Arrow Electronics Q4 sales rise 20% to $8.7 billion; EPS $3.75 above guidance
Arrow Electronics reported fourth-quarter 2025 sales of $8.7 billion, up 20% from a year earlier, and diluted EPS of $3.75, up from $1.86, with both above the high end of its guidance. For the full year, sales rose 10% to $30.9 billion and diluted EPS was $10.93, up from $7.29. The company's first-quarter 2026 outlook calls for diluted EPS of $2.13 to $2.33 and sales of $7.95 billion to $8.55 billion.
Key points
- Q4 2025 sales of $8.7 billion, up 20% year over year; Q4 non-GAAP EPS of $4.39 versus $2.97
- Q4 GAAP diluted EPS of $3.75 versus $1.86 a year earlier, both above the high end of guidance
- Full-year 2025 sales of $30.9 billion, up 10%; full-year diluted EPS of $10.93 versus $7.29
- Q1 2026 outlook: diluted EPS of $2.13 to $2.33 (non-GAAP $2.70 to $2.90) on sales of $7.95 billion to $8.55 billion
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 February 05, 2026.
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.