Arrow Electronics
Connects component and enterprise-technology suppliers with manufacturers, resellers, and managed-service providers.
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Profile
Distributes semiconductors and other electronic components to manufacturers while supplying datacenter, cloud, security, storage, compute, and software solutions through enterprise channel partners. Global Components provides most sales, and the operating model combines broad supplier access, inventory, engineering, supply-chain services, and fulfillment.
Distributes semiconductors, interconnect, passive and electromechanical products, computing and memory through Global Components, primarily serving original-equipment manufacturers and electronics-manufacturing-services providers. Global Enterprise Computing Solutions supplies datacenter, cloud, security, analytics, storage, compute, and software through value-added resellers and managed-service providers.
Operates across more than 85 countries, aggregating large supplier portfolios and holding inventory close to customers. Engineering, supply-chain, and channel services complement product distribution, while sales facilities and value-added centers support sourcing and fulfillment across regions.
The larger components business depends on semiconductor demand, product availability, supplier authorizations, and OEM and EMS production cycles. Enterprise computing depends on infrastructure spending and the VAR and MSP channel; cross-border trade controls can interrupt supplier shipments and customer orders.
Company facts
Key statistics
Year to date +80.2% · Average volume (30d) 575.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Jefferies | Downgrade | Hold | |||
| Aug 17, 2026 | RBC Capital | Upgrade | Outperform | |||
| Aug 17, 2026 | BTIG | Downgrade | Hold | |||
| Aug 7, 2026 | Truist Financial | Target | $260 | $250 | ||
| Aug 7, 2026 | Raymond James | Reiterate | Outperform | $220 | $250 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $4.59 | $5.45 | +18.7% | $9.67B | $9.99B | +3.4% | −8.45% |
| May 7, 2026Q1 FY26 | $2.81 | $5.22 | +85.8% | $8.39B | $9.47B | +12.9% | +2.70% |
| Feb 5, 2026Q4 FY25 | $3.55 | $4.39 | +23.7% | $8.21B | $8.75B | +6.6% | +12.40% |
| Oct 30, 2025Q3 FY25 | $2.28 | $2.41 | +5.7% | $8.16B | $7.71B | −5.5% | −1.48% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $6.81B | $7.58B | $7.71B | $8.75B | $9.47B | $9.99B | |
| Gross profit | $774.0M | $848.7M | $835.3M | $1.01B | $1.05B | $1.13B | |
| Operating income | $158.6M | $190.6M | $179.0M | $335.3M | $398.3M | $377.3M | |
| Net income | $79.7M | $187.7M | $109.2M | $194.6M | $235.1M | $272.7M | |
| Diluted EPS | $1.51 | $3.59 | $2.09 | $3.75 | $4.55 | $5.26 | |
| Gross margin | 11.4% | 11.2% | 10.8% | 11.5% | 11.1% | 11.3% | |
| Operating margin | 2.3% | 2.5% | 2.3% | 3.8% | 4.2% | 3.8% |
Fiscal years (4-quarter sums)FY21 $34.48B · FY22 $37.12B · FY23 $33.11B · FY24 $27.92B · FY25 $30.85B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jul 4, 2026Cash & short-term investments $244.6M · Total debt $2.17B · Total assets $38.38B · Shareholders' equity $7.01B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 51.13M · Float 50.83M · 99.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.02M | 9.81% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 3.04M | 5.95% | 13F | Aug 11, 2026 |
| Vanguard Portfolio Management LLC | 2.99M | 5.86% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 2.32M | 4.54% | 13F | Aug 13, 2026 |
| AQR Capital Management LLC | 2.18M | 4.27% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | Gretchen Zech | officer: SVP, Chief Gov, Sust, HR Offr | −4,600 | $215.15 |
| May 21, 2026 | Gretchen Zech | officer: SVP, Chief Gov, Sust, HR Offr | −16,000 | $212.08 |
| May 22, 2026 | Carine Lamercie Jean-Claude | officer: SVP, CLCO and Secretary | −3,000 | $216.00 |
| May 20, 2026 | Eric Nowak | officer: President, Global ECS | −3,473 | $210.99 |
| Feb 23, 2026 | Carine Lamercie Jean-Claude | officer: SVP, CLCO and Secretary | −1,891 | $160.00 |
Peers
- Avnet
Global distributor of electronic components and lifecycle services
- Ingram Micro
Global IT distributor spanning infrastructure, cloud and security
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arrow Electronics | $203.92 | +0.12% | $10.43B | 13.0 | 9.1 | 0.3 | +31.8% |
| Avnet | $87.61 | −1.16% | $7.27B | 22.2 | 7.6 | 0.3 | +47.7% |
| Ingram Micro | $28.60 | −0.38% | $6.62B | 15.6 | 8.2 | 0.1 | +13.6% |
| Median | 18.9 | 7.9 | 0.2 | +30.6% |