)
Overview
<ul>
<li>Technology solutions provider’s Q4 sales rose 20%, beating analyst expectations</li>
<li>Adjusted EPS for Q4 beat analyst expectations</li>
<li>Company repurchased $50 mln of shares in Q4</li>
</ul>
Outlook
<ul>
<li>Arrow Electronics expects Q1 2026 sales between $7.95 bln and $8.55 bln</li>
<li>Company anticipates Q1 2026 EPS of $2.13 to $2.33</li>
<li>Arrow Electronics forecasts Q1 2026 non-GAAP EPS of $2.70 to $2.90</li>
</ul>
Result Drivers
<ul>
<li>GLOBAL COMPONENTS - Sales in this segment rose 22% year-over-year, driven by strong demand across all regions, with Asia-Pacific showing the highest growth at 26%</li>
<li>CURRENCY IMPACT - Changes in foreign currencies boosted Q4 sales by $232 mln and EPS by $0.23</li>
<li>ECS SEGMENT - Global ECS sales increased 16% year-over-year, with EMEA ECS sales showing a significant 24% increase</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q4 Sales Beat $8.75 $8.16
bln bln (4
Analysts
)
Q4 Beat $4.39 $3.57 (4
Adjusted Analysts
<h3>EPS )</h3>
<h3>Q4 EPS $3.75</h3>
Q4 Net $195 mln
Income
Analyst Coverage
<ul>
<li>The current average analyst rating on the shares is “hold” and the breakdown of recommendations is 1 “strong buy” or “buy”, 2 “hold” and 4 “sell” or “strong sell”</li>
<li>The average consensus recommendation for the semiconductors peer group is “buy.”</li>
<li>Wall Street’s median 12-month price target for Arrow Electronics Inc is $114.00, about 17.4% below its February 4 closing price of $137.99</li>
<li>The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 9 three months ago</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Arrow Electronics Q4 sales beat estimates, helped by global components segment