Arrow Electronics released Q2 2025 results, with revenue hitting $7.58 billion, up 10% YoY, and key metrics exceeding expectations.
CEO Sean Kerins stated: "Consolidated revenue, segment revenue and EPS all surpassed our guidance." The report pleased management, with both core businesses—components and enterprise computing solutions (ECS)—growing.
Component business performed steadily: Q2 global sales exceeded guidance, up 5% YoY (3% at constant currency). By region, Americas rose 9% YoY; APAC 6%; EMEA fell 1% YoY (6% at constant currency). Kerins noted: "Asia drives momentum, with all three regions growing sequentially; leading indicators show a mild cyclical recovery."
ECS business surged: Q2 sales beat guidance, up 23% YoY (20% at constant currency), with global billings rising 15% YoY. EMEA led with 39% YoY growth (31% at constant currency); Americas 9% YoY. Kerins added: "ECS saw higher billings and gross profit; IT-as-a-service backlog and Arrowsphere adoption grew, advancing our focus on high-growth enterprise IT trends."
Arrow forecasts Q3 consolidated sales of $7.3–$7.9 billion, with components at $5.3–$5.7 billion and ECS at $2–$2.2 billion.
ICgoodFind: Arrow’s strong Q2, with dual-business growth, reflects industry vitality; global component market recovery is notable.
