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Arrow Electronics (ARW)
NYSE:ARW
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.04Last Year’s EPS
2.78Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 8.04%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
Arrow Electronics demonstrated strong performance in exceeding sales and earnings guidance, with notable growth in the Enterprise Computing Solutions segment and improved book-to-bill ratios. However, challenges such as declining gross margins and the uncertain impact of tariffs pose risks to future performance.Company Guidance
In the recent Arrow Electronics First Quarter 2025 Earnings Call, the company reported consolidated sales of $6.8 billion, surpassing their guidance range and remaining flat year-over-year on a constant currency basis. The Global Components segment achieved sales of $4.8 billion, above the guidance range, with a flat sequential performance in constant currency terms. The Enterprise Computing Solutions (ECS) segment generated sales of $2 billion, marking an 18% increase year-over-year or 19% in constant currency. ECS billings rose by 5% compared to the same period last year. The first quarter non-GAAP gross margin stood at 11.3%, while the non-GAAP operating income was $179 million, representing 2.6% of sales. In terms of future guidance, the company expects second-quarter sales to be between $6.7 billion and $7.3 billion, with Global Components sales anticipated to range from $4.8 billion to $5.2 billion. The ECS segment is projected to generate sales between $1.9 billion and $2.1 billion. Arrow Electronics also highlighted potential impacts from tariffs, estimating an incremental increase in Global Components sales by 2 to 4 percentage points sequentially, although this has not been factored into their revenue guidance. Non-GAAP diluted earnings per share for the second quarter is expected to be between $1.90 and $2.10.Exceeded Guidance in Sales and Earnings
Arrow Electronics reported consolidated sales of $6.8 billion, exceeding their guidance range, and non-GAAP diluted EPS of $1.80, which was above the guided range.
Growth in Enterprise Computing Solutions
Enterprise Computing Solutions sales were $2 billion, 18% higher year-over-year, with billings growth of 5% compared to the same period last year.
Positive Book-to-Bill Ratios
Improved book-to-bill ratios throughout the quarter, now at or above parity in all three regions, indicating a potential cyclical turning point.
Strong Cash Flow and Inventory Management
Generated $352 million in cash flow from operations, marking the seventh consecutive quarter of positive cash flow generation. Inventory levels declined by over $1 billion from their peak.
ARW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2025 | $111.36 | $113.07 | +1.54% |
Feb 06, 2025 | $114.91 | $109.72 | -4.52% |
Oct 31, 2024 | $135.80 | $118.67 | -12.61% |
Aug 01, 2024 | $123.69 | $128.94 | +4.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arrow Electronics (ARW) report earnings?
Arrow Electronics (ARW) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Arrow Electronics (ARW) earnings time?
Arrow Electronics (ARW) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARW EPS forecast?
ARW EPS forecast for the fiscal quarter 2025 (Q2) is 2.04.