Arrow Electronics, Inc. (ARW) Stock: Price, Forecast & Analyst Target
Arrow Electronics, Inc. (ARW) — MoonshotScore 77/100 (Strong band), calculated Oct 4, 2026. Price $242.01 (+4.48%), as of the Oct 2, 2026 trading session; market cap $12.4B. Expected results Oct 29, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 50.69× (market value Oct 2, 2026; cash Jul 4, 2026) · expected results Oct 29, 2026
Arrow Electronics, Inc. · ARW · NYSE · Technology · Technology Distributors
Research dated 2026-09-13: Arrow Electronics distributes electronic components and enterprise computing solutions to manufacturers, resellers, service providers and other commercial customers; it is a channel intermediary, not a semiconductor producer or software platform. Revenue and earnings have rebounded sharply, leaving durability of margins and cash conversion as the defining question while debt remains well above cash.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Arrow Electronics (ARW)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Dirt-cheap with the market already moving on it, but average quality. Business Quality: Average; Financial Safety: Okay; Valuation: Cheap; Growth Durability: Flat; Momentum: Surging.
- quarterly revenue $9.99B (Q2 FY2026, quarter ended Jul 2026)
- EPS beat 8 of 8
- Altman Z 1.72 · Piotroski F 7
Helping: an attractive price, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 76 | Strong | |
| 75 | Strong | |
| 76 | Strong | |
| 76 | Strong | |
| 76 | Strong | |
| 76 | Strong |
The score was 77 in the stored Oct 3, 2026 snapshot and remains 77 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Financial Safety +1 and Momentum -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value |
|---|---|
| Latest provided price | $242.01 |
| Change on the day | +4.48% |
| 52-week range | $101.79–$247.25 |
| Market capitalisation | $12.4B |
| Price / earnings (trailing) | 15.33 |
| Shares traded on the day | 1.13M |
| Beta (volatility vs the S&P 500) | 1.19 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
And Ruplu, on your point around the fourth quarter seasonality, we will expect to see very high margins again in the ECS business in the fourth quarter as we always do.
Rajesh K. Agrawal · Statement from
So we are really pleased with the margin expansion And, you know, in our guide for the third quarter, we do believe that Asia will continue to have strong growth.
Rajesh K. Agrawal · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for Arrow Electronics (ARW): Bullish Lean
65/100 · B+Some lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.
5-Factor Breakdown
Legends Council
5 lenses, 5 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 4, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
Two of these lenses read this company less favourably than the MoonshotScore does: Englander-style lens and Klarman-style lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.
On Sep 10, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the ARW film — every key number, told as a short cinematic story
~2 min · open the film
What is Arrow Electronics (ARW), and what does it report?
Short answer · as of
Global Components supplies semiconductors, capacitors, connectors, switches, memory and related engineering or logistics services.
Research dated 2026-09-13.
Global Components supplies semiconductors, capacitors, connectors, switches, memory and related engineering or logistics services. Global Enterprise Computing Solutions supplies datacenter, cloud, security and analytics offerings, along with integration, training and marketing support, through customers such as equipment manufacturers, contract manufacturers, resellers and managed service providers.
The obvious technology reading gets Arrow wrong: its reported sales primarily measure the value of products and solutions moving through its distribution channels, not adoption of proprietary chips or software. Components contribute the larger revenue base, while enterprise computing gives the company exposure to a different customer-spending cycle; the combined model produces high sales volume but thin gross and operating margins.
What do the latest results show for Arrow Electronics (ARW)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $9.99B.
Research dated 2026-09-13.
The latest reporting period extended a pronounced recovery in revenue, gross profit, net income and per-share earnings. Revenue and earnings also cleared market estimates, continuing a run of generally favorable earnings comparisons, although annual sales and profit remain below earlier peaks.
