Arrow Electronics, Inc.

NYSE:ARW Stock Report

Market Cap: US$9.4b

Arrow Electronics Management

Management criteria checks 3/4

Arrow Electronics' CEO is Bill Austen, appointed in Sep 2025, has a tenure of less than a year. total yearly compensation is $5.19M, comprised of 6.8% salary and 93.2% bonuses, including company stock and options. directly owns 0.026% of the company’s shares, worth $2.45M. The average tenure of the management team and the board of directors is 3.2 years and 5.7 years respectively.

Key information

Bill Austen

Chief executive officer

US$5.2m

Total compensation

CEO salary percentage6.76%
CEO tenureless than a year
CEO ownership0.03%
Management average tenure3.2yrs
Board average tenure5.7yrs

Recent management updates

Recent updates

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).

Arrow: Moving In The Right Direction

Apr 24

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).

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).

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).

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.

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).

Arrow Electronics, Inc. (NYSE:ARW) Shares Fly 36% But Investors Aren't Buying For Growth

Feb 11
Arrow Electronics, Inc. (NYSE:ARW) Shares Fly 36% But Investors Aren't Buying For Growth

Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Feb 08
Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

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.

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.

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.

Arrow Electronics (NYSE:ARW) May Have Issues Allocating Its Capital

Jan 01
Arrow Electronics (NYSE:ARW) May Have Issues Allocating Its Capital

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.

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.

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.

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.

Here's Why Arrow Electronics (NYSE:ARW) Has A Meaningful Debt Burden

Sep 10
Here's Why Arrow Electronics (NYSE:ARW) Has A Meaningful Debt Burden

Results: Arrow Electronics, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Aug 03
Results: Arrow Electronics, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

At US$131, Is Arrow Electronics, Inc. (NYSE:ARW) Worth Looking At Closely?

Jul 17
At US$131, Is Arrow Electronics, Inc. (NYSE:ARW) Worth Looking At Closely?

Arrow Electronics, Inc. (NYSE:ARW) Doing What It Can To Lift Shares

Jul 03
Arrow Electronics, Inc. (NYSE:ARW) Doing What It Can To Lift Shares

Slowing Rates Of Return At Arrow Electronics (NYSE:ARW) Leave Little Room For Excitement

May 09
Slowing Rates Of Return At Arrow Electronics (NYSE:ARW) Leave Little Room For Excitement

Arrow Electronics Is Poised For An Upcycle

Feb 15

Arrow Electronics Q4 Preview: The Same Issues To Persist Into The New Year

Jan 23

Arrow Electronics: Growth Should Inflect Positive In FY25

Nov 04
User avatar

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.

Arrow Electronics: Timing Of A Growth Turnaround Is Getting Nearer

Aug 06

Bonhoeffer Capital - Arrow Electronics: A High Margin Business With A Durable Moat

Jun 02

Arrow Electronics: Industry Cycle's Trough Should Be In FY24

May 23

CEO Compensation Analysis

How has Bill Austen's remuneration changed compared to Arrow Electronics's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$5mUS$351k

US$571m

Sep 27 2025n/an/a

US$476m

Jun 28 2025n/an/a

US$467m

Mar 29 2025n/an/a

US$388m

Dec 31 2024US$310kn/a

US$392m

Sep 28 2024n/an/a

US$487m

Jun 29 2024n/an/a

US$585m

Mar 30 2024n/an/a

US$713m

Dec 31 2023US$478kn/a

US$904m

Sep 30 2023n/an/a

US$1b

Jul 01 2023n/an/a

US$1b

Apr 01 2023n/an/a

US$1b

Dec 31 2022US$280kn/a

US$1b

Oct 01 2022n/an/a

US$1b

Jul 02 2022n/an/a

US$1b

Apr 02 2022n/an/a

US$1b

Dec 31 2021US$275kn/a

US$1b

Oct 02 2021n/an/a

US$973m

Jul 03 2021n/an/a

US$849m

Apr 03 2021n/an/a

US$741m

Dec 31 2020US$51kn/a

US$584m

Compensation vs Market: Bill's total compensation ($USD5.19M) is below average for companies of similar size in the US market ($USD8.73M).

Compensation vs Earnings: Bill's compensation has increased by more than 20% in the past year.


CEO

Bill Austen (66 yo)

less than a year
Tenure
US$5,188,091
Compensation

Mr. William F. Austen, also known as Bill, serves as Director at Arrow Electronics, Inc. since May 2020 and also its Interim President and CEO since September 16, 2025. He had been an Independent Director...


Leadership Team

NamePositionTenureCompensationOwnership
William Austen
Interim Presidentless than a yearUS$5.19m0.026%
$ 2.4m
Rajesh Agrawal
Senior VP & CFO3.7yrsUS$4.00m0.054%
$ 5.1m
Gretchen Zech
Senior VP and Chief Governance8.8yrsUS$4.12m0.12%
$ 11.6m
Richard Marano
President of Global Components2.8yrsUS$4.97m0.011%
$ 1.0m
Eric Nowak
President of Global Enterprise Computing Solutions2.1yrsUS$5.15m0.064%
$ 6.1m
Brandon Brewbaker
VP, Chief Accounting Officer and Corporate Financial Planning & Analysisless than a yearno data0.0026%
$ 248.8k
Michael Nelson
Head of Investor Relationsno datano datano data
Carine Jean-Claude
Senior VP5.4yrsUS$1.62m0.031%
$ 2.9m
John Hourigan
Vice President of Global Communicationsno datano datano data
Greg Hanson
CFO of Emerging Businesses & VP of Corporate Developmentno datano datano data
Steve Kerdock
Senior VP & CMO3.2yrsno datano data
David West
Advisor4yrsno datano data
3.2yrs
Average Tenure
60yo
Average Age

Experienced Management: ARW's management team is considered experienced (3.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
William Austen
Interim President6yrsUS$5.19m0.026%
$ 2.4m
Gail Hamilton
Independent Director18.2yrsUS$305.00k0.00020%
$ 18.9k
Mary McDowell
Independent Director3yrsUS$305.00k0.0058%
$ 549.5k
Andrew Kerin
Independent Director15.4yrsUS$307.50k0%
$ 0
Carol Lowe
Independent Director4.7yrsUS$335.00k0%
$ 0
Gerry Smith
Independent Director5.7yrsUS$330.00k0%
$ 0
Steven Gunby
Independent Board Chair8.4yrsUS$455.00k0%
$ 0
Lawrence Chen
Independent Director1.4yrsUS$295.84k0%
$ 0
Michael Hayford
Independent Director2yrsUS$305.00k0%
$ 0
5.7yrs
Average Tenure
62yo
Average Age

Experienced Board: ARW's board of directors are considered experienced (5.7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/04 05:16
End of Day Share Price 2026/05/04 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arrow Electronics, Inc. is covered by 16 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ruplu BhattacharyaBofA Global Research
James SuvaCitigroup Inc
Louis MisciosciaCLSA