Every material Form 8-K Arrow Electronics filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arrow Electronics reported record third-quarter 2026 sales of $10.7 billion, up 39% from a year earlier, and GAAP diluted EPS of $6.17 versus $2.09. Both measures were above the high end of its guidance, and the company forecast fourth-quarter diluted EPS of $6.25 to $6.45. Operating cash flow was negative $441 million in the quarter, mainly due to working capital investments to support customer demand.
Q3 2026 sales were $10.7 billion, up 39% year over year; GAAP diluted EPS was $6.17 versus $2.09 and non-GAAP diluted EPS was $6.22 versus $2.41.
Fourth-quarter 2026 outlook: consolidated sales of $11.55 billion to $12.15 billion and diluted EPS of $6.25 to $6.45.
Cash used in operating activities was $441 million in the quarter; the company repurchased $93 million of shares.
Bill Austen is interim chief executive officer, as stated in the release.
Arrow Electronics said Eric Nowak, who has served the company for 22 years, will retire at the end of March 2027, and he will step down as President, Global Enterprise Computing Solutions, effective December 31, 2026. Rodney Clark, who previously held leadership roles at Cisco, Johnson Controls, Microsoft, and IBM, is expected to start on November 9, 2026, and will take over Nowak's duties. The filing says Nowak is retiring for personal reasons and not because of a disagreement with the company.
Eric Nowak informed the company on October 12, 2026, that he will retire at the end of March 2027 after 22 years with the company.
Nowak steps down as President, Global Enterprise Computing Solutions, effective December 31, 2026, and his duties will transfer to Rodney Clark.
Rodney Clark's employment is expected to begin November 9, 2026.
Nowak will remain an employee in an advisory role until retirement to assist with the transition; the filing says he is retiring for personal reasons.
Arrow Electronics entered into Amendment No. 36 to its domestic accounts-receivable securitization facility on September 2, 2026. The amendment extends the maturity to September 2, 2029, and raises the facility limit from $1.5 billion to $1.75 billion, adding a temporary leverage ratio step-up for certain material acquisitions.
Maturity extended from September 10, 2027 to September 2, 2029
Facility limit increased from $1.5 billion to $1.75 billion
Step-up provision temporarily raises maximum permitted leverage ratio after certain material acquisitions
Six banks participate, including Bank of America, PNC Bank, Truist Bank, Wells Fargo Bank, Mizuho Bank and Sumitomo Mitsui Banking Corporation
Arrow Electronics reported second-quarter 2026 sales of $9.99 billion, up 32% year over year, and diluted earnings of $5.26 per share versus $3.59 a year earlier; the company said both exceeded the high end of its guidance. It also named Deidra (Dee) Merriwether as president and chief operating officer effective September 8, 2026, while Bill Austen serves as interim CEO. Third-quarter diluted EPS guidance of $4.72 to $4.92 is below the second-quarter result.
Q2 2026 consolidated sales of $9.99 billion, up 32% year over year; diluted EPS of $5.26 vs. $3.59 a year earlier
Non-GAAP diluted EPS of $5.45 vs. $2.43 a year earlier
Third-quarter 2026 diluted EPS guidance of $4.72 to $4.92; consolidated sales guidance of $9.60 billion to $10.20 billion
Merriwether, formerly CFO of W.W. Grainger, starts September 8, 2026 with a $900,000 base salary and a $535,000 sign-on bonus
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.
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.
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.
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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Arrow Electronics filing is on SEC EDGAR ↗. 8-K briefs of other companies →