The latest call
FetchingArrow Electronics, Inc. reported on November 5, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
ARW · NYSE · Technology · Electronics and Computer Distribution
$192.89-2.7%Nov 13 close
Figures through October 3, 2026, from the 10-Q filed November 5, 2026
Company outlook: revenue of $11.6B to $12.2B for Fiscal Q4 2026 — up 35.5% on a year earlier
| Measure | 3 months toOct 3, 2026 | 3 months toSep 27, 2025 | Change |
|---|---|---|---|
| Total Revenue | $10.7B | $7.7B | +38.97% |
| Profit | $318.4M | $109.2M | +191.57% |
| Profit per share | $6.17 | $2.09 | +195.22% |
| Free Cash Flow | -$468.3M | -$312M | -50.11% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
“Arrow delivered record quarterly revenue and EPS in the third quarter, with strong momentum across both our Global Components and Global Enterprise Computing Solutions businesses, demonstrating the power of our diversified business model,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Arrow Electronics (NYSE:ARW) sources and engineers technology solutions for thousands of leading manufacturers and service providers. With global 2025 sales of $30.9 billion, Arrow’s portfolio enables technology across major industries and markets. Learn more at arrow.com. Key Business Metrics Management uses gross billings as an operational metric to monitor operating performance of its Global ECS reportable segment, including sales performance by geographic region, as it provides meaningful supplemental information in evaluating the overall performance of the Global ECS business. The company uses this key metric to develop financial forecasts, make strategic decisions, and prepare and approve annual budgets. Gross billings represents amounts invoiced to customers for goods and services during a specified period and does not include the impact of recording sales on a net basis or sales adjustments, such as trade discounts and other allowances. The use of gross billings has certain limitations as an analytical tool and should not be considered in isolation or as a substitute for revenue. Information Relating to
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Arrow Electronics, Inc.’s Item 2.02 8-K filed November 5, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Arrow Electronics, Inc. reported on November 5, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
Just reported
From Arrow Electronics, Inc.'s results release of November 5, 2026; its quarterly report has since been filed.
Actual
$10.72B
+39% y/y
+7.3% q/q
Guided
$9.9B
midpoint
Actual
$6.17
+195% y/y
+17% q/q
Guided
—
No guide given
EPS, adjusted: $6.22
Actual
$430.3M
+140% y/y
+14% q/q
Guided
—
No guide given
Q4 2026
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.