Higher sales did not translate mechanically into higher operating profit: gross profit increased from the preceding period, but operating income declined as selling and administrative expense rose. Management expects continued strength in Asia and seasonally elevated margins in enterprise computing, identifying geography and segment mix as important contributors rather than presenting the rebound as uniform across the business.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $9.99B Jul 4, 2026
- Latest quarter · SG&A
- $688.14M Jul 4, 2026
- Latest quarter · FMP standardized operating result
- $377.33M Jul 4, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jul 4, 2026 | $9.99B | Not available | $688.14M | $377.33M |
| Apr 4, 2026 | $9.47B | Not available | $656.14M | $398.27M |
| Dec 31, 2025 | $8.75B | Not available | $639.46M | $335.32M |
| Sep 27, 2025 | $7.71B | Not available | $587.87M | $179.01M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $9.99B Aug 6, 2026
- Latest report · revenue estimate
- $9.67B Aug 6, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 6, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 6, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 6, 2026 | $9.99B | $9.67B | $5.4500 | $4.5900 |
| May 7, 2026 | $9.47B | $8.39B | $5.2200 | $2.9200 |
| Feb 5, 2026 | $8.75B | $8.21B | $4.3900 | $3.5500 |
| Oct 30, 2025 | $7.71B | $8.16B | $2.4100 | $2.2800 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $9.99B | $273M | $5.26 (diluted) |
| Q1 FY2026 | $9.47B | $235M | $4.55 (diluted) |
| Q4 FY2025 | $8.75B | $195M | $3.75 (diluted) |
| Q3 FY2025 | $7.71B | $109M | $2.09 (diluted) |
What are the financial strengths and risks for Arrow Electronics (ARW)?
Short answer
Cash and short-term investments were $244.63M at the Jul 4, 2026 balance-sheet date. Operating cash flow was $318.35M for the quarter ended Jul 4, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Operating cash flow has turned positive after a volatile stretch that included meaningful outflows, while capital expenditure has remained modest relative to operating cash generation. Cash and short-term investments ended the reported window near their starting level, suggesting that the intervening swings reflected timing and working-capital demands more than a persistent cash drain.
Liquidity is nevertheless not the same as net cash: debt substantially exceeds cash and investments, and short-term coverage ratios sit only modestly above parity. For a distributor earning narrow spreads, weaker component demand, unfavorable segment mix or selling and administrative costs rising faster than gross profit can quickly pressure earnings and make working-capital conversion more important.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $318.35M Jul 4, 2026
- Previous quarter · operating cash flow
- $699.75M Apr 4, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jul 4, 2026 | $318.35M | −$21.14M |
| Apr 4, 2026 | $699.75M | −$32.11M |
| Dec 31, 2025 | $199.95M | −$27.38M |
| Sep 27, 2025 | −$281.68M | $43.60M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Arrow Electronics (ARW)?
Short answer · as of
The next earnings report is expected on Oct 29, 2026.
Research dated 2026-09-13.
The next earnings release should be read through mix as much as sales. Market expectations place revenue near the latest run rate while anticipating lower per-share earnings than the most recent reported result, so gross profit conversion, selling and administrative expense, Asia growth and enterprise-computing margins will reveal whether the recovery is broadening or merely rotating between businesses.
Cash conversion also deserves close attention after the recent swing from outflows to inflows. Movement in cash relative to debt, together with any financing implications from the recently disclosed material agreement and debt-related filing, will show whether stronger accounting earnings are translating into greater financial flexibility.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
And Ruplu, on your point around the fourth quarter seasonality, we will expect to see very high margins again in the ECS business in the fourth quarter as we always do.
Rajesh K. Agrawal ·
So we are really pleased with the margin expansion And, you know, in our guide for the third quarter, we do believe that Asia will continue to have strong growth.
Rajesh K. Agrawal ·
How does Arrow Electronics compare with its peers?
Short answer
Arrow Electronics's score ranks 4th of 12 in the bounded comparison shown, against 11 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Compared with a pure component distributor, Arrow adds datacenter, cloud, security and analytics distribution plus integration and training services. Compared with a pure enterprise-computing distributor, it carries a much larger components operation serving equipment and contract manufacturers.
That mix links results to semiconductor and industrial demand as well as enterprise infrastructure spending. The distinguishing feature is breadth across technology supply chains, while the economic profile remains distribution-led: substantial revenue passes through the company at modest gross and operating margins.
| Company | Price | Market value | Score |
|---|---|---|---|
| $61.73 Oct 2, 2026 | $1.25B | 85 5-pillar Oct 4, 2026 | |
| $33.29 Oct 2, 2026 | $5.64B | 83 5-pillar Oct 4, 2026 | |
| $32.80 Oct 2, 2026 | $612M | 78 5-pillar Oct 4, 2026 | |
| Arrow Electronics (ARW) — this page | $242.01 | $12.4B | 77 |
| $194.88 Oct 2, 2026 | $18.2B | 74 5-pillar Oct 4, 2026 | |
| $274.95 Oct 2, 2026 | $7.12B | 70 5-pillar Oct 4, 2026 | |
| $160.66 Oct 2, 2026 | $4.85B | 64 5-pillar Oct 4, 2026 | |
| $92.38 Oct 2, 2026 | $2.33B | 62 5-pillar Oct 4, 2026 | |
| $278.32 Oct 2, 2026 | $22.3B | 42 5-pillar Oct 4, 2026 | |
| $28.50 Oct 2, 2026 | $6.57B | 41 5-pillar Oct 4, 2026 | |
| $106.94 Oct 2, 2026 | $8.77B | 39 5-pillar Oct 4, 2026 | |
| $1.16 Oct 2, 2026 | $450M | 14 5-pillar Oct 4, 2026 | |
| $24.56 Jun 29, 2026 | $7.30B | — Model unavailable |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $175.00 – $250.00
- Consensus target
- $225.00
- Median target
- $250.00
Consensus record · Captured .
Measured against a quoted price of $242.01 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 30, 2026
- Transactions
- 29
- Identified insiders
- 13
- Purchases
- 0
- Sales
- 5
- Other transactions
- 24
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 648 Period end Jun 30, 2026
- Previous quarter · holders
- 538 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 5,016,324 |
| Dimensional Fund Advisors LP | 3,042,032 |
| Vanguard Portfolio Management LLC | 2,994,125 |
| Vanguard Capital Management LLC | 2,320,016 |
| Aqr Capital Management LLC | 2,182,413 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Arrow Electronics (ARW)?
ARW Technology Stock FAQ
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What does Arrow’s Global Components business actually sell?
It distributes semiconductors, memory, power supplies, connectors, switches and other passive or electromechanical parts, supported by engineering, warehousing and logistics services. Demand therefore follows customer production and procurement activity rather than sales of an Arrow-designed chip.
Why can Arrow’s sales rise while operating profit falls?
The latest period showed the mechanism directly: gross profit increased, yet operating income declined as selling and administrative expense rose. Arrow’s narrow distribution margins make cost absorption and sales mix critical to profit conversion.
How does Global ECS shape Arrow’s earnings seasonality?
Management expects enterprise-computing margins to strengthen seasonally, so Global ECS can alter profit growth even when consolidated revenue changes little. Its datacenter, cloud, security and analytics mix also responds to a different spending cycle from electronic components.
Can Arrow’s operating cash flow carry its debt burden?
Recent positive cash generation improves debt-service capacity, but cash and investments remain far below total debt. Financial flexibility therefore depends on recurring working-capital conversion rather than the cash balance alone.
What is the ARW stock price today?
The last price recorded on this page for Arrow Electronics, Inc. (ARW) is $242.01, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the ARW price target?
