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Arrow Electronics, Inc. ARW

Technology — Electronics & Computer Distribution
Insider Buys (last 12m)
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
0.60
Total sells
14.65
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — 1 — — — — — — —
Sell — — — — 5 — — 4 1 — — 1
Insider Ownership
1.47%

Capital & Financial Ratios

Market Cap
10,950.00
Revenue
35,924.76
Net Income
811.67
Free Cash Flow
825.46
Net Debt
1,925.95
Current Ratio
1.22
Debt/Equity
0.31
P/E ratio
13.89
P/S ratio
0.31
P/B ratio
1.59
Past 5Y EPS Growth
14.36%
This Y EPS Growth
97.88%
Next Y EPS Growth
12.53%
Next 5Y EPS Growth
35.14%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2025 ‡‡‡
2024 ‡‡‡
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡‡
2017 ‡‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 218.05 188.81 306.47 244.63
Receivables 12,238.07 13,030.99 19,738.67 28,008.73
Inventory 5,187.23 4,709.71 5,081.86 5,939.59
Other 684.13 471.91 533.04 796.04
18,327.48 18,401.41 25,660.03 34,988.99
2023 2024 2025 Q'26
Payables 10,070.01 11,047.47 17,383.80 27,107.86
ST’ Debt 1,653.95 349.98 0.34 117.54
Other — — — —
13,187.88 12,636.16 18,845.40 28,742.22
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 9,473.55 9,992.24 — —
—
’25 6,814.02 7,579.95 7,712.54 8,746.43
30,852.94
’24 6,924.26 6,892.87 6,823.32 7,282.88
27,923.32
’23 8,736.43 8,514.52 8,007.02 7,849.16
33,107.12
’22 9,074.13 9,460.84 9,266.43 9,323.02
37,124.42
’21 8,385.92 8,562.63 8,512.39 9,016.08
34,477.02
’20 6,381.42 6,606.49 7,231.26 8,454.19
28,673.36
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 699.75 318.35 — —
—
’25 351.68 (205.90) (281.68) 199.95
64.05
’24 403.21 320.18 80.56 326.46
1,130.41
’23 223.80 (126.80) 321.71 286.74
705.45
’22 (200.25) (82.58) 141.07 108.69
(33.08)
’21 (4.54) 281.38 114.25 27.89
418.98
’20 466.87 418.25 274.73 200.01
1,359.84
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 667.64 297.21 — —
—
’25 326.70 (224.51) (311.96) 172.57
(37.20)
’24 373.68 298.08 62.04 309.07
1,042.87
’23 203.69 (143.79) 301.04 261.23
622.16
’22 (219.52) (99.56) 122.53 84.63
(111.91)
’21 (2.54) 260.45 93.07 7.13
358.10
’20 438.89 386.67 244.71 165.26
1,235.55
in millions of $

EPS

Mar Jun Sep Dec Year
’26 4.55 5.26 — —
—
’25 1.51 3.59 2.09 3.75
10.93
’24 1.53 2.01 1.88 1.86
7.29
’23 4.60 4.12 3.53 3.54
15.84
’22 5.31 5.54 5.27 5.66
21.80
’21 2.72 3.23 4.00 5.26
15.10
’20 0.61 1.68 2.13 3.08
7.43

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

2.6
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 89.38 104.83 108.51 86.50 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 137.95 147.42 137.80 134.74 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22,300 22,100 21,520 22,230 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.66 1.50 1.30 1.39 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 37,124.42 33,107.12 27,923.32 30,852.94 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.03% 12.53% 11.79% 11.24% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,884.15 1,164.35 489.32 717.93 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.08% 3.52% 1.75% 2.33% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,435.16 909.36 393.51 569.69 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 230.31 222.69 197.63 165.63 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 572.57 587.43 524.07 595.57 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 22.01 16.03 7.36 11.03 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.51) 12.52 21.22 1.24 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.22) (1.48) (1.64) (1.95) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.73) 11.04 19.57 (0.72) — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 86.54 104.28 109.45 128.54 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 64.84 56.36 53.28 51.80 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.82 7.50 15.39 9.98 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.19 0.20 0.22 0.19 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.23 1.15 1.03 0.86 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.28 0.31 0.32 0.28 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (93.62) 16.63 8.59 (228.10) — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (33.08) 705.45 1,130.41 64.05 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (78.84) (83.28) (87.55) (101.25) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (111.91) 622.16 1,042.87 (37.20) — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5,950.74 5,139.60 5,765.25 6,814.63 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,772.85 3,807.51 3,123.76 3,085.06 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,595.93 3,589.45 2,934.95 2,778.59 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5,611.35 5,877.31 5,831.53 6,658.70 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.91% 4.16% 1.80% 2.25% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.04% 9.71% 5.48% 5.45% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 26.06% 15.73% 6.70% 9.15% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Arrow Electronics (ARW) is poised at a pivotal inflection point, leveraging its global distribution dominance to capitalize on AI, electric vehicles, and edge computing megatrends. After navigating semiconductor super cycles—surging 58% in revenue from 2016 to a 2022 peak of $37.1 billion, followed by 2023-2024 corrections to $27.9 billion—analysts forecast a robust rebound: 11% growth in 2025, a explosive 53% surge to $47.4 billion in 2026, and steady gains thereafter. Share repurchases have slashed outstanding shares by 44% since 2016, amplifying revenue per share by 77% to $927 by 2026 and driving EPS from $7.36 in 2024 to $14.22 in 2026 (93% upside), underscoring operational resilience and cyclical mastery.

