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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Carine L. Jean-Claude Executive | Senior Vice President, Chief Legal Officer, and Secretary | None | Chief Legal Officer since June 2021, with over a decade at ARW in roles such as VP, Chief Compliance Officer, and VP, Legal Affairs. | |
Eric C. Nowak Executive | President, Global Enterprise Computing Solutions | None | Appointed in April 2024, with over 19 years at ARW, previously serving as President of EMEA Enterprise Computing Solutions. | |
Gretchen K. Zech Executive | Senior Vice President, Chief Governance, Sustainability, and Human Resources Officer | None | Promoted to her current role in 2022, with over five years as Chief Human Resources Officer. | |
Rajesh K. Agrawal Executive | Senior Vice President and Chief Financial Officer (CFO) | Board Member at Beazley PLC | CFO since September 2022, previously EVP and CFO at Western Union, with expertise in global operations and M&A strategy. | |
Richard J. Marano Executive | President, Global Components | None | Appointed in October 2023, with over 30 years at ARW, previously serving as President, Americas Components. | |
Sean J. Kerins Executive | President and Chief Executive Officer (CEO) | None | CEO since June 2022, with 17 years at ARW in roles such as COO and President of Global Enterprise Computing Solutions. | View Report → |
Andrew C. Kerin Board | Independent Director | CEO of Towne Park | Director since 2010, with over 30 years of leadership experience in the service industry, including roles at Aramark and The Brickman Group. | |
Carol P. Lowe Board | Independent Director | Director at EMCOR Group, Novolex, and Duravant; Member of Fuqua School of Business Board of Visitors | Director since 2021, with prior CFO roles at FLIR Systems and Sealed Air, and expertise in financial reporting, internal controls, and sustainability disclosures. | |
Fabian T. Garcia Board | Independent Director | None | Director since 2021, with leadership experience at Unilever, Revlon, and Colgate-Palmolive, and expertise in global business strategy and innovation. | |
Gail E. Hamilton Board | Independent Director | Director at OpenText Corporation | Director since 2008, with prior executive roles at Symantec and Compaq, and expertise in cybersecurity, business planning, and acquisitions. | |
Gerry P. Smith Board | Independent Director | CEO and Director at The ODP Corporation; Advisory Board Member at Zero100 | Director since 2020, with over 25 years of experience in the technology industry, including leadership roles at Lenovo and Dell. | |
Lawrence (Liren) Chen Board | Independent Director | President, CEO, and Board Member at InterDigital, Inc.; Member of U.S. Chamber of Commerce China Advisory Committee; Member of USPTO Council for Inclusive Innovation | Director since December 2024, with expertise in intellectual property, technology licensing, and global business strategy, developed through roles at InterDigital and Qualcomm. | |
Mary T. McDowell Board | Independent Director | Director at Autodesk, Inc. and The Informa Group plc | Director since 2023, with extensive leadership experience in the technology industry, including roles at Autodesk and Informa. | |
Michael D. Hayford Board | Independent Director | None | Director since 2024, with prior roles as CEO of NCR Corporation and expertise in technology, payments, and financial services. | |
Steven H. Gunby Board | Chair of the Board of Directors | President, CEO, and Director at FTI Consulting, Inc. | Chair of the Board since February 2025, with extensive leadership experience as CEO of FTI Consulting and expertise in operational and cultural transformations. | |
William F. Austen Board | Independent Director | None | Director since 2020, with prior experience as CEO of Bemis Company, Inc., and expertise in global manufacturing and M&A. |
Research analysts who have asked questions during ARROW ELECTRONICS earnings calls.
William Stein
Truist Securities
4 questions for ARW
Joseph Quatrochi
Wells Fargo Securities, LLC
3 questions for ARW
Ruplu Bhattacharya
Bank of America
3 questions for ARW
Melissa Dailey Fairbanks
Raymond James Financial, Inc.
2 questions for ARW
Joe Quatrochi
Wells Fargo
1 question for ARW
Joseph Lehman
Bank of America
1 question for ARW
Matthew Sheerin
Stifel
1 question for ARW
Toshiya Hari
Goldman Sachs Group, Inc.
1 question for ARW
Recent press releases and 8-K filings for ARW.
- Arrow Electronics reported Q3 2025 revenue of $7.7 billion, an increase of 13% year-over-year, and non-GAAP diluted EPS of $2.41, both exceeding guidance. For Q4 2025, the company expects sales to be between $7.8 billion and $8.4 billion and non-GAAP diluted EPS between $3.44 and $3.64.
- The Global Enterprise Computing Solutions (ECS) segment incurred a $21 million charge in Q3 2025, primarily due to lower profit expectations on underperforming multi-year strategic outsourcing contracts. This charge reduced consolidated non-GAAP gross margin by 30 basis points and non-GAAP diluted EPS by $0.31.
- Bill Austin has been appointed as the Interim President and CEO of Arrow Electronics, effective Q3 2025. He stated he is not a candidate for the permanent CEO role, and a search firm has been selected to find a successor.
- The company observes a gradual recovery in the market, with leading indicators in Global Components remaining robust, and anticipates this measured pace to continue into 2026.
