Arrow Electronics (ARW) Earnings: Q3 2026 Results and Next Report Date

The quarter ended October 3, 2026 and Arrow Electronics published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Arrow Electronics reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Arrow's 2026 quarters close on the Saturday after the calendar month end, so Q3 2026 ended October 3, 2026 and Q3 2025 ended September 27, 2025. The fourth quarter closes on December 31.
• Bill Austen spoke for Arrow as interim chief executive officer in the Q3 2026 release.

Source: Arrow Electronics Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended October 3, 2026. Figures as reported; checked against the release on November 10, 2026.

How Arrow Electronics splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Arrow Electronics's Global Components revenue was $7.9 billion in Q3 2026, up 43% from $5.6 billion in Q3 2025, 74% of total revenue.
• Arrow Electronics's Global ECS revenue was $2.8 billion in Q3 2026, up 29% from $2.2 billion in Q3 2025, 26% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Arrow Electronics said:

“sales of $11.55 billion to $12.15 billion, with Global Components sales of $8.15 billion to $8.55 billion, and Global ECS sales of $3.40 billion to $3.60 billion”

“Net income per share on a diluted basis of $6.25 to $6.45, and non-GAAP net income per share on a diluted basis of $7.00 to $7.20”

“Average tax rate in the range of 23 percent to 25 percent”

“Interest expense of approximately $50 million”

Source: Arrow Electronics Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the ARW forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Consolidated sales and GAAP diluted EPS, each as first reported in that quarter's release.

Arrow Electronics's next report is expected around February 4, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

Arrow Electronics' consolidated sales were $10,718 million in Q3 2026, up 39% from $7,713 million on both an actual and constant currency basis. Global Components, which distributes electronic components to OEMs and EMS providers, was $7,943 million, up 43%. Global ECS (enterprise computing solutions sold through VARs and MSPs) was $2,775 million, up 29%. (Arrow Electronics Q3 2026 release (Form 8-K, Exhibit 99.1), Nov 5, 2026; Arrow Electronics Form 10-K, 2025, Feb 11, 2026)

Within Arrow's Global Components segment, Americas sales rose 58% to $2,703 million, EMEA rose 41% to $2,037 million and Asia/Pacific rose 33% to $3,202 million, the largest of the three regions. Arrow's interim CEO said the segment had a growing backlog and book-to-bill ratios well above parity. (Arrow Electronics Form 10-Q, Q3 2026, Nov 5, 2026; Arrow Electronics Q3 2026 release (Form 8-K, Exhibit 99.1), Nov 5, 2026)

Arrow's Global ECS sales split between EMEA at $1,474 million, up 30%, and the Americas at $1,301 million, up 27%. ECS gross billings, the amount invoiced before some sales are recorded on a net basis, rose 14%, slower than reported sales. (Arrow Electronics Form 10-Q, Q3 2026, Nov 5, 2026; Arrow Electronics Q3 2026 release (Form 8-K, Exhibit 99.1), Nov 5, 2026)

By country, the United States accounted for $3,894 million of Arrow's sales, China and Hong Kong $1,383.8 million and Germany $1,027 million. Gross profit margin was 10.8% in both years: 11.1% in Global Components and 10.1% in Global ECS. (Arrow Electronics Form 10-Q, Q3 2026, Nov 5, 2026)

Arrow Electronics' GAAP diluted EPS was $6.17 in Q3 2026 and its non-GAAP EPS was $6.22. The non-GAAP figure excludes identifiable intangible asset amortization, restructuring, integration and other charges, net gains on investments and the impact of a business wind-down within Global Components. Restructuring, integration and other fell to $5.0 million from $35.6 million a year earlier. (Arrow Electronics Q3 2026 release (Form 8-K, Exhibit 99.1), Nov 5, 2026)

Arrow's effective income tax rate was 19.1% against 15.2% a year earlier; on a non-GAAP basis it was 19.0% against 22.5%. Diluted weighted-average shares fell to 51,615 thousand from 52,141 thousand, and Arrow repurchased 0.4 million shares for $92.7 million in the quarter under its May 2026 program. (Arrow Electronics Form 10-Q, Q3 2026, Nov 5, 2026; Arrow Electronics Q3 2026 release (Form 8-K, Exhibit 99.1), Nov 5, 2026)

Arrow used $441 million of cash in operations in the quarter, which it attributed primarily to working capital investments to support customer demand. Accounts receivable rose to $33,259.2 million at October 3, 2026 from $19,738.7 million at December 31, 2025, and accounts payable to $32,862.3 million from $17,383.8 million, which the 10-Q ties mainly to the Global Components supply chain services offerings, where Arrow acts as an intermediary. (Arrow Electronics Q3 2026 release (Form 8-K, Exhibit 99.1), Nov 5, 2026; Arrow Electronics Form 10-Q, Q3 2026, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Arrow Electronics gives a numeric outlook in its release. For Q4 2026 it guided consolidated sales of $11.55 billion to $12.15 billion, with Global Components at $8.15 billion to $8.55 billion and Global ECS at $3.40 billion to $3.60 billion, GAAP diluted EPS of $6.25 to $6.45 and non-GAAP diluted EPS of $7.00 to $7.20. (Arrow Electronics Q3 2026 release (Form 8-K, Exhibit 99.1), Nov 5, 2026)

Arrow's Q4 2026 outlook assumes an average tax rate of 23 percent to 25 percent, interest expense of about $50 million, and changes in foreign currencies that reduce sales by about $88 million against the fourth quarter of 2025. The release said Q3 2026 sales and both EPS figures came in above the high end of Arrow's prior guidance. (Arrow Electronics Q3 2026 release (Form 8-K, Exhibit 99.1), Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Arrow Electronics, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Arrow Electronics's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ARW is on is ARW a buy or a sell?, what analysts expect next is on the ARW forecast, and what the company does is on the Arrow Electronics (ARW) stock page.

Every number on this page can be traced to a document Arrow Electronics published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.