Arrow Electronics Q4 Sales Up 20% to $8.7B, EPS Estimate Rises 10.3%
Arrow Electronics delivered a 20% surge in fourth-quarter sales to $8.7 billion, driving full-year 2025 revenues to $30.9 billion and bolstering momentum across cloud infrastructure, AI deployment and datacenter expansion. Analyst consensus for 2026 EPS rose 10.3% in the past 60 days to $13.08 per share.
1. Fourth-Quarter Revenue Surge
Arrow Electronics reported fourth-quarter sales of $8.7 billion, up 20% year-over-year, lifting full-year 2025 revenues to $30.9 billion. Growth was broad-based across Global Components and Enterprise Computing Solutions, driven by cloud infrastructure, AI deployment and datacenter expansion. A partnership with .lumen advances AI-powered assistive technology, while Fortune named the firm Most Admired for the 26th consecutive year.
2. 2026 EPS Forecast Raised
Analyst consensus for 2026 earnings per share increased by 10.3% over the past 60 days to $13.08. Arrow has beaten consensus in the past four quarters by an average surprise of 17.9%, and continues to benefit from positive cyclical tailwinds and strategic positioning in high-growth technology segments.