Arrow Electronics, Inc.
NYSE•ARW
執行長: Mr. Sean J. Kerins
板塊: Technology
行業: 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.
聯絡資訊
市值
$8.93B
本益比 (TTM)
15.7
0
股息率
--
52周最高
$175.27
52周最低
$98.11
52周範圍
排名44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
疲弱 • 3.7 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025
財務儀表板
Q4 2025 數據
營業收入
$8.75B+0.00%
近4季度走勢
每股收益
$3.78+0.00%
近4季度走勢
自由現金流
$172.57M+0.00%
近4季度走勢
2025 Annual 財報亮點
核心亮點
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.
關注風險
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.
未來展望
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.
同行對比
營業收入 (TTM)
$30.85B
$23.15B
$15.12B
毛利率 (最新季度)
87.5%
67.2%
54.4%
關鍵指標
股票代碼 | 市值 | 本益比 (TTM) | 股東權益報酬率 (TTM) | 負債率 |
|---|---|---|---|---|
| ARW | $8.93B | 15.7 | 9.1% | 10.6% |
| SMTC | $8.54B | -210.6 | -7.2% | 34.8% |
| CRUS | $8.22B | 20.4 | 20.1% | 10.4% |
長期趨勢
近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
8.7%
穩定增長
4季度淨利複合增長率
34.6%
盈利能力大幅提升
現金流穩定性
50%
現金流需要關注
深度研究
下次財報:2026年4月29日
每股收益:-
|營業收入:-
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