Arrow Electronics Q4 Revenue Climbs 20.1% to $8.75B, EPS Soars 47.8%
Arrow Electronics reported Q4 revenue of $8.75B, up 20.1% year-over-year and 6.6% above forecasts, and EPS surged 47.8% to $4.39, topping consensus by 23.1%. Management guided Q1 revenue at an $8.25B midpoint, 9.3% above analyst projections, driving shares up over 5%.
1. Q4 2025 Financial Results
Arrow Electronics delivered Q4 revenue of $8.75B, marking a 20.1% increase year-over-year and 6.6% above analysts’ forecasts. Adjusted EPS rose 47.8% to $4.39, outpacing consensus by 23.1%, driven by strength in electronics component distribution and value-added services.
2. Q1 2026 Guidance
Management projected Q1 2026 revenue at an $8.25B midpoint, 9.3% higher than market expectations, signaling sustained demand momentum. The optimistic outlook reflects robust order flow across the company’s global sourcing and logistics operations.
3. Market Reaction and Performance
Shares jumped over 5% on earnings and guidance news, contributing to a 34.6% year-to-date gain and a new 52-week high. The move marks one of the largest daily rallies over the past year, underscoring investor confidence in Arrow’s growth trajectory.