ARROW ELECTRONICS, INC.
For the period ended Nov 5, 2026. Filed Nov 5, 2026.
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A notice of a major event between regular reports, such as results, a deal or a change of executives. It is often the first formal record of the news.
Nov 5, 2026 · Filed Nov 5, 2026
ARW$181.09+2.3%Stored close · as of Nov 6, 2026
Contents
EX-99.1 · SEGMENT INFORMATION
SEGMENT INFORMATION
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|---|---|---|---|---|---|---|---|---|
| · · Quarter Ended · · Nine Months Ended | ||||||||
| | | October 3, | | September 27, | | October 3, | | September 27, |
| | | 2026 | | 2025 | | 2026 | | 2025 |
| Sales: · · · · · · · · · · · · | ||||||||
| Global Components | | $7,942,592 | | $5,556,392 | | $21,948,552 | | $15,619,012 |
| Global ECS | | 2,775,147 | | 2,156,149 | | 8,234,972 | | 6,487,493 |
| Consolidated | | $10,717,739 | | $7,712,541 | | $30,183,524 | | $22,106,505 |
| Operating income: | | | | | | | | |
| Global Components (a) | | $413,032 | | $197,355 | | $1,172,826 | | $555,548 |
| Global ECS (b) | | 98,218 | | 63,744 | | 287,331 | | 238,027 |
| Segment operating income | | $511,250 | | $261,099 | | $1,460,157 | | $793,575 |
| Corporate operating expenses (c) | | (80,993) | | (82,092) | | (290,965) | | (265,429) |
| Consolidated | | $430,257 | | $179,007 | | $1,169,192 | | $528,146 |
| (a) | Global Components operating income includes $3.9 million and $9.2 million in inventory recoveries related to the wind down of a business for the third quarter and first nine months of 2026, respectively, and $2.0 million and $6.6 million in inventory recoveries related to the wind down of a business for the third quarter and first nine months of 2025, respectively. |
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| (b) | Global ECS operating income includes costs related to the underperformance of certain non-cancellable multi-year purchase obligations, where the quarterly fee was in excess of the margin realized, in the amount of $3.8 million and $52.1 million for the third quarter and first nine months of 2026, respectively, and $12.6 million and $18.3 million, for the third quarter and first nine months of 2025, respectively. |
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| (c) | Corporate unallocated operating expenses includes restructuring, integration, and other charges of $5.0 million and $65.8 million for the third quarter and first nine months of 2026, respectively, and $35.6 million and $74.9 million for the third quarter and first nine months of 2025, respectively. |
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