Arrow Electronics, Inc.
ARWQ4 2025(ARW Q3 FY2025)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$580.5M
AI Revenue (Q)
$516.0M
Total Revenue (Q)
$20.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 (ended September 27, 2025). Total quarterly sales = $7,713M (up 13% YoY from $6,823M). Nine-month 2025 sales = $22,107M vs $20,640M prior year. The filing contains no AI-specific disclosures. Arrow remains a broad-based distributor with no segment or sub-segment reporting of AI-related revenue. The semiconductor cycle recovery continues, with modest growth in AI-related distribution. However, the key constraint is that high-value AI accelerator GPUs (H100, H200, B200) are sold through direct channels, not through distributors like Arrow. Arrow's AI exposure comes from: (1) edge/embedded AI chips for OEMs, (2) AI-adjacent components (power delivery ICs, HBM modules, high-speed connectors) where Arrow's share is small, (3) ECS AI infrastructure sold through VARs/MSPs. Estimated: components AI ~$85M, ECS AI ~$110M. Total ~$195M / $7,713M = 2.5%. Math: $195M / $7,713M = 2.53%.
Analyzed by claude-opus-4-6
Quoted Figures
Sales $ 7,712,541 $ 6,823,319 (Q3 2025 vs Q3 2024)
10-Q Q3 FY2025, Consolidated Statements of Operations
Sales Nine Months Ended September 27, 2025 $ 22,106,505 vs September 28, 2024 $ 20,640,447
10-Q Q3 FY2025, Consolidated Statements of Operations
AI Products Identified (Ring 1)
Edge AI chips (NVIDIA Jetson, Intel, Qualcomm)AI inference modulesECS AI server configurationsArrowSphere AI/ML softwareAI networking componentsAI-adjacent power delivery ICs
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Global Components semiconductor distributionGlobal ECS datacenter solutionsGlobal ECS computeGlobal ECS data intelligenceGlobal ECS software
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix