Avnet, Inc.

NasdaqGS:AVT 株式レポート

時価総額:US$6.7b

Avnet マネジメント

マネジメント 基準チェック /44

Avnetの CEO はPhil Gallagherで、 Aug2017年に任命され、 の在任期間は 8.75年です。 の年間総報酬は$ 9.89Mで、 12.1%給与と87.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.31%を直接所有しており、その価値は$ 20.96M 。経営陣と取締役会の平均在任期間はそれぞれ5.5年と7年です。

主要情報

Phil Gallagher

最高経営責任者

US$9.9m

報酬総額

CEO給与比率12.13%
CEO在任期間8.8yrs
CEOの所有権0.3%
経営陣の平均在職期間5.5yrs
取締役会の平均在任期間7yrs

経営陣の近況

Recent updates

分析記事 May 06

News Flash: Analysts Just Made A Notable Upgrade To Their Avnet, Inc. (NASDAQ:AVT) Forecasts

Celebrations may be in order for Avnet, Inc. ( NASDAQ:AVT ) shareholders, with the analysts delivering a significant...
ナラティブ更新 Apr 23

AVT: Higher Earnings Multiple Will Limit Upside As Buybacks Conclude

Analysts have lifted their fair value estimate for Avnet to $66 from $53, citing updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple reflected across recent price target increases from major firms. Analyst Commentary Recent Street research on Avnet centers on refreshed price targets and an upgrade, with analysts updating their models to reflect revised assumptions on revenue, margins, and valuation multiples.
ナラティブ更新 Apr 08

AVT: Higher Revenue And Margin Assumptions Will Support Measured Future Repricing

Avnet's analyst price target has shifted to $69.00. The change is supported by analysts citing updated views on discount rate, revenue growth, profit margin and future P/E assumptions following recent target revisions from several firms.
ナラティブ更新 Mar 25

AVT: Higher Revenue And Margin Assumptions Will Support Richer Future P/E

Analysts have raised Avnet's price target by $5. They cite updated assumptions that include slightly higher revenue growth, modestly stronger profit margins, and a small adjustment to the discount rate and future P/E multiple.
ナラティブ更新 Mar 11

AVT: Raised Outlook Will Depend On Uncertain Execution And Margin Delivery

The analyst price target for Avnet has been raised from $43 to $48, reflecting updated assumptions on revenue growth, profit margins, and a lower future P/E multiple based on recent research from major firms. Analyst Commentary Recent research updates on Avnet highlight a split between higher price targets and a cautious tone on what the company needs to deliver to justify those assumptions.
ナラティブ更新 Feb 25

AVT: Fair View Sees Raised Price Hopes Resting On Future P/E Execution

Analysts have raised their price targets for Avnet, with an updated fair value of $69.00 based on slightly stronger assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Bullish analysts have recently lifted their price targets for Avnet, signaling a more constructive view on how the company could execute against its current assumptions for revenue growth, margins, and valuation multiples.
ナラティブ更新 Feb 11

AVT: Fair View Balances Higher Earnings Assumptions With Lower Future P E Multiple

Our updated view on Avnet lifts the fair value estimate from $64 to $69, reflecting analysts’ higher price targets and expectations for revenue growth, margins, and a lower future P/E multiple. Analyst Commentary Recent Street research around Avnet has tilted more constructive, with several firms lifting their price targets in quick succession.
分析記事 Jan 30

Earnings Tell The Story For Avnet, Inc. (NASDAQ:AVT) As Its Stock Soars 28%

Avnet, Inc. ( NASDAQ:AVT ) shareholders have had their patience rewarded with a 28% share price jump in the last month...
ナラティブ更新 Jan 27

AVT: Cyclical Stabilisation And Buybacks Will Shape Mixed Margin Outlook

Analysts lifted their price target on Avnet by $1 to $55, pointing to recent Q3 upside, mixed Q4 guidance, ongoing margin pressure from geographic mix, and early signs of cyclical stabilisation, even as AI exposure remains limited. Analyst Commentary Analysts are generally neutral on Avnet at current levels, but the small price target increase to US$55 reflects a mix of improving signals and ongoing execution questions, especially around margins.
ナラティブ更新 Jan 11

AVT: Cyclical Stabilization And Buybacks Will Support Mixed Margin Outlook

Analysts have increased their price target on Avnet by $1 to $55, citing recent Q3 upside, mixed Q4 guidance, and signs of cyclical stabilization, even as revenue strength has been slow to translate into margins and AI exposure remains limited. Analyst Commentary Bullish Takeaways Bullish analysts see the raised price target to $55 as a sign that recent Q3 upside is at least partly reflected in expectations, even if ratings stay neutral.
ナラティブ更新 Dec 27

