Arrow Electronics reported second quarter 2026 revenue of $9.99 billion, outperforming expectations with 32% year-over-year growth. Results were driven by significant momentum in the Global Components segment, where demand remains robust across all geographic regions and end markets, supported by AI infrastructure buildouts.
Key Highlights
- Global Components revenue surged 39% year-over-year to $7.37 billion, exceeding the $7.0 billion estimate.
- Regional performance in components was led by Americas (+44%) and Asia-Pacific (+38%), with book-to-bill ratios remaining well above parity.
- Non-GAAP diluted EPS reached $5.45, significantly beating the analyst estimate of $4.45.
- The company appointed Deidra C. Merriwether as President and Chief Operating Officer, effective September 8, 2026.