Profitability metrics reinforce the opportunity: ROE peaked at 26.1% in 2022 and is rebounding toward 9.2%, with healthy gross margins (11-13%) and positive free cash flow funding buybacks and dividends amid a fortified balance sheet. Valuation appears compelling at 9.98x forward PE, 0.22x PS, and 1.03x PB—below historical norms—while recent insider buys by the CEO ($992k) signal confidence despite routine selling. Compared to peers, ARW’s exposure to AI hyperscaler capex and diversified end-markets like IoT and aerospace offers a defensive moat.

Looking ahead, strategic tailwinds from AI chip demand (via partners like Broadcom and AMD), EV supply chains, and 5G could propel 84% revenue CAGR through 2026, potentially delivering 20-30% total returns over 2-3 years. Yet margins and execution remain key watches in this cyclical play—read the full analysis for historical parallels and detailed projections.

Read full commentary →

Arrow Electronics, Inc. (ARW) Latest News

News by impact score

Fine-tune

8 Sep

4 , 10:59 AM
Arrow Electronics (ARW) stock surges sharply on rising demand for AI infrastructure. AI infrastructure surge drives sharp Arrow Electronics stock gains with significant effects on performance.

5 Sep

3 , 11:11 PM
Arrow Electronics lands HPE networking deal amid ongoing fair value debate. HPE networking agreement provides noticeable but limited influence on Arrow Electronics operations and positioning.

2 Sep

3 , 7:00 AM
Arrow Electronics adds complete HPE Networking portfolio to its offerings in North America and EMEA. Expanded HPE portfolio strengthens Arrow's competitive positioning in networking across North America and EMEA.

1 Sep

3 , 1:12 PM
Arrow Electronics (ARW) trades at 10x earnings, raising the question of whether it qualifies as a buy during semiconductor recovery. ARW's 10x earnings valuation in a semiconductor recovery may moderately influence investor sentiment and near-term stock performance.

18 Aug

3 , 12:20 PM
Arrow Electronics (ARW) shows positioning for a stock surge driven by strategic factors and market conditions. Positive outlook on ARW identifies elements likely to moderately influence performance and sentiment.

17 Aug

3 , 3:04 PM
Arrow Electronics (ARW) identifies new sources to drive future growth. New growth avenues could moderately lift ARW performance without fundamentally shifting its path.

3 , 10:00 AM
Arrow Electronics expands IBM distribution coverage to seven new countries. Expansion of distribution coverage to seven new countries broadens Arrow Electronics' geographic reach and revenue potential.

15 Aug

3 , 8:21 AM
Arrow Electronics's Q2 earnings call featured five insightful analyst questions. Analyst questions during earnings calls provide performance insights that can moderately sway investor sentiment and short-term trading.

14 Aug

4 transcript www.fool.com, 11:21 AM
Arrow Electronics held its Q2 2026 earnings call, covering financial results, operational updates, and forward outlook. Earnings call details typically include results and guidance that move stock price and sentiment.

7 Aug

4 transcript , 1:11 AM
Arrow Electronics reported record revenue for Q2 2026 alongside a 124% EPS surge during its earnings call. Record revenue and 124% EPS growth indicate strong financial results that can materially lift stock valuation and market outlook.

3 transcript www.marketbeat.com, 6:04 PM
Arrow Electronics Q2 earnings call highlighted key financial results and company performance metrics. Q2 earnings details influence short-term market sentiment and operational assessments.

3 , 11:28 AM
Arrow Electronics Q2 earnings beat estimates with year-over-year revenue growth. Earnings beat and revenue increase point to moderate short-term effects on performance and sentiment.

3 , 10:00 AM
Arrow Electronics Q2 earnings call highlighted continued growth opportunities in the components business amid ongoing demand. Q2 earnings call points to sustained components growth without signaling major strategic shifts.

3 app.moby.co, 8:30 AM
Arrow Electronics reported Q2 2026 earnings results in its earnings call, covering financial performance, revenue figures, and operational outlook. Quarterly earnings provide updated financial metrics that can moderately shift investor sentiment and short-term stock movement.

6 Aug

4 , 4:54 PM
Arrow Electronics reported strong Q2 CY2026 results and provided encouraging quarterly revenue guidance. Strong earnings and positive guidance drive significant stock valuation shifts and investor sentiment changes.

4 , 4:02 PM
Arrow Electronics, Inc. (ARW) reported strong second-quarter 2026 results. Strong quarterly results indicate improved financial performance likely to boost investor sentiment and company trajectory.

3 , 7:10 PM
Arrow Electronics (ARW) exceeded analyst estimates for both Q2 earnings and revenues. Q2 earnings beat signals moderate near-term positive effect on stock sentiment and performance.

3 , 4:01 PM
Arrow Electronics appoints Deidra C. Merriwether as President and Chief Operating Officer. Senior executive appointment can shift operational leadership and near-term strategy execution.

1 Jul

3 , 6:20 AM
Arrow Electronics launches Global Experience Centers to accelerate AI and cloud adoption. New centers enhance positioning in AI and cloud markets with moderate effects on growth.

29 Jun

4 , 1:06 AM
Arrow Electronics reclassifies financial items in a move that may conceal strategic adjustments to its AI product distribution approach. Potential reclassification signals deeper AI distribution strategy changes that could materially alter Arrow's competitive positioning and performance trajectory.

26 Jun

3 , 10:58 AM
TD Synnex posted strong fiscal Q2 results fueled by Hyve growth and market share gains, according to Morgan Stanley. Competitor TD Synnex's reported gains may modestly pressure Arrow's market position and sentiment.

15 Jun

3 , 10:00 AM
Arrow Electronics attains the Microsoft Frontier Distributor Designation across EMEA and North America. Microsoft Frontier Distributor Designation across EMEA and North America enhances Arrow Electronics' market position and partnership opportunities.

14 Jun

3 www.fool.com, 5:20 PM
Arrow Electronics (ARW) stock has risen 104% this year, driven by exposure to AI demand. AI-related momentum lifts ARW share price and near-term visibility but lacks details on structural changes to operations or strategy.

11 Jun

3 Simply Wall St., 4:09 AM
Arrow Electronics Experience Centers link AI growth narrative directly to rising ARW stock performance. Experience centers highlight AI initiatives that may lift near-term investor sentiment and visibility for Arrow Electronics.

9 Jun

4 Business Wire, 10:00 AM
Arrow Electronics launches Global Experience Centers to accelerate AI and cloud adoption and monetization. Global Experience Centers represent a strategic expansion enabling Arrow Electronics to capture growth in AI and cloud markets.

4 Jun

3 StockStory, 8:53 AM
Arrow Electronics posted the strongest Q1 results among engineered components and systems stocks, outperforming sector peers on key earnings metrics. Strongest Q1 earnings in the group can lift near-term sentiment and valuation multiples but does not signal structural change to operations or strategy.

18 May

3 StockStory, 10:20 AM
Arrow Electronics Q1 earnings call featured five key analyst questions on financial performance, segment trends, supply chain dynamics and forward outlook. Q1 earnings call questions highlight operational details that may shape near-term investor sentiment and performance expectations for Arrow Electronics.

13 May

4 Business Wire, 9:00 AM
Arrow Electronics, Inc. (ARW) announced a new $1 billion share repurchase program. $1 billion share repurchase signals financial confidence and boosts EPS and investor sentiment.

4 Simply Wall St., 6:30 AM
Arrow Electronics (ARW) shares rose 8.1% after beating Q1 earnings expectations, announcing share buybacks, and launching a new Digital Test Drive Service. Q1 earnings beat combined with buybacks and new digital service launch represent significant financial strength and strategic innovation boosting future performance.

3 MT Newswires, 11:06 AM
BofA notes Arrow Electronics' demand and backlog improving, but Asia operations limit margins. Demand and backlog gains boost outlook, balanced by Asia margin pressures.
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