Arrow Electronics, Inc.

NYSE:ARW Aktierapport

Börsvärde: US$11.9b

Arrow Electronics Balansräkning Hälsa

Finansiell hälsa kriterier kontrolleras 5/6

Arrow Electronics har ett totalt eget kapital på $6.8B och en total skuld på $2.5B vilket ger sin skuldsättningsgrad till 36.2%. Dess totala tillgångar och totala skulder är $36.0B respektive $29.1B. Arrow Electronics s EBIT är $1.1B vilket gör dess räntetäckningsgrad 7.4. Den har kontanter och kortsiktiga investeringar på $286.5M.

Viktig information

36.18%

Skuldsättning i förhållande till eget kapital

US$2.47b

Skuld

Räntetäckningsgrad7.4x
KontanterUS$286.51m
Eget kapitalUS$6.82b
Summa skulderUS$29.14b
Totala tillgångarUS$35.95b

Nya uppdateringar om finansiell hälsa

Recent updates

Uppdatering av berättelse Jun 05

ARW: AI Demand And Higher Margins Will Offset Lower Future P/E

Analysts have lifted their Arrow Electronics fair value estimate from $146.25 to $219.50, citing updated assumptions around revenue growth, profit margins and a lower future P/E multiple that together reshape their long term view of the stock. What's in the News Arrow reported Q1 2026 revenue of US$9.47b, up 39% year over year, with non GAAP EPS of US$5.22 that was more than 80% above analyst estimates, supported by demand tied to AI workloads and data center needs.
Uppdatering av berättelse May 19

ARW: Share Repurchases And Digital Services Expansion Will Drive Future Upside

Analysts have raised their price target for Arrow Electronics from $165.00 to $240.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their valuation work. What's in the News Arrow Electronics announced a new share repurchase program authorizing the buyback of up to US$1,000 million of its common stock, following board approval on May 12, 2026.
Analysartikel May 15

This Just In: Analysts Are Boosting Their Arrow Electronics, Inc. (NYSE:ARW) Outlook for This Year

Arrow Electronics, Inc. ( NYSE:ARW ) shareholders will have a reason to smile today, with the analysts making...
Analysartikel May 09

Arrow Electronics, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Arrow Electronics, Inc. ( NYSE:ARW ) defied analyst predictions to release its first-quarter results, which were ahead...
Uppdatering av berättelse 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
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
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 Alpha
Seeking 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 Alpha
Seeking 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
User avatar
Ny berättelse 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 Alpha

Analys av finansiell ställning

Kortfristiga skulder: ARW s kortfristiga tillgångar ( $32.6B ) överstiger dess kortfristiga skulder ( $26.3B ).

Långfristiga skulder: ARW s kortfristiga tillgångar ( $32.6B ) överstiger dess långfristiga skulder ( $2.9B ).


Skuld till eget kapital Historik och analys

Skuldnivå: ARW s nettoskuld i förhållande till eget kapital ( 32% ) anses tillfredsställande.

Minska skulden: ARW s skuldsättningsgrad har minskat från 37.3% till 36.2% under de senaste 5 åren.

Skuldtäckning: ARW s skuld är inte väl täckt av operativt kassaflöde ( 16.7% ).

Räntetäckning: ARW s räntebetalningar på sin skuld är väl täckta av EBIT ( 7.4 x täckning).


Balansräkning


Upptäck friska företag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/20 12:13
Aktiekurs vid dagens slut2026/06/18 00:00
Intäkter2026/04/04
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Arrow Electronics, Inc. bevakas av 16 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ruplu BhattacharyaBofA Global Research
James SuvaCitigroup Inc
Louis MisciosciaCLSA