Arrow Electronics (NYSE:ARW), a global distributor of electronic components and enterprise computing solutions, released its earnings for the second quarter of fiscal 2025 on July 31, 2025. The company reported GAAP sales of $7.58 billion, ahead of consensus GAAP estimates of $7.16 billion. Non-GAAP earnings per share reached $2.43, beating the $2.07 non-GAAP estimate. Revenue (GAAP) increased 10.0% year-over-year, and Net income attributable to shareholders (GAAP) reached $188 million, up 73.0%. Despite surpassing analyst expectations, profitability metrics painted a mixed picture. Operating income (GAAP and non-GAAP) and earnings per share (GAAP and non-GAAP) both fell compared to Q2 2024. The quarter showcased strong performance in Arrow’s Global Enterprise Computing Solutions segment, and mixed progress on margins and cash flow.
Source: Analyst estimates provided by FactSet. Management expectations based on management’s guidance, as provided in Q1 2025 earnings report.
Arrow Electronics provides products and solutions for industrial, automotive, telecommunications, and consumer electronics sectors. It operates two core segments. The Global Components segment supplies electronic and electrical components such as semiconductors, passives, and connectors. The Global Enterprise Computing Solutions (ECS) segment offers value-added distribution of enterprise and midrange computing products, including data center hardware, software, and services.