Latest Earnings Results: Q3 '26
Estimated EPS
$5.06
Reported EPS
$6.22
Surprise
+22.81%
Estimated Rev
$10.07B
Reported Rev
$10.72B
Surprise
+6.46%
• Reported GAAP EPS of $6.22 up 158.09% YoY • Reported revenue of $10.72B up 38.97% YoY • Fourth-quarter 2026 outlook: Arrow Electronics consolidated sales of $11.55B to $12.15B, diluted net income per share of $6.25 to $6.45, and non-GAAP diluted EPS of $7.00 to $7.20.
Bullish Takeaway
Arrow Electronics recorded revenue and EPS above guidance, Global Components sales grew 43% with backlog and book-to-bill ratios above parity, and Global ECS reported robust modernization demand.
Bearish Takeaway
Arrow Electronics used $441M of operating cash for working capital, Global ECS gross margin was 10.1% versus 10.5%, and certain purchase obligations incurred underperformance costs.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $7.02 | -- | -- | N/A |
Q3 '26 | $5.06 | $6.22 | 22.81% | BEAT |
Q2 '26 | $4.59 | $5.45 | 18.74% | BEAT |
Q1 '26 | $2.92 | $5.22 | 78.64% | BEAT |
Q4 '25 | $3.60 | $4.39 | 22.08% | BEAT |