Duyuru • May 14
Arrow Electronics, Inc. (NYSE:ARW) announces an Equity Buyback for $1,000 million worth of its shares. Arrow Electronics, Inc. (NYSE:ARW) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock. Duyuru • May 09
Arrow Electronics, Inc. Provides Consolidated Earnings Guidance for the Second Quarter Ending July 4, 2026 Arrow Electronics, Inc. provided consolidated earnings guidance for the second quarter ending July 4, 2026. For he period, the company expects consolidated sales of $9.15 billion to $9.75 billion, with global components sales of $6.80 billion to $7.20 billion, and global enterprise computing solutions sales of $2.35 billion to $2.55 billion, and Net income per share on a diluted basis of $3.91 to $4.11. Reported Earnings • May 07
First quarter 2026 earnings released: EPS: US$4.58 (vs US$1.53 in 1Q 2025) First quarter 2026 results: EPS: US$4.58 (up from US$1.53 in 1Q 2025). Revenue: US$9.47b (up 39% from 1Q 2025). Net income: US$235.1m (up 195% from 1Q 2025). Profit margin: 2.5% (up from 1.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Duyuru • May 07
Arrow Electronics Launches Digital Test Drive Cloud-Based Remote Engineering Service Arrow Electronics announced the launch of Digital Test Drive, a cloud-based remote engineering service that helps technology developers evaluate hardware faster, reduce costs and improve productivity. Through a secure, private web link, individual users and distributed teams can instantly connect to a pre-set up virtual machine and connect via cloud directly to physical development boards hosted in Arrow’s engineering labs. Users can remotely control evaluation kits, access software environments, run tests and view results in real time. Workshops, training, product demonstrations and live support from Arrow’s technical experts are available. Digital Test Drive simplifies early-stage testing and collaboration by helping eliminate common barriers such as kit availability, shipping delays, customs paperwork, platform comparisons, complex setup and software installation — helping businesses shorten development cycles and accelerate decision-making. Digital Test Drive complements Arrow’s existing Test Drive program that allows customers to borrow physical hardware for on-site evaluation for up to 28 days. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to US$176, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in the United Kingdom. Total returns to shareholders of 51% over the past three years. New Risk • Apr 13
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$2.0m sold). Duyuru • Mar 24
Arrow Electronics, Inc., Annual General Meeting, May 12, 2026 Arrow Electronics, Inc., Annual General Meeting, May 12, 2026. Location: the inverness denver, a hilton golf and spa resort, 200 inverness drive west, englewood, colorado 80112, United States Recent Insider Transactions • Feb 26
Interim President recently bought US$601k worth of stock On the 19th of February, William Austen bought around 4k shares on-market at roughly US$152 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. William has been a buyer over the last 12 months, purchasing a net total of US$799k worth in shares. Recent Insider Transactions • Feb 14
Insider recently sold US$788k worth of stock On the 11th of February, Eric Nowak sold around 5k shares on-market at roughly US$157 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.8m more than they bought in the last 12 months. Reported Earnings • Feb 07
Full year 2025 earnings released: EPS: US$11.03 (vs US$7.36 in FY 2024) Full year 2025 results: EPS: US$11.03 (up from US$7.36 in FY 2024). Revenue: US$30.9b (up 11% from FY 2024). Net income: US$571.3m (up 46% from FY 2024). Profit margin: 1.9% (up from 1.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Duyuru • Feb 06
Arrow Electronics, Inc. Provides Consolidated Earnings Guidance for the First Quarter of 2026 Arrow Electronics, Inc. provided consolidated earnings guidance for the first quarter of 2026. For the quarter, the company expects Consolidated sales of $7.95 billion to $8.55 billion, with global components sales of $5.75 billion to $6.15 billion, and global enterprise computing solutions sales of $2.20 billion to $2.40 billion. Net income per share on a diluted basis of $2.13 to $2.33. Valuation Update With 7 Day Price Move • Feb 03
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$136, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Electronic industry in the United Kingdom. Total returns to shareholders of 4.3% over the past three years. New Risk • Dec 19
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 6.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 6.2% per year for the foreseeable future. Reported Earnings • Oct 31
