Arrow Electronics Q3 revenue up 13%, beats estimates

Arrow Electronics

30/10/2025 20:28

Overview

Arrow Electronics Q3 revenue grows 13% yr/yr, beating analysts' expectations

Adjusted EPS for Q3 beats consensus and company guidance

Results supported by global components and ECS segments

Outlook

Arrow expects Q4 2025 sales of $7.80 bln to $8.40 bln

Company forecasts Q4 diluted EPS of $3.08 to $3.28

Foreign currencies to boost Q4 sales by $226 mln

Result Drivers

GLOBAL COMPONENTS - Sales increased 12% yr/yr, driven by strong performance in Asia-Pacific region

ENTERPRISE COMPUTING SOLUTIONS - ECS sales rose 15% yr/yr, with EMEA region showing strong growth

FOREIGN CURRENCY IMPACT - Positive impact on sales and EPS, adding $128 mln to sales and $0.08 to EPS

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$7.71 bln
$7.67 bln (5 Analysts)
Q3 Adjusted EPS
Beat
$2.41
$2.30 (5 Analysts)
Q3 EPS
$2.09
Q3 Net Income
$109 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and 4 "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy."

Wall Street's median 12-month price target for Arrow Electronics Inc is $110.00, about 5.5% below its October 29 closing price of $116.10

Press Release: ID:nBww0gKfa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)