Compared to Estimates, Arrow Electronics (ARW) Q3 Earnings: A Look at Key Metrics

Arrow Electronics (ARW) reported $7.71 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 13%. EPS of $2.41 for the same period compares to $2.38 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $7.67 billion, representing a surprise of +0.59%. The company delivered an EPS surprise of +5.7%, with the consensus EPS estimate being $2.28.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: $2.73 billion versus $2.81 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.2% change.Geographic Revenue- Americas Components sales, as reported: $1.71 billion compared to the $1.81 billion average estimate based on two analysts. The reported number represents a change of +4.3% year over year.Geographic Revenue- EMEA: $2.58 billion versus the two-analyst average estimate of $2.67 billion. The reported number represents a year-over-year change of +20.8%.Geographic Revenue- EMEA ECS sales as reported: $1.13 billion versus the two-analyst average estimate of $1.12 billion. The reported number represents a year-over-year change of +34.4%.Geographic Revenue- Asia components sales, as reported: $2.4 billion versus the two-analyst average estimate of $2.19 billion. The reported number represents a year-over-year change of +19.1%.Geographic Revenue- Americas ECS sales as reported: $1.02 billion compared to the $1.02 billion average estimate based on two analysts. The reported number represents a change of -1.1% year over year.Geographic Revenue- EMEA components sales, as reported: $1.44 billion versus $1.46 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.9% change.Net Sales- Global ECS: $2.16 billion compared to the $2.17 billion average estimate based on three analysts. The reported number represents a change of +14.9% year over year.Net Sales- Global components: $5.56 billion compared to the $5.5 billion average estimate based on three analysts. The reported number represents a change of +12.3% year over year.Global ECS non-GAAP operating income: $64.67 million versus $82.45 million estimated by two analysts on average.Global components non-GAAP operating income: $199.2 million versus the two-analyst average estimate of $198.1 million.View all Key Company Metrics for Arrow Electronics here>>>Shares of Arrow Electronics have returned -4.6% over the past month versus the Zacks S&P 500 composite's +3.6% 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.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.See Our Top Stock to Double (Plus 4 Runners Up) >>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