Arrow Electronics, Inc.

NYSE:ARW Lagerbericht

Marktkapitalisierung: US$9.5b

Arrow Electronics Management

Management Kriterienprüfungen 3/4

Arrow Electronics CEO ist Bill Austen , ernannt in Sep 2025, hat eine Amtszeit von weniger als einem Jahr. Die jährliche Gesamtvergütung beträgt $5.19M , bestehend aus 6.8% Gehalt und 93.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.026% der Aktien des Unternehmens, im Wert von $2.47M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.2 Jahre bzw. 5.7 Jahre.

Wichtige Informationen

Bill Austen

Geschäftsführender

US$5.2m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts6.76%
Amtszeit als Geschäftsführerless than a year
Eigentum des Geschäftsführers0.03%
Durchschnittliche Amtszeit des Managements3.2yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder5.7yrs

Jüngste Management Updates

Recent updates

Analyse-Update May 01

ARW: Rising P/E And Thinner Margins Will Pressure Forward Returns

Analysts have lifted their price target for Arrow Electronics by $7 to $122, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Arrow completed a broad shift of its global components customer-facing digital platforms to a single, redesigned arrow.com, consolidating product selection, purchasing, services, and account management into one omnichannel experience while retiring the MyArrow portal (Client Announcement).
Seeking Alpha Apr 24

Arrow: Moving In The Right Direction

Summary Arrow Electronics has surged to all-time highs, driven by strong recent results and AI-fueled momentum. Arrow trades at a 14–15x earnings multiple, historically low for the sector, with potential upside if margins and sales recover to past peaks. Recent results show accelerating growth: Q4 sales are up 20%, Q4 operating profits are up 50%, and 2026 guidance implies continued double-digit revenue expansion. Despite taking profits after a 35% rally, I remain constructive long-term and would buy on significant pullbacks, contingent on execution and margin improvement. Read the full article on Seeking Alpha
Analyse-Update Apr 16

ARW: Higher P/E Expectations Will Outrun Margins Despite Digital Platform Progress

Analysts have raised their price target on Arrow Electronics from $137.50 to $146.25, citing an updated view that reflects adjusted assumptions around the discount rate, profit margin, and future P/E expectations. What's in the News Arrow Electronics has consolidated its customer facing digital platforms into a redesigned arrow.com, creating a single interface that combines product selection, purchasing, services, and end to end account management for its global components business (Key Developments).
Analyse-Update Apr 02

ARW: Quantum Platform Partnership And Unified Digital Channel Will Drive Future Upside

Analysts are keeping their Arrow Electronics price target effectively unchanged at $165.00, reflecting only minor tweaks to assumptions around the discount rate, revenue growth, profit margin, and forward P/E. What's in the News Arrow completed a broad shift of its customer facing digital platforms for the global components business to a single, redesigned arrow.com, consolidating product selection, purchasing, services, and account management into one omnichannel interface and retiring the former MyArrow portal (Client Announcements).
Analyse-Update Mar 19

ARW: Higher Multiples And Thin Margins Will Constrain Future Returns

Analysts have raised their Arrow Electronics fair value estimate from $94.00 to $115.00, citing updated assumptions on revenue growth, profit margin, discount rate, and a lower future P/E multiple as the key drivers of this change. What's in the News Elevate Quantum, Arrow Electronics, and several quantum technology partners launched the Quantum Platform for the Advancement of Commercialization (Q PAC), described as the first commercially deployable Quantum Open Architecture system in the US and built using the open, modular Quantum Utility Block framework (Key Developments).
Analyse-Update Mar 05

ARW: Expanded Partner Deal Will Support Higher Margins And Future Upside

Narrative Update on Arrow Electronics The analyst price target for Arrow Electronics has moved from $124.00 to $165.00, with analysts citing updates to fair value assumptions, discount rate, revenue growth, profit margin, and future P/E expectations as key drivers of the change. What’s in the News Citrix expanded its agreement with Arrow Electronics to include all Citrix Service Provider business across North America and Europe from March 1, 2026.
Analyse-Update Feb 18

ARW: Expanded Service Role And Buybacks Will Mask Weak Future Upside

Analysts have lifted their price target on Arrow Electronics from $108.25 to $137.50, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E as key drivers of the change. What's in the News Citrix plans to expand its agreement with Arrow Electronics effective March 1, 2026, giving Arrow responsibility for managing all Citrix Service Providers across North America and Europe, including transactions, pricing, discounts, incentives and partner engagement (Client Announcements).
Analyseartikel Feb 11

Arrow Electronics, Inc. (NYSE:ARW) Shares Fly 36% But Investors Aren't Buying For Growth

The Arrow Electronics, Inc. ( NYSE:ARW ) share price has done very well over the last month, posting an excellent gain...
Analyseartikel Feb 08

Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a pretty great week for Arrow Electronics, Inc. ( NYSE:ARW ) shareholders, with its shares surging 20% to...
Analyse-Update Feb 04

