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Dec 31, 2025
Arrow Electronics Q4 2025 Earnings Report
Arrow Electronics reported strong fourth-quarter and full-year 2025 results, with significant increases in sales and earnings per share.
Key Takeaways
Arrow Electronics delivered a strong fourth quarter, with sales increasing 20% year-over-year to $8.7 billion and diluted EPS rising 101% to $3.75. Full-year sales grew 10% to $30.9 billion, and diluted EPS increased 50% to $10.93. The company saw meaningful momentum across both Global Components and ECS, driven by improving indicators and strong performance in value-added offerings, cloud, AI, and datacenter activity.
Fourth-quarter 2025 sales increased 20% year-over-year to $8.746 billion, exceeding the high end of guidance.
Diluted EPS for Q4 2025 was $3.75, a 101% increase from the prior year, also above the high end of guidance.
Full-year 2025 sales reached $30.853 billion, up 10% from 2024, with full-year diluted EPS at $10.93, a 50% increase.
The company generated $200 million in cash flow from operations and repurchased $50 million of shares in the fourth quarter of 2025.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For the first quarter of 2026, Arrow Electronics anticipates consolidated sales between $7.95 billion and $8.55 billion, with diluted EPS ranging from $2.13 to $2.33 and non-GAAP diluted EPS from $2.70 to $2.90.
Positive Outlook
- Consolidated sales are projected to be between $7.95 billion and $8.55 billion.
- Global components sales are expected to be between $5.75 billion and $6.15 billion.
- Global enterprise computing solutions sales are anticipated to be between $2.20 billion and $2.40 billion.
- Changes in foreign currencies are expected to increase sales by approximately $263 million compared to Q1 2025.
- Changes in foreign currencies are expected to increase earnings per share on a diluted basis by $0.10 compared to Q1 2025.
Challenges Ahead
- The average tax rate is projected to be in the range of 23 percent to 25 percent.
- Interest expense is estimated to be approximately $60 million.
- The impact of changes in foreign currencies on quarter-over-quarter growth in sales will be $17 million, with no impact on earnings per share compared to Q4 2025.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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