Revenue: As of FY2026 Q2, the actual value is USD 9.992 B, beating the estimate of USD 9.548 B.

EPS: As of FY2026 Q2, the actual value is USD 5.26, beating the estimate of USD 3.95.

EBIT: As of FY2026 Q2, the actual value is USD 390.44 M.

Consolidated Financial Performance (Second Quarter 2026)

Arrow Electronics, Inc. reported consolidated sales of $9,992 million, marking a 32% increase year-over-year, or 30% on a constant currency basis. Net income attributable to shareholders rose 45% year-over-year to $273 million, while non-GAAP net income attributable to shareholders surged 122% to $283 million. Consolidated operating income for the quarter was $377,333 thousand, up from $190,586 thousand in the prior-year quarter. Gross profit reached $1,125,209 thousand, compared to $848,657 thousand in the second quarter of 2025. Operating expenses included $688,138 thousand for selling, general, and administrative costs, $35,599 thousand for depreciation and amortization, and $24,139 thousand for restructuring, integration, and other charges.

Consolidated Financial Performance (First Six Months 2026)

For the first six months of 2026, consolidated sales totaled $19,466 million, an increase of 35% year-over-year, or 31.9% on a constant currency basis. Net income attributable to shareholders grew 90% year-over-year to $508 million, and non-GAAP net income attributable to shareholders increased 149% to $553 million. Consolidated operating income for the six months was $738,935 thousand, compared to $349,139 thousand in the same period of 2025. Gross profit for the period was $2,215,669 thousand, up from $1,622,649 thousand year-over-year.

Segment Revenue (Second Quarter 2026)

• Global Components: Sales increased 39% year-over-year to $7,366 million, or 38% on a constant currency basis. Americas Components sales grew 44%, EMEA Components sales increased 36% (32% constant currency), and Asia-Pacific Components sales rose 38% (37% constant currency).
• Global Enterprise Computing Solutions (ECS): Sales increased 14% year-over-year to $2,627 million, or 13% on a constant currency basis. EMEA ECS sales grew 20% (17% constant currency), and Americas ECS sales increased 8%.

Segment Revenue (First Six Months 2026)

• Global Components: Sales were $14,006 million, up 39% year-over-year (36.3% constant currency).
• Global Enterprise Computing Solutions (ECS): Sales reached $5,460 million, an increase of 26% year-over-year (21.7% constant currency).

Segment Operating Income (Second Quarter 2026)

• Global Components: Operating income was $396 million, a 112% increase year-over-year, with non-GAAP operating income at $397 million, up 110% year-over-year. The reported operating income as a percentage of sales was 5.4%, up from 3.5% in Q2 2025.
• Global Enterprise Computing Solutions (ECS): Operating income decreased -12% year-over-year to $85 million, with non-GAAP operating income also decreasing -12% to $86 million. The reported operating income as a percentage of sales was 3.3%, down from 4.2% in Q2 2025. Global ECS operating income included - $26.6 million in losses related to the underperformance of certain non-cancellable multi-year purchase obligations.

Segment Operating Income (Six Months Ended July 4, 2026)

• Global Components: Operating income was $760 million, up 112% year-over-year, and non-GAAP operating income was $762 million, up 111% year-over-year.
• Global Enterprise Computing Solutions (ECS): Operating income increased 9% year-over-year to $189 million, and non-GAAP operating income increased 8% to $191 million.

Cash Flow

Arrow Electronics, Inc. generated $318 million in cash flow from operations during the second quarter of 2026. For the first six months of 2026, net cash provided by operating activities was $1,018,101 thousand, a significant increase from $145,783 thousand in the same period of 2025.

Share Repurchases

The company repurchased $43 million of shares in the second quarter of 2026. Total repurchases of common stock for the six months ended July 4, 2026, amounted to $75,147 thousand.

Unique Metrics

Global ECS gross billings, an operational metric, increased 14% year-over-year in the second quarter of 2026, with Americas ECS gross billings increasing 6% and EMEA ECS gross billings rising 22%.

Prior Year Sales

Arrow Electronics, Inc. reported sales of $31 billion for 2025.

Third-Quarter 2026 Outlook

Arrow Electronics, Inc. anticipates consolidated sales for the third quarter of 2026 to be between $9.60 billion and $10.20 billion. This includes Global Components sales ranging from $7.50 billion to $7.90 billion and Global ECS sales between $2.10 billion and $2.30 billion. The company forecasts diluted net income per share to be $4.72 to $4.92, with non-GAAP diluted net income per share expected to be $4.83 to $5.03.