Arrow Electronics (ARW) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Arrow Electronics (ARW) reported $7.58 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 10%. EPS of $2.43 for the same period compares to $2.78 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $7.14 billion, representing a surprise of +6.16%. The company delivered an EPS surprise of +19.7%, with the consensus EPS estimate being $2.03.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Arrow Electronics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Geographic Revenue- Americas: $2.76 billion versus $2.57 billion estimated by two analysts on average.Geographic Revenue- Americas Components sales, as reported: $1.71 billion versus the two-analyst average estimate of $1.65 billion. The reported number represents a year-over-year change of +8.6%.Geographic Revenue- EMEA: $2.67 billion compared to the $2.56 billion average estimate based on two analysts.Geographic Revenue- EMEA ECS sales as reported: $1.24 billion versus the two-analyst average estimate of $1.09 billion. The reported number represents a year-over-year change of +38.5%.Geographic Revenue- EMEA components sales, as reported: $1.43 billion versus $1.38 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.9% change.Geographic Revenue- Asia components sales, as reported: $2.15 billion versus the two-analyst average estimate of $1.96 billion. The reported number represents a year-over-year change of +6.5%.Geographic Revenue- Americas ECS sales as reported: $1.05 billion compared to the $947.15 million average estimate based on two analysts. The reported number represents a change of +9.2% year over year.Geographic Revenue- Asia Pacific: $2.15 billion versus $2.04 billion estimated by two analysts on average.Net Sales- Global ECS: $2.3 billion versus the three-analyst average estimate of $2.06 billion. The reported number represents a year-over-year change of +23.3%.Net Sales- Global components: $5.28 billion compared to the $5.08 billion average estimate based on three analysts. The reported number represents a change of +5% year over year.Global ECS non-GAAP operating income: $98 million compared to the $78.5 million average estimate based on two analysts.Global components non-GAAP operating income: $189 million versus the two-analyst average estimate of $183.25 million.View all Key Company Metrics for Arrow Electronics here>>>Shares of Arrow Electronics have returned -1.6% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.One Big Gain, Every Trading DayTo help you take full advantage of this market, you’re invited to access every stock recommendation in all our private portfolios - for just $1.Zacks private portfolio services that closed 256 double and triple-digit winners in 2024 alone. That’s about one big gain every day the market was open. Of course, not all our picks are winners, but members have seen recent gains as high as +627% +1,340%, and +1,708%.Imagine how much you could profit with a steady stream of real-time picks from all our services that cover a number of strategies to suit a variety of investing and trading styles.See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Arrow Electronics, Inc. (ARW): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks