ARW · NYSE · Technology Distributors

Arrow Electronics (ARW)

Connects component and enterprise-technology suppliers with manufacturers, resellers, and managed-service providers.

$221.83
After hours+0.33 (+0.15%)
At close$221.50(+1.10%)
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Arrow Electronics, Inc.ARW
Information Technology

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

CEOWilliam F. Austen
ListedMar 17, 1980
ExchangeNYSE
HeadquartersCentennial, CO
CountryUnited States
Employees22,230
CIK0000007536
ISINUS0427351004

Market cap$11.20B
EPS (ttm)$15.65
P/E (ttm)14.00
ROE12.1%
P/B1.60
P/S0.3119
Dividend yieldDiv yield
Beta1.42vs XLK 0.58

Price target$250.00+12.6%Average of 17 analysts
ConsensusHold9 of 17 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 17, 2026JefferiesDowngrade
Rating:
Rating: Hold
Aug 17, 2026RBC CapitalUpgrade
Rating:
Rating: Outperform
Aug 17, 2026BTIGDowngrade
Rating:
Rating: Hold
Aug 7, 2026Truist FinancialTarget
Target: $260
Target: $250
Aug 7, 2026Raymond JamesReiterate
Rating: Target: $220
Rating: OutperformTarget: $250

Next report
Oct 29, 26
in 37 days
EPS estimate
$4.98
Revenue estimate
$9.99B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26May '26Aug '26Oct '26
Reported$2.97$1.80$2.43$2.41$4.39$5.22$5.45Pending
Estimate$2.80$1.47$2.03$2.28$3.55$2.92$4.59$4.98
Surprise+6.1%+22.4%+19.7%+5.7%+23.7%+78.8%+18.7%

RevenueReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26May '26Aug '26Oct '26
Reported$7.28B$6.81B$7.58B$7.71B$8.75B$9.47B$9.99BPending
Estimate$7.01B$6.67B$7.47B$8.16B$8.21B$8.39B$9.67B$9.99B
Surprise+3.8%+2.2%+1.4%−5.5%+6.6%+12.9%+3.4%
Estimate$4.98
ReportedDue Oct 29, 2026
Estimate$9.99B
ReportedDue Oct 29, 2026
View details

Debt to equity31.00%
Current ratio121.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$6.82B$7.28B$6.81B$7.58B$7.71B$8.75B$9.47B$9.99B
Net income$100.6M$99.2M$79.7M$187.7M$109.2M$194.6M$235.1M$272.7M
Net margin1.5%1.4%1.2%2.5%1.4%2.2%2.5%2.7%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$175.3M$195.1M$158.6M$190.6M$179.0M$335.3M$398.3M$377.3M
YoY growth−48.5%−38.4%−14.7%−10.2%+2.1%+71.9%+151.2%+98.0%

Balance sheet, Jul 4, 2026Cash & short-term investments $244.6M · Total debt $2.17B · Total assets $38.38B · Shareholders' equity $7.01B

Revenue
$9.99B
Operating income
$377.3M
Net income
$272.7M
View details

No dividends on record.

Institutions≈ 100.80%51.32M shares
648 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders0.85%433.3K shares
17 holders · as of Sep 17, 2026
Adds to101.65%

50.91M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 101.65%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
9.85%5.02Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
5.98%3.04Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.88%2.99Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.56%2.32Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
4.29%2.18Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 3, 2026Carine Lamercie Jean-Claudeofficer: SVP, CLCO and Secretary−1,000$209.85
May 29, 2026Gretchen Zechofficer: SVP, Chief Gov, Sust, HR Offr−4,600$215.15
May 21, 2026Gretchen Zechofficer: SVP, Chief Gov, Sust, HR Offr−16,000$212.08
May 22, 2026Carine Lamercie Jean-Claudeofficer: SVP, CLCO and Secretary−3,000$216.00
May 20, 2026Eric Nowakofficer: President, Global ECS−3,473$210.99
View details

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CompareAfter hours

CompanyPriceChange
Arrow Electronics$221.83+0.15%$11.20B14.09.90.3+31.8%
Avnet$98.95+0.69%$7.83B23.98.50.3+47.7%
Ingram Micro$27.240.00%$6.22B14.77.70.1+13.6%
Median19.38.10.2+30.6%