Arrow Electronics (ARW Quick QuoteARW - Free Report) reported $10.72 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 39%. EPS of $6.22 for the same period compares to $2.41 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $9.92 billion, representing a surprise of +8%. The company delivered an EPS surprise of +24.9%, with the consensus EPS estimate being $4.98.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $2.7 billion compared to the $2.52 billion average estimate based on two analysts. The reported number represents a change of +58.2% year over year.
• Geographic Revenue- Americas ECS sales as reported: $1.3 billion versus $987.2 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +27.3% change.
• Geographic Revenue- Asia components sales, as reported: $3.2 billion compared to the $3.18 billion average estimate based on two analysts. The reported number represents a change of +33.2% year over year.
• Geographic Revenue- EMEA ECS sales as reported: $1.47 billion compared to the $1.25 billion average estimate based on two analysts. The reported number represents a change of +30% year over year.
• Geographic Revenue- EMEA components sales, as reported: $2.04 billion versus the two-analyst average estimate of $1.99 billion. The reported number represents a year-over-year change of +41.1%.
• Net Sales- Global ECS: $2.78 billion compared to the $2.24 billion average estimate based on two analysts. The reported number represents a change of +28.7% year over year.
• Net Sales- Global components: $7.94 billion versus $7.68 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +43% change.
• Operating income (loss)- Global components, as reported: $413.03 million compared to the $360.34 million average estimate based on two analysts.
• Operating income (loss)- Corporate, as reported: $-80.99 million versus $-88.26 million estimated by two analysts on average.
• Operating income (loss)- Global ECS, as reported: $98.22 million compared to the $100.7 million average estimate based on two analysts.

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

Shares of Arrow Electronics have returned -12.7% over the past month versus the Zacks S&P 500 composite's -0.4% 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.