- Arrow Electronics reported consolidated sales of $7.713 billion for the third quarter of 2025, marking a 13% increase year over year.
- GAAP diluted earnings per share (EPS) reached $2.09 and non-GAAP diluted EPS were $2.41 for Q3 2025, both surpassing the high end of guidance.
- Global components sales grew 12% year over year to $5.556 billion , and Global Enterprise Computing Solutions (ECS) sales increased 15% to $2.156 billion. However, Global ECS operating income decreased 16% year over year due to $21 million in charges from underperforming multi-year contracts.
- The company provided a fourth-quarter 2025 outlook, projecting consolidated sales between $7.80 billion and $8.40 billion and non-GAAP diluted EPS from $3.44 to $3.64.
- Bill Austen is currently serving as Arrow's interim president and chief executive officer.
- Arrow Electronics reported consolidated sales of $7.7 billion and diluted earnings per share of $2.41 for Q3 2025.
- The company provided Q4 2025 guidance, anticipating consolidated sales between $7.80 billion and $8.40 billion and non-GAAP diluted earnings per share from $3.44 to $3.64.
- The Global Components segment is experiencing early stages of a modest cyclical upturn, with book-to-bill remaining above parity in all regions and backlog growing for three consecutive quarters.
- Enterprise Computing Solutions (ECS) sales are driven by secular trends in AI, hybrid cloud, and cybersecurity, with backlog remaining 70%+ higher year over year from recurring, multi-year revenue.
- Arrow Electronics reported Q3 2025 consolidated sales of $7.713 billion, representing a 13% increase year over year.
- For Q3 2025, diluted earnings per share (EPS) were $2.09, and non-GAAP diluted EPS reached $2.41, both surpassing the high end of guidance.
- Global components sales for Q3 2025 were $5.556 billion, an increase of 12% year over year, while Global Enterprise Computing Solutions (ECS) sales were $2.156 billion, up 15% year over year. Global ECS operating income decreased due to $21 million in charges on underperforming multi-year contracts.
- The company provided a Q4 2025 outlook with consolidated sales projected between $7.80 billion and $8.40 billion, and non-GAAP diluted EPS expected to be between $3.44 and $3.64.
- Arrow Electronics reported Q2 2025 consolidated sales of $7.6 billion, a 10% increase year-over-year, and non-GAAP diluted EPS of $2.43, both exceeding guidance.
- The company issued Q3 2025 sales guidance between $7.3 billion and $7.9 billion and non-GAAP diluted EPS guidance between $2.16 and $2.36.
- The Global Components segment achieved year-over-year growth for the first time since 2022, with book-to-bill ratios above parity and improved backlog.
- The Enterprise Computing Solutions (ECS) segment delivered double-digit year-over-year growth in billings and gross profit, with backlog growth exceeding 50% year-over-year.
- Arrow repurchased $50 million of shares in Q2 2025 and improved its inventory turns to the highest rate in over two years.
- On June 27, 2025, Arrow Electronics, Inc. (ARW) entered into a Fifth Amended and Restated Credit Agreement with lenders and JPMorgan Chase Bank, N.A. as administrative agent.
- This agreement provides for extensions of credit in the aggregate amount of up to $2,000,000,000, consisting of revolving credit facilities and letters of credit.
- The maturity date of the credit agreement has been extended to June 27, 2030.
- The agreement was amended to, among other things, add a step-up provision temporarily raising the maximum permitted leverage ratio in the event of certain material acquisitions, and modify certain conditions, covenants, and financial definitions.
- Semiconductor cycle recovery: The CEO noted that the inventory correction is largely behind Arrow, with backlog building out and normalized lead times supporting an improving cyclical recovery.
- Competitive advantages and strategic focus: Arrow emphasized its global supply chain, engineering leadership, and value-added services, including IP, engineering, and integration services, as key factors for driving above-market growth.
- ECS segment performance and recurring revenue: In the ECS segment, recurring revenue now approaches one-third of total billings, reflecting stability in operating margins and a strategic shift towards cloud and infrastructure software.
- Amended and Restated By-Laws were adopted effective May 6, 2025 to enhance guidelines for shareholder nominations and meeting procedures.
- At the Annual Meeting, shareholders voted on key proposals, including the election of 10 directors, the ratification of Ernst & Young LLP as the independent auditor, and advisory votes on executive compensation and changes to voting standards.
- Arrow Electronics exceeded Q1 2025 guidance with consolidated sales of $6.8 billion (6,814 million) and a non‑GAAP EPS of $1.80, surpassing high‑end estimates .
- Delivered solid operating performance with non‑GAAP operating income of $179 million, a non‑GAAP gross margin of 11.3%, along with $95 million in net income and a 2.6% operating margin .
- Global ECS sales surged with an 18% YoY increase and strong regional performance in Americas, APAC, and EMEA, despite an ~8% YoY decline in Global Components sales .
- Generated approximately $350 million in operating cash flow while executing a $50 million share repurchase and reducing net working capital and gross debt .
- Q2 guidance projects revenue between $6.7 billion and $7.3 billion, including an expected 2-4 percentage point tariff-related uplift and improvements in backlog and inventory normalization .