secwatch.observer — SEC 8-K summary
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Issuer:     ARROW ELECTRONICS, INC. (ARW)
CIK:        0000007536
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0000007536-26-000004
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arrow Electronics Q4 sales $8.7B (+20% YoY), EPS $3.75, non-GAAP EPS $4.39, above guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/7536/000000753626000004/0000007536-26-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/7536/000000753626000004/arw-20260205x8k.htm
  HTML page:      https://secwatch.observer/filing/0000007536-26-000004

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer