Arrow Electronics Reports Robust First-Quarter Results for 2026

In the first quarter ended April 4, 2026, Arrow Electronics reported consolidated sales of $9.47 billion, a substantial increase from $6.81 billion in the same quarter of 2025. This growth was accompanied by a remarkable 195% surge in net income attributable to shareholders, reaching $235 million compared to $80 million a year earlier. The net income per diluted share rose to $4.55, marking a 201% increase from last year’s $1.51.

The non-GAAP measures also illustrated strong performance, with non-GAAP net income attributable to shareholders of $270 million, reflecting a 185% increase year-over-year. Non-GAAP net income per diluted share was reported at $5.22, up 190% from $1.80 in the prior year.

Arrow’s Global Components segment saw sales increase by 39% year-over-year, reaching $6.64 billion. In terms of operating income, this segment generated $364 million, a remarkable 112% increase from $171 million in the previous year. This growth was supported by a notable 47% increase in sales in the Americas, while EMEA and Asia-Pacific regions reported increases of 32% and 37%, respectively.

The Global ECS segment also experienced a 39% year-over-year increase in sales, totaling $2.83 billion. Operating income in this segment increased by 34%, from $77 million to $104 million. The EMEA region reported a staggering 46% increase in ECS sales, while the Americas followed with a 30% growth.

Arrow Electronics generated $700 million in cash flow from operations during the first quarter, benefiting from favorable timing of cash flows in its supply chain services. The company also repurchased $25 million worth of its shares, signaling a commitment to returning value to shareholders.

Looking ahead, Arrow Electronics provided guidance for the second quarter of 2026, projecting consolidated sales between $9.15 billion and $9.75 billion. The company expects net income per share on a diluted basis to range from $3.91 to $4.11, and non-GAAP net income per share to fall between $4.32 and $4.52.

Notably, the company anticipates that changes in foreign exchange rates will positively impact sales by approximately $117 million and earnings per share by $0.11 compared to Q2 2025.

Arrow Electronics’ first-quarter results for 2026 showcase substantial growth fueled by strong demand across its business segments and effective operational strategies. The company remains focused on enhancing its high-margin offerings and maintaining a disciplined approach to capital allocation, indicating a robust trajectory for the remainder of the fiscal year.