Arrow Electronics Résultats passés
Passé contrôle des critères 4/6
Les bénéfices de Arrow Electronics ont diminué à un taux annuel moyen de -17.3%, tandis que le secteur Electronic a vu ses bénéfices augmenter de en à 3.8% par an. Les revenus ont augmenté de en baisse à un taux moyen de 3.5% par an. Le rendement des capitaux propres de Arrow Electronics est 10.6% et ses marges nettes sont de 2.2%.
Informations clés
-17.29%
Taux de croissance des bénéfices
-9.83%
Taux de croissance du BPA
| Electronic Croissance de l'industrie | 15.34% |
| Taux de croissance des recettes | -3.51% |
| Rendement des fonds propres | 10.65% |
| Marge nette | 2.17% |
| Dernière mise à jour des bénéfices | 04 Apr 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • May 19
ARW: Share Repurchases And Digital Services Expansion Will Drive Future Upside
Analysts have raised their price target for Arrow Electronics from $165.00 to $240.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their valuation work. What's in the News Arrow Electronics announced a new share repurchase program authorizing the buyback of up to US$1,000 million of its common stock, following board approval on May 12, 2026.Article d’analyse • May 15
This Just In: Analysts Are Boosting Their Arrow Electronics, Inc. (NYSE:ARW) Outlook for This Year
Arrow Electronics, Inc. ( NYSE:ARW ) shareholders will have a reason to smile today, with the analysts making...Article d’analyse • May 09
Arrow Electronics, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Arrow Electronics, Inc. ( NYSE:ARW ) defied analyst predictions to release its first-quarter results, which were ahead...
Mise à jour du récit • 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
Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...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 AlphaSeeking 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 AlphaSeeking 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
Nouveau récit • 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 AlphaSeeking 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 AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Arrow Electronics gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 04 Apr 26 | 33,512 | 727 | 2,487 | 0 |
| 31 Dec 25 | 30,853 | 571 | 2,393 | 0 |
| 27 Sep 25 | 29,389 | 476 | 2,302 | 0 |
| 28 Jun 25 | 28,500 | 467 | 2,249 | 0 |
| 29 Mar 25 | 27,813 | 388 | 2,201 | 0 |
| 31 Dec 24 | 27,923 | 392 | 2,222 | 0 |
| 28 Sep 24 | 28,490 | 487 | 2,265 | 0 |
| 29 Jun 24 | 29,673 | 585 | 2,355 | 0 |
| 30 Mar 24 | 31,295 | 713 | 2,420 | 0 |
| 31 Dec 23 | 33,107 | 904 | 2,479 | 0 |
| 30 Sep 23 | 34,581 | 1,058 | 2,523 | 0 |
| 01 Jul 23 | 35,840 | 1,202 | 2,533 | 0 |
| 01 Apr 23 | 36,787 | 1,336 | 2,569 | 0 |
| 31 Dec 22 | 37,124 | 1,427 | 2,571 | 0 |
| 01 Oct 22 | 36,817 | 1,449 | 2,593 | 0 |
| 02 Jul 22 | 36,063 | 1,396 | 2,573 | 0 |
| 02 Apr 22 | 35,165 | 1,267 | 2,517 | 0 |
| 31 Dec 21 | 34,477 | 1,108 | 2,453 | 0 |
| 02 Oct 21 | 33,915 | 973 | 2,347 | 0 |
| 03 Jul 21 | 32,634 | 849 | 2,238 | 0 |
| 03 Apr 21 | 30,678 | 741 | 2,141 | 0 |
| 31 Dec 20 | 28,673 | 584 | 2,092 | 0 |
| 26 Sep 20 | 27,557 | 460 | 2,079 | 0 |
| 27 Jun 20 | 27,404 | 386 | 2,096 | 0 |
| 28 Mar 20 | 28,142 | -295 | 2,194 | 0 |
| 31 Dec 19 | 28,917 | -204 | 2,216 | 0 |
| 28 Sep 19 | 29,497 | -85 | 2,268 | 0 |
| 29 Jun 19 | 29,909 | -1 | 2,322 | 0 |
| 30 Mar 19 | 29,957 | 718 | 2,303 | 0 |
| 31 Dec 18 | 29,677 | 716 | 2,310 | 0 |
| 29 Sep 18 | 29,298 | 539 | 2,303 | 0 |
| 30 Jun 18 | 28,664 | 497 | 2,281 | 0 |
| 31 Mar 18 | 27,693 | 427 | 2,233 | 0 |
| 31 Dec 17 | 26,555 | 402 | 2,186 | 0 |
| 30 Sep 17 | 25,458 | 513 | 2,124 | 0 |
| 01 Jul 17 | 24,538 | 497 | 2,079 | 0 |
| 01 Apr 17 | 24,088 | 531 | 2,064 | 0 |
| 31 Dec 16 | 23,488 | 523 | 2,067 | 0 |
| 01 Oct 16 | 24,134 | 517 | 2,064 | 0 |
| 02 Jul 16 | 23,896 | 508 | 2,051 | 0 |
| 02 Apr 16 | 23,754 | 498 | 2,038 | 0 |
| 31 Dec 15 | 23,282 | 498 | 1,986 | 0 |
| 26 Sep 15 | 22,928 | 455 | 1,963 | 0 |
| 27 Jun 15 | 22,842 | 493 | 1,951 | 0 |
Des revenus de qualité: ARW a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de ARW sont plus élevées que l'année dernière ARW. (2.2%) sont plus élevées que l'année dernière (1.4%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de ARW ont diminué de 17.3% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de ARW au cours de l'année écoulée ( 84.7% ) dépasse sa moyenne sur 5 ans ( -17.3% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices ARW au cours de l'année écoulée ( 84.7% ) a dépassé celle du secteur Electronic 10.6%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de ARW ( 10.6% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/29 00:31 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/04/04 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Arrow Electronics, Inc. est couverte par 16 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ruplu Bhattacharya | BofA Global Research |
| James Suva | Citigroup Inc |
| Louis Miscioscia | CLSA |