logo
Twitter
Discord
Email
logo
Arrow Electronics, Inc.

Arrow Electronics, Inc.

NYSE•ARW
CEO: Mr. Sean J. Kerins
Sector: Technology
Industry: Technology Distributors
Listing Date: 1980-03-17
Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes electronic components comprising semiconductor products and related services; interconnect, passive, and electromechanical products, including capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors; and computing and memory products, as well as other products and services. The Global Enterprise Computing Solutions segment offers computing solutions, such as datacenter, cloud, security, and analytics solutions. This segment also provides access to various services, including engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training. The company serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial customers. Arrow Electronics, Inc. was founded in 1935 and is based in Centennial, Colorado.
Contact Information
9151 East Panorama Circle, Centennial, CO, 80112, United States
303-824-4000
www.arrow.com
Market Cap
$6.09B
P/E (TTM)
12.8
0
Dividend Yield
--
52W High
$134.74
52W Low
$86.50
52W Range
66%
Rank44Top 53.8%
3.7
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2025 Data

Revenue

$7.71B+13.03%
4-Quarter Trend

EPS

$2.11+11.05%
4-Quarter Trend

FCF

-$238.09M-483.77%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Nine Month Sales Growth Consolidated sales reached $22.11B USD for nine months, marking a 7.1% increase over prior year period.
Net Income Attributable Surge Net income attributable to shareholders was $376.7M USD for nine months, reflecting strong 28.6% growth.
Diluted EPS Improvement Diluted earnings per share reached $7.19 USD for the nine months ended September 27, 2025.
ECS Segment Sales Expansion Global ECS segment sales grew 18.6% to $6.49B USD for the first nine months of 2025.

Risk Factors

Operating Cash Flow Reversal Operating cash flow significantly declined, showing $(135.9M) USD used for the first nine months of 2025.
Gross Margin Compression Consolidated gross profit margin compressed 100 basis points to 11.1% for the nine-month period.
China Export Restriction Impact BIS Entity List addition temporarily restricted key technology exports to China subsidiaries, causing lost sales.
ECS Contract Underperformance Global ECS segment faces potential future losses from underperforming non-cancellable multi-year purchase obligations.

Outlook

Efficiency Plan Savings Target Expecting $90.0M to $100.0M annual operating expense reduction by the end of fiscal year 2026.
Strong Liquidity Position Committed undrawn liquidity stands at approximately $2.5B USD plus cash on hand for future needs.
FY2025 Capital Expenditure Plan Fiscal year 2025 capital expenditures are projected to total approximately $100.0M USD.
Strategic Margin Focus Initiatives focus on penetrating margin accretive IP&E market and expanding global supply chain services.

Peer Comparison

Revenue (TTM)

Arrow Electronics, Inc.ARW
$29.39B
+3.2%
Avnet, Inc.AVT
$22.50B
-2.3%
Kyndryl Holdings, Inc.KD
$15.07B
-1.5%

Gross Margin (Latest Quarter)

Cirrus Logic, Inc.CRUS
52.5%
+0.3pp
Semtech CorporationSMTC
51.9%
+0.8pp
Vontier CorporationVNT
47.3%
+0.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
G$8.00B14.622.1%26.6%
SMTC$7.18B238.54.9%34.9%
CRUS$6.29B16.619.3%5.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.9%
Moderate Growth
4Q Net Income CAGR
3.2%
Profitability Slowly Improving
Cash Flow Stability
50%
Cash Flow Needs Attention

Research & Insights

Next earnings:Feb 5, 2026
|
EPS:$3.55
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 27, 2025|Filed: Oct 30, 2025|
    Revenue: $7.71B+13.0%
    |
    EPS: $2.11+11.1%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 28, 2025|Filed: Jul 31, 2025|
    Revenue: $7.58B+10.0%
    |
    EPS: $3.62+78.3%
    Beat
  • Form 10-Q - Q1 2025

    Period End: Mar 29, 2025|Filed: May 1, 2025|
    Revenue: $6.81B-1.6%
    |
    EPS: $1.53-0.6%
    Meet
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 11, 2025|
    Revenue: $27.92B-15.7%
    |
    EPS: $7.36-54.1%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 28, 2024|Filed: Oct 31, 2024|
    Revenue: $6.82B-14.8%
    |
    EPS: $1.90-46.8%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 29, 2024|Filed: Aug 1, 2024|
    Revenue: $6.89B-19.0%
    |
    EPS: $2.03-51.3%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 30, 2024|Filed: May 2, 2024|
    Revenue: $6.92B-20.7%
    |
    EPS: $1.54-67.0%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 13, 2024|
    Revenue: $33.11B-10.8%
    |
    EPS: $16.03-27.2%
    Miss