Arrow Electronics Beats Q3 2026 Estimates as Revenue Rises 39% to $10.72B

Arrow Electronics (ARW) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $10.72 billion, up 39% from a year earlier, above the $10.07 billion estimate, and adjusted EPS was $6.22, up 158% from a year earlier, above the $5.06 estimate.

Shares rose 3.6% in premarket trading as of 7:30 a.m. ET, to $209.99 from a $202.63 close.

Q3 2026 scorecard

By our calculation, revenue was $650.4 million above the estimate and adjusted EPS was $1.16 above it. The QoQ column compares with the previous quarter's revenue of $9.99 billion and adjusted EPS of $5.45. The YoY column compares with $7.71 billion and $2.41 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 8 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 7 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $7.71 billion, $8.75 billion, $9.47 billion, $9.99 billion and $10.72 billion.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $6.28 and revenue of $10.67 billion next quarter, based on 3 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 39% increase to $10.72 billion.
• Estimate record. Whether Arrow Electronics extends a record of beating EPS estimates in 8 of its last 8 reports.
• Related coverage. See our reports on MACOM Technology Solutions, Sphere Entertainment, Southern and Sonida Senior Living.

Sources: Results are from Arrow Electronics's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Arrow Electronics's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.