$ARW

Arrow Electronics (ARW) Q2 Earnings and Revenues Surpass Estimates

Arrow Electronics (ARW) reported Q2 adjusted EPS of $5.45, above the Zacks Consensus Estimate of $4.45, compared with $2.43 a year earlier. Revenue was $9.99B versus $9.44B expected, up from $7.58B. The article cites a +22.47% earnings surprise and notes a Zacks Rank #3 (Hold) ahead of management commentary.

Original reporting
Published Aug 6, 2026, 11:10 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 7, 2026, 6:00 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefEarnings
Primary signal
$ARW
Bullish
medium confidence
Mentioned
$ARW
Relevance
7/10
alphai data visualization · based on finance.yahoo.com
Decision brief

The 30-second read

$ARWBullishMed
01

Why it matters

Traders can use the beat magnitude and the stated dependence on earnings-call commentary to frame expectations for updated consensus EPS and revenue for upcoming quarters and the fiscal year.

02

Market read

ARW’s earnings and revenue beat provides a fresh catalyst, but the article offers no guidance numbers, so the next tradable input is the earnings call commentary and subsequent estimate revisions.

03

What to watch

The sustainability of the move is explicitly tied to management commentary, but the article does not include guidance details, margin commentary, or segment drivers that typically determine follow-through.

Relevance 7/10Novelty 6/10Timing: post-earnings, ahead of management commentary on the earnings call

Background

The article summarizes Arrow Electronics’ Q2 results versus Zacks consensus and discusses how near-term stock moves often track earnings estimate revisions.

Company-level read

Ticker impact

$ARWBullishMedium confidence
Context

Arrow Electronics reported Q2 EPS of $5.45, beating the $4.45 consensus, and revenue of $9.99B, above estimates by 5.74%.

Expected impact

Bias toward continued support for ARW shares near term, with volatility risk if guidance or commentary disappoints the current Hold (Zacks Rank #3) setup.

Evidence & confidence

The article provides quantified beats versus consensus and notes the stock’s near-term path depends on the earnings call commentary and subsequent estimate changes.

Market effects

A strong parts distribution earnings/revenue beat can support sentiment for electronics distribution peers, though the article does not provide peer-specific read-across.

No regional demand or geography-specific disclosures are provided.

No global macro or supply-chain shocks are mentioned beyond company results.

Counterpoint

Despite the beat, the article flags mixed estimate revisions ahead of the release and a Zacks Rank of #3 (Hold), implying the market may already be pricing improvement.

Key entities

  • Arrow Electronics

    Electronics parts distribution company reporting Q2 EPS and revenue beats versus consensus.

  • Zacks Consensus Estimate

    Consensus benchmark used to quantify the earnings and revenue surprises.

  • Zacks Rank #3 (Hold)

    Pre-release rating indicating expectations for near-term performance relative to the market.

Related articles

$ARWMedAI 8/10

Why is Arrow Electronics stock sliding today?

Arrow Electronics shares fell nearly 10% after its Q2 2026 earnings. The company reported $10.0B revenue (+32% YoY) and non-GAAP diluted EPS of $5.45 (+124%), both above its guidance. Operating margin was 3.8%, down from Q1 2026’s 4.2%. Wells Fargo kept an Underweight rating and set a $200 price target.

$ARWMedAI 8/10

Arrow Electronics Q2 2026 slides: 32% sales growth, shares dip

Arrow Electronics reported Q2 2026 results on Aug. 6. Consolidated sales were $10.0B, up 32% year over year, and non-GAAP diluted EPS was $5.45, up 124%. Non-GAAP operating margin rose to 4.0%. Shares fell 2.01% to $222.29, and declined further after hours. Q3 guidance calls for $9.60B to $10.20B sales and non-GAAP EPS of $4.83 to $5.03.

$ARWHighAI 9/10

ARROW ELECTRONICS, INC. (ARW): Results of Operations and Financial Condition

ARROW ELECTRONICS, INC. (ARW) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 3 arw-20260806xex99d1.htm EX-99.1 ​ ​ ​ ​ ​ ARROW ELECTRONICS, INC. 9151 EAST PANORAMA CIRCLE CENTENNIAL, CO 80112 303-824-4000 ​ NEWS ​ Exhibit 99.1 Arrow Electronics Reports Strong Second-Quarter 2026 Results --Total Revenue of $10.0 billion, up 32% Year-over-Year, Abov