For the quarter ended March 2026, Arrow Electronics (ARW Quick QuoteARW - Free Report) reported revenue of $9.47 billion, up 39% over the same period last year. EPS came in at $5.22, compared to $1.80 in the year-ago quarter.

The reported revenue represents a surprise of +14.7% over the Zacks Consensus Estimate of $8.26 billion. With the consensus EPS estimate being $2.81, the EPS surprise was +85.55%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Components sales, as reported: $2.31 billion compared to the $1.95 billion average estimate based on two analysts. The reported number represents a change of +47.4% year over year.
• Geographic Revenue- Americas ECS sales as reported: $1.19 billion versus $898.53 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +30.2% change.
• Geographic Revenue- Asia components sales, as reported: $2.56 billion versus $2.4 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +37.1% change.
• Geographic Revenue- EMEA ECS sales as reported: $1.65 billion versus the two-analyst average estimate of $1.47 billion. The reported number represents a year-over-year change of +46.3%.
• Geographic Revenue- EMEA components sales, as reported: $1.77 billion compared to the $1.54 billion average estimate based on two analysts. The reported number represents a change of +31.7% year over year.
• Net Sales- Global ECS: $2.83 billion compared to the $2.37 billion average estimate based on two analysts. The reported number represents a change of +39.1% year over year.
• Net Sales- Global components: $6.64 billion compared to the $5.89 billion average estimate based on two analysts. The reported number represents a change of +39% year over year.

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

Shares of Arrow Electronics have returned +23.8% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.