Arrow Electronics (ARW) reported $6.81 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 1.6%. EPS of $1.80 for the same period compares to $2.41 a year ago.The reported revenue represents a surprise of +7.93% over the Zacks Consensus Estimate of $6.31 billion. With the consensus EPS estimate being $1.47, the EPS surprise was +22.45%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

Arrow Electronics (ARW) came out with quarterly earnings of $1.80 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $2.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 22.45%. A quarter ago, it was expected that this electronics maker would post earnings of $2.69 per share when it actually produced earnings of $2.97, delivering a surprise of 10.41%.Over the last four quarters, t ...

Financial Performance - Consolidated sales for Q1 2025 were $6.814 billion, a decrease of 2% year-over-year, and flat on a constant currency basis[3] - Global components sales were $4.778 billion, down 8% year-over-year, and down 7% on a constant currency basis[5] - Global ECS sales increased to $2.036 billion, representing an 18% year-over-year growth and a 19% increase on a constant currency basis[8] - Net income attributable to shareholders was $80 million, with a diluted EPS of $1.51, compared to $84 million and $1.53 in Q1 2024[3] - Non-GAAP net income attributable to shareholders was $95 million, with a non-GAAP diluted EPS of $1.80, down from $132 million and $2.41 in Q1 2024[3] - For Q2 2025, the company expects GAAP sales of $4.80 billion to $5.20 billion for global components and $1.90 billion to $2.10 billion for global ECS[15] - Consolidated sales for the quarter ended March 29, 2025, were $6,814,017, a decrease of 1.6% compared to $6,924,260 for the same period in 2024[25] - Gross profit for the quarter was $773,992, down from $857,826 in the prior year, reflecting a decline of approximately 9.8%[25] - Operating income decreased to $158,553 from $185,917, representing a decline of 14.7% year-over-year[25] - Net income attributable to shareholders was $79,720, down 4.5% from $83,601 in the previous year[25] - For the three months ended March 29, 2025, consolidated net income was $95,077,000, a decrease from $131,490,000 for the same period in 2024, representing a decline of approximately 27.7%[41] - Operating income for the first quarter of 2025 was $158,553,000, down from $185,917,000 in the first quarter of 2024, reflecting a decrease of about 14.7%[41] Cash Flow and Capital Management - The company generated approximately $350 million in cash flow from operations and repurchased $50 million of shares in Q1 2025[9] - Total net working capital was reduced by approximately $340 million, and gross balance sheet debt decreased by approximately $280 million[9] - Cash and cash equivalents at the end of the period were $231,882, an increase from $188,807 at the beginning of the period[31] - The company reported a net cash provided by operating activities of $351,679, down from $403,210 in the previous year[31] Sales and Market Trends - Global Enterprise Computing Solutions (ECS) gross billings increased to $4,638,954, up 5.2% from $4,408,418 in the prior year[34] - EMEA ECS sales saw a significant increase of 36.5%, reaching $1,126,392 compared to $825,095 in the same quarter last year[38] - Global components sales decreased to $4,777,722,000 in Q1 2025 from $5,191,417,000 in Q1 2024, a decline of approximately 7.9%[45] - Global ECS sales increased to $2,036,295,000 in Q1 2025 from $1,732,843,000 in Q1 2024, representing a growth of approximately 17.5%[45] Tax and Liabilities - The average tax rate is projected to be in the range of 23% to 25% for Q2 2025[15] - The effective tax rate for the first quarter of 2025 was 22.6%, compared to 21.0% in the same quarter of 2024[41] - Total current liabilities slightly decreased to $12,603,036 from $12,636,162, a reduction of about 0.3%[28] Restructuring and Integration Costs - The company incurred restructuring and integration charges of $17,313,000 in Q1 2025, compared to $46,856,000 in Q1 2024, indicating a reduction in restructuring costs[46] - Corporate operating loss for Q1 2025 was $90,146,000, an improvement from a loss of $111,104,000 in Q1 2024[45] Profitability Metrics - Global components gross profit as a percentage of sales was 11.6% in Q1 2025, down from 12.4% in Q1 2024[49] - Non-GAAP operating income for global components in Q1 2025 was $173,356,000, down from $242,509,000 in Q1 2024, a decrease of about 28.5%[49] - Net income per diluted share for Q1 2025 was $1.80, compared to $2.41 in Q1 2024, a decrease of about 25.4%[41]

