He said approximately one-third of Global Components’ sequential revenue growth came from price inflation, with customer unit demand accounting for the remainder. Arrow identified aerospace and defense, industrial and transportation as its three largest Global Components verticals globally. Rick Marano, president of Global Components, said the company views the market recovery as still being in its early stages. For the third quarter, Arrow forecast total sales of $9.6 billion to $10.2 billion and non-GAAP diluted EPS of $4.83 to $5.03. Global Components sales are expected to be $7.5 billion to $7.9 billion, representing 5% sequential growth at the midpoint.