To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

PresentationHugh MacNaughtCEO, President & Director Good afternoon, and thank you for joining today's shareholder update call. My name is Hugh MacNaught, and I'm the President and CEO of the company. Before we begin, I'd like to remind our listeners to today's call may include forward-looking statements. looking statements are based on current expectations, estimates and projections that are subject to risks, uncertainties and assumptions. Actual results may differ materially from those expressed or implie ...

Arrow Electronics (ARW) came out with quarterly earnings of $2.41 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.70%. A quarter ago, it was expected that this electronics maker would post earnings of $2.03 per share when it actually produced earnings of $2.43, delivering a surprise of +19.7%.Over the last four quarters, t ...

Arrow Electronics (NYSE:ARW) Q3 2025 Earnings Call October 30, 2025 04:30 PM ET Speaker2Good day and welcome to the Arrow Electronics third quarter 2025 earnings call. Today's conference is being recorded. At this time, I'll turn the conference over to Michael Nelson, Arrow's Head of Investor Relations. Please go ahead.Speaker3Thank you, Operator. I'd like to welcome everyone to the Arrow Electronics third quarter 2025 earnings conference call. Joining me on the call today is our Interim President and Chief ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Safe harbor This presentation includes "forward-looking statements," as the term is defined under the federal securities laws. Forward-looking statements are those statements which are not statements of historical or current fact. These forward-looking statements can be identified by forward-looking words such as "expects," "anticipates," "intends," "plans," "may," "will," "would," "could," "believes," "seeks," "projected," "potential," "estimates," and similar expressions. Such forward-looking statements i ...

Financial Performance - Total revenue for Q3 2025 increased by 13% year over year to $7.713 billion, with a constant currency increase of 11%[2] - Net income attributable to shareholders rose by 9% to $109 million, with diluted earnings per share of $2.09, an 11% increase from the previous year[3] - The company reported a 29% increase in net income for the first nine months of 2025, totaling $377 million[3] - Consolidated net income for the nine months ended September 27, 2025, was $376,148, compared to $293,619 for the same period in 2024, representing a year-over-year increase of 28.1%[31] - The company reported a net income attributable to shareholders of $109,193 for the three months ended September 27, 2025, compared to $125,731 in the same period of 2024[41] Sales Performance - Global components sales increased by 12% year over year to $5.556 billion, with a 19% increase in Asia-Pacific sales[4] - Global enterprise computing solutions (ECS) sales grew by 15% year over year to $2.156 billion, despite a 16% decrease in operating income due to underperforming contracts[5] - EMEA ECS sales increased by 34% year over year in Q3 2025, indicating strong regional performance[5] - Gross billings for Global Enterprise Computing Solutions (ECS) reached $5,189,972 for the quarter ended September 27, 2025, a 14% increase from $4,559,784 in the same quarter of 2024[33] - Global components sales for the nine months ended September 27, 2025, were $15,619,012, reflecting a 3% increase from $15,169,507 in the previous year[39] Future Projections - The company expects Q4 2025 GAAP sales between $7.80 billion and $8.40 billion, with global components sales projected between $5.10 billion and $5.50 billion[11] - Non-GAAP net income per diluted share for Q4 2025 is projected to be between $3.44 and $3.64, reflecting anticipated growth despite challenges[11] - Changes in foreign currencies are expected to positively impact Q4 2025 sales by approximately $226 million and earnings per share by $0.22 compared to Q4 2024[11] Operational Metrics - Operating income for the quarter was $179,007, reflecting an increase of 2.0% from $175,262 in the prior year[21] - Operating income for Global ECS in the nine months ended September 27, 2025, was $238,027,000, a decrease from $249,654,000 in the same period last year[50] - Global ECS operating income for the third quarter of 2025 included losses of $21.4 million related to underperformance of non-cancellable multi-year purchase obligations[51] Asset and Liability Overview - Total current assets increased to $21,138,302 as of September 27, 2025, from $18,401,413 at the end of 2024, marking a growth of 9.4%[25] - Total liabilities increased to $18,050,503 as of September 27, 2025, compared to $15,425,979 at the end of 2024, indicating a rise of 10.5%[25] - Total assets as of September 27, 2025, were $24,526,488, up from $21,757,707 at the end of 2024, reflecting an increase of 12.7%[25] Profitability Metrics - Gross profit for the nine months ended September 27, 2025, was $2,457,963, a decrease of 1.3% from $2,489,098 for the same period in 2024[21] - Global components gross profit for Q3 2025 was $609.1 million, an increase from $564.5 million in Q3 2024, representing a growth of 7.5%[54] - Global ECS gross profit for Q3 2025 was reported at $226.2 million, up from $220.4 million in Q3 2024, marking a growth of 2.9%[54] Cash Flow Analysis - The company reported a net cash used for operating activities of $(281,684) for the quarter, compared to $80,558 provided in the same quarter last year[28] - Net cash used for operating activities was $(135,901) for the nine months ended September 27, 2025, a significant decrease from $803,949 in the same period of 2024[31] - Cash and cash equivalents at the end of the period were $213,612, a slight increase from $188,807 at the end of 2024[25]

