Arrow Electronics Q3 sales up 13% to $7.7 billion; EPS above high end of guidance
Arrow Electronics reported third-quarter 2025 sales of $7.71 billion, up 13% from a year earlier, with GAAP diluted earnings per share of $2.09 and non-GAAP diluted EPS of $2.41, both above the high end of its guidance. For the first nine months, non-GAAP diluted EPS was $6.64, down 13% from $7.59, and the company guided fourth-quarter GAAP diluted EPS to $3.08 to $3.28.
Key points
- Q3 consolidated sales were $7,713 million, up 13% year over year (11% on a constant currency basis).
- Q3 GAAP diluted EPS was $2.09, up from $1.88; non-GAAP diluted EPS was $2.41, versus $2.38 a year earlier.
- Global ECS operating income fell 16% to $64 million, reflecting $21 million of charges on multi-year contracts that have underperformed.
- Fourth-quarter 2025 outlook: consolidated sales of $7.80 billion to $8.40 billion and GAAP diluted EPS of $3.08 to $3.28.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:17 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 30, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.