ARW: Higher Discount Rate And Narrower Margins Will Shape Fair Value Outlook

Analysts have lowered their price target for Arrow Electronics from US$135.00 to US$124.00, citing updated assumptions that now reflect a higher discount rate, more moderate revenue growth and profit margins, and a higher future P/E input. Valuation Changes Fair value estimate was lowered from US$135.00 to US$124.00, reflecting the updated set of assumptions.
Analyse-Update Jan 21

ARW: Richer P/E And Modest Margins Will Limit Future Upside

Analysts are keeping their price target for Arrow Electronics unchanged at US$94.00. They cite only small refinements to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially alter their view of fair value.
Analyse-Update Jan 07

ARW: Lower Margins And Richer P/E Will Restrain Future Returns

Analysts have kept their fair value target for Arrow Electronics steady at US$94.00. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine, rather than overhaul, their prior view on the stock.
Analyseartikel Jan 01

Arrow Electronics (NYSE:ARW) May Have Issues Allocating Its Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyse-Update Dec 15

ARW: Higher Risk And Weaker Margins Will Pressure Future Returns

Analysts have trimmed their price target on Arrow Electronics from 100.66 dollars to 94.00 dollars. This reflects higher discount rate assumptions, more modest revenue growth expectations, and a reduced profit margin outlook, partially offset by a higher projected future price to earnings multiple.
Analyse-Update Nov 30

ARW: European Expansion And Leadership Transition Will Guide Steady Outlook Ahead

Analysts have maintained their price target for Arrow Electronics at $108.25, citing stable key metrics and consistent business expectations as the basis for their unchanged outlook. What's in the News Arrow Electronics will expand distribution of Clavister’s full cybersecurity portfolio from Sweden into 11 additional European markets.
Analyse-Update Nov 16

ARW: Expansion Into Europe And Leadership Changes Will Shape Outlook

Analysts have revised Arrow Electronics’ fair value estimate downward from $112 to $108.25. This change reflects updated views on the company’s discount rate and projected profitability.
Analyse-Update Nov 01

ARW: Revenue Pressures And Leadership Changes Will Influence Market Opportunities

Analysts have revised their price target for Arrow Electronics downward by $4.75 to $112.00. They cite expectations of slower revenue growth and reduced profit margins in their updated models.
Analyseartikel Sep 10

Here's Why Arrow Electronics (NYSE:ARW) Has A Meaningful Debt Burden

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyseartikel Aug 03

Results: Arrow Electronics, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, Arrow Electronics, Inc. ( NYSE:ARW ) just kicked off its latest second-quarter results with some...
Analyseartikel Jul 17

At US$131, Is Arrow Electronics, Inc. (NYSE:ARW) Worth Looking At Closely?

While Arrow Electronics, Inc. ( NYSE:ARW ) might not have the largest market cap around , it received a lot of...
Analyseartikel Jul 03

Arrow Electronics, Inc. (NYSE:ARW) Doing What It Can To Lift Shares

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Analyseartikel May 09

Slowing Rates Of Return At Arrow Electronics (NYSE:ARW) Leave Little Room For Excitement

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Seeking Alpha Feb 15

Arrow Electronics Is Poised For An Upcycle

Summary Arrow Electronics presents attractive risk-reward for patient investors, with potential for EPS growth and multiple rerating as demand stabilizes and the destocking cycle ends. Arrow's focus on hybrid cloud solutions and AI adoption in its Global Enterprise Computing Solutions segment shows promising growth. Its Global Component Solutions benefits from secular growth in demand. Arrow's historical P/E of 8-10x undervalues its GDP+ growth potential, with a projected fair value of $184.5/share by 2027, implying a 19.7% annualized return. The destocking cycle is nearing its end, with no demand destruction, setting the stage for Arrow to outperform as inventory normalizes and demand increases. Even if multiple stays compressed, Arrow has consistently, and will very likely continue to aggressively shrink its share outstanding in a value-accretive fashion. Read the full article on Seeking Alpha
Seeking Alpha Jan 23

Arrow Electronics Q4 Preview: The Same Issues To Persist Into The New Year

Summary Arrow Electronics, Inc. faces persistent inventory issues, impacting sales and profitability; I recommend a hold rating until more information is available post-earnings report. Analysts expect Q4 earnings of $2.67 (adjusted) and $2.00 (GAAP) per share on $7.05B in revenue, but past performance shows mixed results. Key focus areas include inventory management progress, the economic outlook for 2025, and IT spending growth driven by AI hardware updates. Given current uncertainties and management's cautious stance, I advise against starting or adding to an ARW position before the upcoming earnings announcement. Read the full article on Seeking Alpha
Seeking Alpha Nov 04

Arrow Electronics: Growth Should Inflect Positive In FY25

Summary 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. Read the full article on Seeking Alpha
User avatar
Neue Analyse Aug 28

Tactical Shifts And Technological Investments Poised To Enhance Market Dominance And Financial Health

Strategic focus on artificial intelligence, cloud services, and IT-as-a-service highlights forward-looking investments poised to drive revenue and margin expansion.
Seeking Alpha Aug 06

