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Mar 28, 2020

Arrow Electronics Q1 2020 Earnings Report

Arrow Electronics reported a decrease in sales and net income for Q1 2020 due to the impact of the COVID-19 pandemic.

Key Takeaways

Arrow Electronics reported first-quarter 2020 sales of $6.38 billion, a decrease of 11% compared to Q1 2019. Net income for the quarter was $50 million, or $0.61 per share, compared to $141 million, or $1.63 per share in the same quarter last year. The company's results were impacted by the COVID-19 pandemic, but they focused on supporting customers and suppliers during the challenging environment.

First-quarter sales decreased by 11% year over year to $6.38 billion.

Net income for the first quarter was $50 million, or $0.61 per share, compared to $141 million, or $1.63 per share in Q1 2019.

Global components sales decreased by 12% year over year to $4.55 billion.

Global enterprise computing solutions sales decreased by 7% year over year to $1.83 billion.

Total Revenue
$6.38B
Previous year: $7.16B
-10.8%
EPS
$0.97
Previous year: $1.84
-47.3%
Gross Profit
$728M
Previous year: $862M
-15.5%
Cash and Equivalents
$201M
Previous year: $352M
-42.9%
Free Cash Flow
$439M
Previous year: -$363M
-221.0%
Total Assets
$15.4B
Previous year: $16.8B
-8.6%

Arrow Electronics

Arrow Electronics

Arrow Electronics Revenue by Segment

Forward Guidance

Arrow Electronics provided the following outlook for the second quarter of 2020:

Positive Outlook

  • Consolidated sales of $6.075 billion to $6.675 billion
  • Global components sales of $4.4 billion to $4.7 billion
  • Global enterprise computing solutions sales of $1.675 billion to $1.975 billion
  • Earnings per share on a diluted basis of $0.98 to $1.14
  • Earnings per share on a diluted basis, excluding certain items of $1.38 to $1.54 per share

Challenges Ahead

  • Average tax rate of approximately 24 percent compared to the long-term range of 23 to 25 percent
  • Average diluted shares outstanding of 81 million
  • Interest expense of approximately $40 million
  • Expect average USD-to-Euro exchange rate of $1.10 to €1
  • Potential adverse effects of the ongoing global coronavirus pandemic

Revenue & Expenses

Visualization of income flow from segment revenue to net income