Arrow Electronics (ARW) reported $9.99 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 31.8%. EPS of $5.45 for the same period compares to $2.43 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $9.45 billion, representing a surprise of +5.74%. The company delivered an EPS surprise of +22.47%, with the consensus EPS estimate being $4.45.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Arrow Electronics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Geographic Revenue- Americas Components sales, as reported: $2.45 billion compared to the $2.41 billion average estimate based on two analysts. The reported number represents a change of +43.8% year over year.
  • Geographic Revenue- Americas ECS sales as reported: $1.14 billion versus the two-analyst average estimate of $1.04 billion. The reported number represents a year-over-year change of +7.9%.
  • Geographic Revenue- Asia components sales, as reported: $2.97 billion compared to the $2.74 billion average estimate based on two analysts. The reported number represents a change of +38.2% year over year.
  • Geographic Revenue- EMEA ECS sales as reported: $1.49 billion versus the two-analyst average estimate of $1.42 billion. The reported number represents a year-over-year change of +20%.
  • Geographic Revenue- EMEA components sales, as reported: $1.94 billion compared to the $1.84 billion average estimate based on two analysts. The reported number represents a change of +35.9% year over year.
  • Net Sales- Global ECS: $2.63 billion versus $2.45 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14.5% change.
  • Net Sales- Global components: $7.37 billion versus the two-analyst average estimate of $7 billion. The reported number represents a year-over-year change of +39.4%.

View all Key Company Metrics for Arrow Electronics here>>>

Shares of Arrow Electronics have returned +14.3% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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