Arrow Electronics Reports Record Q3 Revenue and Issues Q4 Guidance
Arrow reported Q3 2026 revenue of $10.72 billion, up 39% year over year, and adjusted diluted EPS of $6.22, above FactSet consensus of $5.06. It forecast Q4 revenue of $11.55 billion to $12.15 billion and adjusted EPS of $7.00 to $7.20.
Arrow Electronics reported record third-quarter 2026 revenue of $10.72 billion, representing a 39% increase year-over-year, and adjusted diluted earnings per share of $6.22, which surpassed the FactSet consensus estimate of $5.06. Net income attributable to shareholders rose to $318.4 million from $109.2 million in the same period last year. The company experienced strong demand across both its Global Components and Global Enterprise Computing Solutions segments, driven by investments in AI, cloud, cybersecurity, and hybrid infrastructure.
Additionally, Arrow provided fourth-quarter 2026 guidance, projecting revenue between $11.55 billion and $12.15 billion and adjusted earnings per share in the range of $7.00 to $7.20.