Arrow Electronics, Inc.
NYSE•ARW
CEO: Mr. Sean J. Kerins
セクター: Technology
業種: Technology Distributors
上場日: 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.
連絡先情報
時価総額
$7.37B
PER (TTM)
12.9
0
配当利回り
--
52週高値
$162.61
52週安値
$86.50
52週レンジ
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$8.75B+0.00%
直近4四半期の推移
EPS
$3.78+0.00%
直近4四半期の推移
フリーCF
$172.57M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$30.85B
$23.15B
$15.12B
粗利益率 (最新四半期)
87.5%
67.2%
54.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| SMTC | $8.06B | 267.7 | 5.1% | 38.0% |
| ARW | $7.37B | 12.9 | 9.1% | 10.6% |
| G | $7.19B | 13.0 | 21.8% | 30.2% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
8.7%
安定成長
4四半期純利益CAGR
34.6%
収益性の大幅な改善
キャッシュフロー安定性
50%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年4月29日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし