributable to shareholders non-GAAP | $283M | the three months ended July 4, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income attributable to shareholders, as reported 273M
+5M Identifiable intangible asset amortization
+24M Restructuring, integration, and other
-12M Loss (gain) on investments, net
-3M Impact of wind down to inventory
-4M Tax effect of adjustments above
= Non-GAAP net income attributable to shareholders 283M
|
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| Non-GAAP operating income non-GAAP | $403M | the three months ended July 4, 2026 filing | — |
| Non-GAAP operating income margin non-GAAP | 4% | the three months ended July 4, 2026 filing | — |
| Share repurchases | 43M | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electronics & Computer Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ARW
this stock
Arrow Electronics, Inc.
|
$11.60B | +106.8% | +10.5% | 14.6 | 3.3% |
|
SNX
Td Synnex Corp
|
$21.81B | +82.0% | +17.6% | 16.7 | 2.3% |
|
AVT
Avnet Inc
|
$8.15B | +106.7% | +24.5% | 24.8 | 10.9% |
|
NSIT
Insight Enterprises Inc
|
$4.80B | +100.8% | -5.2% | — | 2.3% |
|
CNXN
Pc Connection Inc
|
$2.34B | +60.7% | +2.5% | 24.6 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARW | -5.8% | -0.1% | +29.5% | +0.4% | +106.8% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | -7.0% | -2.0% | +19.7% | -1.7% | +92.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.