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Arrow Electronics (GB:0HI1)
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Arrow Electronics (0HI1) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 05, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
3.56
Last Year’s EPS
2.97
Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong revenue growth and strategic advancements, particularly in the ECS segment. However, it also detailed challenges such as a significant charge impacting margins and slower recovery in certain customer segments. The overall sentiment is cautiously optimistic with signs of gradual recovery.
Company Guidance
During Arrow Electronics' third quarter 2025 earnings call, the company delivered revenue of $7.7 billion, surpassing the midpoint of their guidance, with a 13% year-over-year increase. The global components segment achieved $5.6 billion in sales, marking a 5% sequential growth, while the enterprise computing solutions (ECS) segment reported $2.2 billion in sales, reflecting a 15% year-over-year increase. Despite a non-GAAP gross margin of 10.8%, down 70 basis points from the previous year, Arrow managed a non-GAAP operating income of $217 million. The third quarter also saw a $21 million charge impacting ECS, reducing the overall gross margin by 30 basis points. Non-GAAP diluted EPS was $2.41, exceeding guidance due to favorable sales results and lower interest expenses. Looking ahead, Arrow forecasts fourth-quarter sales between $7.8 billion and $8.4 billion, with non-GAAP EPS guidance ranging from $3.44 to $3.64. The company highlighted the gradual recovery in global components, with strong demand in transportation and industrial markets, and a promising outlook for cloud and AI infrastructure investments in ECS.
Revenue and Earnings Performance
Arrow Electronics delivered revenue above the midpoint of guidance and earnings per share above the high end of guidance for Q3 2025. Sales for the third quarter increased by $890 million year-over-year to $7.7 billion, marking a 13% increase versus the prior year.
Strategic Expansion in ECS Business
The ECS business experienced a 15% sales increase year-over-year to $2.2 billion, with ECS billings reaching $5.2 billion, up 14% year-over-year. The segment is growing through strategic outsourcing engagements and expanding its addressable market.
Resolution of Compliance Issue in China
Arrow's Chinese subsidiaries were placed on a U.S. Department of Commerce entity list but were removed after ten days, allowing resumption of normal business activities.
Growth in APAC and Key Markets
The APAC region showed significant growth with a 12% sequential increase in sales, driven by industrial, compute, consumer, and EV momentum in transportation sectors.
Positive Outlook for 2026
Indicators suggest a gradual recovery in the global components market. Leading indicators such as book-to-bill ratios remain above parity across all regions.

Arrow Electronics (GB:0HI1) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GB:0HI1 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 05, 2026
2025 (Q4)
3.56 / -
2.97
Oct 30, 2025
2025 (Q3)
2.32 / 2.41
2.381.26% (+0.03)
Jul 31, 2025
2025 (Q2)
2.07 / 2.43
2.78-12.59% (-0.35)
May 01, 2025
2025 (Q1)
1.49 / 1.80
2.41-25.31% (-0.61)
Feb 06, 2025
2024 (Q4)
2.68 / 2.97
3.98-25.38% (-1.01)
Oct 31, 2024
2024 (Q3)
2.22 / 2.38
4.14-42.51% (-1.76)
Aug 01, 2024
2024 (Q2)
2.16 / 2.78
4.37-36.38% (-1.59)
May 02, 2024
2024 (Q1)
2.37 / 2.41
4.6-47.61% (-2.19)
Feb 08, 2024
2023 (Q4)
3.72 / 3.98
5.69-30.05% (-1.71)
Nov 02, 2023
2023 (Q3)
3.51 / 4.14
5.45-24.04% (-1.31)
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

GB:0HI1 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$117.60$109.02-7.30%
Jul 31, 2025
$129.59$118.46-8.59%
May 01, 2025
$109.76$113.05+3.00%
Feb 06, 2025
$115.10$111.50-3.12%
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 (GB:0HI1) report earnings?
Arrow Electronics (GB:0HI1) is schdueled to report earning on Feb 05, 2026, Before Open (Confirmed).
    What is Arrow Electronics (GB:0HI1) earnings time?
    Arrow Electronics (GB:0HI1) earnings time is at Feb 05, 2026, Before Open (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 the P/E ratio of Arrow Electronics stock?
          The P/E ratio of Arrow Electronics is N/A.
            What is GB:0HI1 EPS forecast?
            GB:0HI1 EPS forecast for the fiscal quarter 2025 (Q4) is 3.56.
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