Arrow Electronics (ARW) Revenue by Segment

Breaks down total sales across Arrow’s business segments (e.g., components distribution, enterprise computing, services), making it easy to see which lines are fueling growth, how the product mix is shifting, and the potential impact on margins and cash flow.

Global Components appears to be emerging from a multi‑quarter trough with clear sequential recovery in the most recent quarters, but this rebound is cyclical and still vulnerable to regional/customer mix that can compress gross margins. ECS is the cleaner, higher‑quality growth engine—recent outperformance, record profitability and a swelling backlog reflect a durable shift into value‑added services and recurring software billings that should lift margin sustainability and earnings quality, though elevated working capital and visibility risks could temper cash conversion near term.