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Arrow Electronics, Inc.

NYSE•ARW
CEO: Mr. Sean J. Kerins
板块: Technology
行业: Technology Distributors
上市日期: 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.
联系方式
9151 East Panorama Circle, Centennial, CO, 80112, United States
303-824-4000
www.arrow.com
市值
$7.37B
市盈率 (TTM)
12.9
0
股息率
--
52周最高
$162.61
52周最低
$86.50
52周范围
74%
排名44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
疲弱 • 3.7 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$8.75B+0.00%
近4季度走势

每股收益

$3.78+0.00%
近4季度走势

自由现金流

$172.57M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

ARW stock ticker logoARW
$30.85B
+10.5%
AVT stock ticker logoAVT
$23.15B
+3.0%
KD stock ticker logoKD
$15.12B
+0.1%

毛利率 (最新季度)

DLB stock ticker logoDLB
87.5%
-1.0pp
CWAN stock ticker logoCWAN
67.2%
-7.4pp
WEX stock ticker logoWEX
54.4%
-2.2pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
SMTC$8.06B267.75.1%38.0%
ARW$7.37B12.99.1%10.6%
G$7.19B13.021.8%30.2%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
8.7%
稳定增长
4季度净利润复合增长率
34.6%
盈利能力强劲提升
现金流稳定性
50%
现金流需要关注

深度研究

下次财报:2026年4月29日
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