AVT: Cyclical Stabilization And Buybacks Will Offset Mixed Margins

Analysts have nudged their price target on Avnet slightly higher to $55 from $54, citing recent quarterly upside, early signs of cyclical stabilization, and the potential for improved end-market conditions despite ongoing margin pressures and limited AI exposure. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent quarterly upside, particularly in Q3 performance, as evidence that Avnet is executing well enough to justify a modestly higher valuation.
Seeking Alpha Dec 14

Avnet: The Cycle Is Turning, But Margins Still Hold The Stock Back

Summary Avnet Inc. posted a Q1 FY26 revenue turnaround, but margin improvement remains elusive, supporting a continued hold rating. Farnell delivered double-digit revenue and margin growth, yet its small scale limits its impact on AVT's consolidated profitability. Gross and operating margins remain under pressure, with no near-term signs of operating leverage or upward re-rating potential. AVT trades at low multiples, reflecting thin margins and muted earnings quality; further upside depends on meaningful margin expansion. Read the full article on Seeking Alpha
ナラティブ更新 Dec 12

AVT: Cyclical Stabilization And Share Buybacks Will Support Future Performance

Analysts have nudged their price target on Avnet up by $1 to $55 as they factor in recent quarterly upside and early signs of cyclical stabilization, while still cautioning that margin pressure and limited AI exposure temper the recovery outlook. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent Q3 upside validates Avnet's ability to execute in a challenging demand backdrop, supporting the modest price target increase.
ナラティブ更新 Nov 27

AVT: Cyclical Stabilization and Margin Improvement Will Strengthen Future Performance

Analysts have modestly increased Avnet's price target from $54 to $55. This change reflects cautious optimism amid mixed quarterly guidance and ongoing challenges with margin improvement due to geographic factors.
ナラティブ更新 Nov 12

AVT: Cyclical Stabilization Signals Will Drive Renewed Investor Confidence

Analysts have modestly increased Avnet's price target from $54 to $55, citing mixed quarterly guidance and signs of cyclical stabilization. They also note that limited AI exposure and margin challenges continue to temper expectations.
ナラティブ更新 Oct 29

Cyclical Stabilization And Asia Momentum Will Support Measured Upside Ahead

Analysts have slightly increased their price target for Avnet, now at $53.00 from $52.75, citing recent revenue growth and signs of stabilization. Margin pressure persists across certain business segments.
分析記事 Aug 25

Avnet (NASDAQ:AVT) Has Announced That It Will Be Increasing Its Dividend To $0.35

The board of Avnet, Inc. ( NASDAQ:AVT ) has announced that it will be increasing its dividend by 6.1% on the 26th of...
分析記事 Aug 03

Avnet's (NASDAQ:AVT) Returns On Capital Are Heading Higher

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 Jul 16

Avnet (NASDAQ:AVT) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jun 28

Sentiment Still Eluding Avnet, Inc. (NASDAQ:AVT)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Seeking Alpha Feb 04

Avnet: Stock Likely To Remain Rangebound In The Near Term

Summary There is evidence of industry recovery and strong performance in Asia is a very positive sign. Weakness in the Americas and EMEA, coupled with uncertain timing of demand recovery, justifies maintaining a neutral rating for now. Current valuation at 11x forward PE is slightly above the 10-year average, and I don't expect a re-rating until tangible improvements are seen in the Americas and Europe. Read the full article on Seeking Alpha
Seeking Alpha Nov 07

Avnet: Declining Demand And Escalating Competition Pose Challenges Ahead

Summary Avnet's financial performance has deteriorated since 3Q23, with no signs of turnaround due to global demand slowdown and competitive pressures. Margins have declined significantly, with gross margin falling to 10.83% from 11.81% and net margin to 1.05% from 3.30%. Avnet faces challenges such as a slowdown in demand due to poor global inventory turnover and a more competitive landscape due to the merger of WT Microelectronics and Future Electronics. Farnell segment continues to underperform, contributing only 1.1% to operating income, and faces multiple issues including weak EMEA market outlook. Valuation analysis suggests market participants are overly optimistic, with a potential 25% decline in share price after factoring a decline in revenue growth for FY 2025. Read the full article on Seeking Alpha
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新しいナラティブ Aug 30

Decisive Moves And Market Focus Fuel Optimism Despite Challenges

Strategic inventory management and investment in areas of recovering demand are poised to enhance cash flow.
Seeking Alpha Jul 02

Avnet: Requires A Few More Quarters Before Reaching The Trough

Summary Avnet is recommended as a hold, as the near-term downside may be huge. AVT's scale provides a competitive advantage with a wide assortment of SKUs and strong distribution capacity. Turnaround for AVT is expected in a few quarters (but this is hard to pinpoint). Read the full article on Seeking Alpha