The analyst consensus price target for Arrow Electronics, Inc. (ARW) is $225.00 (range $175.00 to $250.00, median $250.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (77 figures)
The 77 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Rajesh K. Agrawal (Aug 6, 2026): And Ruplu, on your point around the fourth quarter seasonality, we will expect to see very high margins again in the ECS business in the fourth quarter as we always do. Rajesh K. Agrawal (Aug 6, 2026): So we are really pleased with the margin expansion And, you know, in our guide for the third quarter, we do believe that Asia will continue to have strong growth. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Centennial, CO | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "9151 East Panorama Circle, Centennial, CO, 80112, US". |
FMP — 68 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 29, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $242.01 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T06:34:25.337Z. | |
px.change | Change on the day | +4.48% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $12.4B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:03.000Z. Captured from FMP at 2026-10-04T06:34:24.186Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$10.38 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $9.99B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $101.79–$247.25 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 15.33 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 1.13M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.19 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | William F. Austen | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 22,230 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $34.48B, net result $1.11B; FY2022 revenue $37.12B, net result $1.43B; FY2023 revenue $33.11B, net result $903.51M; FY2024 revenue $27.92B, net result $392.07M; FY2025 revenue $30.85B, net result $571.27M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Global ECS $9.35B · Global Components $21.50B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 11.2% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-07-04.revenue_k | Revenue — period end 2026-07-04 | $9.99B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-04.sga_k | SG&A — period end 2026-07-04 | $688.14M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-04.operating_result_k | FMP standardized operating result — period end 2026-07-04 | $377.33M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-04.revenue_k | Revenue — period end 2026-04-04 | $9.47B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-04.sga_k | SG&A — period end 2026-04-04 | $656.14M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-04.operating_result_k | FMP standardized operating result — period end 2026-04-04 | $398.27M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $8.75B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $639.46M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $335.32M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.revenue_k | Revenue — period end 2025-09-27 | $7.71B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.sga_k | SG&A — period end 2025-09-27 | $587.87M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.operating_result_k | FMP standardized operating result — period end 2025-09-27 | $179.01M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-06.revenue_actual | Revenue · reported — report date 2026-08-06 | $9.99B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.revenue_estimated | Revenue · estimate — report date 2026-08-06 | $9.67B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_actual | EPS · reported — report date 2026-08-06 | $5.4500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_estimated | EPS · estimate — report date 2026-08-06 | $4.5900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.revenue_actual | Revenue · reported — report date 2026-05-07 | $9.47B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.revenue_estimated | Revenue · estimate — report date 2026-05-07 | $8.39B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.eps_actual | EPS · reported — report date 2026-05-07 | $5.2200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.eps_estimated | EPS · estimate — report date 2026-05-07 | $2.9200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_actual | Revenue · reported — report date 2026-02-05 | $8.75B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_estimated | Revenue · estimate — report date 2026-02-05 | $8.21B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_actual | EPS · reported — report date 2026-02-05 | $4.3900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_estimated | EPS · estimate — report date 2026-02-05 | $3.5500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_actual | Revenue · reported — report date 2025-10-30 | $7.71B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_estimated | Revenue · estimate — report date 2025-10-30 | $8.16B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_actual | EPS · reported — report date 2025-10-30 | $2.4100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_estimated | EPS · estimate — report date 2025-10-30 | $2.2800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $244.63M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $318.35M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-07-04. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $62.15M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $2.17B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 1.77× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-07-04.operating_cash_flow_m | Operating cash flow — period end 2026-07-04 | $318.35M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-04-04.operating_cash_flow_m | Operating cash flow — period end 2026-04-04 | $699.75M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-07-04.capex_m | Capital expenditure (reported) — period end 2026-07-04 | −$21.14M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-04-04.capex_m | Capital expenditure (reported) — period end 2026-04-04 | −$32.11M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $199.95M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$27.38M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.operating_cash_flow_m | Operating cash flow — period end 2025-09-27 | −$281.68M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.capex_m | Capital expenditure (reported) — period end 2025-09-27 | $43.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $175.00 – $250.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $225.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $250.