Filing Flows › Industrials › Arrow Electronics (ARW)
Arrow Electronics (ARW) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Arrow Electronics (ARW) Q3 2026 earnings results →
Q3 2026 Revenue up 39% year over year to $10.7B · 3¢ of every $1 of revenue kept as net profit · operating margin 4.0%
Arrow Electronics made $10.7B in Q3 2026 (+39% Y/Y). Operating margin 4.0%, net earnings $319M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $10.7B in Q3 2026, up 39% year over year and up 7% from the previous quarter.
Gross margin was 10.8%, unchanged from a year earlier. Operating profit was $0.43B, a 4.0% margin (up 1.7 points year over year). Of the extra revenue versus a year earlier, 8% reached operating profit, above the 2% margin then. Operating expenses grew 11% against revenue growth of 39%. The fastest-growing cost line was SG&A (+17%). Net earnings were $0.32B, up 192% year over year. The effective tax rate was 19.1%.
Operating cash flow was −$0.44B. Non-cash charges added back $0.04B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items used $0.81B. Capital expenditures of $0.03B exceeded it, leaving free cash flow of −$0.47B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $10.7B | +39% | 4.0% | $319M | −$441M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $10.0B | +32% | 3.8% | $273M | $318M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
Loading the interactive chart…
🌏Named in Asian annual reportsinteractive
Loading the interactive chart…
🔄Rotation against the market and its industry (RRG)interactive
Loading the interactive chart…
🔍Earnings qualityinteractive
Loading the interactive chart…
⚖️Fair value by methodinteractive
Loading the interactive chart…
🔭Outlook & guidanceinteractive
Loading the interactive chart…
📈Investments: gains and what it boughtinteractive
Loading the interactive chart…
🏭Its industry’s money flow (input-output)interactive
Loading the interactive chart…
Customers and suppliers named in filings
Sells to
Buys from
- RBRK — 73% of the supplier’s revenue · Stated in 10-K (sentence) · source
- SLAB — 28% of the supplier’s revenue · Stated in 10-K (sentence) · source
- SITM — 26% of the supplier’s revenue · Stated in 10-K (customer table) · source
- NTAP — 22% of the supplier’s revenue · Stated in 10-K (XBRL) · source
- MCHP — 10% of the supplier’s revenue · Stated in 10-K (sentence) · source
- LFUS — 10% of the supplier’s revenue · Stated in 10-K (XBRL) · source
About Arrow Electronics
Arrow Electronics, Inc. (the “company” or “Arrow”) sources and engineers technology for thousands of leading manufacturers, service providers, and users of enterprise computing solutions. The company has one of the world’s broadest portfolios of product offerings available from leading electronic components and enterprise computing solutions suppliers. Equipped with a range of services, solutions, and software, the company helps industrial and commercial customers introduce innovative products, reduce their time to market, and enhance their overall competitiveness. Arrow was incorporated in New York in 1946.
In its own words, from its 10-K, filed Feb 11, 2026.
Arrow Electronics against its Wholesale-Electronic Parts & Equipment, NEC peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +39% against the peers' median +20%. Operating margin: 4.0% against the peers' median 7.9%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ARW Arrow Electronics | Q3 2026 | $10.7B | +39% | 4.0% |
| AVT Avnet | Q1 FY27 | $10.7B | +82% | 4.4% |
| TEL TE Connectivity | Q4 FY26 | $5.3B | +12% | 20.6% |
| EACO Eaco | Q4 FY26 | $164M | +34% | 13.0% |
| RELL Richardson Electronics | Q1 FY27 | $64.9M | +19% | 7.9% |
| SPRS Surge Components | Q3 FY26 | $10.1M | -2% | 2.4% |
| FSTJ First America Resources | Q2 2026 | $5.8M | +20% | 9.4% |
| UUU Universal Safety Products | Q1 FY27 | $110K | -97% | -672.9% |
Source: Arrow Electronics 10-Q on SEC EDGAR · CIK 7536 · Wholesale-Electronic Parts & Equipment, NEC
Guidance and outlook
13F: who owns ARW and who is buying
More on ARW
- How Arrow Electronics makes money: revenue by segment
- Arrow Electronics next earnings date and what analysts expect
- Arrow Electronics stock forecast, price target and fair value
- Who owns Arrow Electronics stock: holders, funds and Congress trades
- Arrow Electronics guidance and outlook
- Is Arrow Electronics a takeover target? LBO and rumors
- Arrow Electronics recalls, complaints and regulation
History
Every quarter: Q3 2026 results · Q2 2026 results