Arrow Electronics (ARW) Q2 FY26 earnings call

Arrow Electronics delivered strong Q2 FY26 results, driven by broad-based demand, disciplined execution, and a favorable mix of value-added services. The company's leading indicators, including robust book-to-bill ratios and growing backlog, reinforce confidence in sustained growth, particularly in AI, industrial, and aerospace & defense markets. Management is focused on improving growth quality and operational efficiency, while navigating contract restructuring in its ECS segment.