NYSE$ARW

Arrow Electronics Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Arrow Electronics reported fourth-quarter and full-year results for 2024, with sales and earnings per share exceeding the high end of guidance.

Arrow Electronics reported Q4 2024 results, with sales decreasing by 7% year-over-year but exceeding original expectations. EPS was reported at $1.86 and non-GAAP EPS at $2.97, both above the high end of guidance.

  • Fourth-quarter sales were above the high end of guidance.
  • Fourth-quarter earnings per share of $1.86 and non-GAAP earnings per share of $2.97, both above the high end of guidance.
  • Global components business saw incremental improvement in key leading indicators, with all three regions finishing in line with or better than typical seasonal patterns.
  • Enterprise computing solutions delivered year-over-year billings, gross profit, and operating income growth.

Headline financials

Total Revenue

$7.28B

Previous: $7.85B-7.2%
EPS (adj)

$2.97

Previous: $3.98-25.4%
Share Repurchase Program

$50.8M

No prior period
Cash Flow from Operations

$326M

No prior period
Capital Expenditures

-$22.5M

Previous: -$25.5M+11.6%
Net Income

$99.2M

Previous: $196M-49.4%
Operating Income

$195M

Previous: $317M-38.4%
Gross Profit

$803M

Previous: $990M-18.8%

Revenue & EPS history

Arrow Electronics · Revenue · Quarterly

$7.28B

Q4 2024-7.2%vs Q4 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Arrow Electronics · $9.27B total across 2 segments · Q3 2022

  • Global Components
    $7.3B
  • Global ECS
    $1.97B

Forward guidance

Arrow Electronics provided its outlook for the first quarter of 2025, including sales and earnings per share estimates.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.7%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+1.2%

Avg return

30 days after

63%

42 / 67 earnings

Positive

+12.4%

Q4 2025

Best reaction

-10.9%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%+4.8%+14.0%
Q4 2025+12.4%+11.8%-1.9%
Q3 2025-2.4%-3.9%-7.0%
Q1 2025+1.5%+3.3%+6.3%
Q4 2024-4.5%-6.4%-4.8%
Q3 2024-10.9%-12.5%-11.5%
Q2 2024+1.7%+0.8%+9.2%
Q1 2024+0.0%+1.7%+5.2%
Q4 2023+2.1%+0.8%+10.1%
Q3 2023+6.4%+4.7%+5.2%
Q2 2023-10.9%-9.8%-5.3%
Q1 2023+3.2%+1.6%+11.1%
Q4 2022+10.1%+9.1%-0.1%
Q3 2022+3.9%+5.9%+6.4%
Q2 2022-8.8%-15.1%-19.1%
Q1 2022+0.2%-0.7%-2.2%
Q4 2021-2.3%-1.2%-7.8%
Q3 2021+2.8%+1.0%+2.8%
Q2 2021-0.6%-1.2%-1.5%
Q1 2021+4.0%+2.1%+8.0%
Q4 2020+0.5%+3.8%+1.4%
Q3 2020+1.8%+6.0%+21.5%
Q2 2020+4.3%+7.2%+13.4%
Q1 2020+0.6%-1.0%+11.4%
Q4 2019-1.3%-0.4%-13.6%
Q3 2019+3.7%+5.6%+1.8%
Q2 2019-3.0%-6.6%-4.7%
Q1 2019-8.8%-12.1%-25.0%
Q4 2018+2.7%+4.6%-0.0%
Q3 2018+10.7%+9.9%+13.7%
Q2 2018+1.3%+1.5%+2.5%
Q1 2018-1.4%-0.4%-0.0%
Q4 2017+0.6%-3.9%-0.1%
Q3 2017-4.8%-4.5%-3.6%
Q2 2017-2.2%-4.5%-3.0%
Q1 2017+6.2%+6.2%+6.1%
Q4 2016-3.1%-3.3%-2.0%
Q3 2016-1.6%+0.0%+11.7%
Q2 2016-3.5%-2.2%-1.5%
Q1 2016+0.4%
Q4 2015+7.1%
Q3 2015-5.6%
Q2 2015+10.6%
Q1 2015-0.8%
Q4 2014+2.7%
Q3 2014+2.4%
Q2 2014-3.1%
Q1 2014-2.3%
Q4 2013+0.5%
Q3 2013-1.0%
Q2 2013+5.7%
Q1 2013-5.4%
Q4 2012+0.4%
Q3 2012+6.9%
Q2 2012-3.2%
Q1 2012-6.8%
Q4 2011+1.5%
Q3 2011+12.0%
Q2 2011-7.9%
Q1 2010+3.1%
Q1 2011+1.8%
Q4 2008+6.4%
Q3 2009+0.9%
Q3 2010+0.9%
Q4 2009+2.7%
Q2 2010+2.7%
Q2 2009+2.7%

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