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Technology - Technology Distributors - NYSE - US
$ 115.18
-0.0174 %
$ 6.06 B
Market Cap
12.76
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one ARW stock under the base case scenario is HIDDEN Compared to the current market price of 115 USD, Arrow Electronics, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ARW

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FINANCIALS
33.1 B REVENUE
-10.82%
1.47 B OPERATING INCOME
-28.88%
909 M NET INCOME
-36.64%
705 M OPERATING CASH FLOW
2232.75%
-72.3 M INVESTING CASH FLOW
-25.32%
-666 M FINANCING CASH FLOW
-606.86%
6.82 B REVENUE
-1.01%
175 M OPERATING INCOME
-30.67%
101 M NET INCOME
-6.79%
80.6 M OPERATING CASH FLOW
-74.84%
-7.84 M INVESTING CASH FLOW
62.28%
-120 M FINANCING CASH FLOW
62.02%
Balance Sheet Decomposition Arrow Electronics, Inc.
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Current Assets 18.3 B
Cash & Short-Term Investments 218 M
Receivables 12.2 B
Other Current Assets 5.87 B
Non-Current Assets 3.4 B
Long-Term Investments 62.7 M
PP&E 531 M
Other Non-Current Assets 2.81 B
Current Liabilities 13.2 B
Accounts Payable 10.1 B
Short-Term Debt 1.65 B
Other Current Liabilities 1.46 B
Non-Current Liabilities 2.66 B
Long-Term Debt 2.36 B
Other Non-Current Liabilities 297 M
EFFICIENCY
Earnings Waterfall Arrow Electronics, Inc.
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Revenue 33.1 B
Cost Of Revenue 29 B
Gross Profit 4.15 B
Operating Expenses 2.68 B
Operating Income 1.47 B
Other Expenses 562 M
Net Income 909 M
RATIOS
12.53% GROSS MARGIN
12.53%
4.44% OPERATING MARGIN
4.44%
2.73% NET MARGIN
2.73%
15.56% ROE
15.56%
4.16% ROA
4.16%
11.95% ROIC
11.95%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Arrow Electronics, Inc.
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Net Income 909 M
Depreciation & Amortization 181 M
Capital Expenditures -83.3 M
Stock-Based Compensation 41.6 M
Change in Working Capital -336 M
Others -204 M
Free Cash Flow 622 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Arrow Electronics, Inc.
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Wall Street analysts predict an average 1-year price target for ARW of $130 , with forecasts ranging from a low of $100 to a high of $150 .
ARW Lowest Price Target Wall Street Target
100 USD -13.18%
ARW Average Price Target Wall Street Target
130 USD 13.01%
ARW Highest Price Target Wall Street Target
150 USD 30.23%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.05 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Arrow Electronics, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
788 K USD 2
6-9 MONTHS
489 K USD 3
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
5 months ago
May 23, 2024
Sell 200 K USD
Kerin Andrew Charles
Director
- 1519.64
131.658 USD
5 months ago
May 20, 2024
Sell 396 K USD
HAMILTON GAIL
Director
- 2987
132.59 USD
6 months ago
May 17, 2024
Sell 192 K USD
Kerin Andrew Charles
Director
- 1468.74
130.705 USD
8 months ago
Mar 05, 2024
Sell 181 K USD
Jean-Claude Carine Lamercie
SVP, CLO & Secretary
- 1495
121 USD
8 months ago
Feb 28, 2024
Sell 221 K USD
Marano Richard John
President, Global Components
- 1900
116.46 USD
8 months ago
Feb 23, 2024
Sell 86.6 K USD
Cho Yun Sung
VP, Corp. Cont., & CAO
- 739
117.22 USD
1 year ago
May 30, 2023
Sell 181 K USD
HAMILTON GAIL
Director
- 1419
127.81 USD
1 year ago
May 25, 2023
Sell 521 K USD
Schell Kirk
President, Global Components
- 4130
126.03 USD
1 year ago
