For the quarter ended December 2025, Arrow Electronics (ARW) reported revenue of $8.75 billion, up 20.1% over the same period last year. EPS came in at $4.39, compared to $2.97 in the year-ago quarter.
The reported revenue represents a surprise of +7.97% over the Zacks Consensus Estimate of $8.1 billion. With the consensus EPS estimate being $3.55, the EPS surprise was +23.66%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $1.96 billion compared to the $1.67 billion average estimate based on two analysts. The reported number represents a change of +22.2% year over year.
- Geographic Revenue- Americas ECS sales as reported: $1.25 billion versus the two-analyst average estimate of $1.32 billion. The reported number represents a year-over-year change of +7.2%.
- Geographic Revenue- Asia components sales, as reported: $2.46 billion compared to the $2.22 billion average estimate based on two analysts. The reported number represents a change of +26.4% year over year.
- Geographic Revenue- EMEA ECS sales as reported: $1.62 billion versus the two-analyst average estimate of $1.48 billion. The reported number represents a year-over-year change of +23.8%.
- Geographic Revenue- EMEA components sales, as reported: $1.46 billion compared to the $1.4 billion average estimate based on two analysts. The reported number represents a change of +15.7% year over year.
- Net Sales- Global ECS: $2.86 billion compared to the $2.8 billion average estimate based on three analysts. The reported number represents a change of +16% year over year.
- Net Sales- Global components: $5.88 billion versus the three-analyst average estimate of $5.3 billion. The reported number represents a year-over-year change of +22.2%.
View all Key Company Metrics for Arrow Electronics here>>>
Shares of Arrow Electronics have returned +23.7% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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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.
