Every 10-Q that Arrow Electronics, Inc. (ARW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ARW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARW filings page.
Arrow Electronics, Inc. delivered strong year-over-year growth for the quarter ended July 4, 2026. Consolidated sales were $9,992 million, up 31.8% from 2025, with gross margin at 11.3%. Operating income increased to $377 million (3.8% margin), while net income attributable to shareholders rose to $273 million and diluted EPS reached $5.26, up 46.5%.
Global Components sales grew 39.4% to $7,366 million, producing segment operating income of $396 million and a 5.4% margin, supported by sustained market strength and AI‑related growth. Global ECS sales increased 14.4% to $2,627 million, driven by cloud-based solutions, infrastructure software, and compute, while its gross margin declined to 10.2% from 11.2%.
For the first six months of 2026, net cash provided by operating activities was $1,018,101 thousand, up from $145,783 thousand a year earlier. Long-term debt decreased to $2,053,041 thousand, including repayment of $970.0 million previously outstanding under the North American asset securitization program. The company repurchased an aggregate 0.4 million shares in 2026 under its January 2023 and May 2026 programs, leaving $956,935 thousand of authorization available. Multi-year restructuring under the Operating Expense Efficiency Plan has incurred $200,632 thousand of costs to date, with $31,867 thousand accrued. Environmental remediation liabilities for legacy Huntsville and Norco sites total $24.2 million, with future costs estimated within disclosed ranges.
Arrow Electronics posted strong first‑quarter 2026 results, with net sales of $9.47 billion, up 39% from $6.81 billion a year earlier. Growth was broad-based across both Global Components and Global ECS, helped by sustained market strength, AI-related demand and four additional shipping days.
Global Components sales rose to $6.64 billion and Global ECS to $2.83 billion, maintaining a 70% / 30% mix. Consolidated gross profit increased to $1.09 billion, with gross margin slightly higher at 11.5%, as Components margins improved despite a lower margin in ECS due in part to a $21.7 million loss on an underperforming multi‑year purchase obligation.
Operating income more than doubled to $361.6 million, a 3.8% margin, even after $36.7 million of restructuring, integration and other charges tied mainly to the multi‑year Operating Expense Efficiency Plan. Net income attributable to shareholders jumped to $235.1 million, and diluted EPS rose to $4.55, while non‑GAAP diluted EPS reached $5.22. Operating cash flow was solid at $699.8 million, and management highlighted about $3.2 billion of committed and undrawn liquidity plus $286.5 million of cash on hand.
Arrow Electronics (ARW) filed its quarterly report detailing higher sales and earnings. For the quarter ended September 27, 2025, sales were $7,712,541 and gross profit was $835,314. Operating income reached $179,007 and net income attributable to shareholders was $109,193, with diluted EPS of $2.09.
Year to date, sales were $22,106,505 and operating income was $528,146. Net cash used for operating activities was $135,901, reflecting working capital swings as accounts receivable and payable moved with volume. Long‑term debt increased to $3,118,668, including $1,005,000 outstanding under the North American asset securitization program; the $2.0 billion revolving credit facility was amended to mature in June 2030.
The company recorded $35,648 of restructuring, integration, and other charges in the quarter, tied to its Operating Expense Efficiency Plan, which is expected to total approximately $185,000 pre‑tax. Arrow repurchased 0.9 million shares for $99,900 during the first nine months; no repurchases occurred in the quarter. Share repurchase authorization remaining was $223,360. Common shares outstanding were 51,511,356 as of October 23, 2025.
Arrow Electronics (ARW) Q2 FY25 (quarter ended 28 Jun 2025) snapshot: Sales rose 10% YoY to $7.58 bn, but gross profit was flat at $849 m as margin compressed 110 bp to 11.2%. SG&A climbed 9% and the ongoing Operating Expense Efficiency Plan added $22 m of restructuring charges. Consequently, operating income slipped 10% to $191 m (margin 2.5%).
Below-the-line items turned the quarter: a $104 m investment gain (sale of equity securities) and slightly lower net financing costs lifted pre-tax income 67% to $233 m. Net income attributable to shareholders surged 73% to $188 m; diluted EPS jumped to $3.59 from $2.01. For 1H FY25, revenue grew 4% to $14.4 bn and diluted EPS increased 44% to $5.09.
Balance sheet & cash-flow: Total assets expanded to $24.3 bn, driven by a $2.2 bn rise in receivables. Inventory remained steady at $4.75 bn. Net debt fell ~$300 m as Arrow redeemed $350 m of 4.00% notes and cut asset-securitization borrowings. However, 1H operating cash flow contracted to $146 m (vs $723 m) due to working-capital swings. The company repurchased $110 m of stock during the half, leaving 51.5 m shares outstanding.
Outlook items: Management expects its multi-year cost-reduction plan (max $185 m pre-tax) to run through FY26; cumulative charges booked to date total $84.6 m. Arrow remains in compliance with all debt covenants; revolving credit maturity was extended to 2030.