May 25, 2023
Sell 505 K USD
Zech Gretchen
SVP, Chief Gov, Sust, HR Offr
- 4000
126.26 USD
1 year ago
May 19, 2023
Sell 175 K USD
Kerin Andrew Charles
Director
- 1419.42
123.095 USD
1 year ago
Mar 17, 2023
Sell 87.4 K USD
LONG MICHAEL J
Executive Chairman
- 741
118 USD
1 year ago
Mar 16, 2023
Sell 2.09 M USD
LONG MICHAEL J
Executive Chairman
- 17720
118 USD
1 year ago
Mar 16, 2023
Sell 152 K USD
Jean-Claude Carine Lamercie
SVP, CLO & Secretary
- 1292
118 USD
1 year ago
Mar 14, 2023
Sell 603 K USD
LONG MICHAEL J
Executive Chairman
- 5096
118.36 USD
1 year ago
Mar 09, 2023
Sell 106 K USD
LONG MICHAEL J
Executive Chairman
- 884
120 USD
1 year ago
Mar 06, 2023
Sell 447 K USD
LONG MICHAEL J
Executive Chairman
- 3712
120.29 USD
1 year ago
Feb 28, 2023
Sell 214 K USD
Russell Kristin Diana
President, Global ECS
- 1821
117.66 USD
1 year ago
Feb 28, 2023
Sell 195 K USD
Russell Kristin Diana
President, Global ECS
- 1654
117.8 USD
1 year ago
Feb 28, 2023
Sell 804 K USD
Russell Kristin Diana
President, Global ECS
- 6831
117.69 USD
2 years ago
Nov 15, 2022
Sell 672 K USD
Melvin Vincent P
SVP, Chief Information Officer
- 6000
112.03 USD
2 years ago
Jun 09, 2022
Sell 189 K USD
HAMILTON GAIL
director:
- 1550
121.9241 USD
2 years ago
May 19, 2022
Sell 652 K USD
Melvin Vincent P
SVP, Chief Information Officer
- 5334
122.26 USD
2 years ago
May 13, 2022
Sell 194 K USD
Kerin Andrew Charles
director:
- 1550.46
125.1075 USD
2 years ago
May 13, 2022
Sell 124 K USD
Jean-Claude Carine Lamercie
SVP, Chief Legal Officer
- 1000
124.5 USD
2 years ago
May 10, 2022
Sell 148 K USD
Jean-Claude Carine Lamercie
SVP, Chief Legal Officer
- 1194
124.08 USD
2 years ago
May 10, 2022
Sell 355 K USD
Russell Kristin Diana
President, Global ECS
- 2849
124.66 USD
2 years ago
May 10, 2022
Sell 265 K USD
West David Alan
SVP, Executive Advisor
- 2125
124.78 USD
2 years ago
May 09, 2022
Sell 265 K USD
West David Alan
SVP, Executive Advisor
- 2125
124.4711 USD
2 years ago
Feb 25, 2022
Sell 1.19 M USD
Melvin Vincent P
SVP, Chief Information Officer
- 9728
122.293 USD
2 years ago
Feb 25, 2022
Sell 1.31 M USD
Melvin Vincent P
SVP, Chief Information Officer
- 10749
122 USD
2 years ago
Feb 23, 2022
Sell 811 K USD
Stansbury Christopher
SVP, Chief Financial Officer
- 6672
121.5064 USD
2 years ago
Feb 23, 2022
Sell 471 K USD
Stansbury Christopher
SVP, Chief Financial Officer
- 3870
121.745 USD
2 years ago
Feb 23, 2022
Sell 1.17 M USD
Stansbury Christopher
SVP, Chief Financial Officer
- 9712
120.6698 USD
2 years ago
Feb 23, 2022
Sell 834 K USD
Stansbury Christopher
SVP, Chief Financial Officer
- 6865
121.522 USD
2 years ago
Feb 23, 2022
Sell 711 K USD
Stansbury Christopher
SVP, Chief Financial Officer
- 5805
122.4152 USD
2 years ago
Feb 23, 2022
Sell 839 K USD
Stansbury Christopher
SVP, Chief Financial Officer
- 6840
122.694 USD
2 years ago
Feb 23, 2022
Sell 1.61 M USD
Stansbury Christopher
SVP, Chief Financial Officer
- 13229
121.3935 USD
2 years ago
Feb 22, 2022
Sell 806 K USD
West David Alan
President, Global Components
- 6486
124.211 USD
2 years ago
Feb 22, 2022
Sell 565 K USD
West David Alan
President, Global Components
- 4562
123.78 USD
2 years ago
Feb 22, 2022
Sell 669 K USD
West David Alan
President, Global Components
- 5375
124.4588 USD
2 years ago
Feb 22, 2022
Sell 591 K USD
Russell Kristin Diana
President, Global ECS
- 4781
123.6935 USD
2 years ago
Feb 18, 2022
Sell 1.07 M USD
Kerins Sean J
Chief Operating Officer
- 8687
123.077 USD
2 years ago
Feb 18, 2022
Sell 1.07 M USD
Kerins Sean J
Chief Operating Officer
- 8687
123.077 USD
2 years ago
Nov 29, 2021
Sell 807 K USD
Melvin Vincent P
Chief Information Officer
- 6500
124.125 USD
2 years ago
Nov 29, 2021
Sell 280 K USD
Melvin Vincent P
Chief Information Officer
- 2248
124.63 USD
3 years ago
Nov 05, 2021
Sell 367 K USD
Kostalnick Charles II
Chief Supply Chain Officer
- 3000
122.45 USD
3 years ago
Aug 27, 2021
Sell 983 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 8000
122.91 USD
3 years ago
Feb 26, 2021
Sell 21 K USD
Seidlitz Richard A
Principal Accounting Officer
- 209
100.27 USD
3 years ago
May 19, 2021
Sell 24 K USD
Seidlitz Richard A
Principal Accounting Officer
- 200
120.02 USD
3 years ago
Feb 12, 2021
Sell 26.6 K USD
Seidlitz Richard A
Principal Accounting Officer
- 257
103.65 USD
3 years ago
Aug 25, 2021
Sell 9.09 K USD
Stansbury Christopher
SVP & Chief Financial Officer
- 75
121.187 USD
3 years ago
Aug 25, 2021
Sell 855 K USD
Stansbury Christopher
SVP & Chief Financial Officer
- 7038
121.54 USD
3 years ago
Aug 25, 2021
Sell 158 K USD
Stansbury Christopher
SVP & Chief Financial Officer
- 1302
121.34 USD
3 years ago
Aug 25, 2021
Sell 342 K USD
Stansbury Christopher
SVP & Chief Financial Officer
- 2823
121.22 USD
3 years ago
Aug 24, 2021
Sell 1.15 M USD
Melvin Vincent P
Chief Information Officer
- 9672
119.344 USD
3 years ago
Aug 20, 2021
Sell 232 K USD
Jean-Claude Carine Lamercie
SVP, Chief Legal Officer
- 1975
117.496 USD
3 years ago
Aug 20, 2021
Sell 252 K USD
Jean-Claude Carine Lamercie
SVP, Chief Legal Officer
- 2144
117.451 USD
3 years ago
Aug 06, 2021
Sell 346 K USD
HAMILTON GAIL
Director
- 2900
119.22 USD
3 years ago
May 26, 2021
Sell 899 K USD
Kerin Andrew Charles
Director
- 7348
122.28 USD
3 years ago
May 20, 2021
Sell 6.61 M USD
LONG MICHAEL J
Chairman, President & CEO
- 54845
120.58 USD
3 years ago
May 20, 2021
Sell 96 K USD
LONG MICHAEL J
Chairman, President & CEO
- 793
121.07 USD
3 years ago
May 18, 2021
Sell 884 K USD
Melvin Vincent P
Chief Information Officer
- 7368
120.02 USD
3 years ago
May 17, 2021
Sell 15.4 K USD
Kerins Sean J
Chief Operating Officer
- 127.661
120.93 USD
3 years ago
May 13, 2021
Sell 174 K USD
Kostalnick Charles II
Chief Supply Chain Officer
- 1500
116.283 USD
3 years ago
May 11, 2021
Sell 743 K USD
Melvin Vincent P
Chief Information Officer
- 6430
115.548 USD
3 years ago
May 11, 2021
Sell 794 K USD
Melvin Vincent P
Chief Information Officer
- 6873
115.588 USD
3 years ago
May 11, 2021
Sell 5.62 M USD
LONG MICHAEL J
Chairman, President & CEO
- 48644
115.547 USD
3 years ago
May 11, 2021
Sell 5.37 M USD
LONG MICHAEL J
Chairman, President & CEO
- 46466
115.556 USD
3 years ago
May 11, 2021
Sell 3.82 M USD
LONG MICHAEL J
Chairman, President & CEO
- 33074
115.541 USD
3 years ago
May 07, 2021
Sell 126 K USD
West David Alan
President, Global Components
- 1073
117.05 USD
3 years ago
Feb 25, 2021
Sell 303 K USD
LONG MICHAEL J
Chairman, President & CEO
- 3088.981
98.03 USD
3 years ago
Feb 24, 2021
Sell 229 K USD
West David Alan
President, Global Components
- 2232
102.5906 USD
3 years ago
Feb 24, 2021
Sell 449 K USD
West David Alan
President, Global Components
- 4374
102.5739 USD
3 years ago
Feb 24, 2021
Sell 484 K USD
West David Alan
President, Global Components
- 4720
102.57 USD
3 years ago
Feb 19, 2021
Sell 829 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 7897
104.98 USD
3 years ago
Feb 19, 2021
Sell 131 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 1258
104.46 USD
3 years ago
Feb 19, 2021
