Arrow Electronics Q2 revenue $10.0B (+32% YoY), EPS $5.26, both above guidance; appoints new COO

ARROW ELECTRONICS, INC.

Total revenue $9,992M, up 32% YoY; diluted EPS $5.26, non-GAAP EPS $5.45, both above high end of guidance.
Global Components sales $7,366M (+39% YoY); Global ECS sales $2,627M (+14% YoY) but operating income down 12%.
Cash flow from operations $318M; repurchased $43M of shares in Q2.
Appointed Deidra C. Merriwether as President and COO effective Sept 8, 2026; she was SVP/CFO of W.W. Grainger.
Merriwether compensation: base salary $900k, target annual incentive $1.125M, LTIP target $2M, sign-on bonus $535k, one-time RSU $6.5M.

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