Quarterly ResultMay 7, 2026, 07:08 AM
Arrow Electronics Q1 Revenue $9.5B (+39%); EPS $4.55 (+201%)
AI Summary
Arrow Electronics reported strong first-quarter 2026 financial results, with total revenue reaching $9.5 billion, a 39% increase year-over-year, and diluted EPS of $4.55, up 201%. Both figures exceeded the company's guidance ranges. The company saw continued operational momentum across its Global Components and Global Enterprise Computing Solutions (ECS) segments, supported by an accelerated recovery and a healthy backlog. For Q2 2026, Arrow anticipates consolidated sales between $9.15 billion and $9.75 billion, with non-GAAP diluted EPS ranging from $4.32 to $4.52.
Key Highlights
- Total revenue for Q1 2026 was $9.5 billion, a 39% increase year-over-year.
- Diluted EPS for Q1 2026 was $4.55, a 201% increase year-over-year.
- Non-GAAP diluted EPS was $5.22, up 190% from the prior year.
- Global Components sales increased 39% to $6.64 billion.
- Global ECS sales increased 39% to $2.833 billion.
- Generated $700 million in cash flow from operations in Q1 2026.
- Repurchased $25 million of shares during the first quarter.
- Q2 2026 consolidated sales guidance is $9.15 billion to $9.75 billion.
- Q2 2026 non-GAAP diluted EPS guidance is $4.32 to $4.52.