Avnet, Inc.

NasdaqGS:AVT 주식 리포트

시가총액: US$6.9b

Avnet 경영진

경영진 기준 점검 4/4

Avnet CEO는 Phil Gallagher, Aug2017 에 임명되었습니다 의 임기는 8.75 년입니다. 총 연간 보상은 $9.89M, 12.1% 급여 및 87.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $21.37M 가치에 해당하는 회사 주식의 0.31% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.5 년과 7 년입니다.

핵심 정보

Phil Gallagher

최고경영자

US$9.9m

총 보수

CEO 급여 비율12.13%
CEO 재임 기간8.8yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간5.5yrs
이사회 평균 재임 기간7yrs

최근 경영진 업데이트

Recent updates

분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
User avatar
새 내러티브 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 보수 분석

Phil Gallagher의 보수는 Avnet의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Phil의 총 보수(USD9.89M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.44M) 수준입니다.

보상과 수익: Phil의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Phil Gallagher (64 yo)

8.8yrs
재임 기간
US$9,894,132
보수

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...


리더십 팀

이름직위재임 기간보수지분
Philip Gallagher
CEO, President of Electronic Components8.8yrsUS$9.89m0.31%
$ 21.4m
Kenneth Jacobson
Chief Financial Officer3.7yrsUS$3.03m0.079%
$ 5.5m
Michael McCoy
Senior VP6.1yrsUS$2.45m0.065%
$ 4.5m
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 Operations5.5yrs데이터 없음0.0093%
$ 641.2k
Joseph Burke
Vice President of Investor Relationsno data데이터 없음데이터 없음
Heather Vana
Senior Director of Communicationsno data데이터 없음데이터 없음
David Youngblood
Senior VP & Chief Digital Officer1.6yrs데이터 없음0.0012%
$ 82.4k
Darrel Jackson
Corporate Secretaryno data데이터 없음데이터 없음
Dayna Badhorn
Regional President for Americas Electronics Components4.3yrs데이터 없음데이터 없음
Rebeca Obregon-Jimenez
President of Farnell1.8yrsUS$1.72m데이터 없음
5.5yrs
평균 재임 기간
54.5yo
평균 나이

경험이 풍부한 관리: AVT의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.5 년).


이사회 구성원

이름직위재임 기간보수지분
Philip Gallagher
CEO, President of Electronic Components5.5yrsUS$9.89m0.31%
$ 21.4m
Ernest Maddock
Independent Director4.8yrsUS$305.00k0.0064%
$ 440.8k
Oleg Khaykin
Independent Director8yrsUS$302.50k0.011%
$ 753.1k
Rodney Adkins
Independent Chairman10.9yrsUS$465.00k0.049%
$ 3.4m
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%
$ 2.4m
Virginia Henkels
Independent Director1.8yrsUS$342.72k0.0015%
$ 105.7k
Jo Jenkins
Independent Director7.8yrsUS$300.00k0.040%
$ 2.8m
Helmut Gassel
Independent Director1.8yrsUS$342.72k0.0015%
$ 105.7k
7.0yrs
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: AVT의 이사회경험이 있음으로 간주됩니다(평균 재임 7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 21:39
종가2026/05/07 00:00
수익2026/03/28
연간 수익2025/06/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Avnet, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ruplu BhattacharyaBofA Global Research
James SuvaCitigroup Inc
Louis MisciosciaCLSA