Arrow Electronics: Timing Of A Growth Turnaround Is Getting Nearer

Summary 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. Read the full article on Seeking Alpha
Seeking Alpha Jun 02

Bonhoeffer Capital - Arrow Electronics: A High Margin Business With A Durable Moat

Summary Arrow Electronics is the largest authorized electronics components distributor, serving both OEM customers and suppliers. The company has a strong customer retention rate and generates industry-leading operating margins. Arrow Electronics has a solid growth strategy, including acquisitions, buybacks, and expansion into new markets. Read the full article on Seeking Alpha
Seeking Alpha May 23

Arrow Electronics: Industry Cycle's Trough Should Be In FY24

Summary I see leading indications that the cyclical downturn is ending. The company's scale is its biggest competitive advantage against subscale players. Historical analysis suggests that growth acceleration should be around the corners. Read the full article on Seeking Alpha

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Bill Austen im Vergleich zu den Einnahmen von Arrow Electronics verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025US$5mUS$351k

US$571m

Sep 27 2025n/an/a

US$476m

Jun 28 2025n/an/a

US$467m

Mar 29 2025n/an/a

US$388m

Dec 31 2024US$310kn/a

US$392m

Sep 28 2024n/an/a

US$487m

Jun 29 2024n/an/a

US$585m

Mar 30 2024n/an/a

US$713m

Dec 31 2023US$478kn/a

US$904m

Sep 30 2023n/an/a

US$1b

Jul 01 2023n/an/a

US$1b

Apr 01 2023n/an/a

US$1b

Dec 31 2022US$280kn/a

US$1b

Oct 01 2022n/an/a

US$1b

Jul 02 2022n/an/a

US$1b

Apr 02 2022n/an/a

US$1b

Dec 31 2021US$275kn/a

US$1b

Oct 02 2021n/an/a

US$973m

Jul 03 2021n/an/a

US$849m

Apr 03 2021n/an/a

US$741m

Dec 31 2020US$51kn/a

US$584m

Vergütung im Vergleich zum Markt: BillDie Gesamtvergütung ($USD5.19M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.41M).

Entschädigung vs. Einkommen: BillDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.


Geschäftsführer

Bill Austen (66 yo)

less than a year
Amtszeit
US$5,188,091
Vergütung

Mr. William F. Austen, also known as Bill, serves as Director at Arrow Electronics, Inc. since May 2020 and also its Interim President and CEO since September 16, 2025. He had been an Independent Director...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
William Austen
Interim Presidentless than a yearUS$5.19m0.026%
$ 2.5m
Rajesh Agrawal
Senior VP & CFO3.7yrsUS$4.00m0.054%
$ 5.1m
Gretchen Zech
Senior VP and Chief Governance8.8yrsUS$4.12m0.12%
$ 11.7m
Richard Marano
President of Global Components2.8yrsUS$4.97m0.011%
$ 1.1m
Eric Nowak
President of Global Enterprise Computing Solutions2.1yrsUS$5.15m0.064%
$ 6.1m
Brandon Brewbaker
VP, Chief Accounting Officer and Corporate Financial Planning & Analysisless than a yearkeine Daten0.0026%
$ 251.4k
Michael Nelson
Head of Investor Relationsno datakeine Datenkeine Daten
Carine Jean-Claude
Senior VP5.4yrsUS$1.62m0.031%
$ 2.9m
John Hourigan
Vice President of Global Communicationsno datakeine Datenkeine Daten
Greg Hanson
CFO of Emerging Businesses & VP of Corporate Developmentno datakeine Datenkeine Daten
Steve Kerdock
Senior VP & CMO3.2yrskeine Datenkeine Daten
David West
Advisor4yrskeine Datenkeine Daten
3.2yrs
Durchschnittliche Betriebszugehörigkeit
60yo
Durchschnittliches Alter

Erfahrenes Management: ARWDas Führungsteam des Unternehmens gilt als erfahren (3.2 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
William Austen
Interim President6yrsUS$5.19m0.026%
$ 2.5m
Gail Hamilton
Independent Director18.2yrsUS$305.00k0.00020%
$ 19.0k
Mary McDowell
Independent Director3yrsUS$305.00k0.0058%
$ 555.2k
Andrew Kerin
Independent Director15.4yrsUS$307.50k0%
$ 0
Carol Lowe
Independent Director4.7yrsUS$335.00k0%
$ 0
Gerry Smith
Independent Director5.7yrsUS$330.00k0%
$ 0
Steven Gunby
Independent Board Chair8.4yrsUS$455.00k0%
$ 0
Lawrence Chen
Independent Director1.4yrsUS$295.84k0%
$ 0
Michael Hayford
Independent Director2yrsUS$305.00k0%
$ 0
5.7yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter

Erfahrener Vorstand: ARWDie Vorstandsmitglieder gelten als erfahren (5.7 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/06 18:56
Aktienkurs zum Tagesende2026/05/06 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

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Analysten-Quellen

Arrow Electronics, Inc. wird von 16 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Ruplu BhattacharyaBofA Global Research
James SuvaCitigroup Inc
Louis MisciosciaCLSA