Arrow Electronics (ARW) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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.

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This article originally published on Zacks Investment Research (zacks.com).

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