Overview

* Arrow Electronics ( ARW ) Q3 revenue grows 13% yr/yr, beating analysts' expectations

* Adjusted EPS for Q3 beats consensus and company guidance

* Results supported by global components and ECS segments

Outlook

* Arrow expects Q4 2025 sales of $7.80 bln to $8.40 bln

* Company forecasts Q4 diluted EPS of $3.08 to $3.28

* Foreign currencies to boost Q4 sales by $226 mln

Result Drivers

* GLOBAL COMPONENTS - Sales increased 12% yr/yr, driven by strong performance in Asia-Pacific region

* ENTERPRISE COMPUTING SOLUTIONS - ECS sales rose 15% yr/yr, with EMEA region showing strong growth

* FOREIGN CURRENCY IMPACT - Positive impact on sales and EPS, adding $128 mln to sales and $0.08 to EPS

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $7.71 $7.67

bln bln (5

Analysts

)

Q3 Beat $2.41 $2.30 (5

Adjusted Analysts

EPS )

Q3 EPS $2.09

Q3 Net $109 mln

Income

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and 4 "sell" or "strong sell"

* The average consensus recommendation for the semiconductors peer group is "buy."

* Wall Street's median 12-month price target for Arrow Electronics Inc ( ARW ) is $110.00, about 5.5% below its October 29 closing price of $116.10

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)