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Side-by-side financial comparison of ARROW ELECTRONICS, INC. (ARW) and RICHARDSON ELECTRONICS, LTD. (RELL). Click either name above to swap in a different company.

ARROW ELECTRONICS, INC. is the larger business by last-quarter revenue ($8.7B vs $52.3M, roughly 167.3× RICHARDSON ELECTRONICS, LTD.). ARROW ELECTRONICS, INC. runs the higher net margin — 2.2% vs -0.2%, a 2.5% gap on every dollar of revenue. On growth, ARROW ELECTRONICS, INC. posted the faster year-over-year revenue change (20.1% vs 5.7%). ARROW ELECTRONICS, INC. produced more free cash flow last quarter ($172.6M vs $-1.7M). Over the past eight quarters, ARROW ELECTRONICS, INC.'s revenue compounded faster (12.4% CAGR vs 8.9%).

Arrow Electronics, Inc., is an American company headquartered in Centennial, Colorado. A global provider of electronic components and enterprise computing products, the company specializes in distribution and value-added services for original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers and other commercial customers. The company is ranked No. 154 in the Fortune 500 list of the largest United States corporations by total revenue. The compan...

The James Richardson Corporation, also going by the name James Richardson Group or JR/Group, is an Australian furniture, hospitality, real estate and retail corporation, headquartered in the Abbotsford suburb of Melbourne, Australia. It is privately owned and employs approximately 2,300 people worldwide. It is perhaps best known among consumers for its duty-free retail stores in airports and border crossings in Australasia and the Middle East. The company is a household name in Israel due to ...

ARW vs RELL — Head-to-Head

Bigger by revenue
ARW
ARW
167.3× larger
ARW
$8.7B
$52.3M
RELL
Growing faster (revenue YoY)
ARW
ARW
+14.4% gap
ARW
20.1%
5.7%
RELL
Higher net margin
ARW
ARW
2.5% more per $
ARW
2.2%
-0.2%
RELL
More free cash flow
ARW
ARW
$174.3M more FCF
ARW
$172.6M
$-1.7M
RELL
Faster 2-yr revenue CAGR
ARW
ARW
Annualised
ARW
12.4%
8.9%
RELL

Income Statement — Q4 2025 vs Q2 2026

Metric
ARW
ARW
RELL
RELL
Revenue
$8.7B
$52.3M
Net Profit
$194.6M
$-121.0K
Gross Margin
11.5%
30.7%
Operating Margin
3.4%
0.3%
Net Margin
2.2%
-0.2%
Revenue YoY
20.1%
5.7%
Net Profit YoY
96.2%
83.9%
EPS (diluted)
$3.74

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
ARW
ARW
RELL
RELL
Q4 25
$8.7B
$52.3M
Q3 25
$7.7B
$54.6M
Q2 25
$7.6B
Q1 25
$6.8B
$53.8M
Q4 24
$7.3B
$49.5M
Q3 24
$6.8B
$53.7M
Q2 24
$6.9B
Q1 24
$6.9B
$52.4M
Net Profit
ARW
ARW
RELL
RELL
Q4 25
$194.6M
$-121.0K
Q3 25
$109.2M
$1.9M
Q2 25
$187.7M
Q1 25
$79.7M
$-2.1M
Q4 24
$99.2M
$-751.0K
Q3 24
$100.6M
$590.0K
Q2 24
$108.7M
Q1 24
$83.6M
$750.0K
Gross Margin
ARW
ARW
RELL
RELL
Q4 25
11.5%
30.7%
Q3 25
10.8%
31.0%
Q2 25
11.2%
Q1 25
11.4%
31.0%
Q4 24
11.0%
31.0%
Q3 24
11.5%
30.6%
Q2 24
12.3%
Q1 24
12.4%
29.5%
Operating Margin
ARW
ARW
RELL
RELL
Q4 25
3.4%
0.3%
Q3 25
2.3%
1.8%
Q2 25
2.5%
Q1 25
2.3%
-5.1%
Q4 24
2.7%
-1.3%
Q3 24
2.6%
0.6%
Q2 24
3.1%
Q1 24
2.7%
1.9%
Net Margin
ARW
ARW
RELL
RELL
Q4 25
2.2%
-0.2%
Q3 25
1.4%
3.5%
Q2 25
2.5%
Q1 25
1.2%
-3.8%
Q4 24
1.4%
-1.5%
Q3 24
1.5%
1.1%
Q2 24
1.6%
Q1 24
1.2%
1.4%
EPS (diluted)
ARW
ARW
RELL
RELL
Q4 25
$3.74
Q3 25
$2.09
Q2 25
$3.59
Q1 25
$1.51
Q4 24
$1.87
Q3 24
$1.88
Q2 24
$2.01
Q1 24
$1.53

