Arrow Electrs Inc Stock Price, News & Analysis

Arrow Electronics (NYSE:ARW) has expanded its distribution agreement with Molex by adding AirBorn to its interconnect, passive, and electromechanical (IP&E) components portfolio in North America and EMEA. AirBorn, acquired by Molex in late 2024, brings over 65 years of experience in high-reliability interconnect solutions for defense, aerospace, medical, and industrial markets.

The company operates seven global manufacturing facilities (six in the US, one in Canada) and will form the foundation of Molex's new aerospace and defense division. AirBorn's product range includes connectors, cable assemblies, military-grade flexible circuits, and high-level box builds, meeting MIL-SPEC, AS9100, and ISO certifications.

IDC, CONTEXT, and the Global Technology Distribution Council (GTDC) have announced a groundbreaking partnership to create the first comprehensive global technology sales data source. This alliance will provide detailed sell-through insights across Asia Pacific, North America, Europe, and the Middle East markets.

The collaboration leverages each organization's strengths: IDC brings its global analyst network and North American distribution database, CONTEXT contributes its expertise in European and Middle Eastern markets, and GTDC members will provide daily invoiced sales data. This unified approach will enable vendors and distributors to access precise, like-for-like comparisons across major regions, offering an unprecedented 360-degree view of market trends.

Arrow Electronics (NYSE:ARW) reported strong Q2 2025 results, exceeding guidance across all segments. The company achieved consolidated sales of $7.58 billion, up 10% year-over-year, with GAAP earnings per share of $3.59 and non-GAAP EPS of $2.43.

Global Components sales reached $5.29 billion, increasing 5% year-over-year, with notable strength in Asia and sequential growth across all regions. Global Enterprise Computing Solutions (ECS) sales grew 23% to $2.30 billion, showing robust growth in IT as-a-service backlog.

For Q3 2025, Arrow projects consolidated sales of $7.30-7.90 billion and non-GAAP EPS of $2.16-2.36. The company continued its share repurchase program, buying back $50 million in shares during Q2.

Arrow Electronics (NYSE:ARW) has announced its upcoming second-quarter 2025 earnings conference call, scheduled for July 31, 2025, at 1:00 p.m. ET. The company, which reported global sales of $28 billion in 2024, will make the call available via live webcast through their investor relations website.

Investors and interested parties can access the webcast through investor.arrow.com or directly via the provided link. A replay of the webcast will be available on Arrow's website shortly after the call concludes.

Arrow Electronics (NYSE: ARW) has joined the Hedera Council, a governing body overseeing the Hedera Network's distributed ledger technology (DLT). As a council member, Arrow will operate a network node and participate in governing Hedera's codebase. The company plans to develop a DLT-based supply chain solution on the Hedera network, focusing on real-time visibility of goods movement, automated compliance checks, and enhanced predictive logistics for global manufacturing and distribution systems. This strategic move aims to improve Arrow's supply chain operations and service capabilities for global suppliers and customers.

Arrow Electronics (ARW) has been awarded two prestigious honors from Dell Technologies: the 2025 OEM Solutions Partner of the Year and 2025 North America Distributor of the Year at Dell Technologies World in Las Vegas. The company's Intelligent Solutions business earned global recognition for OEM solutions after three consecutive years of North American success. Arrow's enterprise computing solutions business was recognized for driving digital transformation in AI and achieving significant growth through its reseller network.

The Arrow-Dell alliance enables OEMs and ISVs to accelerate innovation and market deployment through differentiated technology and services. According to Redesign Group CEO Phil Sanginario, partnering with Arrow has led to significant revenue and market reach growth while enhancing customer service capabilities.

Arrow Electronics (NYSE:ARW) has announced its upcoming first-quarter 2025 earnings conference call, scheduled for May 1, 2025, at 1:00 p.m. ET. The company, which reported global sales of $28 billion in 2024, will make the call available via webcast through their investor relations website.

Arrow Electronics specializes in sourcing and engineering technology solutions for manufacturers and service providers across major industries and markets. Investors and interested parties can access the live webcast through investor.arrow.com or directly via the provided webcast link, with a replay available shortly after the call's conclusion.

EdgeTI has signed a distribution agreement with immixGroup, an Arrow Electronics company (NYSE: ARW), to offer its edgeCore Digital Twin platform to U.S. federal defense and civilian agencies. The partnership makes EdgeTI's subscription-based pricing model available to government agencies through immixGroup's purchasing vehicles.

The platform features include a bidirectional data fabric capability, composable applications, AI orchestration, and zero-trust security. EdgeTI's solution aims to help government agencies securely fuse data sets, modernize operations, and enhance situational awareness while reducing costs and avoiding expensive 'Rip and Replace' contracts.

This strategic partnership stems from EdgeTI's earlier channel development investments with Vation Ventures and positions immixGroup to distribute a digital twin solution that received multiple recognitions from Gartner in the previous year.