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Jun 28
Arrow Electronics Q2 2025 Earnings Report
Arrow Electronics posted strong Q2 2025 results with revenue and EPS exceeding the high end of guidance.
Key Takeaways
Arrow Electronics exceeded expectations in Q2 2025 with strong top- and bottom-line results. Both Global Components and ECS segments surpassed their guidance ranges, and the company generated higher earnings per share than anticipated.
Revenue reached $7.58 billion, up 10% year-over-year.
EPS of $3.59 and Non-GAAP EPS of $2.43 both beat guidance.
Global ECS revenue surged 23% year-over-year, driven by growth in EMEA and Americas regions.
Arrow repurchased $50 million in shares during the quarter.
Arrow Electronics
Arrow Electronics
Arrow Electronics Revenue by Segment
Arrow Electronics Revenue by Geographic Location
Revenue by Segment
Global Components Revenue
CapyFin.comGlobal ECS Revenue
CapyFin.comRevenue by Geographic Location
Americas Components Revenue
CapyFin.comAsiaPacific Components Revenue
CapyFin.comEMEA Components Revenue
CapyFin.comAmericas ECS Revenue
CapyFin.comEMEA ECS Revenue
CapyFin.com Forward Guidance
For Q3 2025, Arrow projects consolidated sales between $7.30B and $7.90B, with EPS ranging from $1.49 to $1.69 and non-GAAP EPS between $2.16 and $2.36.
Positive Outlook
- Expected sales growth in Global Components ($5.30B–$5.70B)
- Strong ECS outlook with sales of $2.00B–$2.20B
- Positive FX impact expected to add $135M to revenue
- EPS to benefit from $0.11 increase due to FX
- Tariff impacts assumed to remain manageable
Challenges Ahead
- Operating margin pressures remain a concern
- Continued restructuring and integration expenses
- Interest expense expected at $65 million
- Tax rate guidance elevated at 23–25%
- ECS revenue expected to decline QoQ
Revenue & Expenses
Visualization of income flow from segment revenue to net income