For the quarter ended March 2026, Arrow Electronics (ARW) reported revenue of $9.47 billion, up 39% over the same period last year. EPS came in at $5.22, compared to $1.80 in the year-ago quarter.
The reported revenue represents a surprise of +14.7% over the Zacks Consensus Estimate of $8.26 billion. With the consensus EPS estimate being $2.81, the EPS surprise was +85.55%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Arrow Electronics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Geographic Revenue- Americas Components sales, as reported: $2.31 billion compared to the $1.95 billion average estimate based on two analysts. The reported number represents a change of +47.4% year over year.
- Geographic Revenue- Americas ECS sales as reported: $1.19 billion versus $898.53 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +30.2% change.
- Geographic Revenue- Asia components sales, as reported: $2.56 billion versus $2.4 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +37.1% change.
- Geographic Revenue- EMEA ECS sales as reported: $1.65 billion versus the two-analyst average estimate of $1.47 billion. The reported number represents a year-over-year change of +46.3%.
- Geographic Revenue- EMEA components sales, as reported: $1.77 billion compared to the $1.54 billion average estimate based on two analysts. The reported number represents a change of +31.7% year over year.
- Net Sales- Global ECS: $2.83 billion compared to the $2.37 billion average estimate based on two analysts. The reported number represents a change of +39.1% year over year.
- Net Sales- Global components: $6.64 billion compared to the $5.89 billion average estimate based on two analysts. The reported number represents a change of +39% year over year.
View all Key Company Metrics for Arrow Electronics here>>>
Shares of Arrow Electronics have returned +23.8% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Beyond Nvidia: AI's Second Wave Is Here
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
