Avnet Beheer
Beheer criteriumcontroles 4/4
De CEO Avnet is Phil Gallagher, benoemd in Aug2017, heeft een ambtstermijn van 8.75 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 9.89M, bestaande uit 12.1% salaris en 87.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.31% van de aandelen van het bedrijf, ter waarde $ 22.20M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.5 jaar en 7 jaar.
Belangrijke informatie
Phil Gallagher
Algemeen directeur
US$9.9m
Totale compensatie
| Percentage CEO-salaris | 12.13% |
| Dienstverband CEO | 8.8yrs |
| Eigendom CEO | 0.3% |
| Management gemiddelde ambtstermijn | 5.5yrs |
| Gemiddelde ambtstermijn bestuur | 7yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.Analyseartikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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
Nieuw narratief • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$176m |
Compensatie versus markt: De totale vergoeding ($USD 9.89M ) Phil } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.38M ).
Compensatie versus inkomsten: De vergoeding van Phil is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Phil Gallagher (64 yo)
8.8yrs
Tenure
US$9,894,132
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President of Electronic Components | 8.8yrs | US$9.89m | 0.31% $ 22.2m | |
| Chief Financial Officer | 3.7yrs | US$3.03m | 0.065% $ 4.6m | |
| Senior VP | 6.1yrs | US$2.45m | 0.065% $ 4.7m | |
| Senior VP | 7.3yrs | US$2.25m | 0.049% $ 3.5m | |
| Senior VP & Chief Information Officer | 6.8yrs | US$1.74m | 0.033% $ 2.3m | |
| Senior Vice President of Global Operations | 5.5yrs | geen gegevens | 0.0093% $ 666.0k | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior Director of Communications | no data | geen gegevens | geen gegevens | |
| Senior VP & Chief Digital Officer | 1.6yrs | geen gegevens | 0.0012% $ 85.6k | |
| Corporate Secretary | no data | geen gegevens | geen gegevens | |
| Regional President for Americas Electronics Components | 4.3yrs | geen gegevens | geen gegevens | |
| President of Farnell | 1.8yrs | US$1.72m | geen gegevens |
5.5yrs
Gemiddelde duur
54.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van AVT is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President of Electronic Components | 5.5yrs | US$9.89m | 0.31% $ 22.2m | |
| Independent Director | 4.8yrs | US$305.00k | 0.0064% $ 457.8k | |
| Independent Director | 8yrs | US$302.50k | 0.011% $ 782.2k | |
| Independent Chairman | 10.9yrs | US$465.00k | 0.049% $ 3.5m | |
| Independent Director | 11.5yrs | US$287.50k | 0.056% $ 4.0m | |
| Independent Director | 7.5yrs | US$283.75k | 0% $ 0 | |
| Independent Director | 6.5yrs | US$287.50k | 0.034% $ 2.4m | |
| Independent Director | 1.8yrs | US$342.72k | 0.0015% $ 109.8k | |
| Independent Director | 7.8yrs | US$300.00k | 0.040% $ 2.9m | |
| Independent Director | 1.8yrs | US$342.72k | 0.0015% $ 109.8k |
7.0yrs
Gemiddelde duur
63.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van AVT wordt beschouwd als ervaren (gemiddelde ambtstermijn 7 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/31 06:11 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/03/28 |
| Jaarlijkse inkomsten | 2025/06/28 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Avnet, Inc. wordt gevolgd door 14 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Ruplu Bhattacharya | BofA Global Research |
| James Suva | Citigroup Inc |
| Louis Miscioscia | CLSA |