Arrow Electronics, Inc. filings document the regulatory record for a New York corporation whose common stock trades on the New York Stock Exchange under ARW. Recent Form 8-K reports furnish quarterly and annual operating results, earnings releases, outlook updates and related financial-condition disclosures for the company’s Global Components and global enterprise computing solutions businesses.
Arrow’s proxy and current reports also cover board and executive governance, executive compensation, leadership appointments, principal accounting officer changes, and compensatory arrangements. These filings identify the company’s registered common stock, formal reporting obligations, shareholder voting matters and governance disclosures associated with its public-company structure.
HAMILTON GAIL reported acquisition or exercise transactions in this Form 4 filing.
Arrow Electronics director Gail Hamilton reported the vesting of equity awards rather than an open-market trade. On May 6, 2026, 1,694.33 Restricted Stock Units granted on May 6, 2025 vested and settled into the same number of Common Stock shares on a one-for-one basis. After this settlement, Hamilton directly holds 1,795.40 shares of Common Stock and 20,650.26 Restricted Stock Units, reflecting ongoing equity-based compensation.
Arrow Electronics director Mary T. McDowell exercised a stock-based award to receive additional common shares. On May 6, 2026, 1,694.33 Restricted Stock Units granted on May 6, 2025 vested and settled into the same number of Arrow Electronics common shares on a one-for-one basis. Following this compensation-related conversion, McDowell directly owned 4,670.44 shares of common stock. The Form 4 shows an exercise or conversion of a derivative security rather than any open-market purchase or sale.
Arrow Electronics director Andrew Charles Kerin exercised restricted stock units into common shares. On May 6, 2026, 1,694.33 Restricted Stock Units granted on May 6, 2025 vested and settled into an equal number of common shares, bringing his directly owned common stock holdings to 13,522.54 shares.
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 reported a very strong first quarter of 2026, with revenue of $9.47 billion, up 39% year over year and above the high end of its guidance. Net income attributable to shareholders rose to $235.1 million, and diluted EPS jumped to $4.55, both more than doubling from a year earlier.
On a non-GAAP basis, net income was $270.2 million and diluted EPS was $5.22, also above the high end of guidance. Global Components and Global ECS each grew sales 39%, with components operating income more than doubling. Arrow generated about $700 million of operating cash flow and repurchased $25 million of shares.
For the second quarter of 2026, the company expects Global Components GAAP sales between $6.80–$7.20 billion and Global ECS GAAP sales between $2.35–$2.55 billion, and guides GAAP diluted EPS to $3.91–$4.11 and non-GAAP diluted EPS to $4.32–$4.52.
Arrow Electronics Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 2,684,417 shares of Common Stock, representing 5.25% of the class as of 03/31/2026. The filing states dispositive power rests with Vanguard and affiliated business divisions per the filing.
Arrow Electronics Inc ownership update: Vanguard Portfolio Management reports beneficial ownership of 3,222,548 shares of Common Stock, representing 6.3% of the class as of 03/31/2026. The filing shows sole dispositive power over 3,222,548 shares and sole voting power for 24,046 shares. The filing is a Schedule 13G disclosure of passive ownership on behalf of Vanguard funds and managed accounts.
Arrow Electronics is asking shareholders to vote at its May 12, 2026 annual meeting on director elections, auditor ratification, executive pay, and several governance changes. The Board proposes removing supermajority voting provisions and creating a shareholder right to call special meetings at a 25% ownership threshold, while opposing a separate 10% threshold proposal. The proxy also highlights an interim CEO transition, strong board refreshment, and an executive pay program tied to performance and long-term shareholder value.
Arrow Electronics Inc amendment to Schedule 13G/A states The Vanguard Group reports 0 shares beneficially owned, representing 0% of common stock as disclosed with an effective date of 03/13/2026. The filing explains this follows an internal realignment and reliance on SEC Release No. 34-39538 (January 12, 1998), under which certain Vanguard subsidiaries will report disaggregated beneficial ownership separately. The filing is signed by Ashley Grim on 03/26/2026.