earnings
confidence high
sentiment positive
materiality 0.75
Arrow Electronics Q4 sales $8.7B (+20% YoY), EPS $3.75, non-GAAP EPS $4.39, above guidance
ARROW ELECTRONICS, INC.
2025-FY EPS reported
$10.93
revenue$30,852,935,000
- Q4 revenue $8.746B, up 20% YoY; GAAP EPS $3.75, non-GAAP EPS $4.39, both above high end of guidance.
- Full-year 2025 revenue $30.9B, up 10% YoY; GAAP EPS $10.93, non-GAAP EPS $11.02.
- Global Components sales $5.88B (+22% YoY); Global ECS sales $2.86B (+16% YoY). Segment operating income improved.
- Generated $200M cash from operations in Q4; repurchased $50M of shares.
- Interim CEO Bill Austen cited momentum in cloud, AI, datacenter; early stages of cyclical upturn.