Arrow Electronics (ARW) Releases Q4 2025 Earnings: Revenue & EPS Beat; Operating Cash Flow Down, Liabilities Up

Arrow Electronics Inc. (ARW) reported fourth-quarter fiscal 2025 results with total revenue of $8.75 billion, up 20.1% year-over-year and above the consensus estimate of $8.24 billion. Diluted earnings per share were 3.75, rising 101.61% year-over-year and ahead of the estimate of 3.6012.

Gross profit: $1.01 billion (+25.6% YoY).

Operating profit: $294.1 million (+50.7% YoY).

Net income attributable to common shareholders: $194.6 million (+96.2% YoY).

Cost of sales: $7.74 billion (+19.4% YoY).

Cash from operating activities: $200.0 million (-38.8% YoY).

Capital expenditures (purchases of property, plant and equipment): $27.4 million (up 21.4% YoY).

Cash and cash equivalents: $306.5 million (+62.3% YoY).

Total liabilities: $22.42 billion (+40.8% YoY).

Key takeaways: Arrow delivered a revenue and EPS beat for Q4 2025, showed notable profit growth and margin improvement year-over-year, but operating cash flow declined significantly and liabilities increased materially. The company’s stronger profitability was accompanied by higher capital spending and a larger cash balance on the balance sheet.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Arrow Electronics Inc. Hedge Fund Activity

We have seen 218 institutional investors add shares of Arrow Electronics Inc. stock to their portfolio, and 267 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ACR ALPINE CAPITAL RESEARCH, LLC added 1,028,778 shares (+42.6%) to their portfolio in Q4 2025, for an estimated $113,350,760
AQR CAPITAL MANAGEMENT LLC added 871,585 shares (+37.7%) to their portfolio in Q3 2025, for an estimated $105,461,785
COOKE & BIELER LP removed 682,783 shares (-57.7%) from their portfolio in Q3 2025, for an estimated $82,616,743
OPPENHEIMER ASSET MANAGEMENT INC. removed 370,581 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $40,830,614
ENVESTNET ASSET MANAGEMENT INC added 303,942 shares (+197.2%) to their portfolio in Q3 2025, for an estimated $36,776,982
GOLDMAN SACHS GROUP INC removed 237,278 shares (-62.4%) from their portfolio in Q3 2025, for an estimated $28,710,638
DNB ASSET MANAGEMENT AS added 234,874 shares (+49.8%) to their portfolio in Q4 2025, for an estimated $25,878,417

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Arrow Electronics Inc. Government Contracts

We have seen $90,444,308 of award payments to $ARW over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

489 PALO ALTO LICENSES AND SUPPORT: $8,308,900
DELIVERY ORDER FOR KRONOS SOFTWARE, HARDWARE, AND MAINTENANCE: $6,210,463
BIGFIX SOFTWARE AND SUPPORT: $5,246,355
EXPERT SERVICES SUPPORT: $4,972,165
GOVTA LICENSES AND MAINTENANCE - DEPARTMENT OF HOMELAND SECURITY (DHS): $4,809,857

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Arrow Electronics Inc. Analyst Ratings

Wall Street analysts have issued reports on $ARW in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Wells Fargo issued a "Underweight" rating on 10/31/2025

To track analyst ratings and price targets for Arrow Electronics Inc., check out Quiver Quantitative's $ARW forecast page.