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ARW
ARW
RELL
RELL
Cash + ST InvestmentsLiquidity on hand
$306.5M
$33.1M
Total DebtLower is stronger
Stockholders' EquityBook value
$6.6B
$158.5M
Total Assets
$29.1B
$201.8M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARW
ARW
RELL
RELL
Q4 25
$306.5M
$33.1M
Q3 25
$213.6M
$35.7M
Q2 25
$222.0M
Q1 25
$231.9M
$36.7M
Q4 24
$188.8M
$26.6M
Q3 24
$248.0M
$23.0M
Q2 24
$213.0M
Q1 24
$242.8M
$18.9M
Stockholders' Equity
ARW
ARW
RELL
RELL
Q4 25
$6.6B
$158.5M
Q3 25
$6.4B
$159.4M
Q2 25
$6.3B
Q1 25
$5.9B
$152.9M
Q4 24
$5.8B
$156.2M
Q3 24
$6.0B
$159.1M
Q2 24
$5.7B
Q1 24
$5.7B
$158.6M
Total Assets
ARW
ARW
RELL
RELL
Q4 25
$29.1B
$201.8M
Q3 25
$24.5B
$200.1M
Q2 25
$24.3B
Q1 25
$21.4B
$189.8M
Q4 24
$21.8B
$195.2M
Q3 24
$20.9B
$197.9M
Q2 24
$20.1B
Q1 24
$20.3B
$193.6M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ARW
ARW
RELL
RELL
Operating Cash FlowLast quarter
$199.9M
$-99.0K
Free Cash FlowOCF − Capex
$172.6M
$-1.7M
FCF MarginFCF / Revenue
2.0%
-3.3%
Capex IntensityCapex / Revenue
0.3%
3.1%
Cash ConversionOCF / Net Profit
1.03×
TTM Free Cash FlowTrailing 4 quarters
$-37.2M
$3.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARW
ARW
RELL
RELL
Q4 25
$199.9M
$-99.0K
Q3 25
$-281.7M
$1.4M
Q2 25
$-205.9M
Q1 25
$351.7M
$4.6M
Q4 24
$326.5M
$5.5M
Q3 24
$80.6M
$412.0K
Q2 24
$320.2M
Q1 24
$403.2M
$-2.5M
Free Cash Flow
ARW
ARW
RELL
RELL
Q4 25
$172.6M
$-1.7M
Q3 25
$-312.0M
$342.0K
Q2 25
$-224.5M
Q1 25
$326.7M
$4.1M
Q4 24
$303.9M
$4.9M
Q3 24
$62.0M
$-514.0K
Q2 24
$298.1M
Q1 24
$373.7M
$-2.9M
FCF Margin
ARW
ARW
RELL
RELL
Q4 25
2.0%
-3.3%
Q3 25
-4.0%
0.6%
Q2 25
-3.0%
Q1 25
4.8%
7.5%
Q4 24
4.2%
10.0%
Q3 24
0.9%
-1.0%
Q2 24
4.3%
Q1 24
5.4%
-5.6%
Capex Intensity
ARW
ARW
RELL
RELL
Q4 25
0.3%
3.1%
Q3 25
0.4%
1.9%
Q2 25
0.2%
Q1 25
0.4%
1.0%
Q4 24
0.3%
1.0%
Q3 24
0.3%
1.7%
Q2 24
0.3%
Q1 24
0.4%
0.8%
Cash Conversion
ARW
ARW
RELL
RELL
Q4 25
1.03×
Q3 25
-2.58×
0.72×
Q2 25
-1.10×
Q1 25
4.41×
Q4 24
3.29×
Q3 24
0.80×
0.70×
Q2 24
2.95×
Q1 24
4.82×
-3.37×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ARW
ARW

Segment breakdown not available.

RELL
RELL

Power And Microwave Technologies Group$35.2M67%
Canvys$8.8M17%
Global Energy Solutions$8.3M16%

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