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 29 transactions · 0 purchases, 5 sales, 24 other transactions · 13 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 30, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 648 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 538 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 5,016,324 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Dimensional Fund Advisors LP — shares in provider snapshot | 3,042,032 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 2,994,125 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 2,320,016 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Aqr Capital Management LLC — shares in provider snapshot | 2,182,413 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 8 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-14 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 1.72 · Piotroski F 7 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 50.69× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $244.63M at Jul 4, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-07-04. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-08-06.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($9.99B) with the recorded estimate ($9.67B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-06.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($5.4500) with the recorded estimate ($4.5900) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 77 of 100 · Strong · pillars 52 / 55 / 89 / 58 / 93 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 77 (stored snapshot Oct 3, 2026) → 77 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-07-04. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-07-04.revenue_k,fin.q_table.depth.2026-07-04.sga_k,fin.q_table.depth.2026-07-04.operating_result_k,fin.q_table.depth.2026-04-04.revenue_k,fin.q_table.depth.2026-04-04.sga_k,fin.q_table.depth.2026-04-04.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-27.revenue_k,fin.q_table.depth.2025-09-27.sga_k,fin.q_table.depth.2025-09-27.operating_result_k. - Earnings-history note. Source series as of 2026-08-06. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-06.revenue_actual,earn.history.depth.2026-08-06.revenue_estimated,earn.history.depth.2026-08-06.revenue_actual.comparison,earn.history.depth.2026-08-06.eps_actual.comparison,earn.history.depth.2026-08-06.eps_actual,earn.history.depth.2026-08-06.eps_estimated,earn.history.depth.2026-05-07.revenue_actual,earn.history.depth.2026-05-07.revenue_estimated,earn.history.depth.2026-05-07.eps_actual,earn.history.depth.2026-05-07.eps_estimated,earn.history.depth.2026-02-05.revenue_actual,earn.history.depth.2026-02-05.revenue_estimated,earn.history.depth.2026-02-05.eps_actual,earn.history.depth.2026-02-05.eps_estimated,earn.history.depth.2025-10-30.revenue_actual,earn.history.depth.2025-10-30.revenue_estimated,earn.history.depth.2025-10-30.eps_actual,earn.history.depth.2025-10-30.eps_estimated. - Cash-flow note. Source series as of 2026-07-04. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-07-04.operating_cash_flow_m,fin.opcf.depth.2026-04-04.operating_cash_flow_m,fin.opcf.depth.2026-07-04.capex_m,fin.opcf.depth.2026-04-04.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-27.operating_cash_flow_m,fin.opcf.depth.2025-09-27.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Arrow Electronics, Inc. provides a wide array of products, services, and strategic solutions to industrial and commercial clients across the Americas, Europe, the Middle East, Africa, and Asia Pacific who depend on electronic components and sophisticated enterprise computing solutions. The company is organized into two main segments: Global Components and Global Enterprise Computing Solutions. The Global Components division primarily handles the marketing and distribution of various items, including semiconductor products and their related services. It also deals with passive, electromechanical, and interconnect components like capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors, in addition to computing and memory products, among other offerings. The Global Enterprise Computing Solutions segment, on the other hand, provides specialized computing offerings such as datacenter, cloud, security, and analytics solutions. Furthermore, this segment grants access to a comprehensive suite of services, including engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training. The company's clientele includes original equipment manufacturers (OEMs), value-added resellers (VARs), managed service providers (MSPs), contract manufacturers, and other commercial entities. Established in 1935, Arrow Electronics, Inc. maintains its corporate headquarters in Centennial, Colorado. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Global ECS: $9.35B; Global Components: $21.50B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-07-04 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-07-04 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $2.17B; Liquidity basis: cash and short-term investments; Total liabilities: $31.30B; Cash and short-term investments: $244.63M; Cash and investments: $306.80M; Long-term investments: $62.15M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-07-04 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Sector / industry (provider taxonomy) | Technology / Technology Distributors The company's SEC filings classify it under SIC 5065 — Wholesale-Electronic Parts & Equipment, NEC. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Trailing twelve-month ratio set | Quick ratio: 1.01; Current ratio: 1.22; Debt to equity: 0.31; Net margin: 2.3%; Gross margin: 11.2%; Operating margin: 3.6%; Return on assets: 2.1%; Return on equity: 12.1% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-06 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 2 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-06 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $306.80M; Cash and short-term investments: $244.60M; Long-term investments: $62.10M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-07-04 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-07-04 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-07-04; From: 2024-09-28; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $244.60M; Decline: $3.40M; Opening balance: $248.00M; Average change per period: $500,000 Change in cash, cash equivalents and short-term investments between the 2024-09-28 and 2026-07-04 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-07-04 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-07-04; Cash basis: cash and short-term investments; Net cash: -$1.93B; Total debt: $2.17B; Cash and investments: $244.60M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-07-04 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Next earnings report | Date: 2026-10-29; EPS estimate: $4.98 per share; Revenue estimate: $9.99B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
At most 3 analysts contributed — treat this as thin coverage, not a consensus. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Recent SEC filings |
| 2026-09-04 | OFFICIAL | SEC EDGAR filer submissions |
| Most recent periodic reports | Annual: Document: https://www.sec.gov/Archives/edgar/data/7536/000110465926012765/arw-20251231x10k.htm, Filed: 2026-02-11, Period end: 2025-12-31; Quarterly: Document: https://www.sec.gov/Archives/edgar/data/7536/000110465926091983/arw-20260704x10q.htm, Filed: 2026-08-06, Period end: 2026-07-04 | 2026-08-06 | OFFICIAL | SEC EDGAR filer submissions |
Data provided for informational purposes only.