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Arrow Electronics ARW Global Ecs — Cost Of Revenue

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Other financials

Income statement

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Revenue$10.0B+31.8%
Gross profit$1.1B+32.6%
Operating income$377.3M+98.0%
Net income$272.7M+45.3%
EPS (diluted)$5.26+46.5%

Balance sheet

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Cash & equivalents$244.6M+10.2%
Total debt$2.2B-23.1%
Total equity$7.0B+10.6%
Total assets$38.4B+58.2%

Cash flow

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Operating cash flow$318.3M
CapEx$21.1M+13.5%
Free cash flow$297.2M

Valuation

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Market cap$11.6B+93.8%
Enterprise value$13.53B+57.6%
P/E14.3×+1.5×
P/S0.3×+0.1×

Profitability

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Gross margin11.3%0.0pp
Operating margin3.4%+0.8pp
Net margin2.3%+0.6pp
FCF margin3.6%

Returns & leverage

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Return on equity12.2%+4.4pp
Debt / equity0.3×-0.1×
Current ratio1.2×-0.2×

Where this comes from

Reported directly by Arrow Electronics in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The source filing: Arrow Electronics’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001104659-26-091983
(thousands)Quarter Ended / Global ComponentsQuarter Ended / Global ECSQuarter Ended / Total
Sales$$7,365,625$2,626,6129,992,237
Cost of sales6,509,1222,357,9068,867,028
Gross profit (a)856,503268,7061,125,209
Gross profit margin11.6%10.2%11.3%
Segment operating expenses (b)460,228183,331643,559
Segment operating income (a) (c)$$396,275$85,375481,650
Segment operating income margin5.4%3.3%4.8%
Reconciliation of segment operating income

Item 1. Financial Statements (Unaudited)

FAQ

What is Arrow Electronics's global ecs — cost of revenue?
Arrow Electronics (ARW) reported global ecs — cost of revenue of $2.36B in Q2 2026.
How has Arrow Electronics's global ecs — cost of revenue changed year-over-year?
Arrow Electronics's global ecs — cost of revenue increased by 15.7% year-over-year, from $2.04B to $2.36B.
What is the long-term trend for Arrow Electronics's global ecs — cost of revenue?
Over 3 years (2022 to 2025), Arrow Electronics's global ecs — cost of revenue has grown at a 3.8% compound annual growth rate (CAGR), from $7.4B to $8.29B.
What does global ecs — cost of revenue mean?
The direct costs attributable to the production and delivery of the enterprise computing solutions and services sold by the Global ECS segment. This includes the purchase price of hardware, software licensing fees, and direct labor costs associated with service delivery.

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