CEO報酬分析

Avnet の収益と比較して、Phil Gallagher の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 28 2026n/an/a

US$214m

Dec 27 2025n/an/a

US$207m

Sep 27 2025n/an/a

US$233m

Jun 28 2025US$10mUS$1m

US$240m

Mar 29 2025n/an/a

US$317m

Dec 28 2024n/an/a

US$318m

Sep 28 2024n/an/a

US$348m

Jun 29 2024US$9mUS$1m

US$499m

Mar 30 2024n/an/a

US$571m

Dec 30 2023n/an/a

US$670m

Sep 30 2023n/an/a

US$796m

Jul 01 2023US$10mUS$1m

US$771m

Apr 01 2023n/an/a

US$862m

Dec 31 2022n/an/a

US$858m

Oct 01 2022n/an/a

US$765m

Jul 02 2022US$8mUS$1m

US$692m

Apr 02 2022n/an/a

US$531m

Jan 01 2022n/an/a

US$455m

Oct 02 2021n/an/a

US$323m

Jul 03 2021US$6mUS$959k

US$193m

Apr 03 2021n/an/a

US$160m

Jan 02 2021n/an/a

-US$76m

Oct 03 2020n/an/a

-US$92m

Jun 27 2020US$2mUS$565k

-US$31m

Mar 28 2020n/an/a

-US$118m

Dec 28 2019n/an/a

US$105m

Sep 28 2019n/an/a

US$138m

Jun 29 2019US$2mUS$565k

US$176m

報酬と市場: Philの 総報酬 ($USD 9.89M ) は、 US市場 ($USD 8.40M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Philの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Phil Gallagher (64 yo)

8.8yrs
在職期間
US$9,894,132
報酬

Mr. Philip R. Gallagher, also known as Phil, has been the Chief Executive Officer of Avnet, Inc. since November 23, 2020 and serves as its Director Since November 2020 and serves as its President of Electr...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Philip Gallagher
CEO, President of Electronic Components8.8yrsUS$9.89m0.31%
$ 21.0m
Kenneth Jacobson
Chief Financial Officer3.7yrsUS$3.03m0.079%
$ 5.3m
Michael McCoy
Senior VP6.1yrsUS$2.45m0.065%
$ 4.4m
Ken Arnold
Senior VP7.3yrsUS$2.25m0.049%
$ 3.3m
Leng-Jin Chan
Senior VP & Chief Information Officer6.8yrsUS$1.74m0.033%
$ 2.2m
Elizabeth McMullen
Senior Vice President of Global Operations5.5yrsデータなし0.0093%
$ 628.9k
Joseph Burke
Vice President of Investor Relationsno dataデータなしデータなし
Heather Vana
Senior Director of Communicationsno dataデータなしデータなし
David Youngblood
Senior VP & Chief Digital Officer1.6yrsデータなし0.0012%
$ 80.8k
Darrel Jackson
Corporate Secretaryno dataデータなしデータなし
Dayna Badhorn
Regional President for Americas Electronics Components4.3yrsデータなしデータなし
Rebeca Obregon-Jimenez
President of Farnell1.8yrsUS$1.72mデータなし
5.5yrs
平均在職期間
54.5yo
平均年齢

経験豊富な経営陣: AVTの経営陣は経験豊富で経験豊富です(平均在職期間は5.5年)。


取締役

名称ポジション在職期間報酬所有権
Philip Gallagher
CEO, President of Electronic Components5.5yrsUS$9.89m0.31%
$ 21.0m
Ernest Maddock
Independent Director4.8yrsUS$305.00k0.0064%
$ 432.3k
Oleg Khaykin
Independent Director8yrsUS$302.50k0.011%
$ 738.6k
Rodney Adkins
Independent Chairman10.9yrsUS$465.00k0.049%
$ 3.3m
Avid Modjtabai
Independent Director11.5yrsUS$287.50k0.056%
$ 3.8m
Brenda Freeman
Independent Director7.5yrsUS$283.75k0%
$ 0
Adalio Sanchez
Independent Director6.5yrsUS$287.50k0.034%
$ 2.3m
Virginia Henkels
Independent Director1.8yrsUS$342.72k0.0015%
$ 103.7k
Jo Jenkins
Independent Director7.8yrsUS$300.00k0.040%
$ 2.7m
Helmut Gassel
Independent Director1.8yrsUS$342.72k0.0015%
$ 103.7k
7.0yrs
平均在職期間
63.5yo
平均年齢

経験豊富なボード: AVTの 取締役会経験豊富 であると考えられます ( 7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 11:13
終値2026/05/08 00:00
収益2026/03/28
年間収益2025/06/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Avnet, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
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