Arrow Electronics, Inc.

Arrow Electronics, Inc.

ARWยทNYSE

$229.35

+5.4%
TechnologyTechnology Distributors

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 semiconductor products and related services; passive, electro-mechanical, and interconnect 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 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.

At a Glance

Live Snapshot
Market Cap$11.73B
EPS11.0300
P/E Ratio20.79
Earnings Date07/30/2026
arw

Arrow Electronics, Inc. Street Expectations Map

ARW ยท NYSE

Wall Street analysts project that ARW stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 208.33, with estimates ranging from a low of 165.00 to a high of 240.00.

Lowest Target
165.00
-28.06%
Consensus Target
208.33
-9.17%
Highest Target
240.00
4.64%

The consensus 1-year price target stands at 208.33, with estimates ranging from a low of 165.00 to a high of 240.00.

Analyst Consensus Analysis

Upside Potential

-9.2%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

36.0% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.17x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

arw

Arrow Electronics, Inc. Forward Estimates of Revenue

ARW ยท NYSE
Latest Revenue
30.85B
FY 2025
Avg Estimate
31.51B
FY 2026
Estimate Range
31.35B - 31.68B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

arw

Arrow Electronics, Inc. Forward Estimates of Net Income

ARW ยท NYSE
Latest Net Income
571.27M
FY 2025
Avg Estimate
636.90M
FY 2026
Estimate Range
631.80M - 642.00M
Analyst Spread

Forward Growth Analysis

Projected Growth+11.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

arw

Arrow Electronics, Inc. Forward Estimates of EPS

ARW ยท NYSE
Latest EPS
11.03
FY 2025
Avg Estimate
$11.82
FY 2026
Estimate Range
$11.74 - $11.93
Analyst Spread

Forward Growth Analysis

Projected Growth+7.2%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

arw

Arrow Electronics, Inc. Forward Estimates of EBIT

ARW ยท NYSE
Latest EBIT
933.03M
FY 2025
Avg Estimate
1.33B
FY 2026
Estimate Range
1.33B - 1.34B
Analyst Spread

Forward Growth Analysis

Projected Growth+43.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

arw

Arrow Electronics, Inc. Forward Estimates of EBITDA

ARW ยท NYSE
Latest EBITDA
1.07B
FY 2025
Avg Estimate
1.52B
FY 2026
Estimate Range
1.51B - 1.52B
Analyst Spread

Forward Growth Analysis

Projected Growth+41.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

arw

Arrow Electronics, Inc. Forward Estimates of SG&A Expense

ARW ยท NYSE
Latest SG&A Expense
2.39B
FY 2025
Avg Estimate
2.30B
FY 2026
Estimate Range
2.29B - 2.32B
Analyst Spread

Forward Growth Analysis

Projected Growth-3.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

arw

Arrow Electronics, Inc. Insider Positioning

ARW ยท NYSE

During the last 12 months, insiders have purchased $1.59M and sold $8.75M worth of ARW shares, resulting in $7.15M of net selling activity.

3 Months

Bought

0

0.00

Sold

27.1K

5.76M

Net Activity

-5.8M

-$5.76M

3-6 Months

Bought

4.0K

601.41K

Sold

8.4K

1.32M

Net Activity

-715K

-$715K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

8.6K

991.69K

Sold

13.5K

1.67M

Net Activity

-674K

-$674K

Top Buyers

1
KSJ

Kerins Sean J

Director, Officer: President And Ceo

8.6K sharesโ€ข1 transactions

$992K

2
AWF

Austen William F.

Director, Officer: Interim President And Ceo

4.0K sharesโ€ข1 transactions

$601K

Top Sellers

1
ZG

Zech Gretchen

Officer: Svp, Chief Gov, Sust, Hr Offr

31.4K sharesโ€ข3 transactions

$5.72M

2
NE

Nowak Eric

Officer: President, Global Ecs

7.4K sharesโ€ข2 transactions

$1.36M

3
JCL

Jean-Claude Carine Lamercie

Officer: Svp, Clco And Secretary

7.6K sharesโ€ข3 transactions

$1.28M

4
MRJ

Marano Richard John

Officer: President, Global Components

2.5K sharesโ€ข1 transactions

$388K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $7.15M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.18:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$5.76M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Selling

4 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.