Filing Flows › Arrow Electronics (ARW) › Guidance history
Arrow Electronics (ARW) guidance history: what it guided and what it reported
Arrow Electronics gave guidance in 14 earnings releases on file since Feb 8, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Tax rate: 2 of 2, on average -3.1 pts against the guided midpoint.
Revenue
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q3 2024 | $6.9B (Aug 1, 2024) | — | — | — |
| Q2 2024 | $6.9B (May 2, 2024) | — | — | — |
Tax rate
Met or beat 2 of 2 periods (0 above, 0 within, 2 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | 23.0%–25.0% (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | 23.0%–25.0% (Aug 6, 2026) | 19.1% | below the range | -4.9 pts |
| Q2 2026 | 23.0%–25.0% (May 7, 2026) | 22.7% | below the range | -1.3 pts |
| Q1 2026 | 23.0%–25.0% (Feb 5, 2026) | — | — | — |
| Q4 2025 | 23.0%–25.0% (Oct 30, 2025) | — | — | — |
| Q3 2025 | 23.0%–25.0% (Jul 31, 2025) | — | — | — |
| Q2 2025 | 23.0%–25.0% (May 1, 2025) | — | — | — |
| Q1 2025 | 23.0%–25.0% (Feb 6, 2025) | — | — | — |
| Q4 2024 | 23.0%–25.0% (Oct 31, 2024) | — | — | — |
| Q3 2024 | 23.0%–25.0% (Aug 1, 2024) | — | — | — |
Interest expense
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $50.0M (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | $50.0M (Aug 6, 2026) | — | — | — |
| Q2 2026 | $60.0M (May 7, 2026) | — | — | — |
| Q1 2026 | $60.0M (Feb 5, 2026) | — | — | — |
| Q4 2025 | $60.0M (Oct 30, 2025) | — | — | — |
| Q3 2025 | $65.0M (Jul 31, 2025) | — | — | — |
| Q2 2025 | $60.0M (May 1, 2025) | — | — | — |
| Q1 2025 | $60.0M–$65.0M (Feb 6, 2025) | — | — | — |
| Q4 2024 | $60.0M–$65.0M (Oct 31, 2024) | — | — | — |
| Q3 2024 | $70.0M (Aug 1, 2024) | — | — | — |
Capital expenditures
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $53.2M (Aug 6, 2026) → raised $80.1M (Nov 5, 2026) | — | to be reported | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $7.00–$7.20 (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | $4.83–$5.03 (Aug 6, 2026) | — | — | — |
| Q2 2026 | $4.32–$4.52 (May 7, 2026) | — | — | — |
| Q1 2026 | $2.70–$2.90 (Feb 5, 2026) | — | — | — |
| Q4 2025 | $3.44–$3.64 (Oct 30, 2025) | — | — | — |
| Q3 2025 | $2.16–$2.36 (Jul 31, 2025) | — | — | — |
| Q2 2025 | $1.90–$2.10 (May 1, 2025) | — | — | — |
| Q1 2025 | $1.30–$1.50 (Feb 6, 2025) | — | — | — |
| Q4 2024 | $2.48–$2.68 (Oct 31, 2024) | — | — | — |
| Q3 2024 | $2.10–$2.30 (Aug 1, 2024) | — | — | — |
The latest quarter
Arrow Electronics, Q3 2026: revenue $10.7B (+39% year over year), operating margin 4.0%, net earnings $319M, operating cash flow −$441M. The chart follows the revenue to costs, profit and cash.
Questions
Does Arrow Electronics beat its guidance?
Arrow Electronics gave guidance in 14 earnings releases on file since Feb 8, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Tax rate: 2 of 2, on average -3.1 pts against the guided midpoint.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.