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 8.83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$ 22.53M 。経営陣と取締役会の平均在任期間はそれぞれ5.6年と7.1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 | 5.6yrs |
| 取締役会の平均在任期間 | 7.1yrs |
経営陣の近況
Recent updates
分析記事 • Jun 20
Avnet (AVT) Stock Near Fair Value After Strong Growth And Ownership Shifts
Why Avnet’s latest results and shifting ownership are drawing fresh attention Avnet (AVT) has attracted fresh scrutiny after reporting year over year revenue growth of 33.95% and net profit growth of 7.29%, alongside visible shifts in institutional investor positioning. The company also carries a financial score of 6.36. This figure sits against its recent growth profile, while large institutions have adjusted holdings in different directions, giving investors fresh data points to weigh. See...
ナラティブの更新 • Jun 16
AVT: Backlog And Book To Bill Strength Will Support Measured Repricing Ahead
Avnet's analyst price target has been updated to $96 from $95, with analysts pointing to extended backlog, a book to bill ratio above 1 across regions, and indications that inventory correction is largely past the trough as support for a more constructive view on the stock. Analyst Commentary Recent Street research points to a more constructive tone around Avnet, with bullish analysts highlighting early signs of an improving cycle and adjusting price targets to reflect that view.Seeking Alpha • Jun 03
Avnet: Thesis Played Out, Now Fully Valued (Rating Downgrade)
Summary Avnet has surged more than 90% year-to-date, fueled by AI-driven semiconductor demand and robust recent earnings momentum. Avnet's multiple has expanded sharply, reducing the effectiveness of its share buyback program. Despite strong near-term revenue increases, AVT remains a cyclical distributor with thin margins and significant exposure beyond AI-related products. I am moving to a hold rating on AVT, as shares appear fully valued. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 02
AVT: Cycle Recovery Signals And Margin Gains Will Shape Future Upside Potential
Avnet's analyst fair value estimate has moved from $66 to $89 as analysts point to constructive cycle signals, including extended backlog, book-to-bill above 1 across regions, and signs that inventory correction is largely past the trough. Analyst Commentary Recent Street research highlights a shift in tone around Avnet, with several firms adjusting ratings and price targets as they track order patterns, backlog, and inventory trends.ナラティブの更新 • May 12
AVT: Higher Revenue And Margin Assumptions Will Support Constructive Future Repricing
Avnet's analyst fair value estimate has moved from $69 to $95. Analysts point to updated assumptions for higher revenue growth, wider profit margins, and a lower P/E multiple as key reasons for the new target range.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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 AlphaSeeking 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
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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 28 2026 | n/a | n/a | US$214m |
| Dec 27 2025 | n/a | n/a | US$207m |
| Sep 27 2025 | n/a | n/a | US$233m |
| Jun 28 2025 | US$10m | US$1m | US$240m |
| Mar 29 2025 | n/a | n/a | US$317m |
| Dec 28 2024 | n/a | n/a | US$318m |
| Sep 28 2024 | n/a | n/a | US$348m |
| Jun 29 2024 | US$9m | US$1m | US$499m |
| Mar 30 2024 | n/a | n/a | US$571m |
| Dec 30 2023 | n/a | n/a | US$670m |
| Sep 30 2023 | n/a | n/a | US$796m |
| Jul 01 2023 | US$10m | US$1m | US$771m |
| Apr 01 2023 | n/a | n/a | US$862m |
| Dec 31 2022 | n/a | n/a | US$858m |
| Oct 01 2022 | n/a | n/a | US$765m |
| Jul 02 2022 | US$8m | US$1m | US$692m |
| Apr 02 2022 | n/a | n/a | US$531m |
| Jan 01 2022 | n/a | n/a | US$455m |
| Oct 02 2021 | n/a | n/a | US$323m |
| Jul 03 2021 | US$6m | US$959k | US$193m |
| Apr 03 2021 | n/a | n/a | US$160m |
| Jan 02 2021 | n/a | n/a | -US$76m |
| Oct 03 2020 | n/a | n/a | -US$92m |
| Jun 27 2020 | US$2m | US$565k | -US$31m |
| Mar 28 2020 | n/a | n/a | -US$118m |
| Dec 28 2019 | n/a | n/a | US$105m |
| Sep 28 2019 | n/a | n/a | US$138m |
| Jun 29 2019 | US$2m | US$565k | US$176m |
報酬と市場: Philの 総報酬 ($USD 9.89M ) は、 US市場 ($USD 8.37M ) 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 (65 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 |
|---|---|---|---|---|
| CEO, President of Electronic Components | 8.8yrs | US$9.89m | 0.31% $ 22.5m | |
| Chief Financial Officer | 3.8yrs | US$3.03m | 0.065% $ 4.7m | |
| Senior VP | 6.2yrs | US$2.45m | 0.065% $ 4.7m | |
| Senior VP | 7.3yrs | US$2.25m | 0.049% $ 3.5m | |
| Senior VP & Chief Information Officer | 6.9yrs | US$1.74m | 0.033% $ 2.4m | |
| Senior Vice President of Global Operations | 5.6yrs | データなし | 0.0093% $ 676.0k | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Senior Director of Communications | no data | データなし | データなし | |
| Senior VP & Chief Digital Officer | 1.7yrs | データなし | 0.0012% $ 86.9k | |
| Corporate Secretary | no data | データなし | データなし | |
| Regional President for Americas Electronics Components | 4.4yrs | データなし | データなし | |
| President of Farnell | 1.9yrs | US$1.72m | データなし |
5.6yrs
平均在職期間
55.5yo
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5.6年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President of Electronic Components | 5.6yrs | US$9.89m | 0.31% $ 22.5m | |
| Independent Director | 4.8yrs | US$305.00k | 0.0064% $ 464.7k | |
| Independent Director | 8.1yrs | US$302.50k | 0.011% $ 794.0k | |
| Independent Chairman | 11yrs | US$465.00k | 0.049% $ 3.6m | |
| Independent Director | 11.6yrs | US$287.50k | 0.056% $ 4.0m | |
| Independent Director | 7.6yrs | US$283.75k | 0% $ 0 | |
| Independent Director | 6.6yrs | US$287.50k | 0.034% $ 2.5m | |
| Independent Director | 1.8yrs | US$342.72k | 0.0015% $ 111.5k | |
| Independent Director | 7.8yrs | US$300.00k | 0.040% $ 2.9m | |
| Independent Director | 1.8yrs | US$342.72k | 0.0015% $ 111.5k |
7.1yrs
平均在職期間
64.5yo
平均年齢
経験豊富なボード: AVTの 取締役会 は 経験豊富 であると考えられます ( 7.1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 | 2026/06/25 09:54 |
| 終値 | 2026/06/25 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
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 |
|---|---|
| Ruplu Bhattacharya | BofA Global Research |
| James Suva | Citigroup Inc |
| Louis Miscioscia | CLSA |