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Arrow Electronics (ARW) guidance and outlook
Arrow Electronics (ARW) gave its guidance on Nov 5, 2026: EPS $6.25–$6.45 for Q4 2026; EPS $7.00–$7.20 for Q4 2026; Tax rate 23%–25% for Q4 2026; Interest expense $50.0M for Q4 2026. Arrow Electronics' 10-Q filed Nov 5, 2026 makes 7 forward-looking statements, 2 of them new and 0 no longer said since the filing before.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EPS | Q4 2026 | $6.25–$6.45 | new |
| EPS | Q4 2026 | $7.00–$7.20 | new |
| Tax rate | Q4 2026 | 23%–25% | new |
| Interest expense | Q4 2026 | $50.0M | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- The company uses this key metric to develop financial forecasts, make strategic decisions, and prepare and approve annual budgets.
- new · Subsequent to the balance sheet date, the company incurred a $41.2 million charge to terminate a certain contract related to underperforming multi-year non-cancellable purchase obligations, that will be recorded in “Restructuring, integration, and other” within the company’s consolidated statements of operations in the fourth quarter of 2026.
- Under the Plan, the company incurred pre-tax restructuring charges of approximately $200.0 million and is on target to reduce annual operating expenses by approximately $90.0 million to $100.0 million by the end of fiscal year 2026.
- new · The OBBBA did not have a material impact on the company’s effective tax rate for the current quarter; however, the company will continue to monitor developments and evaluate any potential future impacts.
- updated · Capital expenditures for the first nine months of 2026 and 2025 were $80.1 million and $73.9 million, respectively, and the company expects capital expenditures to be approximately $100.0 million for fiscal year 2026.
- updated · As of October 3, 2026, the company had purchase obligations of $33.5 billion, which represent an estimate of non-cancellable inventory purchase orders, future payments under IT distribution arrangements, and other contractual obligations related to information technology and facilities with $14.3 billion expected to be paid in the remaining three months of 2026, $7.2 billion in 2027, $3.0 billion in 2028, $2.2…
- The company has established detailed policies and control procedures intended to ensure the appropriateness of such estimates and assumptions and their consistent application from period to period.
Arrow Electronics' 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
Did Arrow Electronics raise or lower its guidance?
Arrow Electronics (ARW) gave its guidance on Nov 5, 2026: EPS $6.25–$6.45 for Q4 2026; EPS $7.00–$7.20 for Q4 2026; Tax rate 23%–25% for Q4 2026; Interest expense $50.0M for Q4 2026.
What does Arrow Electronics expect?
Subsequent to the balance sheet date, the company incurred a $41.2 million charge to terminate a certain contract related to underperforming multi-year non-cancellable purchase obligations, that will be recorded in “Restructuring, integration, and other” within the company’s consolidated statements of operations in the fourth quarter of 2026. The OBBBA did not have a material impact on the company’s effective tax rate for the current quarter; however, the company will continue to monitor developments and evaluate any potential future impacts. Capital expenditures for the first nine months of 2
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.