Arrow Electronics Q3 revenue up 13%, beats estimates
Overview
Arrow Electronics Q3 revenue grows 13% yr/yr, beating analysts' expectations
Adjusted EPS for Q3 beats consensus and company guidance
Results supported by global components and ECS segments
Outlook
Arrow expects Q4 2025 sales of $7.80 bln to $8.40 bln
Company forecasts Q4 diluted EPS of $3.08 to $3.28
Foreign currencies to boost Q4 sales by $226 mln
Result Drivers
GLOBAL COMPONENTS - Sales increased 12% yr/yr, driven by strong performance in Asia-Pacific region
ENTERPRISE COMPUTING SOLUTIONS - ECS sales rose 15% yr/yr, with EMEA region showing strong growth
FOREIGN CURRENCY IMPACT - Positive impact on sales and EPS, adding $128 mln to sales and $0.08 to EPS
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Sales | Beat | $7.71 bln | $7.67 bln (5 Analysts) |
Q3 Adjusted EPS | Beat | $2.41 | $2.30 (5 Analysts) |
Q3 EPS | $2.09 | ||
Q3 Net Income | $109 mln |
Analyst Coverage
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"
The average consensus recommendation for the semiconductors peer group is "buy."
Wall Street's median 12-month price target for Arrow Electronics Inc is $110.00, about 5.5% below its October 29 closing price of $116.10
Press Release:
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