Sell 770 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 7349
104.81 USD
3 years ago
Feb 19, 2021
Sell 892 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 8510
104.84 USD
3 years ago
Feb 19, 2021
Sell 1.07 M USD
Zech Gretchen
SVP, Chief Human Resources Off
- 10267
104.67 USD
3 years ago
Feb 19, 2021
Sell 922 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 8811
104.6 USD
3 years ago
Feb 23, 2021
Sell 1.25 M USD
Stansbury Christopher
SVP & Chief Financial Officer
- 12500
99.96 USD
3 years ago
Feb 19, 2021
Sell 1.41 M USD
Morris Mary Catherine
Chief Strategy Officer
- 13392
105.35 USD
3 years ago
Feb 19, 2021
Sell 987 K USD
Morris Mary Catherine
Chief Strategy Officer
- 9278
106.34 USD
3 years ago
Feb 19, 2021
Sell 1.25 M USD
Morris Mary Catherine
Chief Strategy Officer
- 11783
105.67 USD
3 years ago
Feb 19, 2021
Sell 738 K USD
Morris Mary Catherine
Chief Strategy Officer
- 7000
105.45 USD
3 years ago
Feb 19, 2021
Sell 262 K USD
Morris Mary Catherine
Chief Strategy Officer
- 2481
105.42 USD
3 years ago
Feb 19, 2021
Sell 891 K USD
Morris Mary Catherine
Chief Strategy Officer
- 8436
105.64 USD
3 years ago
Feb 19, 2021
Sell 922 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 8811
104.6 USD
3 years ago
Feb 19, 2021
Sell 892 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 8510
104.84 USD
3 years ago
Feb 19, 2021
Sell 131 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 1258
104.46 USD
3 years ago
Feb 19, 2021
Sell 770 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 7349
104.81 USD
3 years ago
Feb 19, 2021
Sell 829 K USD
Zech Gretchen
SVP, Chief Human Resources Off
- 7897
104.98 USD
3 years ago
Feb 19, 2021
Sell 1.07 M USD
Zech Gretchen
SVP, Chief Human Resources Off
- 10267
104.67 USD
7. News
Arrow Electronics: Growth Should Inflect Positive In FY25 Arrow Electronics (ARW) is nearing a growth inflection point, with 1Q25 expected to be the first quarter of positive y/y year revenue growth. ARW is entering the next growth cycle with a structurally improved margin profile due to cost-cutting initiatives and leaner operations. Despite recent share price decline, ARW's valuation remains attractive, with potential upside as it enters the growth cycle. seekingalpha.com - 1 week ago
Arrow Electronics' Q3 Earnings Beat Estimates, Revenues Fall Y/Y ARW's third-quarter 2024 results reflect lower revenues and excess inventory headwinds. zacks.com - 2 weeks ago
Arrow Electronics, Inc. (ARW) Q3 2024 Earnings Call Transcript Arrow Electronics, Inc. (NYSE:ARW ) Q3 2024 Results Conference Call October 31, 2024 1:00 PM ET Company Participants Brad Windbigler - Treasurer and Vice President of Investor Relations Sean Kerins - CEO, President Raj Agrawal - CFO Conference Call Participants Matt Sheerin - Stifel William Stein - Truist Securities Joe Quatrochi - Wells Fargo Ruplu Bhattacharya - Bank of America Melissa Fairbanks - Raymond James Toshiya Hari - Goldman Sachs Operator Ladies and gentlemen, good day, and welcome to the Arrow Electronics Third Quarter 2024 Earnings Call. Today's conference is being recorded. seekingalpha.com - 2 weeks ago
Compared to Estimates, Arrow Electronics (ARW) Q3 Earnings: A Look at Key Metrics While the top- and bottom-line numbers for Arrow Electronics (ARW) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 2 weeks ago
Arrow Electronics (ARW) Q3 Earnings and Revenues Surpass Estimates Arrow Electronics (ARW) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $2.23 per share. This compares to earnings of $4.14 per share a year ago. zacks.com - 2 weeks ago
