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

$7.51B

P/E (TTM)

13.1

Dividend Yield

52W High

$162.61

52W Low

$86.50

52W Range

78%

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

Q4 2025 Data

Revenue

$8.75B+0.00%

4-Quarter Trend

EPS

$3.78+0.00%

4-Quarter Trend

FCF

$172.57M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Consolidated Sales Growth Strong Consolidated sales reached $30.85B, marking a 10.5% increase compared to prior year results.

Net Income Attributable Jumps Net income attributable to shareholders grew substantially by 45.7% to $571M for the fiscal year.

ECS Segment Sales Accelerate Global ECS sales demonstrated robust growth of 17.8%, reaching $9.35B in reported sales.

Strong Liquidity Position Maintained Committed and undrawn liquidity stands at over $2.5B, supplemented by $306.5M cash on hand.

Risk Factors

Gross Margin Pressure Evident Gross profit margin declined 60 bps to 11.2% due to regional mix shifting and customer changes.

Cyclical Market Dependency Remains Revenues are primarily from semiconductor sales, exposing profitability to cyclical downturns and shortages.

Supplier Agreements Short-Term Inventory purchases rely on non-exclusive agreements often cancellable on short notice (30-90 days).

Restructuring Execution Uncertainties Operating Expense Efficiency Plan carries risks related to employee morale and operational disruptions.

Outlook

Components Shift Value-Added Global Components strategy focuses on higher-margin engineering and supply chain services offerings.

ECS Platform Drives Cloud Growth Global ECS focuses on enabling cloud solutions through the ArrowSphere marketplace platform.

2026 Capital Expenditure Budgeted Management expects capital expenditures to approximate $100.0M for the fiscal year 2026.

Operating Expense Reduction Target The restructuring plan targets annual operating expense reductions between $90.0M and $100.0M by 2026.

Peer Comparison

Revenue (TTM)

ARW

$30.85B

+10.5%

AVT

$23.15B

+3.0%

$15.12B

+0.1%

Gross Margin (Latest Quarter)

DLB

87.5%

-1.0pp

CWAN

67.2%

-7.4pp

WEX

54.4%

-2.2pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
SMTC	$8.34B	277.2	5.1%	38.0%
ARW	$7.51B	13.1	9.1%	10.6%
ESE	$7.19B	23.6	21.3%	7.9%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

8.7%

Steady Growth

4Q Net Income CAGR

34.6%

Profitability Improved

Cash Flow Stability

50%

Cash Flow Needs Attention

Deep Research

Next earnings:Apr 29, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data