Arrow Electronics (ARW Quick QuoteARW - Free Report) reported $7.58 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 10%. EPS of $2.43 for the same period compares to $2.78 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $7.14 billion, representing a surprise of +6.16%. The company delivered an EPS surprise of +19.7%, with the consensus EPS estimate being $2.03.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Arrow Electronics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Geographic Revenue- Americas: $2.76 billion versus $2.57 billion estimated by two analysts on average.
• Geographic Revenue- Americas Components sales, as reported: $1.71 billion versus the two-analyst average estimate of $1.65 billion. The reported number represents a year-over-year change of +8.6%.
• Geographic Revenue- EMEA: $2.67 billion compared to the $2.56 billion average estimate based on two analysts.
• Geographic Revenue- EMEA ECS sales as reported: $1.24 billion versus the two-analyst average estimate of $1.09 billion. The reported number represents a year-over-year change of +38.5%.
• Geographic Revenue- EMEA components sales, as reported: $1.43 billion versus $1.38 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.9% change.
• Geographic Revenue- Asia components sales, as reported: $2.15 billion versus the two-analyst average estimate of $1.96 billion. The reported number represents a year-over-year change of +6.5%.
• Geographic Revenue- Americas ECS sales as reported: $1.05 billion compared to the $947.15 million average estimate based on two analysts. The reported number represents a change of +9.2% year over year.
• Geographic Revenue- Asia Pacific: $2.15 billion versus $2.04 billion estimated by two analysts on average.
• Net Sales- Global ECS: $2.3 billion versus the three-analyst average estimate of $2.06 billion. The reported number represents a year-over-year change of +23.3%.
• Net Sales- Global components: $5.28 billion compared to the $5.08 billion average estimate based on three analysts. The reported number represents a change of +5% year over year.
• Global ECS non-GAAP operating income: $98 million compared to the $78.5 million average estimate based on two analysts.
• Global components non-GAAP operating income: $189 million versus the two-analyst average estimate of $183.25 million.

View all Key Company Metrics for Arrow Electronics here>>>

Shares of Arrow Electronics have returned -1.6% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.