SINGAPORE - Media OutReach Newswire - 29 October 2025 - Arrow Electronics and EMASS - a global provider of technology solutions, and an edge-AI-focused-semiconductor developer, respectively - have announced a collaboration to accelerate the deployment of ultra-low-power edge AI solutions across wearables, industrial IoT and smart sensing devices, using EMASS's ECS-DoT System on Chip (SoC). By leveraging Arrow's global engineering expertise, product design capabilities, comprehensive supply chain services a ...

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [3][36] Core Viewpoints - The report highlights that artificial intelligence (AI) is driving a semiconductor supercycle, with significant investments and collaborations in the sector, such as Anthropic's partnership with Google, which includes a deal for up to one million custom TPU chips [3] - Major memory manufacturers like Samsung and SK Hynix are expected to raise prices of DRAM and NAND storage products by up to 30% in response to the surge in AI-driven demand [3] - Amphenol reported a 53.35% year-on-year increase in revenue for Q3 2025, driven by the growing demand for data center solutions [3] - The report anticipates a substantial increase in overall computing power by 2035, predicting a growth of up to 100,000 times, emphasizing the transformative potential of general artificial intelligence [3] Summary by Sections 1. Market Review - The electronic industry saw a weekly increase of 8.49% from October 20 to October 24, with the communication sector leading at 11.55% [6] - The Philadelphia Semiconductor Index rose from 6,885.03 points to 6,976.94 points during the same period, indicating a positive trend since April 2025 [11] 2. Industry High-Frequency Data Tracking 2.1 Panel Prices - TV panel prices are expected to stabilize due to healthy inventory levels, with no significant changes anticipated for various sizes [17] 2.2 Memory Prices - Prices for DDR5 and DDR4 memory chips have shown an upward trend, with DDR5 increasing from $10.457 to $12.615 and DDR4 from $24.333 to $24.721 between October 20 and October 24 [21]

Core Insights - Arrow Electronics will host a conference call to discuss its third-quarter 2025 financial results on October 30, 2025, at 4:30 p.m. ET [1] - The company reported global sales of $28 billion for 2024, indicating a strong market presence [2][8] - Arrow Electronics has a net income of $392 million for 2024, showcasing its profitability [3][8] Company Overview - Arrow Electronics is headquartered in Centennial, Colorado, and employs approximately 21,500 people [3][8] - The company sources and engineers technology solutions for leading manufacturers and service providers across various industries [2] - The CEO of Arrow Electronics is Sean Kerins, who has been actively communicating the company's financial performance [5][7] Financial Performance - Arrow Electronics has consistently exceeded its revenue and earnings per share guidance in recent quarters, indicating strong operational performance [5][7] - The company has reported positive momentum in the EMEA region, contributing significantly to its overall performance [7]