Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all key financial metrics, with revenue of $10.0B exceeding the upper end of guidance and analyst expectations of $9.55B. Normalized EPS reached $5.45, a +22.47% variance against the $4.45 consensus. The Global Components segment was the primary growth driver, surging 39% YoY with a book-to-bill ratio remaining well above parity. Management provided strong Q3 FY26 guidance, with revenue and EPS ranges centered above current market estimates.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Arrow Electronics(ARW) the Revenue is 9.992 B (+31.82%), Beat estimate;the EBIT is 403.26 M (+87.23%), Beat estimate;the EPS is 5.26 (+46.52%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
9.99B31.82%
9.56B26.18%
+0.43B5.64%
EBITExceed expectations
0.40B87.23%
0.37B70.33%
+0.04B16.90%
EPSExceed expectations
5.2646.52%
3.9510.03%
+1.310036.49%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf