ARROW ELECTRONICS, INC., 10-K filed on 2/11/2026
Annual Report
v3.25.4
Document and Entity Information - USD ($)
12 Months Ended
Dec. 31, 2025
Feb. 03, 2026
Jun. 28, 2025
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Dec. 31, 2025    
Document Transition Report false    
Entity File Number 1-4482    
Entity Registrant Name ARROW ELECTRONICS, INC.    
Entity Incorporation, State or Country Code NY    
Entity Tax Identification Number 11-1806155    
Entity Address, Address Line One 9151 East Panorama Circle    
Entity Address, City or Town Centennial    
Entity Address, State or Province CO    
Entity Address, Postal Zip Code 80112    
City Area Code 303    
Local Phone Number 824-4000    
Title of 12(b) Security Common Stock, $1 par value    
Trading Symbol ARW    
Security Exchange Name NYSE    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document financial statement error correction false    
Entity Shell Company false    
Entity Public Float     $ 6,525,264,346
Entity Common Stock, Shares Outstanding   51,086,165  
Entity Central Index Key 0000007536    
Current Fiscal Year End Date --12-31    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Amendment Flag false    
Documents Incorporated by Reference The definitive proxy statement related to the registrant’s 2025 Annual Meeting of Shareholders, is incorporated by reference in Part III to the extent described therein. The definitive proxy statement will be filed with the U.S. Securities and Exchange Commission within 120 days after the end of December 31, 2025    
v3.25.4
Audit Information
12 Months Ended
Dec. 31, 2025
Audit Information [Abstract]  
Auditor Name Ernst & Young LLP
Auditor Location Denver, Colorado
Auditor Firm ID 42
v3.25.4
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
CONSOLIDATED STATEMENTS OF OPERATIONS      
Sales $ 30,852,935 $ 27,923,324 $ 33,107,120
Cost of sales 27,386,216 24,630,916 28,958,102
Gross profit 3,466,719 3,292,408 4,149,018
Operating expenses:      
Selling, general, and administrative 2,390,627 2,217,940 2,412,822
Depreciation and amortization 137,750 162,994 181,116
Restructuring, integration, and other 116,119 142,917 83,916
Total operating expenses 2,644,496 2,523,851 2,677,854
Operating income 822,223 768,557 1,471,164
Equity in earnings of affiliated companies 3,198 1,368 6,407
Gain (loss) on investments, net 109,888 (4,830) 19,284
Loss on extinguishment of debt 0 (1,657) 0
Post-retirement expense, net (2,277) (4,285) (3,777)
Interest and other financing expense, net (215,104) (269,834) (328,724)
Income before income taxes 717,928 489,319 1,164,354
Provision for income taxes 148,234 95,812 254,991
Consolidated net income 569,694 393,507 909,363
Noncontrolling interests (1,572) 1,433 5,858
Net income attributable to shareholders $ 571,266 $ 392,074 $ 903,505
Net income per share:      
Basic (in dollars per share) $ 11.03 $ 7.36 $ 16.03
Diluted (in dollars per share) $ 10.93 $ 7.29 $ 15.84
Weighted-average shares outstanding:      
Basic (in shares) 51,804 53,282 56,359
Diluted (in shares) 52,255 53,797 57,035
v3.25.4
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME      
Consolidated net income $ 569,694 $ 393,507 $ 909,363
Other comprehensive income (loss):      
Foreign currency translation adjustment and other, net of taxes 403,602 (225,564) 74,800
(Loss) gain on foreign exchange contracts designated as net investment hedges, net of taxes (11,728) 7,859 (7,952)
(Loss) gain on interest rate swaps designated as cash flow hedges, net of taxes (1,706) (1,137) 2,783
Post-retirement expense items, net of taxes (2,209) 4,854 (1,277)
Other comprehensive income (loss) 387,959 (213,988) 68,354
Comprehensive income 957,653 179,519 977,717
Less: Comprehensive income (loss) attributable to noncontrolling interests 3,758 (1,325) 6,989
Comprehensive income attributable to shareholders $ 953,895 $ 180,844 $ 970,728
v3.25.4
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
ASSETS    
Cash and cash equivalents $ 306,467 $ 188,807
Accounts receivable, net 19,738,666 13,030,991
Inventories 5,081,863 4,709,706
Other current assets 533,035 471,909
Total current assets 25,660,031 18,401,413
Property, plant, and equipment, at cost:    
Land 5,691 5,691
Buildings and improvements 199,433 194,061
Machinery and equipment 1,715,415 1,623,228
Property, plant, and equipment, gross 1,920,539 1,822,980
Less: Accumulated depreciation and amortization (1,445,889) (1,353,720)
Property, plant, and equipment, net 474,650 469,260
Investments in affiliated companies 59,315 57,299
Intangible assets, net 77,022 96,706
Goodwill 2,120,071 2,055,295
Other assets 687,049 677,734
Total assets 29,078,138 21,757,707
LIABILITIES AND EQUITY    
Accounts payable 17,383,796 11,047,470
Accrued expenses 1,461,261 1,238,714
Short-term borrowings, including current portion of long-term debt 341 349,978
Total current liabilities 18,845,398 12,636,162
Long-term debt 3,084,715 2,773,783
Other liabilities 489,326 516,234
Contingencies (Note 15)
Equity:    
Common stock, par value $1: Authorized - 160,000 shares in both 2025 and 2024 Issued - 55,838 and 55,592 shares in 2025 and 2024, respectively 55,838 55,592
Capital in excess of par value 586,993 562,080
Treasury stock (4,768 and 3,420 shares in 2025 and 2024, respectively), at cost (483,571) (328,078)
Retained earnings 6,552,092 5,980,826
Accumulated other comprehensive loss (126,640) (509,269)
Total shareholders' equity 6,584,712 5,761,151
Noncontrolling interests 73,987 70,377
Total equity 6,658,699 5,831,528
Total liabilities and equity $ 29,078,138 $ 21,757,707
v3.25.4
CONSOLIDATED BALANCE SHEETS (Parenthetical) - $ / shares
shares in Thousands
Dec. 31, 2025
Dec. 31, 2024
CONSOLIDATED BALANCE SHEETS    
Common stock, par value $ 1 $ 1
Common stock, shares authorized 160,000 160,000
Common stock, shares issued 55,838 55,592
Treasury stock, shares 4,768 3,420
v3.25.4
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Cash flows from operating activities:      
Consolidated net income $ 569,694 $ 393,507 $ 909,363
Adjustments to reconcile consolidated net income to net cash provided by operations:      
Depreciation and amortization 137,750 162,994 181,116
Amortization of stock-based compensation 27,883 34,631 41,569
Equity in earnings of affiliated companies (3,198) (1,368) (6,407)
Deferred income taxes (36,182) (99,866) (93,980)
Loss on extinguishment of debt 0 1,657 0
(Gain) loss on investments, net (110,269) 5,068 (10,822)
Other 351 5,520 20,946
Change in assets and liabilities, net of effects of acquired businesses:      
Accounts receivable, net (6,342,006) (1,013,091) 189,425
Inventories (286,180) 421,063 139,313
Accounts payable 6,107,791 1,092,488 (457,382)
Accrued expenses 60,415 (140,871) 38,601
Other assets and liabilities (62,000) 268,681 (246,293)
Net cash provided by operating activities 64,049 1,130,413 705,449
Cash flows from investing activities:      
Acquisition of property, plant, and equipment (101,254) (92,703) (83,285)
Proceeds from sale of property, plant, and equipment 0 5,157 0
Cash consideration paid for acquired businesses, net of cash acquired 0 (34,834) 0
Proceeds from settlement of net investment hedges 24,858 10,635 10,725
Proceeds from sale of investments in equity securities 100,000 0 0
Other 0 17,303 237
Net cash provided by (used for) investing activities 23,604 (94,442) (72,323)
Cash flows from financing activities:      
Change in short-term and other borrowings (592) (1,155,909) 866,012
Proceeds from (repayments of) long-term bank borrowings, net 302,820 470,347 (1,031,881)
Redemption of notes (350,000) (1,000,000) (300,000)
Net proceeds from note offering 0 989,564 496,268
Proceeds from exercise of stock options 3,452 5,354 17,010
Repurchases of common stock (161,669) (265,142) (770,200)
Settlement of forward-starting interest rate swap 0 0 56,711
Other (148) (1,041) (142)
Net cash used for financing activities (206,137) (956,827) (666,222)
Effect of exchange rate changes on cash 236,144 (108,390) 74,234
Net increase (decrease) in cash and cash equivalents 117,660 (29,246) 41,138
Cash and cash equivalents at beginning of year 188,807 218,053 176,915
Cash and cash equivalents at end of year $ 306,467 $ 188,807 $ 218,053
v3.25.4
CONSOLIDATED STATEMENTS OF EQUITY - USD ($)
$ in Thousands
Common Stock at Par Value
Capital in Excess of Par Value
Treasury Stock
Retained Earnings
Accumulated Other Comprehensive Loss
Noncontrolling Interests
Total
Balance at Dec. 31, 2022 $ 125,424 $ 1,208,708 $ (4,637,345) $ 9,214,832 $ (365,262) $ 64,996 $ 5,611,353
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Consolidated net income 0 0 0 903,505 0 5,858 909,363
Other comprehensive income (loss) 0 0 0 0 67,223 1,131 68,354
Amortization of stock-based compensation 0 41,569 0 0 0 0 41,569
Shares issued for stock-based compensation awards 0 (38,536) 55,546 0 0 0 17,010
Repurchases of common stock 0 0 (770,200) 0 0 0 (770,200)
Retirement of treasury stock (67,733) (658,401) 5,054,254 (4,328,120) 0 0 0
Distributions 0 0 0 0 0 (142) (142)
Balance at Dec. 31, 2023 57,691 553,340 (297,745) 5,790,217 (298,039) 71,843 5,877,307
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Consolidated net income 0 0 0 392,074 0 1,433 393,507
Other comprehensive income (loss) 0 0 0 0 (211,230) (2,758) (213,988)
Amortization of stock-based compensation 0 34,631 0 0 0 0 34,631
Shares issued for stock-based compensation awards 375 (993) 5,972 0 0 0 5,354
Repurchases of common stock 0 0 (265,142) 0 0 0 (265,142)
Retirement of treasury stock (2,474) (24,898) 228,837 (201,465) 0 0 0
Distributions 0 0 0 0 0 (141) (141)
Balance at Dec. 31, 2024 55,592 562,080 (328,078) 5,980,826 (509,269) 70,377 5,831,528
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Consolidated net income 0 0 0 571,266 0 (1,572) 569,694
Other comprehensive income (loss) 0 0 0 0 382,629 5,330 387,959
Amortization of stock-based compensation 0 27,883 0 0 0 0 27,883
Shares issued for stock-based compensation awards 246 (2,970) 6,176 0 0 0 3,452
Repurchases of common stock 0 0 (161,669) 0 0 0 (161,669)
Distributions 0 0 0 0 0 (148) (148)
Balance at Dec. 31, 2025 $ 55,838 $ 586,993 $ (483,571) $ 6,552,092 $ (126,640) $ 73,987 $ 6,658,699
v3.25.4
Summary of Significant Accounting Policies
12 Months Ended
Dec. 31, 2025
Summary of Significant Accounting Policies  
Summary of Significant Accounting Policies

1. Summary of Significant Accounting Policies

Principles of Consolidation

The consolidated financial statements of Arrow Electronics, Inc. (the “company” or “Arrow”) include the accounts of the company, its majority-owned subsidiaries, and Arrow EMEA Funding Corp B.V. (see Note 4). All significant intercompany transactions are eliminated.

Use of Estimates

The preparation of financial statements in conformity with GAAP in the United States requires the company to make significant estimates and assumptions that affect the amounts reported in the consolidated financial statements and accompanying notes. Actual results could differ from those estimates.

Cash and Cash Equivalents

Cash equivalents consist of highly liquid investments, which are readily convertible into cash, with original maturities of three months or less.

Trade Accounts Receivable

Trade accounts receivable are reported at amortized cost, net of the allowance for credit losses in the consolidated balance sheets. The allowance for credit losses is a valuation account that is deducted from the receivables’ amortized cost basis to present the net amount expected to be collected. Receivables are written off against the allowance when management believes the receivable balance is confirmed to be uncollectible.

Management estimates the allowance for credit losses using relevant available information about expected credit losses and an age-based reserve model. Inputs to the model include information about historical credit losses, customer credit ratings, past events, current conditions, and reasonable and supportable forecasts. Adjustments to historical loss information are made for differences in current receivable-specific risk characteristics such as changes in the economic and industry environment, or other relevant factors.

Expected credit losses are estimated on a collective (pool) basis, when similar risk characteristics exist, based on customer credit ratings, which include both externally acquired as well as internally determined credit ratings. Receivables that do not share risk characteristics are evaluated on an individual basis.

Inventories

Inventories are stated at the lower of cost or net realizable value. Cost is determined on a moving average cost basis, which approximates the first-in, first-out method. Substantially all inventories represent finished goods held for sale.

Property, Plant, and Equipment

Property, plant, and equipment are stated at cost. Depreciation is computed using the straight-line method over the estimated useful lives of the assets. The estimated useful lives for depreciation of buildings is generally 20 to 30 years, and the estimated useful lives of machinery and equipment is generally 3 to 10 years. Leasehold improvements are amortized over the shorter of the term of the related lease or the life of the improvement.

Software Development Costs

The company capitalizes certain internal and external costs incurred to acquire or create internal-use software. Capitalized software costs are amortized on a straight-line basis over the estimated useful life of the software, which is generally 3 to 12 years. At December 31, 2025 and 2024, the company had unamortized software development costs of $184.4 million and $195.0 million, respectively, which are included in “Machinery and equipment” in the company’s consolidated balance sheets.

Identifiable Intangible and Long-lived Assets

Amortization of definite-lived intangible assets is computed using the straight-line method over the estimated useful lives of the assets. Identifiable intangible and long-lived assets are reviewed for impairment whenever events or changes in circumstances indicate that the carrying amounts may not be recoverable. The company assesses the recoverability of long-lived assets with definite lives at the asset group level. Asset groups are determined based upon the lowest level for which identifiable cash flows are largely independent of the cash flows of other assets and liabilities. If the carrying value of an asset group cannot be recovered from estimated future cash flows, undiscounted and without interest, the fair value of the asset is calculated using the present value of estimated net future cash flows. If the fair value is less than the carrying amount of the asset, a loss is recognized for the difference, subject to the limitation of individual asset fair values within the group.

Investments

Investments are accounted for using the equity method if the investment provides the company the ability to exercise significant influence, but not control, over an investee. Significant influence is generally deemed to exist if the company has an ownership interest in the voting stock of the investee between 20% and 50%, although other factors, such as representation on the investee’s Board of Directors, are considered in determining whether the equity method is appropriate. The company records its investments in equity method investees meeting these characteristics as “Equity in earnings of affiliated companies” in the company’s consolidated statements of operations and “Investments in affiliated companies” in the company’s consolidated balance sheets.

Equity investments for which the company does not possess the ability to exercise significant influence are measured at fair value using quoted market prices, and are included in “Other assets” in the company’s consolidated balance sheets. Changes in fair value are recorded in “Gain (loss) on investments, net” in the company’s consolidated statements of operations.

Goodwill

Goodwill represents the excess of the cost of an acquisition over the fair value of the net assets acquired. The company tests goodwill for impairment annually as of the first day of the fourth quarter and/or when an event occurs or circumstances change such that it is more likely than not that an impairment may exist. Examples of such events and circumstances that the company would consider include the following:

macroeconomic conditions such as deterioration in general economic conditions, limitations on accessing capital, fluctuations in foreign exchange rates, or other developments in equity and credit markets;
industry and market considerations such as a deterioration in the environment in which the company operates, an increased competitive environment, a decline in market-dependent multiples or metrics (considered in both absolute terms and relative to peers), a change in the market for the company’s products or services, or a regulatory or political development;
cost factors such as increases in inventory, labor, or other costs that have a negative effect on earnings and cash flows;
overall financial performance such as negative or declining cash flows or a decline in actual or planned revenue or earnings compared with actual and projected results of relevant prior periods;
other relevant entity-specific events such as changes in management, key personnel, strategy, or customers, contemplation of bankruptcy, or litigation;
events affecting a reporting unit such as a change in the composition or carrying amount of its net assets, a more likely than not expectation of selling or disposing all, or a portion, of a reporting unit, the testing for recoverability of a significant asset group within a reporting unit, or recognition of a goodwill impairment loss in the financial statements of a subsidiary that is a component of a reporting unit; and
a sustained decrease in share price (considered in both absolute terms and relative to peers).

Goodwill is tested at a level of reporting referred to as the reporting unit. Below is a list of the company’s reporting units and the respective allocation of goodwill:

  ​ ​ ​

(thousands)

2025

Americas Components

$

565,472

EMEA Components

 

127,598

Asia/Pacific Components (a)

-

eInfochips

225,992

Americas ECS

781,202

EMEA ECS

419,807

Consolidated

$

2,120,071

(a) Within global components, the Asia/Pacific reporting unit’s goodwill was previously fully impaired.

The company performs a quantitative goodwill impairment test annually and this test is used to both identify and measure impairment by comparing the fair value of a reporting unit with its carrying amount, including goodwill. If the carrying amount of the reporting unit is less than its fair value, no impairment exists. If the carrying amount of a reporting unit exceeds its fair value, an impairment loss shall be recognized in an amount equal to that excess, limited to the total amount of goodwill allocated to that reporting unit.

The company estimates the fair value of a reporting unit using the income approach. For the purposes of the income approach, fair value is determined based on the present value of estimated future cash flows, discounted at an appropriate risk-adjusted rate. The assumptions included in the income approach include forecasted revenues, gross profit margins, operating income margins, working capital, perpetual growth rates, income tax rates, and long-term discount rates, among others, all of which require significant judgments by management. Actual results may differ from those assumed in the company’s forecasts. The company also reconciles its discounted cash flow analysis to its current market capitalization allowing for a reasonable control premium. As of the first day of the fourth quarters of 2025, 2024, and 2023, the company’s annual impairment testing did not indicate impairment of any of the company’s reporting units.

As of the date of the company’s 2025 annual impairment test, the fair value of all reporting units exceeded their carrying values by more than 20%. Discount rates are one of the more significant assumptions used in the income approach. If the company increased the discount rates used by 100 basis points, the fair value of all reporting units would still exceed their carrying values by more than 11%.

A decline in general economic conditions or global equity valuations could impact the judgments and assumptions about the fair value of the company’s businesses, and the company could be required to record an impairment charge in the future, which could impact the company’s consolidated balance sheets, as well as the company’s consolidated statements of operations. If the company were required to recognize an impairment charge in the future, the charge would not impact the company’s consolidated cash flows, current liquidity, capital resources, or covenants under its existing revolving credit facility, North American asset securitization program, other outstanding borrowings, and EMEA asset securitization program.

Leases

The company determines if a contract contains a lease at inception based on whether it conveys the right to control the use of an identified asset. Substantially all of the company’s leases are classified as operating leases. The company records operating lease right-of-use assets within “Other assets” and lease liabilities are recorded within “Other liabilities” and “Accrued expenses” in the consolidated balance sheets. Lease expenses are recorded within “Selling, general, and administrative” in the consolidated statements of operations. Operating lease payments are presented within “Cash flows from operating activities” in the consolidated statements of cash flows.

Operating lease right-of-use assets and lease liabilities are recognized based on the net present value of future minimum lease payments over the lease term starting on the commencement date. The company generally is not able to determine the rate implicit in its leases and, as such, applies an incremental borrowing rate based on the company’s cost of borrowing for the relevant terms of each lease. Lease expense for minimum lease payments is recognized on a straight-line basis over the lease term. Lease terms may include an option to extend or terminate a lease if it is reasonably certain that the company will exercise such options. The company does not separate lease components from non-lease components, and also has elected not to record a right-of-use asset or lease liability for leases which, at inception, have a term of twelve months or less. Variable lease payments are recognized in the period in which the obligation for those payments is incurred.

Foreign Currency Translation and Remeasurement

The assets and liabilities of international operations are translated at the exchange rates in effect at the balance sheet date. Revenue and expense accounts are translated at the monthly average exchange rates. Adjustments arising from the translation of the foreign currency financial statements of the company’s international operations are reported as a component of “Accumulated other comprehensive loss” in the company’s consolidated balance sheets.

For foreign currency remeasurement from each local currency into the appropriate functional currency, monetary assets and liabilities are remeasured to functional currencies using current exchange rates in effect at the balance sheet date. Gains or losses from these remeasurements were not significant and have been included in the company’s consolidated statements of operations. Non-monetary assets and liabilities are recorded at historical exchange rates. Transactions denominated in currencies other than the applicable functional currency are converted to the functional currency at the exchange rate on the transaction date.

Income Taxes

Income taxes are accounted for under the liability method, which requires the recognition of deferred tax assets and liabilities for the expected future tax consequences of events that have been included in the consolidated financial statements. Under this method, deferred tax assets and liabilities are determined on the basis of differences between the tax bases of assets and liabilities and their financial reporting amounts using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rates on deferred tax assets and liabilities is recognized in income in the period that includes the enactment date.

The carrying value of the company’s deferred tax assets is dependent upon the company’s ability to generate sufficient future taxable income in certain tax jurisdictions. Should the company determine that it is more likely than not that some portion or all of its deferred tax assets will not be realized, a valuation allowance to reduce the deferred tax assets is established in the period such determination is made. The assessment of the need for a valuation allowance requires judgment on the part of management with respect to the benefits that could be realized from future taxable income, as well as other positive and negative factors.

It is also the company’s policy to provide for uncertain tax positions and the related interest and penalties based upon management’s assessment of whether a tax benefit is more likely than not to be sustained upon examination by tax authorities. To the extent the company prevails in matters for which a liability for an unrecognized tax benefit is established, or is required to pay amounts in excess of the liability, or when other facts and circumstances change, the company’s effective tax rate in a given financial statement period may be materially affected.

Net Income Per Share

Basic net income per share is computed by dividing net income attributable to shareholders by the weighted-average number of common shares outstanding for the period. Diluted net income per share reflects the potential dilution that would occur if securities or other contracts to issue common stock were exercised or converted into common stock. The dilutive effect of equity awards is calculated using the treasury stock method.

Treasury Stock

The company’s stock repurchase program provides an opportunity for the company to repurchase shares at the discretion of the company’s senior executives, based on various factors. The company recognizes treasury stock based on the amount paid to repurchase its shares. Direct costs incurred to acquire treasury stock, including excise taxes, are added to the cost of the treasury stock. Upon the retirement of treasury shares, the cost of repurchased and retired treasury shares in excess of the par value is allocated between additional paid-in-capital and retained earnings. All retired shares are classified as authorized but unissued and do not reduce the total number of authorized shares. When treasury shares are reissued, if the issuance price is higher than the average price paid to acquire the shares (the “average cost”), the gain on reissuance is credited to additional paid-in-capital. If the issuance price is lower than the average cost, the loss on reissuance is first charged against any previous gains recorded to additional paid-in-capital from treasury stock, with the remaining balance charged to retained earnings.

Comprehensive Income

Comprehensive income consists of consolidated net income, foreign currency translation adjustment, gains or losses on post-retirement benefit plans, gains or losses on foreign exchange contracts designated as net investment hedges, and gains and losses on interest rate swaps designated as cash flow hedges. Gains or losses on interest rate swaps, and foreign exchange contracts are net of any reclassification adjustments for realized gains or losses included in consolidated net income. Amounts related to net investment hedges that are excluded from the assessment of hedge effectiveness are amortized to “Interest and other financing expense, net” on a straight-line basis over the life of the hedging instrument. Foreign currency translation adjustments included in comprehensive income which are deemed permanent investments in international affiliates were not tax effected. All other comprehensive income items are net of related income taxes.

Stock-Based Compensation

The company records share-based payment awards exchanged for employee services at fair value on the date of grant and expenses the awards in the consolidated statements of operations over the requisite employee service period. Stock-based compensation expense includes an estimate for forfeitures. Stock-based compensation expense related to awards with a market or performance condition which cliff vest, and stock-based compensation awards with service conditions only are recognized over the vesting period on a straight-line basis. Stock-based compensation expense related to awards with graded vesting and performance conditions is recognized using the graded vesting method.

Segment Reporting

Operating segments are defined as components of an enterprise for which separate financial information is available that is evaluated regularly by the CODM in deciding how to allocate resources and in assessing performance. The company’s operations are classified into two reportable segments: global components and global ECS (see Note 16).

Revenue Recognition

The company recognizes revenue as control of products is transferred to customers, which generally happens at the point of shipment, or when the service has occurred. The company allows its customers to return product for exchange or credit in limited circumstances. The company also provides volume rebates and other discounts to certain customers which are considered a variable consideration. A provision for customer rebates and other discounts is recorded as a reduction of revenue at the time of sale based on an evaluation of the contract terms and historical experience. Sales are recorded net of discounts, rebates, and returns, which historically have not been material. Tariffs are included in sales as the company has enforceable rights to additional consideration to cover the cost of tariffs. Other taxes imposed by governmental authorities on the company’s revenue producing activities with customers, such as sales taxes and value-added taxes, are excluded from net sales.

Products sold by the company are generally delivered via shipment from the company's facilities, drop shipment directly from the vendor, or by electronic delivery of keys for software products.

The company is the principal in transactions when it is principally responsible for fulfilling the order, which includes negotiating pricing, payment to the supplier, establishing payment terms with the customer, product returns, and has risk of loss if the customer does not make payment. Additionally, the company is the principal in transactions where it is primarily responsible for providing services that include logistics, warehousing, financial management, and analytic services. Sales, where the company is the principal in the transaction, are reported on the gross amount billed to a customer less discounts, rebates, and returns (referred to as “sales recognized on a gross basis”).

The company has contracts with certain customers where the company’s performance obligation is to arrange for the products or services to be provided by another party. The company is the agent in these arrangements, which pertain to the sale of supplier-provided service contracts to customers or delivery of product for which the company does not have control of the product as part of logistics services rendered to customers. Sales, where the company is the agent are reported as the amount billed to the customer net of the cost of the sale (referred to as “sales recognized on a net basis”).

Within the company’s global ECS segment, in certain periods, changes in the mix of sales of IT solutions impact the proportion of the company’s revenue that is recorded on a net basis compared to a gross basis. These changes increase or decrease sales during a period without a corresponding change in gross profit. This is driven by the company’s responsibilities in the sale of various IT solutions, which is based on terms and conditions in place with its partners.

Shipping and Handling Costs

The company reports shipping and handling costs, primarily related to outbound freight, in the consolidated statements of operations as a component of “Selling, general, and administrative” or “Cost of sales”, depending on the nature of the transaction.

Vendor Programs

The company participates in supplier programs that provide for price protection, product rebates, marketing/promotional allowances, and other incentives. The consideration received under these programs is recorded in the consolidated statements of operations as an adjustment to “Cost of sales” or “Selling, general, and administrative”, according to the nature of the activity and terms of the vendor program. Incentives are accrued as they are earned based on sales of qualifying products or as services are provided in accordance with the terms of the related program.

Impact of Recently Issued Accounting Standards

In November 2024, the FASB issued ASU No. 2024-03, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses. This ASU requires entities to disaggregate expense items in the notes to the financial statements and requires disclosure of specified information related to purchases of inventory, employee compensation, depreciation, and intangible asset amortization. The amendments in this ASU are effective for annual periods beginning after December 15, 2026, and interim periods beginning after December 15, 2027. Companies have the option to apply the guidance either on a retrospective or prospective basis, and early adoption is permitted. In January 2025, the FASB issued ASU No. 2025-01, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date. This ASU amends the effective date of ASU No. 2024-03 to clarify that all public business entities are required to adopt the guidance in annual reporting periods beginning after December 15, 2026, and interim periods within annual reporting periods beginning after December 15, 2027. Early adoption of ASU No. 2024-03 is permitted.  The company is currently evaluating the impact of these ASUs on its condensed consolidated financial statements and related disclosures.

In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. Upon adoption of this ASU, the company has disclosed specific new categories in its income tax rate reconciliation and provide additional information for reconciling items above a quantitative threshold. The company has also disclosed the amount of income taxes paid disaggregated by federal, state, and foreign taxes, and also disaggregated by individual jurisdictions in which income taxes paid were above a threshold. Effective December 31, 2025, the company adopted the provisions of this ASU on a prospective basis. Refer to Note 8 – “Income Taxes”.

v3.25.4
Goodwill and Intangible Assets
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets  
Goodwill and Intangible Assets

2. Goodwill and Intangible Assets

Goodwill represents the excess of the cost of an acquisition over the fair value of the net assets acquired. The company tests goodwill and other indefinite-lived intangible assets for impairment annually as of the first day of the fourth quarter, or more frequently if indicators of potential impairment exist. As of the first day of the fourth quarters of 2025, 2024, and 2023, the company’s annual impairment testing did not result in any additional impairment of goodwill of companies acquired.

Goodwill of companies acquired, allocated to the company’s reportable segments, is as follows:

  ​ ​ ​

Global 

  ​ ​ ​

  ​ ​ ​

(thousands)

Components

Global ECS

Total

Balance as of December 31, 2023 (a)

$

875,194

$

1,175,232

$

2,050,426

Acquisitions

 

35,870

 

 

35,870

Foreign currency translation adjustment

 

(8,619)

 

(22,382)

 

(31,001)

Balance as of December 31, 2024 (a)

$

902,445

$

1,152,850

$

2,055,295

Foreign currency translation adjustment

 

16,617

 

48,159

 

64,776

Balance as of December 31, 2025 (a)

$

919,062

$

1,201,009

$

2,120,071

(a)The total carrying value of goodwill as of December 31, 2025, 2024, and 2023 in the table above is reflected net of $1.6 billion of accumulated impairment charges, of which $1.3 billion was recorded in the global components segment and $301.9 million was recorded in the global ECS segment.

Intangible assets, net, are comprised of the following as of December 31, 2025:

  ​ ​ ​

Gross 

  ​ ​ ​

  ​ ​ ​

Carrying 

Accumulated 

(thousands)

Amount

Amortization

Net

Customer relationships

$

192,743

$

(125,910)

$

66,833

Amortizable trade name

 

74,001

 

(63,812)

 

10,189

$

266,744

$

(189,722)

$

77,022

Intangible assets, net, are comprised of the following as of December 31, 2024:

  ​ ​ ​

Gross 

  ​ ​ ​

  ​ ​ ​

Carrying 

Accumulated 

(thousands)

Amount

Amortization

Net

Customer relationships

$

215,366

$

(133,927)

$

81,439

Amortizable trade name

 

74,001

 

(58,734)

 

15,267

$

289,367

$

(192,661)

$

96,706

Amortization expense related to identifiable intangible assets was $19.8 million, $29.5 million, and $31.2 million for the years ended December 31, 2025, 2024, and 2023, respectively. Amortization expense for each of the years 2026 through 2030 is estimated to be approximately $19.0 million, $18.8 million, $11.2 million, $7.3 million, and $7.3 million, respectively.

v3.25.4
Investments in Affiliated Companies
12 Months Ended
Dec. 31, 2025
Investments in Affiliated Companies  
Investments in Affiliated Companies

3. Investments in Affiliated Companies

The company owns a 50% interest in two joint ventures with Marubun Corporation (collectively “Marubun/Arrow”) and a 50% interest in one other joint venture. These investments are accounted for using the equity method.

The following table presents the company’s investment in affiliated companies:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Marubun/Arrow

$

43,870

$

43,851

Other

 

15,445

 

13,448

$

59,315

$

57,299

The equity (losses) in earnings of affiliated companies consists of the following:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Marubun/Arrow

$

2,013

$

(463)

$

4,452

Other

 

1,185

 

1,831

 

1,955

$

3,198

$

1,368

$

6,407

Under the terms of various joint venture agreements, the company is required to pay its pro-rata share of the third-party debt of the joint ventures in the event that the joint ventures are unable to meet their obligations. There were no outstanding borrowings under the third-party debt agreements of the joint ventures as of December 31, 2025 and 2024.

In 2025, the company sold an investment in certain equity securities for $100.0 million and recorded a gain on investments of $99.0 million. This investment was previously accounted for as equity securities without a readily determinable fair value.

v3.25.4
Accounts Receivable
12 Months Ended
Dec. 31, 2025
Accounts Receivable  
Accounts Receivable

4. Accounts Receivable

Accounts receivable, net, consists of the following at December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Accounts receivable

$

19,882,783

$

13,147,436

Allowance for credit losses

 

(144,117)

 

(116,445)

Accounts receivable, net

$

19,738,666

$

13,030,991


Accounts receivable includes balances related to inventory purchased by the company on the request of and behalf of its customers as part of its global components supply chain services offerings. In these transactions, receivables are disproportionate to the fees the company recognizes as revenue for its services. The company generally carries corresponding accounts payable on its balance sheet with some differences due to timing of settlement.

The following table is a roll forward for the company’s allowance for credit losses at December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

 

2023

Balance at beginning of period

$

116,445

$

146,480

$

93,397

Charged to income

 

37,069

 

751

 

71,984

Translation Adjustments

 

4,383

 

(2,411)

 

690

Write-offs

 

(13,780)

 

(28,375)

 

(19,591)

Balance at end of period

$

144,117

$

116,445

$

146,480

The company monitors the current credit condition of its customers in estimating the expected credit losses and has not experienced significant changes in customers’ payment trends or significant deterioration in customers’ credit risk as of December 31, 2025. The changes in allowance for credit losses taken in 2024 as compared to 2023, relates primarily to charges of $25.4 million recorded during 2023 relating to one customer within the global ECS segment, of which $20.0 million was subsequently reversed upon recovery during 2024 with no similar items recorded in 2025.

EMEA Asset Securitization

The company has an EMEA asset securitization program under which it continuously sells its interest in designated pools of trade accounts receivable of certain of its subsidiaries in the EMEA region at a discount, to a special purpose entity, which in turn sells certain of the receivables to unaffiliated financial institutions and conduits administered by such unaffiliated financial institutions (“unaffiliated financial institutions”) on a monthly basis. The company may sell up to €600.0 million under the EMEA asset securitization program, which matures in December 2027, subject to extension in accordance with its terms. The program is conducted through Arrow EMEA Funding Corp B.V., an entity structured to be bankruptcy remote. The company is deemed the primary beneficiary of Arrow EMEA Funding Corp B.V. as the company has both the power to direct the activities that most significantly impact the entity’s economic performance and the obligation to absorb losses or the right to receive the benefits that could potentially be significant to the entity from the transfer of the trade accounts receivable into the special purpose entity. Accordingly, Arrow EMEA Funding Corp B.V. is included in the company’s consolidated financial statements.

Sales of accounts receivable to unaffiliated financial institutions under the EMEA asset securitization program for the years ended December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

2023

EMEA asset securitization, sales of accounts receivables

$

1,669,648

$

1,892,516

$

3,160,247

Receivables sold to unaffiliated financial institutions under the program are excluded from “Accounts receivable, net” on the company’s consolidated balance sheets and cash receipts are reflected as cash provided by operating activities on the consolidated statements of cash flows. The purchase price is paid in cash when the receivables are sold. Certain unsold receivables held on Arrow EMEA Funding Corp B.V. are pledged as collateral to unaffiliated financial institutions. These unsold receivables are included in “Accounts receivable, net” in the company’s consolidated balance sheets.

The company continues servicing the receivables which were sold and in exchange receives a servicing fee under the program. The company does not record a servicing asset or liability on the company’s consolidated balance sheets as the company estimates that the fee it receives to service these receivables approximates the fair market compensation to provide the servicing activities.

Other amounts related to the EMEA asset securitization program as of December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Receivables sold to unaffiliated financial institutions that were uncollected

$

379,017

$

339,669

Collateralized accounts receivable held by Arrow EMEA Funding Corp B.V.

 

591,304

 

528,975

Any accounts receivable held by Arrow EMEA Funding Corp B.V. would likely not be available to other creditors of the company in the event of bankruptcy or insolvency proceedings if there are outstanding balances under the EMEA asset securitization program. The assets of the special purpose entity cannot be used by the company for general corporate purposes. Additionally, the financial obligations of Arrow EMEA Funding Corp B.V. to the unaffiliated financial institutions under the program are limited to the assets it owns and there is no recourse to Arrow Electronics, Inc. for receivables that are uncollectible as a result of an account debtor’s insolvency or inability to pay.

The EMEA asset securitization program includes terms and conditions that limit the incurrence of additional borrowings and require that certain financial ratios be maintained at designated levels. As of December 31, 2025, the company was in compliance with all such financial covenants.

Factoring

In the normal course of business, certain of the company’s subsidiaries have factoring agreements to sell, with limited or no recourse, selected trade accounts receivable to financial institutions, and accounts for these transactions as sales of the related receivables. The receivables are excluded from “Accounts receivable, net” on the company’s consolidated balance sheets and cash receipts are reflected in the “Cash flows from operating activities” section on the consolidated statements of cash flows. The company typically does not retain financial or legal interests in these receivables. Factoring fees for the sales of accounts receivables are included in “Interest and other financing expense, net” in the consolidated statements of operations. The company continues servicing the receivables that were sold.

Sales of trade accounts receivable under the company’s factoring programs for the years ended December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

2023

Sales of accounts receivables under the factoring programs

$

1,130,975

$

928,279

$

1,618,726

Other amounts under the company’s factoring programs as of December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Receivables sold under the factoring programs that were uncollected

$

279,775

$

182,432

v3.25.4
Supplier Finance Programs
12 Months Ended
Dec. 31, 2025
Supplier Finance Programs  
Supplier Finance Programs

5. Supplier Finance Programs

At the request of certain of the company’s suppliers, the company has entered into agreements (“supplier finance programs”) with third-party finance providers, which facilitate the participating suppliers’ ability to sell their receivables from the company to the third-party financial institutions at the sole discretion of the suppliers. For agreeing to participate in these programs, the company seeks to secure improved standard payment terms with its suppliers. The company is not involved in negotiating terms of the arrangements between its suppliers and the financial institutions and has no economic interest in a supplier’s decision to enter into these agreements or sell receivables from the company. The company’s rights and obligations to its suppliers, including amounts due, are not impacted by suppliers’ decisions to sell amounts under the arrangements. However, the company agrees to make all payments to the third-party financial institutions, and the company’s right to offset balances due from suppliers against payment obligations is restricted by the agreements for those payment obligations that have been sold by suppliers. These obligations are included in “Accounts payable” on the company’s consolidated balance sheets and all activity related to the obligations is presented within operating activities on the consolidated statements of cash flows.

The following table is a roll forward of the company’s outstanding obligations under its supplier finance programs:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

2023

Obligations outstanding at the beginning of the year

$

1,269,672

$

1,113,479

$

1,568,787

Invoices added during the year

 

4,939,368

 

4,576,839

 

4,388,317

Invoices paid during the year

(4,945,951)

(4,420,646)

(4,843,625)

Obligations outstanding at the end of the year

$

1,263,089

$

1,269,672

$

1,113,479

v3.25.4
Debt
12 Months Ended
Dec. 31, 2025
Debt  
Debt

6. Debt

Short-term borrowings, including the current portion of long-term debt, consist of the following at December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

4.00% notes, due April 2025

$

$

349,808

Other short-term borrowings

 

341

 

170

$

341

$

349,978

The company has $500.0 million in uncommitted lines of credit. There were no outstanding borrowings under the uncommitted lines of credit at December 31, 2025 and 2024. The maturity for borrowings is generally short term and is agreed upon with lenders at the time of each borrowing. The uncommitted lines of credit had a weighted-average effective interest rate of 4.37% and 5.18% at December 31, 2025 and 2024, respectively.

The company has a commercial paper program and the maximum aggregate balance of commercial paper outstanding may not exceed the borrowing capacity of $1.2 billion. Amounts outstanding under the commercial paper program are backstopped by available commitments under the company’s revolving credit facility. The company had no outstanding borrowings under this program at December 31, 2025 and December 31, 2024. The commercial paper program had a weighted-average effective interest rate of 4.26% and 5.21% at December 31, 2025 and 2024, respectively.

Long-term debt consists of the following at December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Revolving credit facility

$

$

30,000

North American asset securitization program

970,000

633,000

7.50% senior debentures, due 2027

 

110,348

 

110,266

3.875% notes, due 2028

 

498,480

 

497,775

5.15% notes, due 2029

 

496,142

 

495,209

2.95% notes, due 2032

 

496,131

 

495,576

5.875% notes, due 2034

495,430

494,986

Other obligations with various interest rates and due dates

 

18,184

 

16,971

$

3,084,715

$

2,773,783

The 7.50% senior debentures are not redeemable prior to their maturity. All other notes may be called at the option of the company subject to “make whole” clauses.

The estimated fair market value of long-term debt at December 31, using quoted market prices, is as follows:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

7.50% senior debentures, due 2027

$

114,000

$

115,000

3.875% notes, due 2028

 

496,500

 

481,500

5.15% notes, due 2029

 

511,500

 

498,000

2.95% notes, due 2032

447,500

426,000

5.875% notes, due 2034

 

522,500

 

502,500

The carrying amount of the company’s other short-term borrowings, North American asset securitization program, commercial paper, and other obligations approximate their fair value.

The company has a $2.0 billion revolving credit facility that may be used by the company for general corporate purposes including working capital in the ordinary course of business, letters of credit, repayment, prepayment or purchase of long-term indebtedness, acquisitions, and as support for the company’s commercial paper program, as applicable. In 2025, the company amended its revolving credit facility and, among other things, extended its term to mature in 2030. Interest on borrowings under the revolving credit facility is calculated using a base rate or SOFR, plus a spread (1.08% at December 31, 2025), which is based on the company’s credit ratings, for a weighted-average effective interest rate of 5.01% at December 31, 2025. The effective interest rate was 5.48% at December 31, 2024. The facility fee, which is based on the

company’s credit ratings, was 0.175% of the total borrowing capacity at December 31, 2025. The company had no outstanding borrowings under the revolving credit facility at December 31, 2025 and $30.0 million in outstanding borrowings under the revolving credit facility at December 31, 2024.

The company has a North American asset securitization program collateralized by accounts receivable of certain of its subsidiaries. The company may borrow up to $1.5 billion under the program which matures in September 2027. The program is conducted through AFC, a wholly-owned, bankruptcy remote subsidiary. The North American asset securitization program does not qualify for sale treatment. Accordingly, the accounts receivable and related debt obligation remain on the company’s consolidated balance sheets. Interest on borrowings is calculated using a base rate plus a spread (0.40% at December 31, 2025), and a credit spread adjustment of 0.10% for an effective interest rate of 4.19% at December 31, 2025. The effective interest rate was 4.83% at December 31, 2024. The facility fee is 0.40% of the total borrowing capacity.

The company had $970.0 million and $633.0 million in outstanding borrowings under the North American asset securitization program at December 31, 2025 and 2024, respectively, which was included in “Long-term debt” in the company’s consolidated balance sheets. Total collateralized accounts receivable of approximately $3.0 billion were held by AFC and were included in “Accounts receivable, net” on the company’s consolidated balance sheets at December 31, 2025 and 2024, respectively. Any accounts receivable held by AFC would likely not be available to other creditors of the company in the event of bankruptcy or insolvency proceedings of the company before repayment of any outstanding borrowings under the North American asset securitization program.

Both the revolving credit facility and North American asset securitization program include terms and conditions that limit the incurrence of additional borrowings and require that certain financial ratios be maintained at designated levels. As of December 31, 2025, the company was in compliance with all such financial covenants.

In the second quarter of 2025, the company repaid in full the $350.0 million principal amount of its 4.00% notes due April 2025.

In the third quarter of 2024, the company completed the sale of $500.0 million principal amount of 5.15% notes, due 2029. The net proceeds of the offering of $494.9 million were used for general corporate purposes and to repay the $500.0 million principal amount of its 3.25% notes, due September 2024, which were redeemed at maturity.

In the second quarter of 2024, the company completed the sale of $500.0 million principal amount of 5.875% notes, due 2034. The net proceeds of the offering of $494.7 million were used for general corporate purposes and to repay the $500.0 million principal amount of its 6.125% notes, due 2026, which were redeemed in April 2024.

Expected annual payments of borrowings at December 31 are as follows:

(thousands)

  ​ ​ ​

2026

$

341

2027

 

1,087,775

2028

 

506,133

2029

503,488

2030

 

1,221

Thereafter

1,000,000

Interest and other financing expense, net, includes interest and dividend income of $46.8 million, $54.5 million, and $66.4 million in 2025, 2024, and 2023, respectively. Interest paid, net of interest and dividend income, amounted to $163.2 million, $199.0 million, and $274.1 million in 2025, 2024, and 2023, respectively.

v3.25.4
Financial Instruments Measured at Fair Value
12 Months Ended
Dec. 31, 2025
Financial Instruments Measured at Fair Value  
Financial Instruments Measured at Fair Value

7. Financial Instruments Measured at Fair Value

Fair value is defined as the exchange price that would be received for an asset or paid to transfer a liability (an exit price) in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date. The company utilizes a fair value hierarchy, which maximizes the use of observable inputs and minimizes the use of unobservable inputs when measuring fair value. The fair value hierarchy has three levels of inputs that may be used to measure fair value:

Level 1

Unadjusted quoted prices in active markets that are accessible at the measurement date for identical, unrestricted assets or liabilities.

Level 2

Quoted prices in markets that are not active; or other inputs that are observable, either directly or indirectly, for substantially the full term of the asset or liability.

Level 3

Prices or valuation techniques that require inputs that are both significant to the fair value measurement and unobservable.

The following table presents assets (liabilities) measured at fair value on a recurring basis at December 31, 2025:

(thousands)

  ​ ​ ​

Balance Sheet Location

  ​ ​ ​

Level 1

  ​ ​ ​

Level 2

  ​ ​ ​

Level 3

  ​ ​ ​

Total

Cash equivalents (a)

 

Cash and cash equivalents

$

11,412

$

$

$

11,412

Equity investments (b)

 

Other assets

 

41,787

 

 

 

41,787

Foreign exchange contracts designated as net investment hedges

 

Other assets / other current assets

 

 

16,816

 

 

16,816

$

53,199

$

16,816

$

$

70,015

The following table presents assets measured at fair value on a recurring basis at December 31, 2024:

(thousands)

  ​ ​ ​

Balance Sheet Location

  ​ ​ ​

Level 1

  ​ ​ ​

Level 2

  ​ ​ ​

Level 3

  ​ ​ ​

Total

Cash equivalents (a)

 

Cash and cash equivalents

$

10,751

$

$

$

10,751

Equity investments (b)

 

Other assets

 

42,907

 

 

 

42,907

Foreign exchange contracts designated as net investment hedges

 

Other assets / other current assets

 

 

53,679

 

 

53,679

$

53,658

$

53,679

$

$

107,337

(a)Cash equivalents include highly liquid investments with an original maturity of less than three months.
(b)The company has an approximately 9.0% equity ownership interest in Marubun Corporation and a portfolio of mutual funds with quoted market prices. During 2025, 2024, and 2023, the company recorded unrealized gains (losses) of $3.4 million, $(12.0) million, and $9.7 million, respectively, on equity securities held at the end of each year.

Assets and liabilities that are measured at fair value on a nonrecurring basis relate primarily to goodwill, and identifiable intangible assets (see Note 2 “Goodwill and Intangible Assets”). The company tests these assets for impairment if indicators of potential impairment exist or at least annually if indefinite-lived.

Derivative Instruments

The company uses various financial instruments, including derivative instruments, for purposes other than trading. Certain derivative instruments are designated at inception as hedges and assessed for effectiveness both at inception and on an ongoing basis. Derivative instruments not designated as hedges are carried at fair value on the consolidated balance sheets with changes in fair value recognized in earnings.

Interest Rate Swaps

The company manages the risk of variability in interest rates of future expected debt issuances by entering into various forward-starting interest rate swaps, designated as cash flow hedges. Changes in fair value of interest rate swaps designated as cash flow hedges are recorded in the shareholders’ equity section in the company’s consolidated balance sheets in “Accumulated other comprehensive loss” and will be reclassified into income over the life of the anticipated debt issuance

or in the period the hedged forecasted cash flows are deemed no longer probable to occur. Reclassified gains and losses are recorded within the line item “Interest and other financing expense, net” in the consolidated statements of operations. The fair value of interest rate swaps are estimated using a discounted cash flow analysis on the expected cash flows of each derivative using observable inputs including interest rate curves and credit spreads.

The company occasionally enters into interest rate swap transactions, designated as fair value hedges, that convert certain fixed-rate debt to variable-rate debt in order to manage its targeted mix of fixed- and floating-rate debt. For qualifying interest rate fair value hedges, gains or losses on derivatives are included in “Interest and other financing expense, net” in the consolidated statements of operations. The change in fair value of the hedged item attributable to the risk being hedged is reported as an adjustment to its carrying value and is also included in “Interest and other financing expense, net.” There are no outstanding interest rate swaps as of December 31, 2025.

Foreign Exchange Contracts

The company’s foreign currency exposure relates primarily to international transactions where the currency collected from customers can be different from the currency used to purchase the product. The company’s primary exposures to such transactions are denominated primarily in the following currencies: Euro and Indian Rupee. The company enters into foreign exchange forward, option, or swap contracts (collectively, the “foreign exchange contracts”) to facilitate the hedging of foreign currency exposures resulting from inventory purchases and sales and mitigate the impact of changes in foreign currency exchange rates related to these transactions.  The company also uses foreign exchange contracts to hedge its net investments in foreign operations against future changes in exchange rates. Except for the net investment hedges, the foreign exchange contracts generally have terms of no more than six months. The company does not enter into foreign exchange contracts for trading purposes. The risk of loss on a foreign exchange contract is the risk of nonperformance by the counterparties, which the company minimizes by limiting its counterparties to major financial institutions. The fair value of the foreign exchange contracts is estimated using foreign currency spot rates and forward rates quotes by third-party financial institutions. The notional amount of the foreign exchange contracts inclusive of foreign exchange contracts designated as a net investment hedge at December 31, 2025 and 2024 was $1.1 billion.

Gains and losses related to non-designated foreign currency exchange contracts are recorded in “Cost of sales” on the company’s consolidated statements of operations. Gains and losses related to foreign currency exchange contracts designated as cash flow hedges are recorded in “Cost of sales,” “Selling, general, and administrative,” and “Interest and other financing expense, net” on the company’s consolidated statements of operations, based upon the nature of the underlying hedged transaction. Gains or losses on these contracts are deferred and recognized when the underlying future purchase or sale is recognized or when the corresponding asset or liability is revalued, and were not material to the financial statements for the periods presented.

The following foreign exchange contracts were designated as net investment hedges, hedging a portion of the company's net investments in subsidiaries with Euro-denominated net assets for the years ended December 31:

Notional Amount (thousands)

Maturity Date

2025

2024

April 2025

EUR

 

EUR

100,000

January 2028

EUR

100,000

 

EUR

100,000

EUR

100,000

 

EUR

200,000

The change in the fair value of derivatives designated as net investment hedges are recorded in CTA within “Accumulated other comprehensive loss” on the company’s consolidated balance sheets. Upon discontinuation, all previously recognized amounts remain in CTA until the net investment is sold or liquidated. Amounts excluded from the assessment of hedge effectiveness are included in “Interest and other financing expense, net” on the company’s consolidated statements of operations.

During 2025 and 2024, foreign exchange contracts designated as net investment hedges matured and the company received $24.9 million and $10.6 million, respectively, which is reported in the “Cash flow from investing activities” section of the consolidated statements of cash flows.

The effects of derivative instruments on the company’s consolidated statements of operations and other comprehensive income are as follows for the years ended December 31:

(thousands)

  ​ ​ ​

Income Statement Line

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Gain (Loss) Recognized in Income (Loss)

 

  ​

 

  ​

 

  ​

 

  ​

Foreign exchange contracts, net investment hedge (a)

 

Interest Expense

$

3,429

$

6,747

$

7,460

Interest rate swaps, cash flow hedge (b)

 

Interest Expense

 

2,246

 

593

 

(2,889)

Interest rate swap, fair value hedge (c)

 

Interest Expense

 

 

454

 

(454)

 

  ​

$

5,675

$

7,794

$

4,117

Gain (Loss) Recognized in Other Comprehensive Income (Loss) before reclassifications, net of tax

 

  ​

 

  ​

 

  ​

 

  ​

Foreign exchange contracts, net investment hedge (d)

 

  ​

$

(9,123)

$

12,996

$

(2,276)

Interest rate swaps, cash flow hedge

 

  ​

 

 

(685)

 

585

 

  ​

$

(9,123)

$

12,311

$

(1,691)

(a)Represents derivative amounts excluded from the assessment of effectiveness for the net investment hedges reclassified from CTA to “Interest and other financing expense, net.”
(b)Includes amortization of $56.7 million gain recognized in 2023 resulting from the termination of an interest rate swap
(c)The cumulative amount of fair value hedging adjustments to the carrying value of hedged debt instruments totaled a loss of $0.4 million during 2024, and a loss of $5.8 thousand during 2023, respectively. During the first quarter of 2024, the fair value hedge was terminated.
(d)Includes derivative losses excluded from the assessment of effectiveness for the net investment hedges and recognized in other comprehensive income, net of tax, of $9.2 million, $4.0 million, and $1.8 million for 2025, 2024, and 2023, respectively, which were excluded from the assessment of effectiveness for the net investment hedges and recognized in other comprehensive income (loss), net of tax.

Other

The carrying amount of “Cash and cash equivalents”, “Accounts receivable, net”, and “Accounts payable” approximate their fair value due to the short maturities of these financial instruments.

v3.25.4
Income Taxes
12 Months Ended
Dec. 31, 2025
Income Taxes  
Income Taxes

8. Income Taxes

The provision for income taxes for the years ended December 31 consists of the following:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Current:

 

  ​

 

  ​

 

  ​

Federal

$

14,859

$

(8,586)

$

33,832

State

 

4,837

 

3,352

 

16,108

International

 

164,720

 

200,912

 

299,031

$

184,416

$

195,678

$

348,971

Deferred:

 

  ​

 

  ​

 

  ​

Federal

$

(22,831)

$

(50,305)

$

(59,342)

State

 

655

 

(8,348)

 

(11,960)

International

 

(14,006)

 

(41,213)

 

(22,678)

 

(36,182)

 

(99,866)

 

(93,980)

$

148,234

$

95,812

$

254,991

The principal causes of the difference between the U.S. federal statutory tax rate of 21% and effective income tax rates for the years ended December 31 are as follows:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

United States

$

(68,852)

$

(234,972)

$

(38,848)

International

 

786,780

 

724,291

 

1,203,202

Income before income taxes

$

717,928

$

489,319

$

1,164,354

2025

(thousands)

  ​ ​ ​

Amount

  ​ ​ ​

Percent

U.S. Federal statutory tax rate

 

$

150,765

 

21.0

%

State and local income taxes, net of federal income tax effect*

4,306

0.6

%

Foreign tax effects

Germany

Foreign exchange difference

(11,536)

(1.6)

%

Other

3,809

0.5

%

Cayman Islands

Statutory tax rate difference between Cayman Islands and United States

(12,170)

(1.7)

%

Taiwan

Foreign exchange difference

(7,930)

(1.1)

%

Other

807

0.1

%

Other foreign jurisdictions

11,743

1.6

%

Effect of cross-border tax laws

13,281

1.8

%

Tax credits

Research and development tax credits

(9,635)

(1.3)

%

Changes in valuation allowances

Nontaxable or nondeductible items

1,358

0.2

%

Changes in unrecognized tax benefits

1,452

0.2

%

Other adjustments

1,984

0.3

%

Effective tax rate

$

148,234

20.6

%

* State taxes in Ohio, California, District of Columbia, New York, Minnesota, and Virginia made up the majority (greater than 50 percent) of the tax effect in this category.

Year Ended December 31,

(thousands)

  ​ ​ ​

2024

  ​ ​ ​

2023

United States

$

(234,972)

$

(38,848)

International

724,291

1,203,202

Income before income taxes

$

489,319

$

1,164,354

Provision at statutory tax rate

$

102,757

$

244,514

State taxes, net of federal benefit

(3,279)

2,379

International effective tax rate differential

8,958

27,993

Change in valuation allowance

333

(7,755)

Other non-deductible expenses

(585)

2,993

Changes in tax accruals

(9,419)

1,153

Tax credits

(10,786)

(7,666)

U.S. tax (benefit) on foreign earnings

6,801

(10,075)

Other

1,032

1,455

Provision for income taxes

$

95,812

$

254,991

The company is subject to taxation of GILTI on foreign subsidiaries and a tax provision to deduct a portion of FDII of U.S. corporations. GILTI tax expense, accounted for as a current period cost, net of FDII benefit, resulted in a net tax expense of $5.2 million, $4.7 million, and $23.0 million during 2025, 2024, and 2023, respectively.

At December 31, 2025, a short-term tax payable of $7.6 million was recorded in the consolidated balance sheets for a one-time transition tax on the foreign subsidiaries’ accumulated unremitted earnings related to the 2017 U.S. Tax Cuts and Jobs Act.

At December 31, 2025, the company had a liability for unrecognized tax positions of $50.5 million. The timing of the resolution of these uncertain tax positions is dependent on the tax authorities’ income tax examination processes. Material changes are not expected; however, it is possible that the amount of unrecognized tax benefits with respect to uncertain tax positions could increase or decrease during 2026. Currently, the company is unable to make a reasonable estimate of when cash settlement would occur and how it would impact the effective tax rate.

A reconciliation of the beginning and ending amount of unrecognized tax benefits for the years ended December 31 is as follows:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Balance at beginning of year

$

63,953

$

82,808

$

75,666

Additions based on tax positions taken during a prior period

 

7,710

 

4,537

 

7,466

Reductions based on tax positions taken during a prior period

 

(10,242)

 

(20,245)

 

(4,448)

Additions based on tax positions taken during the current period

 

5,930

 

7,943

 

5,505

Reductions based on tax positions taken during the current period

 

(1,575)

 

 

Reductions related to settlement of tax matters

 

(15,265)

 

(11,090)

 

Reductions related to a lapse of applicable statute of limitations

 

 

 

(1,381)

Balance at end of year

$

50,511

$

63,953

$

82,808

Interest costs related to unrecognized tax benefits are classified as a component of “Interest and other financing expense, net” in the company’s consolidated statements of operations. In 2025, 2024, and 2023, the company recognized $7.3 million, $5.9 million, and $4.0 million, respectively, of interest expense related to unrecognized tax benefits. At December 31, 2025 and 2024, the company had accrued a liability of $24.2 million and $23.5 million, respectively, for interest related to unrecognized tax benefits.

In many cases the company’s uncertain tax positions are related to tax years that remain subject to examination by tax authorities. The following describes the open tax years, by major tax jurisdiction, as of December 31, 2025:

United States - Federal

  ​ ​ ​

2016 - present

United States - States

 

2015 - present

China and Hong Kong

 

2018 - present

Germany (a)

 

2020 - present

Italy (a)

 

2013 - present

Netherlands

 

2019 - present

Sweden

 

2020 - present

Taiwan

 

2020 - present

United Kingdom

 

2021 - present

(a)Includes national as well as local jurisdictions.

Deferred income taxes are provided for the effects of temporary differences between the tax basis of an asset or liability and its reported amount in the consolidated balance sheets. These temporary differences result in taxable or deductible amounts in future years.

Deferred tax assets and liabilities consist of the following at December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Deferred tax assets:

 

  ​

 

  ​

Net operating loss carryforwards

$

35,971

$

16,567

Inventory adjustments

 

119,898

 

110,370

Allowance for credit losses

 

24,918

 

20,475

Accrued expenses

 

100,853

 

81,951

Interest carryforward

 

4,612

 

21,923

Foreign tax credit carryforward

9,194

Intangibles

10,499

4,939

Stock-based compensation awards

 

6,345

 

5,490

Lease liability

 

65,130

 

65,718

Research and experimentation costs (a)

 

83,305

 

73,971

Other

 

1,921

 

1,066

 

462,646

 

402,470

Valuation allowance

(16,011)

(16,165)

Total deferred tax assets

$

446,635

$

386,305

Deferred tax liabilities:

 

  ​

 

  ​

Goodwill

$

(165,985)

$

(157,786)

Depreciation

 

(42,175)

 

(42,540)

Lease right-of-use assets

 

(61,493)

 

(61,685)

Other comprehensive income items

 

(20,328)

 

(15,615)

Total deferred tax liabilities

$

(289,981)

$

(277,626)

Total net deferred tax assets

$

156,654

$

108,679

(a)At December 31, 2025, and 2024, the company recorded deferred tax asset of $83.3 million and $74.0 million, respectively, related to capitalized U.S. based research and experimental (“R&E”) costs, pursuant to the U.S. Internal Revenue Code Section 174, as amended by the 2017 U.S. Tax Cuts and Jobs Act.

At December 31, 2025, the company had international tax loss carryforwards of approximately $147.9 million, of which $3.8 million have expiration dates ranging from 2026 to 2045, and the remaining $144.1 million have no expiration date. Deferred tax assets related to these international tax loss carryforwards were $25.8 million with a corresponding valuation allowance of $0.8 million.

At December 31, 2025, the company had deferred tax assets of approximately $10.2 million with a corresponding valuation allowance of $7.4 million, related to U.S. state net operating loss carryforwards. Valuation allowances are needed when deferred tax assets may not be realized due to the uncertainty of the timing and the ability of the company to generate sufficient future taxable income in certain tax jurisdictions.

At December 31, 2025, the company had approximately $5.4 billion in undistributed foreign earnings which it deems to be indefinitely reinvested. The company recognizes that if it reverses its indefinite reinvestment assertion on foreign earnings, it may be subject to additional foreign taxes and U.S. state income taxes. It is not practicable to determine the income tax liability that would be payable if these earnings were distributed and not reinvested indefinitely.

Income taxes paid, net of income taxes refunded, for the year ended December 31 were:

(thousands)

  ​ ​ ​

2025

U.S. federal

 

$

12,354

U.S. state and local

5,287

17,641

Foreign

Spain

16,184

Italy

15,581

Canada

14,937

United Kingdom

11,116

France

11,045

China

10,087

Other

98,609

Total Foreign

177,559

Total

$

195,200

Income taxes paid, net of income taxes refunded, amounted to $195.2 million, $230.5 million, and $538.4 million in 2025, 2024, and 2023, respectively.

v3.25.4
Restructuring, Integration, and Other
12 Months Ended
Dec. 31, 2025
Restructuring, Integration, and Other  
Restructuring, Integration, and Other

9. Restructuring, Integration, and Other

The following table presents the components of the restructuring, integration, and other charges for the years ended December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Restructuring, integration and related costs

Operating Expense Efficiency Plan costs (a)

$

106,082

$

10,279

$

Other plans

2,075

3,848

8,877

Other expenses

Operating expense reduction costs not related to restructuring initiatives (b)

(1,418)

84,510

19,077

Environmental remediation liabilities

4,463

756

23,336

Early lease termination costs

1,546

6,814

29,400

Consulting costs (c)

25,306

Other charges

 

3,371

 

11,404

 

3,226

$

116,119

$

142,917

$

83,916

(a)See details related to the Operating Expense Efficiency Plan discussed below.
(b)Primarily related to employee severance and benefit costs. As of December 31, 2025, the accrued liabilities related to these costs totaled $15.7 million and substantially all accrued amounts are expected to be spent in cash within two years.
(c)Consulting costs are related to operating expense reduction costs not related to the restructuring initiative.

Operating Expense Efficiency Plan

On October 31, 2024, in response to evolving business needs and as part of an initiative to optimize operating expenses, the company announced a multi-year restructuring plan (the “Operating Expense Efficiency Plan” or “the Plan”). The Plan is designed to improve operational efficiency through the following measures: (i) reorganizing and consolidating certain areas of the company’s operations to centralize functions and streamline resources, with a focus on more cost-efficient regions; (ii) enhancing warehouse and logistics operations; (iii) investing in information technology to support automation and process improvements; (iv) consolidating the company’s global real estate footprint; (v) reducing third-party spending; and (vi) winding down certain non-core businesses that are not aligned with the company’s strategic objectives. The company expects to substantially complete the Plan by the end of fiscal year 2026, subject to, among other things, local legal and consultation requirements.

Under the Plan, the company anticipates to incur pre-tax restructuring charges of approximately $200.0 million which is an increase of $15.0 million compared to the original estimate of $185.0 million previously disclosed in Item 2.05 Form 8K filed on October 31, 2024.  While the expected cash charges are in line with original expectations, the increase is primarily related to non-cash write-offs due to changes in foreign currencies.  The composition of these costs will continue to evolve over time the company currently expects to incur approximately $100.0 million of employee severance and other personnel cash expenditures; approximately $65.0 million of non-cash asset impairments, inventory write-downs and foreign currency translation adjustment write-offs related to the wind down of certain business operations; and approximately $35.0 million of other related cash expenditures. As a result of the company’s philosophy of maximizing operating efficiencies through the centralization of certain functions, restructuring, integration, and related costs are included in the corporate line item for management and segment reporting as they are not attributable to the individual reportable segments.

The following table presents the costs related to the Operating Expense Efficiency Plan:

(thousands)

  ​ ​ ​

Income Statement line

  ​ ​ ​

Year Ended December 31, 2025

Year Ended December 31, 2024

Total Cost Incurred to Date

Employee severance and benefit costs

Restructuring, integration, and other

$

83,658

$

1,348

$

85,006

Inventory (recoveries) write-downs  

Cost of sales

(10,266)

50,344

40,078

Asset impairments

Restructuring, integration, and other

-

1,416

1,416

Other costs (a)

Restructuring, integration, and other

22,424

7,515

29,939

$

95,816

$

60,623

$

156,439

(a)Other costs consist primarily of consulting and other professional fees, early lease termination fees, and foreign currency translation adjustment write-offs.

The following table presents the activity in the restructuring and integration accruals related to the Operating Expense Efficiency Plan:

(thousands)

  ​ ​ ​

Employee Severance and Benefit Costs

  ​ ​ ​

Inventory Recoveries

  ​ ​ ​

Other Costs

  ​ ​ ​

Total

Balance at December 31, 2024

$

384

$

-

$

202

$

586

Restructuring related charges

83,658

(10,266)

22,424

95,816

Cash (payments) receipts

(34,288)

10,266

(17,508)

(41,530)

Foreign currency translations

1,493

-

109

1,602

Balance at December 31, 2025

$

51,247

$

-

$

5,227

$

56,474

Substantially all amounts accrued at December 31, 2025 related to the Operating Expense Efficiency Plan are expected to be paid in cash within one year.

v3.25.4
Shareholders' Equity
12 Months Ended
Dec. 31, 2025
Shareholders' Equity  
Shareholders' Equity

10. Shareholders’ Equity

Accumulated Other Comprehensive Loss

The following table presents the changes in Accumulated other comprehensive loss, excluding noncontrolling interests:

  ​ ​ ​

  ​ ​ ​

Gain

  ​ ​ ​

Gain

  ​ ​ ​

  ​ ​ ​

(Loss) on Foreign

(Loss) on

Foreign

Exchange

Interest Rate

Currency

Contracts

Swaps

Translation

Designated as

Designated as

Post-retirement

Adjustment and

Net Investment

Cash Flow

Expense

(thousands)

Other, Net (a)

Hedges, Net (b)

Hedges, Net (b)

Items, Net

Total

Balance as of December 31, 2023

$

(349,042)

$

12,159

$

30,638

$

8,206

$

(298,039)

Other comprehensive income (loss) before reclassifications

 

(222,489)

 

12,996

 

(685)

 

5,027

 

(205,151)

Amounts reclassified into income

 

(317)

 

(5,137)

 

(452)

 

(173)

 

(6,079)

Net change in accumulated other comprehensive income (loss) for the year ended December 31, 2024

 

(222,806)

 

7,859

 

(1,137)

 

4,854

 

(211,230)

Balance as of December 31, 2024

 

(571,848)

 

20,018

 

29,501

 

13,060

 

(509,269)

Other comprehensive income (loss) before reclassifications

 

394,450

 

(9,123)

 

 

(2,723)

 

382,604

Amounts reclassified into income

 

3,822

 

(2,605)

 

(1,706)

 

514

 

25

Net change in accumulated other comprehensive income (loss) for the year ended December 31, 2025

 

398,272

 

(11,728)

 

(1,706)

 

(2,209)

 

382,629

Balance as of December 31, 2025

$

(173,576)

$

8,290

$

27,795

$

10,851

$

(126,640)

(a)Foreign currency translation adjustment includes intra-entity foreign currency transactions that are of a long-term investment nature of $4.4 million and $(52.9) million for 2025 and 2024, respectively.
(b)For additional information related to net investment hedges and interest rate swaps, refer to Note 7 - “Financial Instruments Measured at Fair Value”.

Common Stock Outstanding Activity

The following table sets forth the activity in the number of shares outstanding:

  ​ ​ ​

  ​ ​ ​

  ​ ​ ​

Common

Common

Treasury

Stock

(thousands)

Stock Issued

Stock

Outstanding

Common stock outstanding at December 31, 2022

 

125,424

 

66,175

 

59,249

Shares issued for stock-based compensation awards

 

 

(653)

 

653

Repurchases of common stock

 

 

6,091

 

(6,091)

Retirement of treasury stock

(67,733)

(67,733)

Common stock outstanding at December 31, 2023

 

57,691

 

3,880

 

53,811

Shares issued for stock-based compensation awards

 

375

 

(75)

 

450

Repurchases of common stock

 

 

2,089

 

(2,089)

Retirement of treasury stock

(2,474)

(2,474)

Common stock outstanding at December 31, 2024

 

55,592

 

3,420

 

52,172

Shares issued for stock-based compensation awards

 

246

 

(54)

 

300

Repurchases of common stock

 

 

1,402

 

(1,402)

Common stock outstanding at December 31, 2025

 

55,838

 

4,768

 

51,070

The company retired 2.5 million shares of treasury stock with a cost of $228.8 million in 2024 and 67.7 million shares of treasury stock with a cost of $5.1 billion in 2023. The company has 2.0 million authorized shares of serial preferred stock with a par value of one dollar. There were no shares of serial preferred stock outstanding at December 31, 2025 and 2024.

Share Repurchase Programs

The following table shows the company’s share repurchase programs as of December 31, 2025:

  ​ ​ ​

  ​ ​ ​

  ​ ​ ​

Approximate

Dollar Value of

Dollar Value

Dollar Value of

Shares that May

Approved for

Shares

Yet be Purchased

Share Repurchase Details by Month of Board Approval (thousands)

Repurchase

Repurchased

Under the Program

January 2023

$

1,000,000

$

827,130

$

172,870

The company repurchased 1.3 million shares and 2.0 million shares of common stock for $149.9 million and $250.0 million, in 2025 and 2024, respectively, under the share repurchase program excluding excise taxes. During 2025, the company accrued $1.3 million of excise tax, which is recorded within “Treasury stock” on the company’s consolidated balance sheets and reduces the share repurchase authorization, as the excise tax is a part of the overall cost of acquiring treasury shares. The company’s share repurchase program does not have an expiration date.

v3.25.4
Net Income Per Share
12 Months Ended
Dec. 31, 2025
Net Income Per Share  
Net Income Per Share

11. Net Income Per Share

Basic net income per share is computed by dividing net income attributable to shareholders by the weighted-average number of common shares outstanding for the period. Diluted net income per share reflects the potential dilution that would occur if securities or other contracts to issue common stock were exercised or converted into common stock.  The dilutive effect of equity awards is calculated using the treasury stock method.

The following table presents the computation of net income per share on a basic and diluted basis for the years ended December 31:

(thousands except per share data)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Net income attributable to shareholders

$

571,266

$

392,074

$

903,505

Weighted-average shares outstanding - basic

 

51,804

 

53,282

 

56,359

Net effect of various dilutive stock-based compensation awards

 

451

 

515

 

676

Weighted-average shares outstanding - diluted

 

52,255

 

53,797

 

57,035

Net income per share:

 

  ​

 

  ​

 

  ​

Basic

$

11.03

$

7.36

$

16.03

Diluted (a)

$

10.93

$

7.29

$

15.84

(a) Equity awards excluded from diluted net income per share as their effect would have been anti-dilutive

32

16

32

v3.25.4
Employee Stock Plans
12 Months Ended
Dec. 31, 2025
Employee Stock Plans  
Employee Stock Plans

12. Employee Stock Plans

Omnibus Plan

The company maintains the Omnibus Plan, which provides an array of equity alternatives available to the company when designing compensation incentives. The Omnibus Plan permits the grant of cash-based awards, non-qualified stock options, ISOs, stock appreciation rights, restricted stock, restricted stock units, performance shares, performance units, covered employee annual incentive awards, and other stock-based awards. The Compensation Committee determines the vesting requirements, termination provision, and the terms of the award for any awards under the Omnibus Plan when such awards are issued.

Under the terms of the Omnibus Plan, a maximum of 24.0 million shares of common stock may be awarded. There were 4.1 million shares and 4.4 million shares available for grant under the Omnibus Plan as of December 31, 2025, and 2024 respectively. Generally, shares are counted against the authorization only to the extent that they are issued. Restricted

stock, restricted stock units, performance shares, and performance units count against the authorization at a rate of 1.69 to 1.

The company records share-based payment awards exchanged for employee services at fair value on the date of grant and the awards in the consolidated statements of operations on a straight-line basis over the requisite employee service period. Stock-based compensation expense includes an estimate for forfeitures. The company recorded, as a component of “Selling, general, and administrative” amortization of stock-based compensation of $27.9 million, $34.6 million, and $41.6 million in 2025, 2024, and 2023, respectively. The actual tax benefit realized from share-based payment awards during 2025, 2024, and 2023 was $2.8 million, $5.6 million, and $8.9 million, respectively.

In September 2025, Sean Kerins, separated from his roles as President, CEO and Director of the company and forfeited restricted stock units, performance stock units, and special grants, which resulted in a reversal of $13.4 million of stock-based compensation expense previously recognized.

Stock Options

Under the Omnibus Plan, the company may grant both ISOs and non-qualified stock options. ISOs may only be granted to employees of the company, its subsidiaries, and its affiliates. The exercise price for options cannot be less than the fair market value of Arrow’s common stock on the date of grant. Options generally vest in equal installments over a four-year period. Options currently outstanding generally have contractual terms of ten years. The company has not granted non-qualified stock options or ISOs since 2020 and does not intend to grant them in the future.

The following information relates to the stock option activity for the year ended December 31, 2025:

  ​ ​ ​

  ​ ​ ​

  ​ ​ ​

Weighted-

  ​ ​ ​

Weighted-

Average

Aggregate

Average

Remaining

Intrinsic

Exercise

Contractual

Value

Shares

Price

Life

(thousands)

Outstanding at December 31, 2024

 

249,545

$

76.75

 

 

Exercised

 

(47,394)

 

72.85

 

  ​

 

  ​

Outstanding at December 31, 2025

 

202,151

 

77.66

 

29 months

$

6,573

Exercisable at December 31, 2025

 

201,696

$

77.66

 

29 months

$

6,559

The aggregate intrinsic value in the table above represents the total pre-tax intrinsic value (the difference between the company’s closing stock price on the last trading day of 2025 and the exercise price, multiplied by the number of in-the-money options) received by the option holders had all option holders exercised their options on December 31, 2025. This amount changes based on the market value of the company’s stock.

The total intrinsic value of options exercised during 2025, 2024, and 2023 was $2.0 million, $3.3 million, and $12.5 million, respectively.

Cash received from option exercises during 2025, 2024, and 2023 was $3.5 million, $5.4 million, and $17.0 million, respectively, and is included within the financing activities section in the company’s consolidated statements of cash flows.

Performance Awards

The Compensation Committee, subject to the terms and conditions of the Omnibus Plan, may grant performance share and/or performance unit awards (collectively “performance awards”).  The performance goals and performance periods may vary from participant-to-participant, group-to-group, and time-to-time and are earned only if the target metrics over the performance periods established by or under the direction of the Compensation Committee are met. The company grants the following performance awards:

financial performance awards which are based on financial goals
relative total shareholder return performance stock units (“rTSR-PSUs”) which are based on market performance, financial and non-financial goals

The grant date fair value of the financial performance awards is the fair market value of the company’s common stock on the date of grant and will be delivered in common stock at the end of the service period based on the company’s actual performance compared to the target metrics and may be from 0% to 185% of the initial award.  Compensation expense is recognized using the graded vesting method over the three-year service period and is adjusted each period based on the current estimate of performance compared to the target metric.

Beginning in 2025, the Company granted rTSR-PSUs which have a market condition related to the ranking of the company’s total shareholder return (“TSR”) during a three-year period relative to the TSR of the S&P 400 MidCap Stock Index. These awards will be delivered in common stock at the end of the service period based on the company’s achievement of the market condition, certain financial and non-financial goals and may be 0% to 200% of the initial award.  Compensation expense is recognized on a straight-line basis over the vesting period and is not adjusted regardless of the current estimate or actual achievement of the market condition.

The company estimates the grant date fair value of the rTSR-PSUs using a Monte-Carlo simulation model which includes the following weighted-average assumptions for the year ended December 31:

  ​ ​ ​

2025

Expected term (in years)

 

2.88

Risk-free interest rate (percent) (a)

 

4.2

Historical volatility (percent) (b)

28.0

Fair value per rTSR-PSUs granted

 

131.5

(a)Based on zero-coupon U.S. treasury constant maturity yield curve, continuously compounded over the expected term of the awards.
(b)Based on the company’s historical volatility over a 2.88 year lookback period from the valuation date.

Restricted Stock

Subject to the terms and conditions of the Omnibus Plan, the Compensation Committee may grant shares of restricted stock and/or restricted stock units. The grant date fair value of a restricted stock unit is the fair market value of the company’s common stock on the date of grant. Restricted stock units are similar to restricted stock except that no shares are actually awarded to the participant on the date of grant. Shares of restricted stock and/or restricted stock units awarded under the Omnibus Plan may not be sold, transferred, pledged, assigned, or otherwise alienated or hypothecated until the end of the applicable period of restriction established by the Compensation Committee and specified in the award agreement (and in the case of restricted stock units until the date of delivery or other payment). Compensation expense is recognized on a straight-line basis as shares become free of forfeiture restrictions (i.e. vest) generally over a four-year period.

Non-Employee Director Awards

The company’s Board sets the amounts and types of equity awards that are granted to all non-employee directors on a periodic, nondiscriminatory basis pursuant to the Omnibus Plan, as well as any additional amounts, if any, to be awarded, also on a periodic, nondiscriminatory basis, based on each of the following: the number of committees of the Board on which a non-employee director serves, service of a non-employee director as the chair of a committee of the Board, service of a non-employee director as Board Chair or Lead Independent Director, or the first selection or appointment of an individual to the Board as a non-employee director. Currently, non-employee directors receive annual awards of restricted stock units valued at $0.2 million with an additional amount for the non-employee director serving as Board Chair. The restricted stock units have a vesting period of around one-year and non-employee directors may elect to settle such awards (i) on the first anniversary of the grant date or (ii) following such director’s separation from service provided that they continuously served on the Board from the grant date through the vesting date. All restricted stock units are settled in common stock one to one.

Unless a non-employee director gives notice setting forth a different percentage, 50% of each director’s annual retainer fee is deferred and converted into units based on the fair market value of the company’s stock as of the date it was payable and paid upon separation of service from the Board.

Summary of Non-Vested Shares

The following information summarizes the changes in non-vested performance shares, performance units, restricted stock, and restricted stock units for 2025:

  ​ ​ ​

  ​ ​ ​

Weighted-

Average Grant

Shares

Date Fair Value

Non-vested shares at December 31, 2024

 

840,699

$

119.83

Granted

 

410,843

 

108.61

Vested

 

(275,360)

 

121.02

Forfeited

 

(188,025)

 

118.74

Non-vested shares at December 31, 2025

 

788,157

$

113.82

The total fair value of shares vested during 2025, 2024, and 2023 was $28.3 million, $39.5 million, and $57.0 million, respectively.

As of December 31, 2025, there was $28.3 million of total unrecognized compensation cost related to non-vested shares which is expected to be recognized over a weighted-average period of 2 years.

v3.25.4
Employee Benefit Plans
12 Months Ended
Dec. 31, 2025
Employee Benefit Plans  
Employee Benefit Plans

13. Employee Benefit Plans

The company maintains an unfunded Arrow SERP under which the company will pay supplemental pension benefits to certain employees upon retirement. As of December 31, 2025, there were 9 current and 27 former corporate officers participating in this plan. The Board determines those employees who are eligible to participate in the Arrow SERP.

The Arrow SERP, as amended, provides for the pension benefits to be based on a percentage of average final compensation, based on years of participation in the Arrow SERP. The Arrow SERP permits early retirement, with payments at a reduced rate, based on age and years of service subject to a minimum retirement age of 55.

The company uses a December 31 measurement date for the Arrow SERP benefit plan. Pension information for the years ended December 31 is as follows:

Arrow SERP

 

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

 

Accumulated benefit obligation

$

84,414

$

74,530

Changes in projected benefit obligation:

 

  ​

 

  ​

Projected benefit obligation at beginning of year

 

83,032

 

88,084

Service cost

 

2,748

 

3,193

Interest cost

 

4,399

 

4,081

Actuarial loss (gain)

 

3,584

 

(6,602)

Benefits paid

 

(6,206)

 

(5,724)

Projected benefit obligation at end of year

 

87,557

 

83,032

Funded status

$

(87,557)

$

(83,032)

Amounts recognized in the company's consolidated balance sheets:

 

  ​

 

  ​

Current liabilities

$

(7,083)

$

(6,168)

Noncurrent liabilities

 

(80,474)

 

(76,864)

Net liability at end of year

$

(87,557)

$

(83,032)

Components of net periodic pension cost:

 

  ​

 

  ​

Service cost

$

2,748

$

3,193

Interest cost

 

4,399

 

4,081

Amortization of prior service cost

337

337

Amortization of (gain) loss

 

(1,744)

 

(164)

Curtailment expense

2,020

Net periodic pension cost

$

7,760

$

7,447

Weighted-average assumptions used to determine benefit obligation:

 

  ​

 

  ​

Discount rate

 

5.20

%  

 

5.50

%

Rate of compensation increase

 

5.00

%  

 

5.00

%

Expected return on plan assets

 

N/A

 

N/A

Weighted-average assumptions used to determine net periodic pension cost:

 

  ​

 

  ​

Discount rate

 

5.50

%  

 

4.80

%

Rate of compensation increase

 

5.00

%  

 

5.00

%

Expected return on plan assets

 

N/A

 

N/A

The amounts reported for net periodic pension cost and the respective benefit obligation amounts are dependent upon the actuarial assumptions used. The company reviews historical trends, future expectations, current market conditions, and external data to determine the assumptions. The discount rate represents the market rate for a high-quality corporate bond. The rate of compensation increase is determined by the company, based upon its long-term plans for such increases. The actuarial assumptions used to determine the net periodic pension cost are based upon the prior year’s assumptions used to determine the benefit obligation.

Benefit payments are expected to be paid as follows:

(thousands)

  ​ ​ ​

Arrow SERP

2026

$

7,083

2027

 

7,072

2028

 

7,088

2029

 

7,637

2030

 

7,466

2031 - 2035

 

34,054

As of December 31, 2025, the company had designated $119.3 million in assets to cover the ongoing costs of SERP payouts for both current and former executives. These assets were comprised primarily of life insurance policies and mutual fund investments, and $117.8 million of these investments were held in a rabbi trust. Contributions to the rabbi trust are irrevocable by the company. In the event of bankruptcy by the company, the assets held by the rabbi trust are subject to claims made by the company’s creditors.

Other Comprehensive Income Items

The following table presents the other comprehensive income items for the years ended December 31:

(thousands)

  ​ ​ ​

2025

2024

2023

Actuarial (loss) gains, net of tax

$

(2,723)

$

5,027

$

(1,011)

Reclassification of actuarial loss (gain), net of tax

 

(1,325)

(125)

(508)

Prior service costs, net of tax

Reclassification of prior service costs, net of tax

1,790

256

256

Accumulated other comprehensive loss at December 31, 2025 and 2024 includes unrecognized actuarial gains, net of related taxes, of $8.2 million and $12.2 million, respectively, that have not yet been recognized in net periodic pension cost. Accumulated other comprehensive loss at December 31, 2024 included prior service costs, net of related taxes, of $(1.8) million that had not yet been recognized in net periodic pension cost.

Defined Contribution Plans

The company has defined contribution plans for eligible employees, which qualify under Section 401(k) of the Internal Revenue Code. The company’s contribution to the plans, which are based on a specified percentage of employee contributions, amounted to $19.9 million, $20.1 million, and $21.2 million in 2025, 2024, and 2023, respectively. Certain international subsidiaries maintain separate defined contribution plans for their employees and made contributions thereunder, which amounted to $23.4 million, $22.4 million, and $22.6 million in 2025, 2024, and 2023, respectively.

v3.25.4
Lease Commitments
12 Months Ended
Dec. 31, 2025
Lease Commitments  
Lease Commitments

14. Lease Commitments

The company leases certain offices, distribution centers, and other property under non-cancellable operating leases expiring at various dates through 2036. Substantially all leases are classified as operating leases. The company recorded operating lease costs of $109.1 million, $98.0 million, and $93.4 million in 2025, 2024, and 2023, respectively.

The following amounts were recorded in the consolidated balance sheets at December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Operating Leases

 

  ​

 

  ​

Right-of-use asset

$

248,823

$

251,129

Lease liability - current

$

76,537

$

68,941

Lease liability - non-current

 

186,721

 

198,466

Total operating lease liabilities

$

263,258

$

267,407

Maturities of operating lease liabilities at December 31 were as follows:

(thousands)

  ​ ​ ​

2025

2026

$

87,157

2027

 

72,935

2028

 

55,371

2029

 

30,987

2030

 

18,963

Thereafter

 

31,200

Total lease payments

 

296,613

Less: imputed interest

 

(33,355)

Total

$

263,258

Other information pertaining to leases consists of the following for the year ended December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Supplemental Cash Flow Information

 

  ​

 

  ​

Cash paid for amounts included in the measurement of operating lease liabilities

$

88,656

$

94,829

Right-of-use assets obtained in exchange for operating lease obligations

 

52,287

 

62,583

Operating Lease Term and Discount Rate

 

  ​

 

  ​

Weighted-average remaining lease term in years

 

4 years

 

5 years

Weighted-average discount rate

 

4.9%

 

5.4%

v3.25.4
Contingencies
12 Months Ended
Dec. 31, 2025
Contingencies  
Contingencies

15. Contingencies

Environmental Matters

The Company has accrued liabilities of $26.0 million for ongoing environmental remediation efforts at sites in Huntsville, Alabama (the “Huntsville site”) and Norco, California (the “Norco site”) at which contaminated soil and groundwater was identified. The contamination related to activities of certain subsidiaries which ended prior to 2000. Remediation efforts began in 2015 and 2003 at the Huntsville site and Norco site, respectively, and are progressing under action plans monitored by local environmental agencies.

Costs are recorded for environmental matters when it is probable that a liability has been incurred and the amount of the liability can be reasonably estimated. Environmental liabilities are included in “Accrued expenses” and “Other liabilities” on the company’s consolidated balance sheets. The company has determined that there is no amount within the environmental liability ranges discussed below, that is a better estimate than any other amount, and therefore has recorded the accruals at the minimum amount of the ranges. The liabilities were estimated based on current costs and are not discounted. Environmental costs related to these matters include remediation, project management, regulatory oversight, and investigative and feasibility study activities.

To date, the company has spent approximately $9.5 million and $89.1 million related to environmental costs at the Huntsville site and the Norco site, respectively. The subsequent environmental costs at the Huntsville site are estimated to be between $4.9 million and $16.6 million, and at the Norco site they are estimated to be between $21.1 million and $38.5 million.

The company expects the liabilities associated with such ongoing remediation to be resolved over an extended period of time with current estimates extending beyond 2040. The accruals for environmental liabilities are adjusted periodically as facts and circumstances change, assessment and remediation efforts progress, or as additional technical or legal information becomes available. Environmental liabilities are difficult to assess and estimate due to various unknown factors such as the timing and extent of remediation, the efficacy and long-term costs of remediation, improvements in remediation technologies, orders by administrative agencies, and the extent to which environmental laws and regulations may change in the future.

During 2025, 2024 and 2023 the company recorded charges of $4.5 million, $0.8 million and $23.3 million related to increases in the environmental liabilities for the Huntsville and Norco sites. These costs are included in “Restructuring, integration, and other” on the company’s consolidated statements of operations.

To date, the company has recovered approximately $157.4 million from certain insurance carriers relating to environmental clean-up matters at these sites and continues to pursue additional recoveries from one insurer related solely to the Huntsville site. The company has not recorded a receivable for any potential future insurance recoveries.

It is reasonably possible that the company will need to adjust the liabilities noted above to reflect the effects of new or additional information, to the extent that such information impacts the costs, timing, or duration of the required actions. Future changes in estimates of the costs, timing, or duration of the required actions could have a material adverse effect on the company’s consolidated financial position, results of operations, or cash flows.

Other

During 2023, the company received $62.2 million in settlement benefits in connection with claims filed against certain manufacturers of aluminum, tantalum, and film capacitors who allegedly colluded to fix the price of capacitors from 2001 through 2014. These amounts were recorded as a reduction to “Selling, general, and administrative” in the company’s consolidated statements of operations.

From time to time, in the normal course of business, the company is subject to other pending and threatened litigation, environmental, regulatory, labor, product, and tax matters. While such matters are subject to inherent uncertainties, it is not currently anticipated that any such matters will materially impact the company’s consolidated financial position, liquidity, or results of operations.

v3.25.4
Segment and Geographic Information
12 Months Ended
Dec. 31, 2025
Segment and Geographic Information  
Segment and Geographic Information

16. Segment and Geographic Information

The company is a global provider of products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions. The company organizes its operations by geographic region and global business lines. The company’s operating segments reflect the way the chief executive officer (CODM as defined in ASC 280, Segment Reporting) reviews financial information, makes operating decisions and assesses business performance. In identifying operating segments, the company also considers its annual budgeting and forecasting process, management reporting structure, the basis on which management compensation is determined, information presented to the Board of Directors and similarities such as the nature of products, the level of shared products, technology and other resources, and customer base. The company concluded that identifying operating segments by major geographic region within each of the company’s major businesses was consistent with the objectives of ASC 280 and it has aggregated geographic operating segments within global components and global ECS based on similar characteristics including long-term financial performance, the nature of services provided, internal process for delivering those services, and types of customers.

In the third quarter of 2025, in conjunction with Sean Kerins’s separation from the company, William (“Bill”) F. Austen was appointed as the company’s Interim President and Chief Executive Officer, and identified as the CODM responsible for reviewing financial information, making operational decisions, and evaluating business performance in a manner consistent with the previous CODM. The transition in CODM did not lead to any changes in the reportable or operating segments.

The global components segment is enabled by a comprehensive range of value-added capabilities and services, markets, and distributes electronic components to OEMs and EMS providers. The global ECS segment is a leading provider of comprehensive computing solutions and value-added services. The global ECS segment brings broad market access, extensive supplier relationships, scale, and value-added solutions to help its VARs and MSPs meet the needs of their end-users through a portfolio that includes datacenter, cloud, security, and analytics solutions.

The CODM evaluates the performance of both segments based on operating income, as well as monitors the components of operating income including sales, gross profit, and operating expenses. This information is used to monitor segment profitability, allocate resources and make budgeting and forecasting decisions about the segments. The CODM also uses these measures to monitor trends in year over year performance comparisons, sequential quarter performance comparisons, and to compare actual results to forecasts. More disaggregated information about operating expense is generally only reviewed by the CODM on a consolidated basis.

As a result of the company’s philosophy of maximizing operating efficiencies through the centralization of certain functions, operating income for the segments excludes unallocated corporate overhead costs, depreciation on corporate fixed assets, and restructuring, integration, and other costs, as they are not attributable to the individual segments and are included in the corporate line item.

Sales, by segment by geographic area, are as follows:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Sales:

 

  ​

 

  ​

 

  ​

Components:

 

  ​

 

  ​

 

  ​

Americas

$

6,944,480

$

6,411,701

$

7,954,713

EMEA

 

5,670,850

 

5,648,107

8,074,894

Asia/Pacific

 

8,885,959

 

7,923,459

9,390,292

Global components

$

21,501,289

$

19,983,267

$

25,419,899

ECS:

 

  ​

 

  ​

  ​

Americas

$

4,230,746

$

4,067,160

$

4,160,298

EMEA

 

5,120,900

 

3,872,897

3,526,923

Global ECS

$

9,351,646

$

7,940,057

$

7,687,221

Total

$

30,852,935

$

27,923,324

$

33,107,120

Sales by country are as follows:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Sales:

 

  ​

 

  ​

 

  ​

China and Hong Kong

$

4,419,749

$

4,033,744

$

4,858,871

Germany

 

3,155,470

 

3,007,517

 

4,341,837

Other

 

12,725,314

 

11,114,613

 

12,737,852

Total foreign

$

20,300,533

$

18,155,874

$

21,938,560

United States

 

10,552,402

 

9,767,450

 

11,168,560

Total

$

30,852,935

$

27,923,324

$

33,107,120

The company operates in more than 85 countries worldwide. Sales to unaffiliated customers are based on the company location that maintains the customer relationship and transacts the external sale.

Results of operations by segment are as follows for the years ended December 31:

2025

(thousands)

Global Components

Global ECS

Total

Sales

$

21,501,289

$

9,351,646

$

30,852,935

Cost of sales

19,098,636

8,287,580

27,386,216

Gross profit

2,402,653

1,064,066

3,466,719

Gross profit margin

11.2

%

11.4

%

11.2

%

Segment operating expenses (a)

1,627,947

638,155

2,266,102

Segment operating income (loss) (b) (c)

$

774,706

$

425,911

$

1,200,617

Segment operating income margin

3.6

%

4.6

%

3.9

%

Reconciliation of segment operating income

Corporate operating expenses (e)

(378,394)

Consolidated operating income

$

822,223

Equity in earnings of affiliated companies

3,198

Gain (loss) on investments, net

109,888

Post-retirement expense, net

(2,277)

Interest and other financing expense, net

(215,104)

Consolidated income before taxes

$

717,928

2024

(thousands)

Global Components

Global ECS

Total

Sales

$

19,983,267

$

7,940,057

$

27,923,324

Cost of sales

17,650,909

6,980,007

24,630,916

Gross profit

2,332,358

960,050

3,292,408

Gross profit margin

11.7

%

12.1

%

11.8

%

Segment operating expenses (a)

1,591,085

549,975

2,141,060

Segment operating income (loss) (c) (d)

$

741,273

$

410,075

$

1,151,348

Segment operating income margin

3.7

%

5.2

%

4.1

%

Reconciliation of segment operating income

Corporate operating expenses (e)

(382,791)

Consolidated operating income

$

768,557

Equity in earnings of affiliated companies

1,368

Gain (loss) on investments, net

(4,830)

Loss on extinguishment of debt

(1,657)

Post-retirement expense, net

(4,285)

Interest and other financing expense, net

(269,834)

Consolidated income before taxes

$

489,319

2023

(thousands)

Global Components

Global ECS

Total

Sales

$

25,419,899

$

7,687,221

$

33,107,120

Cost of sales

22,220,779

6,737,323

28,958,102

Gross profit

3,199,120

949,898

4,149,018

Gross profit margin

12.6

%

12.4

%

12.5

%

Segment operating expenses (a)

1,739,954

582,894

2,322,848

Segment operating income (loss) (d)

$

1,459,166

$

367,004

$

1,826,170

Segment operating income margin

5.7

%

4.8

%

5.5

%

Reconciliation of segment operating income

Corporate operating expenses (e)

(355,006)

Consolidated operating income

$

1,471,164

Equity in earnings of affiliated companies

6,407

Gain (loss) on investments, net

19,284

Post-retirement expense, net

(3,777)

Interest and other financing expense, net

(328,724)

Consolidated income before taxes

$

1,164,354

(a)Segment operating expenses include employee-related expenses, depreciation and amortization, facility expense, allowance for credit losses, and other segment expenses.
(b)In 2025, Global ECS gross profit margin decreased compared to the year-earlier period primarily due to $18.3 million in net losses related to underperformance of certain non-cancellable multi-year purchase obligations.
(c)Global components operating income includes (recoveries) charges of $(10.3) million and $60.6 million in inventory write-downs related to the wind down of businesses in 2025 and 2024, respectively. Global components operating income includes $62.2 million in settlement benefits recorded as a reduction to operating expense for 2023. Refer to Note 15 - “Contingencies”.
(d)In 2023, global ECS operating income includes charges of $25.4 million to increase the allowance for credit losses related to one customer. During 2024, global ECS operating income includes a reversal of charges of $20.0 million for aged receivables that were collected, related to the same customer.
(e)Corporate unallocated operating expenses for the years 2025, 2024, and 2023 includes restructuring, integration, and other charges of $116.1 million, $142.9 million, and $83.9 million, respectively. Refer to Note 9 - “Restructuring, Integration, and Other”.

Total assets, by segment, at December 31 are as follows:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Total assets:

 

  ​

 

  ​

Global components

$

21,222,941

$

14,765,931

Global ECS

 

7,355,089

 

6,518,723

Total segment assets

$

28,578,030

$

21,284,654

Other assets (a)

 

500,108

 

473,053

Consolidated assets

$

29,078,138

$

21,757,707

(a)Other assets include Corporate unallocated assets.

Long-lived assets by country are as follows:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Long-lived assets:

 

  ​

 

  ​

France

$

100,493

$

86,268

Netherlands

79,339

78,120

Other

 

233,740

 

223,903

Total foreign

$

413,572

$

388,291

United States

 

309,901

 

332,098

Total

$

723,473

$

720,389

v3.25.4
VALUATION AND QUALIFYING ACCOUNTS
12 Months Ended
Dec. 31, 2025
VALUATION AND QUALIFYING ACCOUNTS  
VALUATION AND QUALIFYING ACCOUNTS

ARROW ELECTRONICS, INC.

SCHEDULE II - VALUATION AND QUALIFYING ACCOUNTS

  ​ ​ ​

Balance at

  ​ ​ ​

  ​ ​ ​

  ​ ​ ​

  ​ ​ ​

Beginning of

Charged to

Balance at

Allowance for credit losses (thousands)

Year

Income

Other (a)

Write-down

End of Year

Year ended December 31, 2025

$

116,445

$

37,069

$

4,383

$

13,780

$

144,117

Year ended December 31, 2024

$

146,480

$

751

$

(2,411)

$

28,375

$

116,445

Year ended December 31, 2023

$

93,397

$

71,984

$

690

$

19,591

$

146,480

(a)“Other” primarily includes the effect of fluctuations in foreign currencies.
v3.25.4
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Pay vs Performance Disclosure      
Net Income (Loss) $ 571,266 $ 392,074 $ 903,505
v3.25.4
Insider Trading Arrangements
3 Months Ended
Dec. 31, 2025
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
Rule 10b5-1 Arrangement Modified false
Non Rule 10b5-1 Arrangement Modified false
v3.25.4
Insider Trading Policies and Procedures
12 Months Ended
Dec. 31, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.4
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Dec. 31, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]

Risk Management and Strategy

The company leverages technology and human oversight to maintain a multi-layered approach to cybersecurity risk management that is integrated into the company’s broader risk management framework. As part of this process, the company uses active and passive methods designed to continuously monitor information systems and identify, assess, and manage potential vulnerabilities and threats.

The company utilizes active monitoring techniques (e.g., penetration testing), designed to leverage multiple sources of threat intelligence and vulnerability scanning complemented by endpoint protection and network security. The company has a rapid-response protocol designed to investigate cybersecurity threat alerts, and the company’s incident response plan provides a structured approach to inter-departmental assessment, mitigation, and resolution of cybersecurity threats. The company also conducts regular tabletop exercises to test and fortify the controls of its cybersecurity incident response program.

The company maintains strategic relationships with third-party cybersecurity experts and coordinates with various law-enforcement partners, each of whom may be engaged to provide additional investigative and remediation support. The company’s senior security leadership conducts periodic, in-depth reviews with the company’s enterprise risk management team and internal and external auditors to evaluate the effectiveness of the company’s cybersecurity systems, controls, and management processes.

Before engaging with a new supplier or service provider, the company conducts a security assessment that includes detailed interviews, questionnaires, and cyber-risk scoring. Following the initial engagement, the company continues to monitor on an ongoing basis to identify emerging security risks or changes in suppliers’ risk profiles.

To date, the company is not aware of any cybersecurity threats or incidents that have materially affected, or are reasonably likely to materially affect, the company, including its financial condition, results of operations, or business strategies. For more information about risks related to cybersecurity threats, refer to “Cybersecurity incidents may hurt the company’s business, damage its reputation, increase its costs, and cause losses,” within the company’s risk factor disclosures in Item 1A of this Annual Report on Form 10-K.

Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]

The company leverages technology and human oversight to maintain a multi-layered approach to cybersecurity risk management that is integrated into the company’s broader risk management framework. As part of this process, the company uses active and passive methods designed to continuously monitor information systems and identify, assess, and manage potential vulnerabilities and threats.

The company utilizes active monitoring techniques (e.g., penetration testing), designed to leverage multiple sources of threat intelligence and vulnerability scanning complemented by endpoint protection and network security. The company has a rapid-response protocol designed to investigate cybersecurity threat alerts, and the company’s incident response plan provides a structured approach to inter-departmental assessment, mitigation, and resolution of cybersecurity threats. The company also conducts regular tabletop exercises to test and fortify the controls of its cybersecurity incident response program.

Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]

Governance

The Board of Directors of the company (the “Board”), primarily through its Audit Committee, oversees the company’s cybersecurity program. The company’s CIO and CSO regularly report to the Audit Committee on the current state of the company’s cybersecurity program (including the current threat landscape, cybersecurity risks, and any significant incidents). The Audit Committee may provide updates to the Board on the substance of these reports and any recommendations for enhancements that the Audit Committee deems appropriate.

The CIO and CSO receive regular reports from the company’s cybersecurity division about the company’s global cybersecurity status, enabling the CIO and CSO to identify, assess, and manage cybersecurity threats. The company has established policies and procedures requiring that potentially material cybersecurity incidents are immediately investigated and addressed through the coordination of internal departments. The company’s cybersecurity division utilizes a risk-based approach to assess the severity and priority of potential cybersecurity incidents on a rolling basis and provides timely notification to the company’s management upon detecting any potentially material cybersecurity incidents. Members of the company’s management will notify the Board Chair and Audit Committee Chair if they determine that a material cybersecurity incident has occurred.

Under the direction of the CIO, the CSO is responsible for global cybersecurity and business continuity, which includes security architecture, security operations, incident response, IT risk analysis and compliance, physical security, and security awareness and training. The CSO has over twenty years of security experience and holds a degree in IT and cybersecurity, along with maintaining certifications in risk analysis, information security, data privacy, data-security legal investigations, and information systems auditing, among other disciplines. The other members of the company’s cybersecurity division also have extensive cybersecurity, business, and technology experience and all hold certifications in their areas of expertise.

Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Audit Committee
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block]

The Board of Directors of the company (the “Board”), primarily through its Audit Committee, oversees the company’s cybersecurity program. The company’s CIO and CSO regularly report to the Audit Committee on the current state of the company’s cybersecurity program (including the current threat landscape, cybersecurity risks, and any significant incidents). The Audit Committee may provide updates to the Board on the substance of these reports and any recommendations for enhancements that the Audit Committee deems appropriate.

Cybersecurity Risk Role of Management [Text Block] The company’s CIO and CSO regularly report to the Audit Committee on the current state of the company’s cybersecurity program (including the current threat landscape, cybersecurity risks, and any significant incidents). The Audit Committee may provide updates to the Board on the substance of these reports and any recommendations for enhancements that the Audit Committee deems appropriate.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] The company’s CIO and CSO
Cybersecurity Risk Management Expertise of Management Responsible [Text Block]

Under the direction of the CIO, the CSO is responsible for global cybersecurity and business continuity, which includes security architecture, security operations, incident response, IT risk analysis and compliance, physical security, and security awareness and training. The CSO has over twenty years of security experience and holds a degree in IT and cybersecurity, along with maintaining certifications in risk analysis, information security, data privacy, data-security legal investigations, and information systems auditing, among other disciplines. The other members of the company’s cybersecurity division also have extensive cybersecurity, business, and technology experience and all hold certifications in their areas of expertise.

Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block]

The CIO and CSO receive regular reports from the company’s cybersecurity division about the company’s global cybersecurity status, enabling the CIO and CSO to identify, assess, and manage cybersecurity threats. The company has established policies and procedures requiring that potentially material cybersecurity incidents are immediately investigated and addressed through the coordination of internal departments. The company’s cybersecurity division utilizes a risk-based approach to assess the severity and priority of potential cybersecurity incidents on a rolling basis and provides timely notification to the company’s management upon detecting any potentially material cybersecurity incidents. Members of the company’s management will notify the Board Chair and Audit Committee Chair if they determine that a material cybersecurity incident has occurred.

Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.4
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Dec. 31, 2025
Summary of Significant Accounting Policies  
Principles of Consolidation

Principles of Consolidation

The consolidated financial statements of Arrow Electronics, Inc. (the “company” or “Arrow”) include the accounts of the company, its majority-owned subsidiaries, and Arrow EMEA Funding Corp B.V. (see Note 4). All significant intercompany transactions are eliminated.

Use of Estimates

Use of Estimates

The preparation of financial statements in conformity with GAAP in the United States requires the company to make significant estimates and assumptions that affect the amounts reported in the consolidated financial statements and accompanying notes. Actual results could differ from those estimates.

Cash and Cash Equivalents

Cash and Cash Equivalents

Cash equivalents consist of highly liquid investments, which are readily convertible into cash, with original maturities of three months or less.

Trade Accounts Receivable

Trade Accounts Receivable

Trade accounts receivable are reported at amortized cost, net of the allowance for credit losses in the consolidated balance sheets. The allowance for credit losses is a valuation account that is deducted from the receivables’ amortized cost basis to present the net amount expected to be collected. Receivables are written off against the allowance when management believes the receivable balance is confirmed to be uncollectible.

Management estimates the allowance for credit losses using relevant available information about expected credit losses and an age-based reserve model. Inputs to the model include information about historical credit losses, customer credit ratings, past events, current conditions, and reasonable and supportable forecasts. Adjustments to historical loss information are made for differences in current receivable-specific risk characteristics such as changes in the economic and industry environment, or other relevant factors.

Expected credit losses are estimated on a collective (pool) basis, when similar risk characteristics exist, based on customer credit ratings, which include both externally acquired as well as internally determined credit ratings. Receivables that do not share risk characteristics are evaluated on an individual basis.

Inventories

Inventories

Inventories are stated at the lower of cost or net realizable value. Cost is determined on a moving average cost basis, which approximates the first-in, first-out method. Substantially all inventories represent finished goods held for sale.

Property, Plant, and Equipment

Property, Plant, and Equipment

Property, plant, and equipment are stated at cost. Depreciation is computed using the straight-line method over the estimated useful lives of the assets. The estimated useful lives for depreciation of buildings is generally 20 to 30 years, and the estimated useful lives of machinery and equipment is generally 3 to 10 years. Leasehold improvements are amortized over the shorter of the term of the related lease or the life of the improvement.

Software Development Costs

Software Development Costs

The company capitalizes certain internal and external costs incurred to acquire or create internal-use software. Capitalized software costs are amortized on a straight-line basis over the estimated useful life of the software, which is generally 3 to 12 years. At December 31, 2025 and 2024, the company had unamortized software development costs of $184.4 million and $195.0 million, respectively, which are included in “Machinery and equipment” in the company’s consolidated balance sheets.

Identifiable Intangible and Long-lived Assets

Identifiable Intangible and Long-lived Assets

Amortization of definite-lived intangible assets is computed using the straight-line method over the estimated useful lives of the assets. Identifiable intangible and long-lived assets are reviewed for impairment whenever events or changes in circumstances indicate that the carrying amounts may not be recoverable. The company assesses the recoverability of long-lived assets with definite lives at the asset group level. Asset groups are determined based upon the lowest level for which identifiable cash flows are largely independent of the cash flows of other assets and liabilities. If the carrying value of an asset group cannot be recovered from estimated future cash flows, undiscounted and without interest, the fair value of the asset is calculated using the present value of estimated net future cash flows. If the fair value is less than the carrying amount of the asset, a loss is recognized for the difference, subject to the limitation of individual asset fair values within the group.

Investments

Investments

Investments are accounted for using the equity method if the investment provides the company the ability to exercise significant influence, but not control, over an investee. Significant influence is generally deemed to exist if the company has an ownership interest in the voting stock of the investee between 20% and 50%, although other factors, such as representation on the investee’s Board of Directors, are considered in determining whether the equity method is appropriate. The company records its investments in equity method investees meeting these characteristics as “Equity in earnings of affiliated companies” in the company’s consolidated statements of operations and “Investments in affiliated companies” in the company’s consolidated balance sheets.

Equity investments for which the company does not possess the ability to exercise significant influence are measured at fair value using quoted market prices, and are included in “Other assets” in the company’s consolidated balance sheets. Changes in fair value are recorded in “Gain (loss) on investments, net” in the company’s consolidated statements of operations.

Goodwill

Goodwill

Goodwill represents the excess of the cost of an acquisition over the fair value of the net assets acquired. The company tests goodwill for impairment annually as of the first day of the fourth quarter and/or when an event occurs or circumstances change such that it is more likely than not that an impairment may exist. Examples of such events and circumstances that the company would consider include the following:

macroeconomic conditions such as deterioration in general economic conditions, limitations on accessing capital, fluctuations in foreign exchange rates, or other developments in equity and credit markets;
industry and market considerations such as a deterioration in the environment in which the company operates, an increased competitive environment, a decline in market-dependent multiples or metrics (considered in both absolute terms and relative to peers), a change in the market for the company’s products or services, or a regulatory or political development;
cost factors such as increases in inventory, labor, or other costs that have a negative effect on earnings and cash flows;
overall financial performance such as negative or declining cash flows or a decline in actual or planned revenue or earnings compared with actual and projected results of relevant prior periods;
other relevant entity-specific events such as changes in management, key personnel, strategy, or customers, contemplation of bankruptcy, or litigation;
events affecting a reporting unit such as a change in the composition or carrying amount of its net assets, a more likely than not expectation of selling or disposing all, or a portion, of a reporting unit, the testing for recoverability of a significant asset group within a reporting unit, or recognition of a goodwill impairment loss in the financial statements of a subsidiary that is a component of a reporting unit; and
a sustained decrease in share price (considered in both absolute terms and relative to peers).

Goodwill is tested at a level of reporting referred to as the reporting unit. Below is a list of the company’s reporting units and the respective allocation of goodwill:

  ​ ​ ​

(thousands)

2025

Americas Components

$

565,472

EMEA Components

 

127,598

Asia/Pacific Components (a)

-

eInfochips

225,992

Americas ECS

781,202

EMEA ECS

419,807

Consolidated

$

2,120,071

(a) Within global components, the Asia/Pacific reporting unit’s goodwill was previously fully impaired.

The company performs a quantitative goodwill impairment test annually and this test is used to both identify and measure impairment by comparing the fair value of a reporting unit with its carrying amount, including goodwill. If the carrying amount of the reporting unit is less than its fair value, no impairment exists. If the carrying amount of a reporting unit exceeds its fair value, an impairment loss shall be recognized in an amount equal to that excess, limited to the total amount of goodwill allocated to that reporting unit.

The company estimates the fair value of a reporting unit using the income approach. For the purposes of the income approach, fair value is determined based on the present value of estimated future cash flows, discounted at an appropriate risk-adjusted rate. The assumptions included in the income approach include forecasted revenues, gross profit margins, operating income margins, working capital, perpetual growth rates, income tax rates, and long-term discount rates, among others, all of which require significant judgments by management. Actual results may differ from those assumed in the company’s forecasts. The company also reconciles its discounted cash flow analysis to its current market capitalization allowing for a reasonable control premium. As of the first day of the fourth quarters of 2025, 2024, and 2023, the company’s annual impairment testing did not indicate impairment of any of the company’s reporting units.

As of the date of the company’s 2025 annual impairment test, the fair value of all reporting units exceeded their carrying values by more than 20%. Discount rates are one of the more significant assumptions used in the income approach. If the company increased the discount rates used by 100 basis points, the fair value of all reporting units would still exceed their carrying values by more than 11%.

A decline in general economic conditions or global equity valuations could impact the judgments and assumptions about the fair value of the company’s businesses, and the company could be required to record an impairment charge in the future, which could impact the company’s consolidated balance sheets, as well as the company’s consolidated statements of operations. If the company were required to recognize an impairment charge in the future, the charge would not impact the company’s consolidated cash flows, current liquidity, capital resources, or covenants under its existing revolving credit facility, North American asset securitization program, other outstanding borrowings, and EMEA asset securitization program.

Leases

Leases

The company determines if a contract contains a lease at inception based on whether it conveys the right to control the use of an identified asset. Substantially all of the company’s leases are classified as operating leases. The company records operating lease right-of-use assets within “Other assets” and lease liabilities are recorded within “Other liabilities” and “Accrued expenses” in the consolidated balance sheets. Lease expenses are recorded within “Selling, general, and administrative” in the consolidated statements of operations. Operating lease payments are presented within “Cash flows from operating activities” in the consolidated statements of cash flows.

Operating lease right-of-use assets and lease liabilities are recognized based on the net present value of future minimum lease payments over the lease term starting on the commencement date. The company generally is not able to determine the rate implicit in its leases and, as such, applies an incremental borrowing rate based on the company’s cost of borrowing for the relevant terms of each lease. Lease expense for minimum lease payments is recognized on a straight-line basis over the lease term. Lease terms may include an option to extend or terminate a lease if it is reasonably certain that the company will exercise such options. The company does not separate lease components from non-lease components, and also has elected not to record a right-of-use asset or lease liability for leases which, at inception, have a term of twelve months or less. Variable lease payments are recognized in the period in which the obligation for those payments is incurred.

Foreign Currency Translation and Remeasurement

Foreign Currency Translation and Remeasurement

The assets and liabilities of international operations are translated at the exchange rates in effect at the balance sheet date. Revenue and expense accounts are translated at the monthly average exchange rates. Adjustments arising from the translation of the foreign currency financial statements of the company’s international operations are reported as a component of “Accumulated other comprehensive loss” in the company’s consolidated balance sheets.

For foreign currency remeasurement from each local currency into the appropriate functional currency, monetary assets and liabilities are remeasured to functional currencies using current exchange rates in effect at the balance sheet date. Gains or losses from these remeasurements were not significant and have been included in the company’s consolidated statements of operations. Non-monetary assets and liabilities are recorded at historical exchange rates. Transactions denominated in currencies other than the applicable functional currency are converted to the functional currency at the exchange rate on the transaction date.

Income Taxes

Income Taxes

Income taxes are accounted for under the liability method, which requires the recognition of deferred tax assets and liabilities for the expected future tax consequences of events that have been included in the consolidated financial statements. Under this method, deferred tax assets and liabilities are determined on the basis of differences between the tax bases of assets and liabilities and their financial reporting amounts using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rates on deferred tax assets and liabilities is recognized in income in the period that includes the enactment date.

The carrying value of the company’s deferred tax assets is dependent upon the company’s ability to generate sufficient future taxable income in certain tax jurisdictions. Should the company determine that it is more likely than not that some portion or all of its deferred tax assets will not be realized, a valuation allowance to reduce the deferred tax assets is established in the period such determination is made. The assessment of the need for a valuation allowance requires judgment on the part of management with respect to the benefits that could be realized from future taxable income, as well as other positive and negative factors.

It is also the company’s policy to provide for uncertain tax positions and the related interest and penalties based upon management’s assessment of whether a tax benefit is more likely than not to be sustained upon examination by tax authorities. To the extent the company prevails in matters for which a liability for an unrecognized tax benefit is established, or is required to pay amounts in excess of the liability, or when other facts and circumstances change, the company’s effective tax rate in a given financial statement period may be materially affected.

Net Income Per Share

Net Income Per Share

Basic net income per share is computed by dividing net income attributable to shareholders by the weighted-average number of common shares outstanding for the period. Diluted net income per share reflects the potential dilution that would occur if securities or other contracts to issue common stock were exercised or converted into common stock. The dilutive effect of equity awards is calculated using the treasury stock method.

Treasury Stock

Treasury Stock

The company’s stock repurchase program provides an opportunity for the company to repurchase shares at the discretion of the company’s senior executives, based on various factors. The company recognizes treasury stock based on the amount paid to repurchase its shares. Direct costs incurred to acquire treasury stock, including excise taxes, are added to the cost of the treasury stock. Upon the retirement of treasury shares, the cost of repurchased and retired treasury shares in excess of the par value is allocated between additional paid-in-capital and retained earnings. All retired shares are classified as authorized but unissued and do not reduce the total number of authorized shares. When treasury shares are reissued, if the issuance price is higher than the average price paid to acquire the shares (the “average cost”), the gain on reissuance is credited to additional paid-in-capital. If the issuance price is lower than the average cost, the loss on reissuance is first charged against any previous gains recorded to additional paid-in-capital from treasury stock, with the remaining balance charged to retained earnings.

Comprehensive Income

Comprehensive Income

Comprehensive income consists of consolidated net income, foreign currency translation adjustment, gains or losses on post-retirement benefit plans, gains or losses on foreign exchange contracts designated as net investment hedges, and gains and losses on interest rate swaps designated as cash flow hedges. Gains or losses on interest rate swaps, and foreign exchange contracts are net of any reclassification adjustments for realized gains or losses included in consolidated net income. Amounts related to net investment hedges that are excluded from the assessment of hedge effectiveness are amortized to “Interest and other financing expense, net” on a straight-line basis over the life of the hedging instrument. Foreign currency translation adjustments included in comprehensive income which are deemed permanent investments in international affiliates were not tax effected. All other comprehensive income items are net of related income taxes.

Stock-Based Compensation

Stock-Based Compensation

The company records share-based payment awards exchanged for employee services at fair value on the date of grant and expenses the awards in the consolidated statements of operations over the requisite employee service period. Stock-based compensation expense includes an estimate for forfeitures. Stock-based compensation expense related to awards with a market or performance condition which cliff vest, and stock-based compensation awards with service conditions only are recognized over the vesting period on a straight-line basis. Stock-based compensation expense related to awards with graded vesting and performance conditions is recognized using the graded vesting method.

Segment Reporting

Segment Reporting

Operating segments are defined as components of an enterprise for which separate financial information is available that is evaluated regularly by the CODM in deciding how to allocate resources and in assessing performance. The company’s operations are classified into two reportable segments: global components and global ECS (see Note 16).

Revenue Recognition

Revenue Recognition

The company recognizes revenue as control of products is transferred to customers, which generally happens at the point of shipment, or when the service has occurred. The company allows its customers to return product for exchange or credit in limited circumstances. The company also provides volume rebates and other discounts to certain customers which are considered a variable consideration. A provision for customer rebates and other discounts is recorded as a reduction of revenue at the time of sale based on an evaluation of the contract terms and historical experience. Sales are recorded net of discounts, rebates, and returns, which historically have not been material. Tariffs are included in sales as the company has enforceable rights to additional consideration to cover the cost of tariffs. Other taxes imposed by governmental authorities on the company’s revenue producing activities with customers, such as sales taxes and value-added taxes, are excluded from net sales.

Products sold by the company are generally delivered via shipment from the company's facilities, drop shipment directly from the vendor, or by electronic delivery of keys for software products.

The company is the principal in transactions when it is principally responsible for fulfilling the order, which includes negotiating pricing, payment to the supplier, establishing payment terms with the customer, product returns, and has risk of loss if the customer does not make payment. Additionally, the company is the principal in transactions where it is primarily responsible for providing services that include logistics, warehousing, financial management, and analytic services. Sales, where the company is the principal in the transaction, are reported on the gross amount billed to a customer less discounts, rebates, and returns (referred to as “sales recognized on a gross basis”).

The company has contracts with certain customers where the company’s performance obligation is to arrange for the products or services to be provided by another party. The company is the agent in these arrangements, which pertain to the sale of supplier-provided service contracts to customers or delivery of product for which the company does not have control of the product as part of logistics services rendered to customers. Sales, where the company is the agent are reported as the amount billed to the customer net of the cost of the sale (referred to as “sales recognized on a net basis”).

Within the company’s global ECS segment, in certain periods, changes in the mix of sales of IT solutions impact the proportion of the company’s revenue that is recorded on a net basis compared to a gross basis. These changes increase or decrease sales during a period without a corresponding change in gross profit. This is driven by the company’s responsibilities in the sale of various IT solutions, which is based on terms and conditions in place with its partners.

Shipping and Handling Costs

Shipping and Handling Costs

The company reports shipping and handling costs, primarily related to outbound freight, in the consolidated statements of operations as a component of “Selling, general, and administrative” or “Cost of sales”, depending on the nature of the transaction.

Vendor Programs

Vendor Programs

The company participates in supplier programs that provide for price protection, product rebates, marketing/promotional allowances, and other incentives. The consideration received under these programs is recorded in the consolidated statements of operations as an adjustment to “Cost of sales” or “Selling, general, and administrative”, according to the nature of the activity and terms of the vendor program. Incentives are accrued as they are earned based on sales of qualifying products or as services are provided in accordance with the terms of the related program.

Impact of Recently Issued Accounting Standards

Impact of Recently Issued Accounting Standards

In November 2024, the FASB issued ASU No. 2024-03, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses. This ASU requires entities to disaggregate expense items in the notes to the financial statements and requires disclosure of specified information related to purchases of inventory, employee compensation, depreciation, and intangible asset amortization. The amendments in this ASU are effective for annual periods beginning after December 15, 2026, and interim periods beginning after December 15, 2027. Companies have the option to apply the guidance either on a retrospective or prospective basis, and early adoption is permitted. In January 2025, the FASB issued ASU No. 2025-01, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date. This ASU amends the effective date of ASU No. 2024-03 to clarify that all public business entities are required to adopt the guidance in annual reporting periods beginning after December 15, 2026, and interim periods within annual reporting periods beginning after December 15, 2027. Early adoption of ASU No. 2024-03 is permitted.  The company is currently evaluating the impact of these ASUs on its condensed consolidated financial statements and related disclosures.

In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. Upon adoption of this ASU, the company has disclosed specific new categories in its income tax rate reconciliation and provide additional information for reconciling items above a quantitative threshold. The company has also disclosed the amount of income taxes paid disaggregated by federal, state, and foreign taxes, and also disaggregated by individual jurisdictions in which income taxes paid were above a threshold. Effective December 31, 2025, the company adopted the provisions of this ASU on a prospective basis. Refer to Note 8 – “Income Taxes”.

Fair Value of Debt Policy The carrying amount of the company’s other short-term borrowings, North American asset securitization program, commercial paper, and other obligations approximate their fair value.
Financial Instruments Measured at Fair Value

Fair value is defined as the exchange price that would be received for an asset or paid to transfer a liability (an exit price) in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date. The company utilizes a fair value hierarchy, which maximizes the use of observable inputs and minimizes the use of unobservable inputs when measuring fair value. The fair value hierarchy has three levels of inputs that may be used to measure fair value:

Level 1

Unadjusted quoted prices in active markets that are accessible at the measurement date for identical, unrestricted assets or liabilities.

Level 2

Quoted prices in markets that are not active; or other inputs that are observable, either directly or indirectly, for substantially the full term of the asset or liability.

Level 3

Prices or valuation techniques that require inputs that are both significant to the fair value measurement and unobservable.

v3.25.4
Summary of Significant Accounting Policies (Tables)
12 Months Ended
Dec. 31, 2025
Summary of Significant Accounting Policies  
Schedule of goodwill

  ​ ​ ​

(thousands)

2025

Americas Components

$

565,472

EMEA Components

 

127,598

Asia/Pacific Components (a)

-

eInfochips

225,992

Americas ECS

781,202

EMEA ECS

419,807

Consolidated

$

2,120,071

(a) Within global components, the Asia/Pacific reporting unit’s goodwill was previously fully impaired.

v3.25.4
Goodwill and Intangible Assets (Tables)
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets  
Schedule of goodwill of companies acquired

  ​ ​ ​

Global 

  ​ ​ ​

  ​ ​ ​

(thousands)

Components

Global ECS

Total

Balance as of December 31, 2023 (a)

$

875,194

$

1,175,232

$

2,050,426

Acquisitions

 

35,870

 

 

35,870

Foreign currency translation adjustment

 

(8,619)

 

(22,382)

 

(31,001)

Balance as of December 31, 2024 (a)

$

902,445

$

1,152,850

$

2,055,295

Foreign currency translation adjustment

 

16,617

 

48,159

 

64,776

Balance as of December 31, 2025 (a)

$

919,062

$

1,201,009

$

2,120,071

(a)The total carrying value of goodwill as of December 31, 2025, 2024, and 2023 in the table above is reflected net of $1.6 billion of accumulated impairment charges, of which $1.3 billion was recorded in the global components segment and $301.9 million was recorded in the global ECS segment.
Schedule of intangible assets, net

Intangible assets, net, are comprised of the following as of December 31, 2025:

  ​ ​ ​

Gross 

  ​ ​ ​

  ​ ​ ​

Carrying 

Accumulated 

(thousands)

Amount

Amortization

Net

Customer relationships

$

192,743

$

(125,910)

$

66,833

Amortizable trade name

 

74,001

 

(63,812)

 

10,189

$

266,744

$

(189,722)

$

77,022

Intangible assets, net, are comprised of the following as of December 31, 2024:

  ​ ​ ​

Gross 

  ​ ​ ​

  ​ ​ ​

Carrying 

Accumulated 

(thousands)

Amount

Amortization

Net

Customer relationships

$

215,366

$

(133,927)

$

81,439

Amortizable trade name

 

74,001

 

(58,734)

 

15,267

$

289,367

$

(192,661)

$

96,706

v3.25.4
Investments in Affiliated Companies (Tables)
12 Months Ended
Dec. 31, 2025
Investments in Affiliated Companies  
Schedule of investment in affiliated companies

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Marubun/Arrow

$

43,870

$

43,851

Other

 

15,445

 

13,448

$

59,315

$

57,299

Schedule of equity (losses) in earnings of affiliated companies

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Marubun/Arrow

$

2,013

$

(463)

$

4,452

Other

 

1,185

 

1,831

 

1,955

$

3,198

$

1,368

$

6,407

v3.25.4
Accounts Receivable (Tables)
12 Months Ended
Dec. 31, 2025
Accounts Receivable  
Schedule of accounts receivable, net

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Accounts receivable

$

19,882,783

$

13,147,436

Allowance for credit losses

 

(144,117)

 

(116,445)

Accounts receivable, net

$

19,738,666

$

13,030,991

Schedule of changes in the allowance for credit losses

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

 

2023

Balance at beginning of period

$

116,445

$

146,480

$

93,397

Charged to income

 

37,069

 

751

 

71,984

Translation Adjustments

 

4,383

 

(2,411)

 

690

Write-offs

 

(13,780)

 

(28,375)

 

(19,591)

Balance at end of period

$

144,117

$

116,445

$

146,480

Schedule of sales of accounts receivable to unaffiliated financial institutions under the EMEA asset securitization program

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

2023

EMEA asset securitization, sales of accounts receivables

$

1,669,648

$

1,892,516

$

3,160,247

Schedule of other amounts related to the EMEA asset securitization program

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Receivables sold to unaffiliated financial institutions that were uncollected

$

379,017

$

339,669

Collateralized accounts receivable held by Arrow EMEA Funding Corp B.V.

 

591,304

 

528,975

Schedule of sales of trade accounts receivable under factoring programs

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

2023

Sales of accounts receivables under the factoring programs

$

1,130,975

$

928,279

$

1,618,726

Schedule of other amounts under factoring programs

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Receivables sold under the factoring programs that were uncollected

$

279,775

$

182,432

v3.25.4
Supplier Finance Programs (Tables)
12 Months Ended
Dec. 31, 2025
Supplier Finance Programs  
Schedule of information relating to rollforward of the company's outstanding obligations under its supplier finance programs

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

2023

Obligations outstanding at the beginning of the year

$

1,269,672

$

1,113,479

$

1,568,787

Invoices added during the year

 

4,939,368

 

4,576,839

 

4,388,317

Invoices paid during the year

(4,945,951)

(4,420,646)

(4,843,625)

Obligations outstanding at the end of the year

$

1,263,089

$

1,269,672

$

1,113,479

v3.25.4
Debt (Tables)
12 Months Ended
Dec. 31, 2025
Debt  
Schedule of short-term borrowings, including current portion of long-term debt

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

4.00% notes, due April 2025

$

$

349,808

Other short-term borrowings

 

341

 

170

$

341

$

349,978

Schedule of long-term debt

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Revolving credit facility

$

$

30,000

North American asset securitization program

970,000

633,000

7.50% senior debentures, due 2027

 

110,348

 

110,266

3.875% notes, due 2028

 

498,480

 

497,775

5.15% notes, due 2029

 

496,142

 

495,209

2.95% notes, due 2032

 

496,131

 

495,576

5.875% notes, due 2034

495,430

494,986

Other obligations with various interest rates and due dates

 

18,184

 

16,971

$

3,084,715

$

2,773,783

Schedule of estimated fair market value of long-term debt, using quoted market prices

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

7.50% senior debentures, due 2027

$

114,000

$

115,000

3.875% notes, due 2028

 

496,500

 

481,500

5.15% notes, due 2029

 

511,500

 

498,000

2.95% notes, due 2032

447,500

426,000

5.875% notes, due 2034

 

522,500

 

502,500

Schedule of expected annual payments of borrowings

Expected annual payments of borrowings at December 31 are as follows:

(thousands)

  ​ ​ ​

2026

$

341

2027

 

1,087,775

2028

 

506,133

2029

503,488

2030

 

1,221

Thereafter

1,000,000

v3.25.4
Financial Instruments Measured at Fair Value (Tables)
12 Months Ended
Dec. 31, 2025
Financial Instruments Measured at Fair Value  
Schedule of assets (liabilities) measured at fair value on a recurring basis

(thousands)

  ​ ​ ​

Balance Sheet Location

  ​ ​ ​

Level 1

  ​ ​ ​

Level 2

  ​ ​ ​

Level 3

  ​ ​ ​

Total

Cash equivalents (a)

 

Cash and cash equivalents

$

11,412

$

$

$

11,412

Equity investments (b)

 

Other assets

 

41,787

 

 

 

41,787

Foreign exchange contracts designated as net investment hedges

 

Other assets / other current assets

 

 

16,816

 

 

16,816

$

53,199

$

16,816

$

$

70,015

(thousands)

  ​ ​ ​

Balance Sheet Location

  ​ ​ ​

Level 1

  ​ ​ ​

Level 2

  ​ ​ ​

Level 3

  ​ ​ ​

Total

Cash equivalents (a)

 

Cash and cash equivalents

$

10,751

$

$

$

10,751

Equity investments (b)

 

Other assets

 

42,907

 

 

 

42,907

Foreign exchange contracts designated as net investment hedges

 

Other assets / other current assets

 

 

53,679

 

 

53,679

$

53,658

$

53,679

$

$

107,337

(a)Cash equivalents include highly liquid investments with an original maturity of less than three months.
(b)The company has an approximately 9.0% equity ownership interest in Marubun Corporation and a portfolio of mutual funds with quoted market prices. During 2025, 2024, and 2023, the company recorded unrealized gains (losses) of $3.4 million, $(12.0) million, and $9.7 million, respectively, on equity securities held at the end of each year.
Schedule of effects of derivative instruments on the company's consolidated statements of operations and other comprehensive income

(thousands)

  ​ ​ ​

Income Statement Line

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Gain (Loss) Recognized in Income (Loss)

 

  ​

 

  ​

 

  ​

 

  ​

Foreign exchange contracts, net investment hedge (a)

 

Interest Expense

$

3,429

$

6,747

$

7,460

Interest rate swaps, cash flow hedge (b)

 

Interest Expense

 

2,246

 

593

 

(2,889)

Interest rate swap, fair value hedge (c)

 

Interest Expense

 

 

454

 

(454)

 

  ​

$

5,675

$

7,794

$

4,117

Gain (Loss) Recognized in Other Comprehensive Income (Loss) before reclassifications, net of tax

 

  ​

 

  ​

 

  ​

 

  ​

Foreign exchange contracts, net investment hedge (d)

 

  ​

$

(9,123)

$

12,996

$

(2,276)

Interest rate swaps, cash flow hedge

 

  ​

 

 

(685)

 

585

 

  ​

$

(9,123)

$

12,311

$

(1,691)

(a)Represents derivative amounts excluded from the assessment of effectiveness for the net investment hedges reclassified from CTA to “Interest and other financing expense, net.”
(b)Includes amortization of $56.7 million gain recognized in 2023 resulting from the termination of an interest rate swap
(c)The cumulative amount of fair value hedging adjustments to the carrying value of hedged debt instruments totaled a loss of $0.4 million during 2024, and a loss of $5.8 thousand during 2023, respectively. During the first quarter of 2024, the fair value hedge was terminated.
(d)Includes derivative losses excluded from the assessment of effectiveness for the net investment hedges and recognized in other comprehensive income, net of tax, of $9.2 million, $4.0 million, and $1.8 million for 2025, 2024, and 2023, respectively, which were excluded from the assessment of effectiveness for the net investment hedges and recognized in other comprehensive income (loss), net of tax.
Foreign exchange contract | Designated as hedging instrument  
Financial Instruments Measured at Fair Value  
Schedule of description of types of hedging instruments used

Notional Amount (thousands)

Maturity Date

2025

2024

April 2025

EUR

 

EUR

100,000

January 2028

EUR

100,000

 

EUR

100,000

EUR

100,000

 

EUR

200,000

v3.25.4
Income Taxes (Tables)
12 Months Ended
Dec. 31, 2025
Income Taxes  
Schedule of provision for income taxes

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Current:

 

  ​

 

  ​

 

  ​

Federal

$

14,859

$

(8,586)

$

33,832

State

 

4,837

 

3,352

 

16,108

International

 

164,720

 

200,912

 

299,031

$

184,416

$

195,678

$

348,971

Deferred:

 

  ​

 

  ​

 

  ​

Federal

$

(22,831)

$

(50,305)

$

(59,342)

State

 

655

 

(8,348)

 

(11,960)

International

 

(14,006)

 

(41,213)

 

(22,678)

 

(36,182)

 

(99,866)

 

(93,980)

$

148,234

$

95,812

$

254,991

Schedule of effective income tax rate reconciliation

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

United States

$

(68,852)

$

(234,972)

$

(38,848)

International

 

786,780

 

724,291

 

1,203,202

Income before income taxes

$

717,928

$

489,319

$

1,164,354

2025

(thousands)

  ​ ​ ​

Amount

  ​ ​ ​

Percent

U.S. Federal statutory tax rate

 

$

150,765

 

21.0

%

State and local income taxes, net of federal income tax effect*

4,306

0.6

%

Foreign tax effects

Germany

Foreign exchange difference

(11,536)

(1.6)

%

Other

3,809

0.5

%

Cayman Islands

Statutory tax rate difference between Cayman Islands and United States

(12,170)

(1.7)

%

Taiwan

Foreign exchange difference

(7,930)

(1.1)

%

Other

807

0.1

%

Other foreign jurisdictions

11,743

1.6

%

Effect of cross-border tax laws

13,281

1.8

%

Tax credits

Research and development tax credits

(9,635)

(1.3)

%

Changes in valuation allowances

Nontaxable or nondeductible items

1,358

0.2

%

Changes in unrecognized tax benefits

1,452

0.2

%

Other adjustments

1,984

0.3

%

Effective tax rate

$

148,234

20.6

%

* State taxes in Ohio, California, District of Columbia, New York, Minnesota, and Virginia made up the majority (greater than 50 percent) of the tax effect in this category.

Year Ended December 31,

(thousands)

  ​ ​ ​

2024

  ​ ​ ​

2023

United States

$

(234,972)

$

(38,848)

International

724,291

1,203,202

Income before income taxes

$

489,319

$

1,164,354

Provision at statutory tax rate

$

102,757

$

244,514

State taxes, net of federal benefit

(3,279)

2,379

International effective tax rate differential

8,958

27,993

Change in valuation allowance

333

(7,755)

Other non-deductible expenses

(585)

2,993

Changes in tax accruals

(9,419)

1,153

Tax credits

(10,786)

(7,666)

U.S. tax (benefit) on foreign earnings

6,801

(10,075)

Other

1,032

1,455

Provision for income taxes

$

95,812

$

254,991

Schedule of reconciliation of unrecognized tax benefits

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Balance at beginning of year

$

63,953

$

82,808

$

75,666

Additions based on tax positions taken during a prior period

 

7,710

 

4,537

 

7,466

Reductions based on tax positions taken during a prior period

 

(10,242)

 

(20,245)

 

(4,448)

Additions based on tax positions taken during the current period

 

5,930

 

7,943

 

5,505

Reductions based on tax positions taken during the current period

 

(1,575)

 

 

Reductions related to settlement of tax matters

 

(15,265)

 

(11,090)

 

Reductions related to a lapse of applicable statute of limitations

 

 

 

(1,381)

Balance at end of year

$

50,511

$

63,953

$

82,808

Schedule of open tax years, by major tax jurisdiction

United States - Federal

  ​ ​ ​

2016 - present

United States - States

 

2015 - present

China and Hong Kong

 

2018 - present

Germany (a)

 

2020 - present

Italy (a)

 

2013 - present

Netherlands

 

2019 - present

Sweden

 

2020 - present

Taiwan

 

2020 - present

United Kingdom

 

2021 - present

(a)Includes national as well as local jurisdictions.
Schedule of deferred tax assets and liabilities

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Deferred tax assets:

 

  ​

 

  ​

Net operating loss carryforwards

$

35,971

$

16,567

Inventory adjustments

 

119,898

 

110,370

Allowance for credit losses

 

24,918

 

20,475

Accrued expenses

 

100,853

 

81,951

Interest carryforward

 

4,612

 

21,923

Foreign tax credit carryforward

9,194

Intangibles

10,499

4,939

Stock-based compensation awards

 

6,345

 

5,490

Lease liability

 

65,130

 

65,718

Research and experimentation costs (a)

 

83,305

 

73,971

Other

 

1,921

 

1,066

 

462,646

 

402,470

Valuation allowance

(16,011)

(16,165)

Total deferred tax assets

$

446,635

$

386,305

Deferred tax liabilities:

 

  ​

 

  ​

Goodwill

$

(165,985)

$

(157,786)

Depreciation

 

(42,175)

 

(42,540)

Lease right-of-use assets

 

(61,493)

 

(61,685)

Other comprehensive income items

 

(20,328)

 

(15,615)

Total deferred tax liabilities

$

(289,981)

$

(277,626)

Total net deferred tax assets

$

156,654

$

108,679

(a)At December 31, 2025, and 2024, the company recorded deferred tax asset of $83.3 million and $74.0 million, respectively, related to capitalized U.S. based research and experimental (“R&E”) costs, pursuant to the U.S. Internal Revenue Code Section 174, as amended by the 2017 U.S. Tax Cuts and Jobs Act.
Schedule Of income tax paid, net

Income taxes paid, net of income taxes refunded, for the year ended December 31 were:

(thousands)

  ​ ​ ​

2025

U.S. federal

 

$

12,354

U.S. state and local

5,287

17,641

Foreign

Spain

16,184

Italy

15,581

Canada

14,937

United Kingdom

11,116

France

11,045

China

10,087

Other

98,609

Total Foreign

177,559

Total

$

195,200

v3.25.4
Restructuring, Integration, and Other (Tables)
12 Months Ended
Dec. 31, 2025
Restructuring, Integration, and Other  
Schedule of components of the restructuring, integration, and other charges

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Restructuring, integration and related costs

Operating Expense Efficiency Plan costs (a)

$

106,082

$

10,279

$

Other plans

2,075

3,848

8,877

Other expenses

Operating expense reduction costs not related to restructuring initiatives (b)

(1,418)

84,510

19,077

Environmental remediation liabilities

4,463

756

23,336

Early lease termination costs

1,546

6,814

29,400

Consulting costs (c)

25,306

Other charges

 

3,371

 

11,404

 

3,226

$

116,119

$

142,917

$

83,916

(a)See details related to the Operating Expense Efficiency Plan discussed below.
(b)Primarily related to employee severance and benefit costs. As of December 31, 2025, the accrued liabilities related to these costs totaled $15.7 million and substantially all accrued amounts are expected to be spent in cash within two years.
(c)Consulting costs are related to operating expense reduction costs not related to the restructuring initiative.
Operating Expense Efficiency Plan costs  
Restructuring, Integration, and Other  
Schedule of components of the restructuring, integration, and other charges

(thousands)

  ​ ​ ​

Income Statement line

  ​ ​ ​

Year Ended December 31, 2025

Year Ended December 31, 2024

Total Cost Incurred to Date

Employee severance and benefit costs

Restructuring, integration, and other

$

83,658

$

1,348

$

85,006

Inventory (recoveries) write-downs  

Cost of sales

(10,266)

50,344

40,078

Asset impairments

Restructuring, integration, and other

-

1,416

1,416

Other costs (a)

Restructuring, integration, and other

22,424

7,515

29,939

$

95,816

$

60,623

$

156,439

(a)Other costs consist primarily of consulting and other professional fees, early lease termination fees, and foreign currency translation adjustment write-offs.
Schedule of activity in the restructuring, integration, and other accruals

(thousands)

  ​ ​ ​

Employee Severance and Benefit Costs

  ​ ​ ​

Inventory Recoveries

  ​ ​ ​

Other Costs

  ​ ​ ​

Total

Balance at December 31, 2024

$

384

$

-

$

202

$

586

Restructuring related charges

83,658

(10,266)

22,424

95,816

Cash (payments) receipts

(34,288)

10,266

(17,508)

(41,530)

Foreign currency translations

1,493

-

109

1,602

Balance at December 31, 2025

$

51,247

$

-

$

5,227

$

56,474

v3.25.4
Shareholders' Equity (Tables)
12 Months Ended
Dec. 31, 2025
Shareholders' Equity  
Schedule of changes in accumulated other comprehensive loss, excluding noncontrolling interests

  ​ ​ ​

  ​ ​ ​

Gain

  ​ ​ ​

Gain

  ​ ​ ​

  ​ ​ ​

(Loss) on Foreign

(Loss) on

Foreign

Exchange

Interest Rate

Currency

Contracts

Swaps

Translation

Designated as

Designated as

Post-retirement

Adjustment and

Net Investment

Cash Flow

Expense

(thousands)

Other, Net (a)

Hedges, Net (b)

Hedges, Net (b)

Items, Net

Total

Balance as of December 31, 2023

$

(349,042)

$

12,159

$

30,638

$

8,206

$

(298,039)

Other comprehensive income (loss) before reclassifications

 

(222,489)

 

12,996

 

(685)

 

5,027

 

(205,151)

Amounts reclassified into income

 

(317)

 

(5,137)

 

(452)

 

(173)

 

(6,079)

Net change in accumulated other comprehensive income (loss) for the year ended December 31, 2024

 

(222,806)

 

7,859

 

(1,137)

 

4,854

 

(211,230)

Balance as of December 31, 2024

 

(571,848)

 

20,018

 

29,501

 

13,060

 

(509,269)

Other comprehensive income (loss) before reclassifications

 

394,450

 

(9,123)

 

 

(2,723)

 

382,604

Amounts reclassified into income

 

3,822

 

(2,605)

 

(1,706)

 

514

 

25

Net change in accumulated other comprehensive income (loss) for the year ended December 31, 2025

 

398,272

 

(11,728)

 

(1,706)

 

(2,209)

 

382,629

Balance as of December 31, 2025

$

(173,576)

$

8,290

$

27,795

$

10,851

$

(126,640)

(a)Foreign currency translation adjustment includes intra-entity foreign currency transactions that are of a long-term investment nature of $4.4 million and $(52.9) million for 2025 and 2024, respectively.
(b)For additional information related to net investment hedges and interest rate swaps, refer to Note 7 - “Financial Instruments Measured at Fair Value”.
Schedule of activity in the number of shares outstanding

  ​ ​ ​

  ​ ​ ​

  ​ ​ ​

Common

Common

Treasury

Stock

(thousands)

Stock Issued

Stock

Outstanding

Common stock outstanding at December 31, 2022

 

125,424

 

66,175

 

59,249

Shares issued for stock-based compensation awards

 

 

(653)

 

653

Repurchases of common stock

 

 

6,091

 

(6,091)

Retirement of treasury stock

(67,733)

(67,733)

Common stock outstanding at December 31, 2023

 

57,691

 

3,880

 

53,811

Shares issued for stock-based compensation awards

 

375

 

(75)

 

450

Repurchases of common stock

 

 

2,089

 

(2,089)

Retirement of treasury stock

(2,474)

(2,474)

Common stock outstanding at December 31, 2024

 

55,592

 

3,420

 

52,172

Shares issued for stock-based compensation awards

 

246

 

(54)

 

300

Repurchases of common stock

 

 

1,402

 

(1,402)

Common stock outstanding at December 31, 2025

 

55,838

 

4,768

 

51,070

Schedule of company's share-repurchase program

  ​ ​ ​

  ​ ​ ​

  ​ ​ ​

Approximate

Dollar Value of

Dollar Value

Dollar Value of

Shares that May

Approved for

Shares

Yet be Purchased

Share Repurchase Details by Month of Board Approval (thousands)

Repurchase

Repurchased

Under the Program

January 2023

$

1,000,000

$

827,130

$

172,870

v3.25.4
Net Income Per Share (Tables)
12 Months Ended
Dec. 31, 2025
Net Income Per Share  
Schedule of computation of net income per share on a basic and diluted basis

(thousands except per share data)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Net income attributable to shareholders

$

571,266

$

392,074

$

903,505

Weighted-average shares outstanding - basic

 

51,804

 

53,282

 

56,359

Net effect of various dilutive stock-based compensation awards

 

451

 

515

 

676

Weighted-average shares outstanding - diluted

 

52,255

 

53,797

 

57,035

Net income per share:

 

  ​

 

  ​

 

  ​

Basic

$

11.03

$

7.36

$

16.03

Diluted (a)

$

10.93

$

7.29

$

15.84

(a) Equity awards excluded from diluted net income per share as their effect would have been anti-dilutive

32

16

32

v3.25.4
Employee Stock Plans (Tables)
12 Months Ended
Dec. 31, 2025
Employee Stock Plans  
Schedule of information relates to the stock option activity

  ​ ​ ​

  ​ ​ ​

  ​ ​ ​

Weighted-

  ​ ​ ​

Weighted-

Average

Aggregate

Average

Remaining

Intrinsic

Exercise

Contractual

Value

Shares

Price

Life

(thousands)

Outstanding at December 31, 2024

 

249,545

$

76.75

 

 

Exercised

 

(47,394)

 

72.85

 

  ​

 

  ​

Outstanding at December 31, 2025

 

202,151

 

77.66

 

29 months

$

6,573

Exercisable at December 31, 2025

 

201,696

$

77.66

 

29 months

$

6,559

Schedule of grant date fair value of the rTSR-PSUs using a Monte-Carlo simulation model

  ​ ​ ​

2025

Expected term (in years)

 

2.88

Risk-free interest rate (percent) (a)

 

4.2

Historical volatility (percent) (b)

28.0

Fair value per rTSR-PSUs granted

 

131.5

(a)Based on zero-coupon U.S. treasury constant maturity yield curve, continuously compounded over the expected term of the awards.
(b)Based on the company’s historical volatility over a 2.88 year lookback period from the valuation date.
Schedule of information summarizes the changes in non-vested performance shares, performance units, restricted stock, and restricted stock units

  ​ ​ ​

  ​ ​ ​

Weighted-

Average Grant

Shares

Date Fair Value

Non-vested shares at December 31, 2024

 

840,699

$

119.83

Granted

 

410,843

 

108.61

Vested

 

(275,360)

 

121.02

Forfeited

 

(188,025)

 

118.74

Non-vested shares at December 31, 2025

 

788,157

$

113.82

v3.25.4
Employee Benefit Plans (Tables)
12 Months Ended
Dec. 31, 2025
Employee Benefit Plans  
Schedule of pension information

Arrow SERP

 

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

 

Accumulated benefit obligation

$

84,414

$

74,530

Changes in projected benefit obligation:

 

  ​

 

  ​

Projected benefit obligation at beginning of year

 

83,032

 

88,084

Service cost

 

2,748

 

3,193

Interest cost

 

4,399

 

4,081

Actuarial loss (gain)

 

3,584

 

(6,602)

Benefits paid

 

(6,206)

 

(5,724)

Projected benefit obligation at end of year

 

87,557

 

83,032

Funded status

$

(87,557)

$

(83,032)

Amounts recognized in the company's consolidated balance sheets:

 

  ​

 

  ​

Current liabilities

$

(7,083)

$

(6,168)

Noncurrent liabilities

 

(80,474)

 

(76,864)

Net liability at end of year

$

(87,557)

$

(83,032)

Components of net periodic pension cost:

 

  ​

 

  ​

Service cost

$

2,748

$

3,193

Interest cost

 

4,399

 

4,081

Amortization of prior service cost

337

337

Amortization of (gain) loss

 

(1,744)

 

(164)

Curtailment expense

2,020

Net periodic pension cost

$

7,760

$

7,447

Weighted-average assumptions used to determine benefit obligation:

 

  ​

 

  ​

Discount rate

 

5.20

%  

 

5.50

%

Rate of compensation increase

 

5.00

%  

 

5.00

%

Expected return on plan assets

 

N/A

 

N/A

Weighted-average assumptions used to determine net periodic pension cost:

 

  ​

 

  ​

Discount rate

 

5.50

%  

 

4.80

%

Rate of compensation increase

 

5.00

%  

 

5.00

%

Expected return on plan assets

 

N/A

 

N/A

Schedule of expected benefit payments

(thousands)

  ​ ​ ​

Arrow SERP

2026

$

7,083

2027

 

7,072

2028

 

7,088

2029

 

7,637

2030

 

7,466

2031 - 2035

 

34,054

Schedule of other comprehensive income items

(thousands)

  ​ ​ ​

2025

2024

2023

Actuarial (loss) gains, net of tax

$

(2,723)

$

5,027

$

(1,011)

Reclassification of actuarial loss (gain), net of tax

 

(1,325)

(125)

(508)

Prior service costs, net of tax

Reclassification of prior service costs, net of tax

1,790

256

256

v3.25.4
Lease Commitments (Tables)
12 Months Ended
Dec. 31, 2025
Lease Commitments  
Schedule of supplemental balance sheet information related to leases

The following amounts were recorded in the consolidated balance sheets at December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Operating Leases

 

  ​

 

  ​

Right-of-use asset

$

248,823

$

251,129

Lease liability - current

$

76,537

$

68,941

Lease liability - non-current

 

186,721

 

198,466

Total operating lease liabilities

$

263,258

$

267,407

Schedule of maturities of operating lease liabilities

Maturities of operating lease liabilities at December 31 were as follows:

(thousands)

  ​ ​ ​

2025

2026

$

87,157

2027

 

72,935

2028

 

55,371

2029

 

30,987

2030

 

18,963

Thereafter

 

31,200

Total lease payments

 

296,613

Less: imputed interest

 

(33,355)

Total

$

263,258

Schedule of supplemental cash flow and operating lease information

Other information pertaining to leases consists of the following for the year ended December 31:

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Supplemental Cash Flow Information

 

  ​

 

  ​

Cash paid for amounts included in the measurement of operating lease liabilities

$

88,656

$

94,829

Right-of-use assets obtained in exchange for operating lease obligations

 

52,287

 

62,583

Operating Lease Term and Discount Rate

 

  ​

 

  ​

Weighted-average remaining lease term in years

 

4 years

 

5 years

Weighted-average discount rate

 

4.9%

 

5.4%

v3.25.4
Segment and Geographic Information (Tables)
12 Months Ended
Dec. 31, 2025
Segment and Geographic Information  
Schedule of segment

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Sales:

 

  ​

 

  ​

 

  ​

Components:

 

  ​

 

  ​

 

  ​

Americas

$

6,944,480

$

6,411,701

$

7,954,713

EMEA

 

5,670,850

 

5,648,107

8,074,894

Asia/Pacific

 

8,885,959

 

7,923,459

9,390,292

Global components

$

21,501,289

$

19,983,267

$

25,419,899

ECS:

 

  ​

 

  ​

  ​

Americas

$

4,230,746

$

4,067,160

$

4,160,298

EMEA

 

5,120,900

 

3,872,897

3,526,923

Global ECS

$

9,351,646

$

7,940,057

$

7,687,221

Total

$

30,852,935

$

27,923,324

$

33,107,120

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Sales:

 

  ​

 

  ​

 

  ​

China and Hong Kong

$

4,419,749

$

4,033,744

$

4,858,871

Germany

 

3,155,470

 

3,007,517

 

4,341,837

Other

 

12,725,314

 

11,114,613

 

12,737,852

Total foreign

$

20,300,533

$

18,155,874

$

21,938,560

United States

 

10,552,402

 

9,767,450

 

11,168,560

Total

$

30,852,935

$

27,923,324

$

33,107,120

Schedule of results of operations by segment

Results of operations by segment are as follows for the years ended December 31:

2025

(thousands)

Global Components

Global ECS

Total

Sales

$

21,501,289

$

9,351,646

$

30,852,935

Cost of sales

19,098,636

8,287,580

27,386,216

Gross profit

2,402,653

1,064,066

3,466,719

Gross profit margin

11.2

%

11.4

%

11.2

%

Segment operating expenses (a)

1,627,947

638,155

2,266,102

Segment operating income (loss) (b) (c)

$

774,706

$

425,911

$

1,200,617

Segment operating income margin

3.6

%

4.6

%

3.9

%

Reconciliation of segment operating income

Corporate operating expenses (e)

(378,394)

Consolidated operating income

$

822,223

Equity in earnings of affiliated companies

3,198

Gain (loss) on investments, net

109,888

Post-retirement expense, net

(2,277)

Interest and other financing expense, net

(215,104)

Consolidated income before taxes

$

717,928

2024

(thousands)

Global Components

Global ECS

Total

Sales

$

19,983,267

$

7,940,057

$

27,923,324

Cost of sales

17,650,909

6,980,007

24,630,916

Gross profit

2,332,358

960,050

3,292,408

Gross profit margin

11.7

%

12.1

%

11.8

%

Segment operating expenses (a)

1,591,085

549,975

2,141,060

Segment operating income (loss) (c) (d)

$

741,273

$

410,075

$

1,151,348

Segment operating income margin

3.7

%

5.2

%

4.1

%

Reconciliation of segment operating income

Corporate operating expenses (e)

(382,791)

Consolidated operating income

$

768,557

Equity in earnings of affiliated companies

1,368

Gain (loss) on investments, net

(4,830)

Loss on extinguishment of debt

(1,657)

Post-retirement expense, net

(4,285)

Interest and other financing expense, net

(269,834)

Consolidated income before taxes

$

489,319

2023

(thousands)

Global Components

Global ECS

Total

Sales

$

25,419,899

$

7,687,221

$

33,107,120

Cost of sales

22,220,779

6,737,323

28,958,102

Gross profit

3,199,120

949,898

4,149,018

Gross profit margin

12.6

%

12.4

%

12.5

%

Segment operating expenses (a)

1,739,954

582,894

2,322,848

Segment operating income (loss) (d)

$

1,459,166

$

367,004

$

1,826,170

Segment operating income margin

5.7

%

4.8

%

5.5

%

Reconciliation of segment operating income

Corporate operating expenses (e)

(355,006)

Consolidated operating income

$

1,471,164

Equity in earnings of affiliated companies

6,407

Gain (loss) on investments, net

19,284

Post-retirement expense, net

(3,777)

Interest and other financing expense, net

(328,724)

Consolidated income before taxes

$

1,164,354

(a)Segment operating expenses include employee-related expenses, depreciation and amortization, facility expense, allowance for credit losses, and other segment expenses.
(b)In 2025, Global ECS gross profit margin decreased compared to the year-earlier period primarily due to $18.3 million in net losses related to underperformance of certain non-cancellable multi-year purchase obligations.
(c)Global components operating income includes (recoveries) charges of $(10.3) million and $60.6 million in inventory write-downs related to the wind down of businesses in 2025 and 2024, respectively. Global components operating income includes $62.2 million in settlement benefits recorded as a reduction to operating expense for 2023. Refer to Note 15 - “Contingencies”.
(d)In 2023, global ECS operating income includes charges of $25.4 million to increase the allowance for credit losses related to one customer. During 2024, global ECS operating income includes a reversal of charges of $20.0 million for aged receivables that were collected, related to the same customer.
(e)Corporate unallocated operating expenses for the years 2025, 2024, and 2023 includes restructuring, integration, and other charges of $116.1 million, $142.9 million, and $83.9 million, respectively. Refer to Note 9 - “Restructuring, Integration, and Other”.
Schedule of reconciliation of assets from segment to consolidated

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Total assets:

 

  ​

 

  ​

Global components

$

21,222,941

$

14,765,931

Global ECS

 

7,355,089

 

6,518,723

Total segment assets

$

28,578,030

$

21,284,654

Other assets (a)

 

500,108

 

473,053

Consolidated assets

$

29,078,138

$

21,757,707

(a)Other assets include Corporate unallocated assets.
Schedule of long-lived assets by geographical areas

(thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Long-lived assets:

 

  ​

 

  ​

France

$

100,493

$

86,268

Netherlands

79,339

78,120

Other

 

233,740

 

223,903

Total foreign

$

413,572

$

388,291

United States

 

309,901

 

332,098

Total

$

723,473

$

720,389

v3.25.4
Summary of Significant Accounting Policies - Property Plant and Equipment (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Property, Plant and Equipment [Line Items]    
Software Development Costs $ 184.4 $ 195.0
Building | Minimum    
Property, Plant and Equipment [Line Items]    
Property, Plant, and Equipment 20 years  
Building | Maximum    
Property, Plant and Equipment [Line Items]    
Property, Plant, and Equipment 30 years  
Machinery and Equipment | Minimum    
Property, Plant and Equipment [Line Items]    
Property, Plant, and Equipment 3 years  
Machinery and Equipment | Maximum    
Property, Plant and Equipment [Line Items]    
Property, Plant, and Equipment 10 years  
Software Development | Minimum    
Property, Plant and Equipment [Line Items]    
Property, Plant, and Equipment 3 years  
Software Development | Maximum    
Property, Plant and Equipment [Line Items]    
Property, Plant, and Equipment 12 years  
v3.25.4
Summary of Significant Accounting Policies - Goodwill (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Goodwill [Line Items]      
Goodwill $ 2,120,071 $ 2,055,295 $ 2,050,426
Global Components      
Goodwill [Line Items]      
Goodwill 919,062 902,445 875,194
Global ECS      
Goodwill [Line Items]      
Goodwill 1,201,009 $ 1,152,850 $ 1,175,232
Americas | Global Components      
Goodwill [Line Items]      
Goodwill 565,472    
Americas | Global ECS      
Goodwill [Line Items]      
Goodwill 781,202    
EMEA | Global Components      
Goodwill [Line Items]      
Goodwill 127,598    
EMEA | Global ECS      
Goodwill [Line Items]      
Goodwill 419,807    
Asia/Pacific | Global Components      
Goodwill [Line Items]      
Goodwill 0    
eInfochips | Global Components      
Goodwill [Line Items]      
Goodwill $ 225,992    
v3.25.4
Summary of Significant Accounting Policies - Significant Accounting Policies (Details)
12 Months Ended
Dec. 31, 2025
segment
Summary of Significant Accounting Policies  
Reporting Unit, Percentage of Fair Value in Excess of Carrying Amount 20.00%
Reporting Unit, Percentage of Fair Value in Excess of Carrying Amount, Sensitivity Analysis 11.00%
Number of reportable segments 2
v3.25.4
Goodwill and Intangible Assets - Goodwill (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Goodwill [Roll Forward]      
Goodwill, Beginning balance $ 2,055,295 $ 2,050,426  
Acquisitions   35,870  
Foreign currency translation adjustment 64,776 (31,001)  
Goodwill, Ending balance 2,120,071 2,055,295  
Accumulated impairment charges 1,600,000 1,600,000 $ 1,600,000
Global Components      
Goodwill [Roll Forward]      
Goodwill, Beginning balance 902,445 875,194  
Acquisitions   35,870  
Foreign currency translation adjustment 16,617 (8,619)  
Goodwill, Ending balance 919,062 902,445  
Accumulated impairment charges 1,300,000 1,300,000 1,300,000
Global ECS      
Goodwill [Roll Forward]      
Goodwill, Beginning balance 1,152,850 1,175,232  
Acquisitions   0  
Foreign currency translation adjustment 48,159 (22,382)  
Goodwill, Ending balance 1,201,009 1,152,850  
Accumulated impairment charges $ 301,900 $ 301,900 $ 301,900
v3.25.4
Goodwill and Intangible Assets - Intangible Assets (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Goodwill and Intangible Assets      
Gross Carrying Amount $ 266,744 $ 289,367  
Accumulated Amortization (189,722) (192,661)  
Net 77,022 96,706  
Amortization expense, intangible assets 19,800 29,500 $ 31,200
Future Amortization Expense, Year One 19,000    
Future Amortization Expense, Year Two 18,800    
Future Amortization Expense, Year Three 11,200    
Future Amortization Expense, Year Four 7,300    
Future Amortization Expense, Year Five 7,300    
Customer relationships      
Goodwill and Intangible Assets      
Gross Carrying Amount 192,743 215,366  
Accumulated Amortization (125,910) (133,927)  
Net 66,833 81,439  
Amortizable trade name      
Goodwill and Intangible Assets      
Gross Carrying Amount 74,001 74,001  
Accumulated Amortization (63,812) (58,734)  
Net $ 10,189 $ 15,267  
v3.25.4
Investments in Affiliated Companies (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2025
USD ($)
item
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Investments in Affiliated Companies      
Investments in affiliated companies $ 59,315 $ 57,299  
Equity in (losses) earnings of affiliated companies 3,198 1,368 $ 6,407
Equity method investment, pro rata share of debt obligations of joint venture 0 0  
Proceeds from sale of equity method investment 100,000 0 0
Equity method investment, realized gain (loss) on disposal $ 99,000    
Marubun/Arrow      
Investments in Affiliated Companies      
Equity method investment, ownership percentage 50.00%    
Number of joint ventures | item 2    
Investments in affiliated companies $ 43,870 43,851  
Equity in (losses) earnings of affiliated companies $ 2,013 (463) 4,452
Other joint venture      
Investments in Affiliated Companies      
Equity method investment, ownership percentage 50.00%    
Number of joint ventures | item 1    
Investments in affiliated companies $ 15,445 13,448  
Equity in (losses) earnings of affiliated companies $ 1,185 $ 1,831 $ 1,955
v3.25.4
Accounts Receivable (Details)
$ in Thousands, € in Millions
12 Months Ended
Dec. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Dec. 31, 2025
EUR (€)
Accounts Receivable        
Accounts receivable $ 19,882,783 $ 13,147,436    
Allowance for credit losses (144,117) (116,445)    
Accounts receivable, net 19,738,666 13,030,991    
Allowance for credit losses        
Balance at beginning of period 116,445 146,480 $ 93,397  
Charged to income 37,069 751 71,984  
Translation Adjustments 4,383 (2,411) 690  
Write-offs (13,780) (28,375) (19,591)  
Balance at end of period 144,117 116,445 146,480  
EMEA Asset Securitization        
Agreement amount with purchaser to transfer financial assets accounted for as sales | €       € 600.0
EMEA asset securitization, sales of accounts receivables 1,669,648 1,892,516 3,160,247  
Receivables sold to unaffiliated financial institutions that were uncollected 379,017 339,669    
Factoring        
Sales of accounts receivables under the factoring programs 1,130,975 928,279 1,618,726  
Receivables sold under the factoring programs that were uncollected 279,775 182,432    
Global ECS        
Allowance for credit losses        
Charged to income     $ 25,400  
Reversal of allowance   20,000    
Variable interest entity, primary beneficiary | Asset pledged as collateral        
EMEA Asset Securitization        
Collateralized accounts receivable held by Arrow EMEA Funding Corp B.V. $ 591,304 $ 528,975    
v3.25.4
Supplier Finance Programs (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Supplier Finance Programs      
Obligations outstanding at the beginning of the year $ 1,269,672 $ 1,113,479 $ 1,568,787
Invoices added during the year 4,939,368 4,576,839 4,388,317
Invoices paid during the year (4,945,951) (4,420,646) (4,843,625)
Obligations outstanding at the end of the year $ 1,263,089 $ 1,269,672 $ 1,113,479
Supplier Finance Program, Obligation, Statement of Financial Position [Extensible Enumeration] Accounts Payable, Current Accounts Payable, Current Accounts Payable, Current
v3.25.4
Debt - ST Debt (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Jun. 28, 2025
Dec. 31, 2024
Sep. 28, 2024
Debt        
Short-term borrowings, including current portion of long-term debt $ 341   $ 349,978  
Other short-term borrowings 341   170  
3.25% notes, due September 2024        
Debt        
Debt instrument, interest rate, stated percentage       3.25%
Debt instrument, face amount       $ 500,000
4.00% notes, due April 2025        
Debt        
Short-term borrowings, including current portion of long-term debt $ 0   349,808  
Debt instrument, interest rate, stated percentage 4.00% 4.00%    
Lines of credit        
Debt        
Lines of credit facility, maximum borrowing capacity $ 500,000      
Line of credit, current $ 0   $ 0  
Short-term debt, weighted-average interest rate, at point in time 4.37%   5.18%  
Commercial paper        
Debt        
Lines of credit facility, maximum borrowing capacity $ 1,200,000      
Short-term debt, weighted-average interest rate, at point in time 4.26%   5.21%  
Commercial paper $ 0   $ 0  
v3.25.4
Debt - LT Debt (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Sep. 28, 2024
Jun. 29, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Debt          
Long-term debt     $ 3,084,715 $ 2,773,783  
Accounts receivable, net     19,738,666 13,030,991  
Expected annual payments of borrowings          
2026     341    
2027     1,087,775    
2028     506,133    
2029     503,488    
2030     1,221    
Thereafter     1,000,000    
Investment income, interest and dividend     46,800 54,500 $ 66,400
Interest paid, net of interest and dividend income     163,200 199,000 $ 274,100
Revolving credit facility          
Debt          
Maximum borrowing capacity     2,000,000    
Long-term debt     $ 0 $ 30,000  
Debt instrument, interest rate, effective percentage     5.01% 5.48%  
Facility fee     0.175%    
Expected annual payments of borrowings          
Derivative, basis spread on variable rate     1.08%    
North American asset securitization program          
Debt          
Maximum borrowing capacity     $ 1,500,000    
Long-term debt     $ 970,000 $ 633,000  
Debt instrument, interest rate, effective percentage     4.19% 4.83%  
Facility fee     0.40%    
Debt instrument, basis spread on variable rate     0.10%    
Accounts receivable, net     $ 3,000,000 $ 3,000,000  
Expected annual payments of borrowings          
Derivative, basis spread on variable rate     0.40%    
6.125% notes, due 2026          
Debt          
Debt instrument, face amount   $ 500,000      
Debt instrument, interest rate, stated percentage   6.125%      
7.50% senior debentures, due 2027          
Debt          
Long-term debt     $ 110,348 110,266  
Debt instrument, fair value     $ 114,000 $ 115,000  
Debt instrument, interest rate, stated percentage     7.50% 7.50%  
3.875% notes, due 2028          
Debt          
Long-term debt     $ 498,480 $ 497,775  
Debt instrument, fair value     $ 496,500 $ 481,500  
Debt instrument, interest rate, stated percentage     3.875% 3.875%  
5.15% notes, due 2029          
Debt          
Long-term debt     $ 496,142 $ 495,209  
Debt instrument, fair value     $ 511,500 $ 498,000  
Debt instrument, face amount $ 500,000        
Debt instrument, interest rate, stated percentage 5.15%   5.15% 5.15%  
Proceeds from offering $ 494,900        
2.95% notes, due 2032          
Debt          
Long-term debt     $ 496,131 $ 495,576  
Debt instrument, fair value     $ 447,500 $ 426,000  
Debt instrument, interest rate, stated percentage     2.95% 2.95%  
5.875% notes, due 2034          
Debt          
Long-term debt     $ 495,430 $ 494,986  
Debt instrument, fair value     $ 522,500 $ 502,500  
Debt instrument, face amount   $ 500,000      
Debt instrument, interest rate, stated percentage   5.875% 5.875% 5.875%  
Proceeds from offering   $ 494,700      
Other obligations with various interest rates and due dates          
Debt          
Long-term debt     $ 18,184 $ 16,971  
v3.25.4
Debt - Additional Information (Details)
$ in Millions
3 Months Ended
Jun. 28, 2025
USD ($)
4.00% notes, due 2025  
Debt Instrument [Line Items]  
Repayment of principal amount $ 350.0
v3.25.4
Financial Instruments Measured at Fair Value (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Financial Instruments Measured at Fair Value      
Debt and equity securities, unrealized gains (losses) $ 3,400 $ (12,000) $ 9,700
Marubun      
Financial Instruments Measured at Fair Value      
Equity method investment, ownership percentage 9.00%    
Fair value, measurements, recurring      
Financial Instruments Measured at Fair Value      
Cash equivalents $ 11,412 10,751  
Equity investments 41,787 42,907  
Foreign exchange contracts designated as net investment hedges 16,816 53,679  
Total fair value assets and liabilities measured on recurring basis 70,015 107,337  
Fair value, measurements, recurring | Fair value, inputs, level 1      
Financial Instruments Measured at Fair Value      
Cash equivalents 11,412 10,751  
Equity investments 41,787 42,907  
Foreign exchange contracts designated as net investment hedges 0 0  
Total fair value assets and liabilities measured on recurring basis 53,199 53,658  
Fair value, measurements, recurring | Fair value, inputs, level 2      
Financial Instruments Measured at Fair Value      
Cash equivalents 0 0  
Equity investments 0 0  
Foreign exchange contracts designated as net investment hedges 16,816 53,679  
Total fair value assets and liabilities measured on recurring basis 16,816 53,679  
Fair value, measurements, recurring | Fair value, inputs, level 3      
Financial Instruments Measured at Fair Value      
Cash equivalents 0 0  
Equity investments 0 0  
Foreign exchange contracts designated as net investment hedges 0 0  
Total fair value assets and liabilities measured on recurring basis $ 0 $ 0  
v3.25.4
Financial Instruments Measured at Fair Value - Derivatives (Details)
€ in Thousands
12 Months Ended
Dec. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Dec. 31, 2025
EUR (€)
Dec. 31, 2024
EUR (€)
Financial Instruments Measured at Fair Value          
Derivative, notional amount $ 1,100,000,000 $ 1,100,000,000      
Derivative Instruments, gain recognized in income $ 5,675,000 $ 7,794,000 $ 4,117,000    
Derivative, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Interest Income (Expense), Operating Interest Income (Expense), Operating Interest Income (Expense), Operating    
Derivative gain (loss) recognized in other comprehensive Income (loss) before reclassifications, net of tax $ (9,123,000) $ 12,311,000 $ (1,691,000)    
Proceeds from settlement of net investment hedges 24,858,000 10,635,000 10,725,000    
Other comprehensive income (loss), derivative, excluded component, increase (decrease), before adjustments, after tax 9,200,000 4,000,000 1,800,000    
Change in unrealized gain (loss) on hedged item in fair value hedge   (400,000) (5,800)    
Gain on termination of an interest rate swap     56,700,000    
Foreign exchange forward          
Financial Instruments Measured at Fair Value          
Derivative, notional amount | €       € 100,000 € 200,000
Net investment hedge | Designated as hedging instrument          
Financial Instruments Measured at Fair Value          
Derivative Instruments, gain recognized in income 3,429,000 6,747,000 7,460,000    
Derivative gain (loss) recognized in other comprehensive Income (loss) before reclassifications, net of tax (9,123,000) 12,996,000 (2,276,000)    
Cash flow hedging | Designated as hedging instrument | Interest rate swap          
Financial Instruments Measured at Fair Value          
Derivative Instruments, gain recognized in income 2,246,000 593,000 (2,889,000)    
Derivative gain (loss) recognized in other comprehensive Income (loss) before reclassifications, net of tax 0 (685,000) 585,000    
Fair value hedging | Designated as hedging instrument | Interest rate swap          
Financial Instruments Measured at Fair Value          
Derivative Instruments, gain recognized in income $ 0 $ 454,000 $ (454,000)    
Maturity April 2025 | Foreign exchange forward          
Financial Instruments Measured at Fair Value          
Derivative, notional amount | €       0 100,000
Maturity January 2028 | Foreign exchange forward          
Financial Instruments Measured at Fair Value          
Derivative, notional amount | €       € 100,000 € 100,000
v3.25.4
Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income Tax Contingency [Line Items]        
Effective income tax rate reconciliation, at federal statutory income tax rate 21.00% 21.00% 21.00%  
U.S. tax expense on foreign earnings   $ 6,801 $ (10,075)  
Taxes payable for the transition tax on foreign unremitted earnings $ 7,600      
Unrecognized tax benefits 50,511 63,953 82,808 $ 75,666
Unrecognized tax benefits, interest on income taxes expense 7,300 5,900 4,000  
Unrecognized tax benefits, income tax penalties and interest accrued 24,200 23,500    
Deferred tax assets, in process research and development 83,305 73,971    
Tax credit carryforward, deferred tax asset 35,971 16,567    
Undistributed earnings of foreign subsidiaries 5,400,000      
Income taxes paid, net 195,200 230,500 538,400  
International        
Income Tax Contingency [Line Items]        
Tax credit carryforward, amount 147,900      
Tax credit carryforward, subject to expiration 3,800      
Tax credit carryforward, no expiration 144,100      
Tax credit carryforward, deferred tax asset 25,800      
Other tax carryforward, valuation allowance 800      
U.S. Federal        
Income Tax Contingency [Line Items]        
Tax credit carryforward, deferred tax asset 10,200      
Other tax carryforward, valuation allowance 7,400      
Tax Expense Related To Federal GILTI Tax        
Income Tax Contingency [Line Items]        
U.S. tax expense on foreign earnings $ 5,200 $ 4,700 $ 23,000  
v3.25.4
Income Taxes - Provision for Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Taxes      
Current Federal Tax Expense (Benefit) $ 14,859 $ (8,586) $ 33,832
Current State and Local Tax Expense (Benefit) 4,837 3,352 16,108
Current International Tax Expense (Benefit) 164,720 200,912 299,031
Current Income Tax Expense (Benefit) 184,416 195,678 348,971
Deferred Federal Income Tax Expense (Benefit) (22,831) (50,305) (59,342)
Deferred State and Local Income Tax Expense (Benefit) 655 (8,348) (11,960)
Deferred International Income Tax Expense (Benefit) (14,006) (41,213) (22,678)
Deferred Income Tax Expense (Benefit) (36,182) (99,866) (93,980)
Provision for income taxes $ 148,234 $ 95,812 $ 254,991
v3.25.4
Income Taxes - Effective Income Tax Reconciliation (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Taxes      
United States $ (68,852) $ (234,972) $ (38,848)
International 786,780 724,291 1,203,202
Income before income taxes 717,928 489,319 1,164,354
Provision at statutory tax rate 150,765 102,757 244,514
State taxes, net of federal benefit 4,306 (3,279) 2,379
International effective tax rate differential   8,958 27,993
Other 11,743 1,032 1,455
Change in valuation allowance   333 (7,755)
Other non-deductible expenses   (585) 2,993
Changes in tax accruals   (9,419) 1,153
Tax credits   (10,786) (7,666)
U.S. tax (benefit) on foreign earnings   6,801 (10,075)
Provision for income taxes $ 148,234 $ 95,812 $ 254,991
v3.25.4
Income Taxes - Federal Statutory Tax Rate (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income tax expense (benefit), effective income tax rate reconciliation, amount      
Provision (benefit) at statutory tax rate $ 150,765 $ 102,757 $ 244,514
State taxes (benefit), net of federal benefit 4,306 (3,279) 2,379
International effective tax rate differential   8,958 27,993
Other 11,743 1,032 1,455
Effect of cross-border tax laws 13,281    
Tax credits      
Research and development tax credits (9,635)    
Change in valuation allowance   333 (7,755)
Nontaxable or nondeductible items 1,358    
Changes in unrecognized tax benefits 1,452    
Provision (benefit) for income taxes $ 148,234 $ 95,812 $ 254,991
Income tax expense (benefit), effective income tax rate reconciliation, percent      
Effective income tax rate reconciliation, at federal statutory income tax rate 21.00% 21.00% 21.00%
State and local income taxes, net of federal income tax effect 0.60%    
Other 1.60%    
Effect of cross-border tax laws 1.80%    
Research and development tax credits 1.30%    
Nontaxable or nondeductible items 0.20%    
Changes in unrecognized tax benefits 0.20%    
Effective tax rate 20.60%    
United States      
Tax credits      
Provision (benefit) for income taxes $ 1,984    
Income tax expense (benefit), effective income tax rate reconciliation, percent      
Effective tax rate 0.30%    
Germany      
Income tax expense (benefit), effective income tax rate reconciliation, amount      
International effective tax rate differential $ (11,536)    
Other $ 3,809    
Income tax expense (benefit), effective income tax rate reconciliation, percent      
Foreign tax effects (1.60%)    
Other 0.50%    
Cayman Islands      
Income tax expense (benefit), effective income tax rate reconciliation, amount      
International effective tax rate differential $ (12,170)    
Income tax expense (benefit), effective income tax rate reconciliation, percent      
Foreign tax effects (1.70%)    
TAIWAN      
Income tax expense (benefit), effective income tax rate reconciliation, amount      
International effective tax rate differential $ (7,930)    
Other $ 807    
Income tax expense (benefit), effective income tax rate reconciliation, percent      
Foreign tax effects (1.10%)    
Other 0.10%    
v3.25.4
Income Taxes - Summary of Open Tax Positions (Details) - Minimum
12 Months Ended
Dec. 31, 2025
United States Federal  
Income Tax Contingency [Line Items]  
Open Tax Years by Major Tax Jurisdiction 2016
United States State  
Income Tax Contingency [Line Items]  
Open Tax Years by Major Tax Jurisdiction 2015
Germany  
Income Tax Contingency [Line Items]  
Open Tax Years by Major Tax Jurisdiction 2020
China and Hong Kong  
Income Tax Contingency [Line Items]  
Open Tax Years by Major Tax Jurisdiction 2018
Italy  
Income Tax Contingency [Line Items]  
Open Tax Years by Major Tax Jurisdiction 2013
Netherlands  
Income Tax Contingency [Line Items]  
Open Tax Years by Major Tax Jurisdiction 2019
Sweden  
Income Tax Contingency [Line Items]  
Open Tax Years by Major Tax Jurisdiction 2020
Taiwan  
Income Tax Contingency [Line Items]  
Open Tax Years by Major Tax Jurisdiction 2020
United Kingdom  
Income Tax Contingency [Line Items]  
Open Tax Years by Major Tax Jurisdiction 2021
v3.25.4
Income Taxes - Schedule of Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Deferred tax assets:    
Net operating loss carryforwards $ 35,971 $ 16,567
Inventory adjustments 119,898 110,370
Allowance for credit losses 24,918 20,475
Accrued expenses 100,853 81,951
Interest carryforward 4,612 21,923
Foreign tax credit carryforward 9,194 0
Intangibles 10,499 4,939
Stock-based compensation awards 6,345 5,490
Lease liability 65,130 65,718
Research and experimentation costs 83,305 73,971
Other 1,921 1,066
Deferred tax assets, gross 462,646 402,470
Valuation allowance (16,011) (16,165)
Total deferred tax assets 446,635 386,305
Deferred tax liabilities:    
Goodwill (165,985) (157,786)
Depreciation (42,175) (42,540)
Lease right-of-use assets (61,493) (61,685)
Other comprehensive income items (20,328) (15,615)
Total deferred tax liabilities (289,981) (277,626)
Total net deferred tax assets 156,654 $ 108,679
International    
Deferred tax assets:    
Net operating loss carryforwards 25,800  
U.S. Federal    
Deferred tax assets:    
Net operating loss carryforwards $ 10,200  
v3.25.4
Income Taxes - Unrecognized Tax Benefits Reconciliation (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Unrecognized Tax Benefits Reconciliation      
Balance at beginning of year $ 63,953 $ 82,808 $ 75,666
Additions based on tax positions taken during a prior period 7,710 4,537 7,466
Reductions based on tax positions taken during a prior period (10,242) (20,245) (4,448)
Additions based on tax positions taken during the current period 5,930 7,943 5,505
Reductions based on tax positions taken during the current period (1,575) 0 0
Reductions related to settlement of tax matters (15,265) (11,090) 0
Reductions related to a lapse of applicable statute of limitations 0 0 (1,381)
Balance at end of year $ 50,511 $ 63,953 $ 82,808
v3.25.4
Income Taxes - Income Tax Paid (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income taxes paid, net      
U.S. federal $ 12,354    
U.S. state and local 5,287    
U.S. federal, state and local 17,641    
Foreign 177,559    
Income taxes paid, net 195,200 $ 230,500 $ 538,400
Spain      
Income taxes paid, net      
Foreign 16,184    
ITALY      
Income taxes paid, net      
Foreign 15,581    
Canada      
Income taxes paid, net      
Foreign 14,937    
UNITED KINGDOM      
Income taxes paid, net      
Foreign 11,116    
France      
Income taxes paid, net      
Foreign 11,045    
CHINA      
Income taxes paid, net      
Foreign 10,087    
Other foreign jurisdictions      
Income taxes paid, net      
Foreign $ 98,609    
v3.25.4
Restructuring, Integration, and Other - Components of the Restructuring, Integration, and Other Charges (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Restructuring, Integration, and Other      
Restructuring, integration, and other $ 116,119 $ 142,917 $ 83,916
Operating expense reduction costs not related to restructuring initiatives (1,418) 84,510 19,077
Environmental remediation liabilities 4,463 756 23,336
Early lease termination costs 1,546 6,814 29,400
Consulting costs 0 25,306 0
Other charges 3,371 11,404 3,226
Accrued liabilities related to operating expense reduction initiatives 15,700    
Operating expense efficiency plan costs      
Restructuring, Integration, and Other      
Restructuring, integration, and other 106,082 10,279 0
Accrued liabilities related to operating expense reduction initiatives 56,474 586  
Other plans      
Restructuring, Integration, and Other      
Restructuring, integration, and other $ 2,075 $ 3,848 $ 8,877
v3.25.4
Restructuring, Integration, and Other - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2026
Oct. 31, 2024
Restructuring, Integration, and Other      
Number of years for the accrual to be spent 2 years    
Expected pre-tax restructuring charges     $ 185.0
Restructuring and related cost, increase in expected cost $ 15.0    
Operating expense efficiency plan costs      
Restructuring, Integration, and Other      
Number of years for the accrual to be spent 1 year    
Expected pre-tax restructuring charges $ 200.0    
Operating expense efficiency plan costs | Employee severance and other personal cash expenditures | Forecast      
Restructuring, Integration, and Other      
Expected pre-tax restructuring charges   $ 100.0  
Operating expense efficiency plan costs | Non-cash asset impairments, inventory write-downs and foreign currency translation adjustment write-offs      
Restructuring, Integration, and Other      
Expected pre-tax restructuring charges   65.0  
Operating expense efficiency plan costs | Other related cash expenditures | Forecast      
Restructuring, Integration, and Other      
Expected pre-tax restructuring charges   $ 35.0  
v3.25.4
Restructuring, Integration, and Other - Costs Related to the Operating Expense Efficiency Plan (Details) - Operating expense efficiency plan costs - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Restructuring, Integration, and Other    
Restructuring related charges $ 95,816 $ 60,623
Total Cost Incurred to Date 156,439  
Employee severance and benefit costs    
Restructuring, Integration, and Other    
Restructuring related charges $ 83,658 $ 1,348
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration] Restructuring and Related Cost, Incurred Cost Restructuring and Related Cost, Incurred Cost
Total Cost Incurred to Date $ 85,006  
Inventory (recoveries) write-downs    
Restructuring, Integration, and Other    
Restructuring related charges $ (10,266) $ 50,344
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration] Cost of Revenue Cost of Revenue
Total Cost Incurred to Date $ 40,078  
Asset impairments    
Restructuring, Integration, and Other    
Restructuring related charges   $ 1,416
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration]   Restructuring and Related Cost, Incurred Cost
Total Cost Incurred to Date 1,416  
Other costs    
Restructuring, Integration, and Other    
Restructuring related charges $ 22,424 $ 7,515
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration] Restructuring and Related Cost, Incurred Cost Restructuring and Related Cost, Incurred Cost
Total Cost Incurred to Date $ 29,939  
v3.25.4
Restructuring, Integration, and Other - Activity in the Restructuring and Integration Accruals (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Restructuring, Integration, and Other    
Ending balance $ 15,700  
Operating Expense Efficiency Plan costs    
Restructuring, Integration, and Other    
Beginning balance 586  
Restructuring related charges 95,816 $ 60,623
Cash (payments) receipts (41,530)  
Foreign currency translations 1,602  
Ending balance 56,474 586
Operating Expense Efficiency Plan costs | Employee severance and benefit costs    
Restructuring, Integration, and Other    
Beginning balance 384  
Restructuring related charges 83,658 1,348
Cash (payments) receipts (34,288)  
Foreign currency translations 1,493  
Ending balance 51,247 384
Operating Expense Efficiency Plan costs | Inventory Recoveries    
Restructuring, Integration, and Other    
Restructuring related charges (10,266)  
Cash (payments) receipts 10,266  
Operating Expense Efficiency Plan costs | Other costs    
Restructuring, Integration, and Other    
Beginning balance 202  
Restructuring related charges 22,424 7,515
Cash (payments) receipts (17,508)  
Foreign currency translations 109  
Ending balance $ 5,227 $ 202
v3.25.4
Shareholders' Equity - Components of Accumulated Other Comprehensive Income (Loss) (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Shareholders' Equity      
Foreign currency translation adjustment and other $ 403,602 $ (225,564) $ 74,800
Gain (loss) on Foreign Exchange Contracts Designated as Net Investment Hedges, Net (11,728) 7,859 (7,952)
Loss on Interest Rate Swaps Designated as Cash Flow Hedges, Net (1,706) (1,137) 2,783
Post-retirement expense Items, net 2,209 (4,854) 1,277
Net change in accumulated other comprehensive income (loss) 382,629 (211,230)  
Accumulated Other Comprehensive Income (Loss), Foreign Currency Translation Adjustment, Net of Tax (173,576) (571,848) (349,042)
Accumulated other comprehensive loss (126,640) (509,269) (298,039)
Foreign Currency Translation Adjustment and Other, Net 398,272 (222,806)  
Other comprehensive (loss) income before reclassifications      
Shareholders' Equity      
Foreign currency translation adjustment and other 394,450 (222,489)  
Gain (loss) on Foreign Exchange Contracts Designated as Net Investment Hedges, Net (9,123) 12,996  
Net change in accumulated other comprehensive income (loss) 382,604 (205,151)  
Other Comprehensive (Income) Loss, Defined Benefit Plan, before Reclassification Adjustment, after Tax (2,723) 5,027  
Other Comprehensive Income (Loss), Cash Flow Hedge, Gain (Loss), before Reclassification, Tax 0 (685)  
Amounts reclassified into income      
Shareholders' Equity      
Foreign currency translation adjustment and other 3,822 (317)  
Gain (loss) on Foreign Exchange Contracts Designated as Net Investment Hedges, Net (2,605) (5,137)  
Loss on Interest Rate Swaps Designated as Cash Flow Hedges, Net (1,706) (452)  
Post-retirement expense Items, net 514 (173)  
Net change in accumulated other comprehensive income (loss) 25 (6,079)  
Gain (Loss) on Foreign Exchange Contracts Designated as Net Investment Hedges, Net      
Shareholders' Equity      
Gain (loss) on Foreign Exchange Contracts Designated as Net Investment Hedges, Net (11,728) 7,859  
Accumulated other comprehensive loss 8,290 20,018 12,159
Gain Loss On Interest Rate Swaps Designated As Cash Flow Hedges, Net      
Shareholders' Equity      
Loss on Interest Rate Swaps Designated as Cash Flow Hedges, Net (1,706) (1,137)  
Accumulated other comprehensive loss 27,795 29,501 30,638
Employee Benefit Plan Items, Net      
Shareholders' Equity      
Post-retirement expense Items, net (2,209) 4,854  
Accumulated other comprehensive loss 10,851 13,060 $ 8,206
Intra-entity foreign currency transactions | Other comprehensive (loss) income before reclassifications      
Shareholders' Equity      
Foreign currency translation adjustment and other $ 4,400 $ (52,900)  
v3.25.4
Shareholders' Equity - Common Stock Outstanding Activity (Details) - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Shareholders' Equity      
Cost of retirement of treasury shares   $ 0 $ 0
Preferred stock, shares authorized 2,000    
Common Stock Issued      
Shareholders' Equity      
Common stock outstanding, Beginning balance 55,592 57,691 125,424
Shares issued for stock-based compensation awards 246 375 0
Repurchases of common stock 0 0 0
Retirement of treasury stock   (2,474) (67,733)
Common stock outstanding, Ending balance 55,838 55,592 57,691
Treasury Stock      
Shareholders' Equity      
Common stock outstanding, Beginning balance 3,420 3,880 66,175
Shares issued for stock-based compensation awards (54) (75) (653)
Repurchases of common stock (1,402) (2,089) (6,091)
Retirement of treasury stock   (2,474) (67,733)
Common stock outstanding, Ending balance 4,768 3,420 3,880
Cost of retirement of treasury shares   $ 228,800 $ 5,100,000
Common Stock Outstanding      
Shareholders' Equity      
Common stock outstanding, Beginning balance 52,172 53,811 59,249
Shares issued for stock-based compensation awards 300 450 653
Repurchases of common stock (1,402) (2,089) (6,091)
Retirement of treasury stock   0 0
Common stock outstanding, Ending balance 51,070 52,172 53,811
v3.25.4
Shareholders' Equity - Share Repurchase Programs (Details) - USD ($)
$ in Thousands, shares in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Shareholders' Equity      
Payments for repurchase of common stock $ 161,669 $ 265,142 $ 770,200
January 2023      
Shareholders' Equity      
Dollar Value Approved for Repurchase 1,000,000    
Dollar Value of Shares Repurchased 827,130    
Approximate Dollar Value of Shares that May Yet be Purchased Under the Program 172,870    
Share repurchase program      
Shareholders' Equity      
Excise tax on share repurchase $ 1,300    
Stock repurchased during period, shares 1.3 2.0  
Payments for repurchase of common stock $ 149,900 $ 250,000  
v3.25.4
Net Income Per Share (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Net Income Per Share      
Net income attributable to shareholders $ 571,266 $ 392,074 $ 903,505
Weighted-average shares outstanding - basic 51,804 53,282 56,359
Net effect of various dilutive stock-based compensation awards 451 515 676
Weighted-average shares outstanding - diluted 52,255 53,797 57,035
Net income per share:      
Basic $ 11.03 $ 7.36 $ 16.03
Diluted (a) $ 10.93 $ 7.29 $ 15.84
(a) Equity awards excluded from diluted net income per share as their effect would have been anti-dilutive 32 16 32
v3.25.4
Employee Stock Plans (Details)
$ in Thousands, shares in Millions
1 Months Ended 12 Months Ended
Sep. 30, 2025
USD ($)
Dec. 31, 2025
USD ($)
shares
Dec. 31, 2024
USD ($)
shares
Dec. 31, 2023
USD ($)
Employee Stock Plans        
Number of shares authorized | shares   24.0    
Number of shares available for grant | shares   4.1 4.4  
Share-Based Compensation Arrangement by share-based payment award, authorization rate   1.69    
Amortization of stock-based compensation   $ 27,883 $ 34,631 $ 41,569
Tax benefits related to stock-based compensation awards   $ 2,800 $ 5,600 $ 8,900
Reversal of share based compensation $ 13,400      
Installments over a period   4 years    
Contractual terms   10 years    
v3.25.4
Employee Stock Plans - Stock Option Activity (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Employee Stock Plans      
Outstanding beginning 249,545    
Outstanding, Weighted-Average Exercise Price, beginning $ 76.75    
Exercised (47,394)    
Weighted-Average Exercise Price, Exercised $ 72.85    
Outstanding ending 202,151 249,545  
Outstanding, Weighted-Average Exercise Price, ending $ 77.66 $ 76.75  
Exercisable 201,696    
Weighted-Average Exercise Price, Exercisable $ 77.66    
Outstanding, Weighted-Average Remaining Contractual Life 29 months    
Exercisable, Weighted-Average Remaining Contractual Life 29 months    
Outstanding, Aggregate Intrinsic Value $ 6,573    
Exercisable, Aggregate Intrinsic Value 6,559    
Total intrinsic value of options exercised 2,000 $ 3,300 $ 12,500
Cash received from option exercises 3,452 $ 5,354 $ 17,010
Non-employee director award $ 200    
Installments over a period 4 years    
Settlement of restricted stock units ratio 1    
Directors' annual retainer fee 50.00%    
Financial goals based performance awards      
Employee Stock Plans      
Vesting method on service period 3 years    
Total share holder return based performance awards      
Employee Stock Plans      
Share-Based Compensation Arrangement by Share-based payment award, award performance measurement period 3 years    
Non-Employee      
Employee Stock Plans      
Installments over a period 1 year    
Minimum | Financial goals based performance awards      
Employee Stock Plans      
Percentage of performance awards deliverable in common stock 0.00%    
Minimum | Total share holder return based performance awards      
Employee Stock Plans      
Percentage of performance awards deliverable in common stock 0.00%    
Maximum | Financial goals based performance awards      
Employee Stock Plans      
Percentage of performance awards deliverable in common stock 185.00%    
Maximum | Total share holder return based performance awards      
Employee Stock Plans      
Percentage of performance awards deliverable in common stock 200.00%    
v3.25.4
Employee Stock Plans - Share-Based Payment Award (Details)
12 Months Ended
Dec. 31, 2025
$ / shares
Employee Stock Plans  
Weighted Average Grant Date Fair Value, Granted $ 108.61
Expected Volatility Look back period 2 years 10 months 17 days
Total share holder return based performance awards  
Employee Stock Plans  
Expected term (in years) 2 years 10 months 17 days
Risk-free interest rate (percent) 4.20%
Historical volatility (percent) 28.00%
Weighted Average Grant Date Fair Value, Granted $ 131.5
v3.25.4
Employee Stock Plans - Summary of Non-Vested Shares (Details) - USD ($)
$ / shares in Units, $ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Employee Stock Plans      
Non-vested shares balance beginning 840,699    
Weighted-Average Grant Date Fair Value Non-vested shares balance beginning $ 119.83    
Granted 410,843    
Weighted Average Grant Date Fair Value, Granted $ 108.61    
Vested (275,360)    
Weighted Average Grant Date Fair Value, Vested $ 121.02    
Forfeited (188,025)    
Weighted Average Grant Date Fair Value, Forfeited $ 118.74    
Non-vested shares balance ending 788,157 840,699  
Weighted-Average Grant Date Fair Value Non-vested shares balance ending $ 113.82 $ 119.83  
Total fair value of shares vested $ 28.3 $ 39.5 $ 57.0
Total unrecognized compensation cost related to non-vested shares and stock options $ 28.3    
Weighted-average period 2 years    
v3.25.4
Employee Benefit Plans - Additional Information (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2025
USD ($)
employee
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Employee Benefit Plans      
Actuarial (loss) gains, net of tax $ (2,723) $ 5,027 $ (1,011)
Reclassification of actuarial loss (gain), net of tax (1,325) (125) (508)
Reclassification of prior service costs, net of tax 1,790 256 256
Accumulated other comprehensive loss includes unrecognized actuarial gains, net of related taxes 8,200 12,200  
Accumulated other comprehensive loss included prior service costs, net of related taxes   (1,800)  
Defined contribution plan, cost 19,900 20,100 21,200
Supplemental employee retirement plan      
Employee Benefit Plans      
Funding in trust 119,300    
Funding in rabbi trust 117,800    
International      
Employee Benefit Plans      
Defined contribution plan, cost $ 23,400 $ 22,400 $ 22,600
Former Arrow SERP | Supplemental employee retirement plan      
Employee Benefit Plans      
Number of participants | employee 27    
Current Arrow SERP | Supplemental employee retirement plan      
Employee Benefit Plans      
Number of participants | employee 9    
v3.25.4
Employee Benefit Plans - Pension Information and Benefit Payments (Details) - Supplemental employee retirement plan - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Employee Benefit Plans    
Accumulated benefit obligation $ 84,414 $ 74,530
Projected benefit obligation at beginning of year 83,032 88,084
Service cost 2,748 3,193
Interest cost 4,399 4,081
Actuarial loss (gain) 3,584 (6,602)
Benefits paid (6,206) (5,724)
Projected benefit obligation at end of year 87,557 83,032
Funded status (87,557) (83,032)
Current liabilities (7,083) (6,168)
Noncurrent liabilities (80,474) (76,864)
Amortization of prior service cost 337 337
Amortization of (gain) loss (1,744) (164)
Curtailment expense 2,020 0
Net periodic pension cost $ 7,760 $ 7,447
Weighted-average assumptions used to determine benefit obligation, Discount rate 5.20% 5.50%
Weighted-average assumptions used to determine benefit obligation, Rate of compensation increase 5.00% 5.00%
Weighted-average assumptions used to determine net periodic pension cost, Discount rate 5.50% 4.80%
Weighted-average assumptions used to determine net periodic pension cost, Rate of compensation increase 5.00% 5.00%
2026 $ 7,083  
2027 7,072  
2028 7,088  
2029 7,637  
2030 7,466  
2031 - 2035 $ 34,054  
v3.25.4
Lease Commitments - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Lease Commitments      
Lease expiration date 2036    
Lease cost $ 109.1 $ 98.0 $ 93.4
v3.25.4
Lease Commitments - Other (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Lease Commitments    
Right-of-use asset $ 248,823 $ 251,129
Operating Lease, Right-of-Use Asset, Statement of Financial Position [Extensible Enumeration] Other assets Other assets
Lease liability - current $ 76,537 $ 68,941
Operating Lease, Liability, Current, Statement of Financial Position [Extensible List] Accrued Liabilities, Current Accrued Liabilities, Current
Lease liability - non-current $ 186,721 $ 198,466
Operating Lease, Liability, Noncurrent, Statement of Financial Position [Extensible List] Other liabilities Other liabilities
Total operating lease liabilities $ 263,258 $ 267,407
Operating Lease, Liability, Statement of Financial Position [Extensible List] us-gaap:OtherLiabilities us-gaap:OtherLiabilities
2026 $ 87,157  
2027 72,935  
2028 55,371  
2029 30,987  
2030 18,963  
Thereafter 31,200  
Total lease payments 296,613  
Less: imputed interest (33,355)  
Cash paid for amounts included in the measurement of operating lease liabilities 88,656 $ 94,829
Right-of-use assets obtained in exchange for operating lease obligations $ 52,287 $ 62,583
Weighted-average remaining lease term in years 4 years 5 years
Weighted-average discount rate 4.90% 5.40%
v3.25.4
Contingencies (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Contingencies      
Environmental liabilities $ 26.0    
Environmental Loss Contingency, Statement of Financial Position [Extensible Enumeration] Accrued Liabilities, Current, Other Liabilities, Noncurrent    
Environmental remediation expenses $ 4.5 $ 0.8 $ 23.3
Environmental Remediation Expense, before Recovery, Statement of Income or Comprehensive Income [Extensible Enumeration] Restructuring and Related Cost, Incurred Cost Restructuring and Related Cost, Incurred Cost Restructuring and Related Cost, Incurred Cost
Recovery of direct costs $ 157.4    
Proceeds from legal settlements     $ 62.2
Huntsville Site      
Contingencies      
Environmental remediation expense to date 9.5    
Project expenditures, low estimate 4.9    
Project expenditures, high estimate 16.6    
Norco Site      
Contingencies      
Environmental remediation expense to date 89.1    
Project expenditures, low estimate 21.1    
Project expenditures, high estimate $ 38.5    
v3.25.4
Segment and Geographic Information (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2025
USD ($)
country
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Sales:      
Sales $ 30,852,935 $ 27,923,324 $ 33,107,120
Number of countries in which entity operates | country 85    
China and Hong Kong      
Sales:      
Sales $ 4,419,749 4,033,744 4,858,871
Germany      
Sales:      
Sales 3,155,470 3,007,517 4,341,837
Other      
Sales:      
Sales 12,725,314 11,114,613 12,737,852
Foreign      
Sales:      
Sales 20,300,533 18,155,874 21,938,560
United States      
Sales:      
Sales 10,552,402 9,767,450 11,168,560
Operating segments      
Sales:      
Sales 30,852,935 27,923,324 33,107,120
Global components | Operating segments      
Sales:      
Sales 21,501,289 19,983,267 25,419,899
Global components | Operating segments | Americas      
Sales:      
Sales 6,944,480 6,411,701 7,954,713
Global components | Operating segments | EMEA      
Sales:      
Sales 5,670,850 5,648,107 8,074,894
Global components | Operating segments | Asia/Pacific      
Sales:      
Sales 8,885,959 7,923,459 9,390,292
Global ECS | Operating segments      
Sales:      
Sales 9,351,646 7,940,057 7,687,221
Global ECS | Operating segments | Americas      
Sales:      
Sales 4,230,746 4,067,160 4,160,298
Global ECS | Operating segments | EMEA      
Sales:      
Sales $ 5,120,900 $ 3,872,897 $ 3,526,923
v3.25.4
Segment and Geographic Information - Operations by Segment (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Segment and geographic information      
Sales $ 30,852,935 $ 27,923,324 $ 33,107,120
Cost of sales 27,386,216 24,630,916 28,958,102
Gross profit 3,466,719 3,292,408 4,149,018
Segment operating expenses 2,644,496 2,523,851 2,677,854
Operating income (loss) 822,223 768,557 1,471,164
Equity in earnings of affiliated companies 3,198 1,368 6,407
Gain (loss) on investments, net 109,888 (4,830) 19,284
Loss on extinguishment of debt 0 (1,657) 0
Post-retirement expense, net (2,277) (4,285) (3,777)
Interest and other financing expense, net (215,104) (269,834) (328,724)
Consolidated income before taxes 717,928 489,319 1,164,354
Proceeds from settlements benefits     62,200
Restructuring, integration, and other 116,119 142,917 83,916
Operating segments      
Segment and geographic information      
Sales 30,852,935 27,923,324 33,107,120
Cost of sales 27,386,216 24,630,916 28,958,102
Gross profit $ 3,466,719 $ 3,292,408 $ 4,149,018
Gross profit margin 11.20% 11.80% 12.50%
Segment operating expenses $ 2,266,102 $ 2,141,060 $ 2,322,848
Operating income (loss) $ 1,200,617 $ 1,151,348 $ 1,826,170
Segment operating income margin 3.90% 4.10% 5.50%
Corporate non segment      
Segment and geographic information      
Segment operating expenses $ (378,394) $ (382,791) $ (355,006)
Global Components      
Segment and geographic information      
Proceeds from settlements benefits     62,200
Global Components | Operating segments      
Segment and geographic information      
Sales 21,501,289 19,983,267 25,419,899
Cost of sales 19,098,636 17,650,909 22,220,779
Gross profit $ 2,402,653 $ 2,332,358 $ 3,199,120
Gross profit margin 11.20% 11.70% 12.60%
Segment operating expenses $ 1,627,947 $ 1,591,085 $ 1,739,954
Operating income (loss) $ 774,706 $ 741,273 $ 1,459,166
Segment operating income margin 3.60% 3.70% 5.70%
(recoveries) charges of inventory write down $ (10,300) $ 60,600  
Global ECS      
Segment and geographic information      
Increase in charges to increase allowance for credit losses     $ 25,400
Reversal of charges for aged receivables collected   20,000  
Global ECS | Operating segments      
Segment and geographic information      
Sales 9,351,646 7,940,057 7,687,221
Cost of sales 8,287,580 6,980,007 6,737,323
Gross profit $ 1,064,066 $ 960,050 $ 949,898
Gross profit margin 11.40% 12.10% 12.40%
Segment operating expenses $ 638,155 $ 549,975 $ 582,894
Operating income (loss) $ 425,911 $ 410,075 $ 367,004
Segment operating income margin 4.60% 5.20% 4.80%
Decrease in the gross profit margin $ 18,300    
Corporate      
Segment and geographic information      
Restructuring, integration, and other $ 116,100 $ 142,900 $ 83,900
v3.25.4
Segment and Geographic Information - Geographic Sales and Long-Lived Assets (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2025
USD ($)
segment
Dec. 31, 2024
USD ($)
Revenues from external customers and long-lived assets    
Number of reportable segments | segment 2  
Assets $ 29,078,138 $ 21,757,707
Long-lived assets 723,473 720,389
Operating segments    
Revenues from external customers and long-lived assets    
Assets 28,578,030 21,284,654
Other assets    
Revenues from external customers and long-lived assets    
Assets 500,108 473,053
Global Components | Operating segments    
Revenues from external customers and long-lived assets    
Assets 21,222,941 14,765,931
Global ECS | Operating segments    
Revenues from external customers and long-lived assets    
Assets 7,355,089 6,518,723
France    
Revenues from external customers and long-lived assets    
Long-lived assets 100,493 86,268
Netherlands    
Revenues from external customers and long-lived assets    
Long-lived assets 79,339 78,120
Other    
Revenues from external customers and long-lived assets    
Long-lived assets 233,740 223,903
Foreign    
Revenues from external customers and long-lived assets    
Long-lived assets 413,572 388,291
United States    
Revenues from external customers and long-lived assets    
Long-lived assets $ 309,901 $ 332,098
v3.25.4
VALUATION AND QUALIFYING ACCOUNTS (Details) - Allowance for credit loss - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Allowance for credit losses:      
Allowance for credit losses, Balance at beginning of year $ 116,445 $ 146,480 $ 93,397
Allowance for credit losses, Charged to Income 37,069 751 71,984
Allowance for credit losses, Other [1] 4,383 (2,411) 690
Allowance for credit losses, Write-down 13,780 28,375 19,591
Allowance for credit losses, Balance at end of year $ 144,117 $ 116,445 $ 146,480
[1] “Other” primarily includes the effect of fluctuations in foreign currencies.