Core Insights - Edge Total Intelligence Inc. (edgeTI) has appointed immixGroup, a subsidiary of Arrow Electronics, as its first public sector distributor, targeting U.S. federal defense and civilian agencies [1][2] - The partnership aims to enhance the availability of edgeTI's Digital Twin platform, edgeCore™, to government agencies, facilitating a subscription pricing model based on the number of interfaces and concurrent users [2][3] Group 1: Partnership and Distribution - The agreement allows immixGroup to incorporate edgeTI's Digital Twin platform into its purchasing vehicles for federal agencies, creating new opportunities for value-added resellers [2][5] - This collaboration is expected to accelerate the adoption of edgeTI's solutions within government sectors, leveraging previous investments in channel development [3][4] Group 2: Product Features and Capabilities - edgeCore™ is recognized for its ability to securely integrate data sets, modernize operations, and improve situational awareness while reducing costs associated with traditional contracts [3][4] - The platform includes advanced features such as bidirectional data fabric, composable applications, AI orchestration, and zero-trust security capabilities [6] Group 3: Market Position and Recognition - edgeTI's Digital Twin solution has been acknowledged by Gartner® over 20 times in the past year, highlighting its industry-leading status [3] - The partnership with immixGroup positions edgeTI to better serve government agencies, which have a history of successful implementations in large enterprises [5][8]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-4482 ARROW ELECTRONICS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporatio ...

Arrow Electronics (ARW) shares fell 2.5% to close at $106.98 on Friday following its disappointing fourth-quarter 2024 results. The company reported adjusted earnings of $2.38 per share, which beat the Zacks Consensus Estimate by 10.41%. The bottom line declined 25.4% year over year. Find the latest EPS estimates and surprises on Zacks Earnings Calendar.In the fourth quarter, ARW reported revenues of $7.28 billion, down 7.2% year over year. However, the top line beat the Zacks Consensus Estimate by 4.09%.   ...

Arrow Electronics, Inc. (NYSE:ARW) Q4 2024 Results Conference Call February 6, 2025 1:00 PM ET Company Participants Brad Windbigler - Treasurer and Vice President of Investor Relations Sean Kerins - CEO, President Raj Agrawal - CFO Conference Call Participants Melissa Fairbanks - Raymond James Joe Quatrochi - Wells Fargo Ruplu Bhattacharya - Bank of America William Stein - Truist Securities Operator Good day, and welcome to the Arrow Electronics Fourth Quarter 2024 Earnings Call. [Operator Instructions]. To ...

For the quarter ended December 2024, Arrow Electronics (ARW) reported revenue of $7.28 billion, down 7.2% over the same period last year. EPS came in at $2.97, compared to $3.98 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $7 billion, representing a surprise of +4.09%. The company delivered an EPS surprise of +10.41%, with the consensus EPS estimate being $2.69.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

Arrow Electronics (ARW) came out with quarterly earnings of $2.97 per share, beating the Zacks Consensus Estimate of $2.69 per share. This compares to earnings of $3.98 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.41%. A quarter ago, it was expected that this electronics maker would post earnings of $2.23 per share when it actually produced earnings of $2.38, delivering a surprise of 6.73%.Over the last four quarters, th ...

ARROW ELECTRONICS, INC. 9151 EAST PANORAMA CIRCLE CENTENNIAL, CO 80112 303-824-4000 NEWS CENTENNIAL, Colo.--(BUSINESS WIRE)- Feb. 6, 2025--Arrow Electronics, Inc. (NYSE:ARW) today announced financial results for its fourth quarter and fiscal year ended Dec. 31, 2024. "In the fourth quarter, the company executed well relative to our original expectations, generating total sales and earnings per share that were beyond the high end of our guidance ranges," said Sean Kerins, Arrow's president and chief executiv ...