Arrow Electronics Q1 revenue rises 39% to $9.5 billion; EPS of $4.55 beats guidance
Arrow Electronics reported first-quarter 2026 sales of $9.5 billion, up 39% from a year earlier, and diluted EPS of $4.55 versus $1.51, with both above the high end of its guidance. The company also guided second-quarter diluted EPS to $3.91 to $4.11, which is below the first-quarter figure of $4.55.
Key points
- Q1 2026 consolidated sales were $9,474 million, up 39% year over year (34% in constant currency), and net income attributable to shareholders was $235 million versus $80 million.
- Non-GAAP diluted EPS was $5.22 versus $1.80 a year earlier; GAAP diluted EPS was $4.55 versus $1.51.
- Q2 2026 outlook: consolidated sales of $9.15 billion to $9.75 billion and GAAP diluted EPS of $3.91 to $4.11.
- Operating cash flow was $700 million, partly due to timing of supply chain services cash flows; the company repurchased $25 million of shares in the quarter.
The filing
Written by AI on Nov 8, 2026, 1:17 AM ET, from this filing 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 May 07, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.