Arrow Electronics バランスシートの健全性
財務の健全性 基準チェック /36
Arrow Electronicsの総株主資本は$6.7B 、総負債は$3.1Bで、負債比率は46.3%となります。総資産と総負債はそれぞれ$29.1Bと$22.4Bです。 Arrow Electronicsの EBIT は$918.2Mで、利息カバレッジ比率5.6です。現金および短期投資は$306.5Mです。
主要情報
46.33%
負債資本比率
US$3.09b
負債
| インタレスト・カバレッジ・レシオ | 5.6x |
| 現金 | US$306.47m |
| エクイティ | US$6.66b |
| 負債合計 | US$22.42b |
| 総資産 | US$29.08b |
財務の健全性に関する最新情報
Recent updates
ナラティブ更新 • 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
ナラティブ更新 • 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).
ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 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
新しいナラティブ • 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 AlphaSeeking 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財務状況分析
短期負債: ARWの 短期資産 ( $25.7B ) が 短期負債 ( $18.8B ) を超えています。
長期負債: ARWの短期資産 ( $25.7B ) が 長期負債 ( $3.6B ) を上回っています。
デット・ツー・エクイティの歴史と分析
負債レベル: ARWの 純負債対資本比率 ( 41.7% ) は 高い と見なされます。
負債の削減: ARWの負債対資本比率は、過去 5 年間で43.8%から46.3%に増加しました。
債務返済能力: ARWの負債は 営業キャッシュフロー によって 十分にカバーされていません ( 2.1% )。
インタレストカバレッジ: ARWの負債に対する 利息支払い は EBIT ( 5.6 x coverage) によって 十分にカバーされています。
貸借対照表
健全な企業の発掘
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 | 2026/05/06 18:06 |
| 終値 | 2026/05/06 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
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 |
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| 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 |
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* 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や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
Arrow Electronics, 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。16
| アナリスト | 機関 |
|---|---|
| Ruplu Bhattacharya | BofA Global Research |
| James Suva | Citigroup Inc |
| Louis Miscioscia | CLSA |