Arrow Electronics Accelerates Automotive Software Development with Expansion into New Development Centres CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW), a global provider of technology solutions, and its engineering services company, eInfochips, have announced the expansion of its Automotive Centre of Excellence (CoE) with new development centres in Munich and Istanbul to better assist customers in the development of next-gen automotive products. Innovators face hurdles in adopting connected, autonomous and hybrid software technologies, as some lack in-house engineering tal. businesswire.com - 2 weeks ago
Arrow Electronics to Host Third-Quarter 2024 Earnings Conference Call CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) announced it will host a conference call to discuss third-quarter 2024 financial results on Oct. 31, 2024, at 1:00 p.m. ET. Webcast: A live webcast of the conference call will be available via the events section of investor.arrow.com or by accessing the webcast link directly at https://events.q4inc.com/attendee/487434328. Shortly after the conclusion of the conference call, a webcast replay will be available on the Arrow web. businesswire.com - 1 month ago
Why Fast-paced Mover Arrow Electronics (ARW) Is a Great Choice for Value Investors If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Arrow Electronics (ARW) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen. zacks.com - 1 month ago
Are Investors Undervaluing Arrow Electronics (ARW) Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 1 month ago
Is Arrow Electronics (ARW) Stock Undervalued Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 3 months ago
Arrow Electronics: Timing Of A Growth Turnaround Is Getting Nearer Buy rating maintained for Arrow Electronics stock due to better visibility into the timing of growth recovery. 2Q24 results show positive signs with revenue stabilization, improving booking trends, and inventory management. Risks include the timing of the recovery cycle and global economic slowdown. seekingalpha.com - 3 months ago
Arrow Electronics (ARW) Q2 Earnings Beat, Revenues Fall Y/Y Arrow Electronics' (ARW) second-quarter 2024 results reflect lower revenues and unfavorable foreign currency exchange rates. zacks.com - 3 months ago
8. Profile Summary

Arrow Electronics, Inc. ARW

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COUNTRY US
INDUSTRY Technology Distributors
MARKET CAP $ 6.06 B
Dividend Yield 0.00%
Description 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.
Contact 9201 East Dry Creek Road, Centennial, CO, 80112 https://www.arrow.com
IPO Date March 17, 1980
Employees 22100
Officers Mr. Yun Sung Cho Vice President, Corporate Controller & Chief Accounting Officer Mr. Brad Windbigler Vice President of Investor Relations & Treasurer Ms. Gretchen K. Zech Senior Vice President and Chief Governance, Sustainability & Human Resources Officer Ms. Kim Brown Wilmsen Senior Vice President & Chief Information Officer Mr. John Hourigan Vice President of Global Communications Mr. Steve Kerdock Senior Vice President & CMO Mr. Greg Hanson Chief Financial Officer of Emerging Businesses & Vice President of Corporate Development Mr. Shantnu Sharma Senior Vice President, Chief Strategy & Technology Officer Mr. Sean J. Kerins President, Chief Executive Officer & Director Mr. Rajesh K. Agrawal Senior Vice President & Chief Financial Officer