Arrow Electronics, Inc. · ARW · Next earnings

Arrow Electronics, Inc. reports Thursday, Feb 4, 2027

ARW reports session not yet known with consensus EPS at $6.28 and revenue at $10.67B. Last quarter: Arrow’s record Q3 reflects broad demand, with inventory and mix risks to watch

Reports Session not yet known90 days awayDate unknown Technology

What the street expects

Consensus for the coming report
Consensus EPS $6.28 Calendar consensus
Consensus revenue $10.67B Calendar consensus
Report date Feb 4, 2027 Thursday, date unknown
Session Session not yet known 90 days away

Where ARW left off: FY2026 Q3

Full report

Arrow’s record Q3 reflects broad demand, with inventory and mix risks to watch

EPS surprise +22.9% Reported $6.22 vs $5.06
Revenue surprise +6.5% Reported $10.72B vs $10.07B
Stock move -12.6% Event window
Subsequent drift 0.0% Up to 20 sessions

Management provided Q4 sales and EPS guidance consistent with continued double-digit growth. The supplied analysis describes guidance as maintained; it does not provide a prior Q4 outlook for a direct numerical comparison.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Component supply constraints and longer lead times could limit fulfillment despite strong demand.
  • Memory-price volatility and elevated inventory create working-capital and margin uncertainty.
  • A higher hardware mix in ECS may compress net-sales operating margins.

Questions analysts left open

  • How memory-price volatility could affect component margins.
  • Whether the inventory build and associated working-capital needs are manageable.
  • How hardware mix will affect ECS margins and the contribution of value-added services.

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Recent ARW quarters

All ARW earnings
-12.6%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.