Third quarter 2025 earnings released: EPS: US$2.11 (vs US$1.90 in 3Q 2024) Third quarter 2025 results: EPS: US$2.11 (up from US$1.90 in 3Q 2024). Revenue: US$7.71b (up 13% from 3Q 2024). Net income: US$109.2m (up 8.6% from 3Q 2024). Profit margin: 1.4% (in line with 3Q 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Duyuru • Oct 31
Arrow Electronics, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025 Arrow Electronics, Inc. provided earnings guidance for the fourth quarter ending December 31, 2025. For the quarter, the company expected consolidated sales of $7.80 billion to $8.40 billion, with global components sales of $5.10 billion to $5.50 billion, and global enterprise computing solutions sales of $2.70 billion to $2.90 billion; Net income per share on a diluted basis of $3.08 to $3.28. Duyuru • Oct 22
Arrow Electronics, Inc. to Report Q3, 2025 Results on Oct 30, 2025 Arrow Electronics, Inc. announced that they will report Q3, 2025 results at 12:30 PM, US Eastern Standard Time on Oct 30, 2025 Duyuru • Aug 30
Arrow Electronics, Inc. Announces Executive Changes, Effective as of August 29, 2025 On and effective as of August 29, 2025, (Effective Date) Arrow Electronics, Inc. appointed Brandon M. Brewbaker, age 41, as the Company’s Vice President, Chief Accounting Officer and Corporate Financial Planning and Analysis. As of the Effective Date, Mr. Brewbaker succeeds Yun S. Cho as principal accounting officer of the Company. Following the Effective Date, Mr. Cho will remain employed by the Company through February 20, 2026, to ensure a smooth transition. This transition and Mr. Cho’s departure are not the result of any disagreement between Mr. Cho and the Company with respect to any matter relating to the Company's operations, financial statements, policies, or practices. Mr. Brewbaker has been employed by the Company in various roles for nearly twelve years and has served as the Company’s Vice President, Finance - Financial Planning and Analysis since January 2021. From December 2017 through January 2021, Mr. Brewbaker served as a director in various roles across the Company’s Finance organization. Mr. Brewbaker is a Certified Public Accountant and holds a B.S. in Business Administration from Colorado State University. Recent Insider Transactions • Aug 05
President recently bought US$992k worth of stock On the 1st of August, Sean Kerins bought around 9k shares on-market at roughly US$115 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Sean's only on-market trade for the last 12 months. Reported Earnings • Aug 01
Second quarter 2025 earnings released: EPS: US$3.62 (vs US$2.03 in 2Q 2024) Second quarter 2025 results: EPS: US$3.62 (up from US$2.03 in 2Q 2024). Revenue: US$7.58b (up 10.0% from 2Q 2024). Net income: US$187.7m (up 73% from 2Q 2024). Profit margin: 2.5% (up from 1.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Duyuru • Aug 01
Arrow Electronics, Inc. Provides Earnings Guidance for the Third Quarter Ended September 27, 2025 Arrow Electronics, Inc. provided earnings guidance for the third quarter ended September 27, 2025. For the quarter, the company expects Consolidated sales of $7.30 billion to $7.90 billion, with global components sales of $5.30 billion to $5.70 billion, and global enterprise computing solutions sales of $2.00 billion to $2.20 billion. Net income per share on a diluted basis of $1.49 to $1.69. Recent Insider Transactions • May 15
Insider recently sold US$821k worth of stock On the 12th of May, Eric Nowak sold around 7k shares on-market at roughly US$122 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.7m more than they bought in the last 12 months. Reported Earnings • May 02
First quarter 2025 earnings released: EPS: US$1.53 (vs US$1.54 in 1Q 2024) First quarter 2025 results: EPS: US$1.53 (down from US$1.54 in 1Q 2024). Revenue: US$6.81b (down 1.6% from 1Q 2024). Net income: US$79.7m (down 4.6% from 1Q 2024). Profit margin: 1.2% (in line with 1Q 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Duyuru • May 01
Arrow Electronics, Inc. Provides Earnings Guidance for the Quarter Ended June 28, 2025 Arrow Electronics, Inc. provided earnings guidance for the quarter ended June 28, 2025. For the quarter, the company expects Consolidated sales of $6.70 billion to $7.30 billion, with global components sales of $4.80 billion to $5.20 billion, and global enterprise computing solutions sales of $1.90 billion to $2.10 billion. Net income per share on a diluted basis of $2.80 to $3.00. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$88.13, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Electronic industry in the United Kingdom. Total loss to shareholders of 24% over the past three years. Duyuru • Mar 26
Arrow Electronics, Inc., Annual General Meeting, May 06, 2025 Arrow Electronics, Inc., Annual General Meeting, May 06, 2025. Location: the inverness denver, a hilton golf and spa resort, 200 inverness drive west, colorado 80112, englewood United States Reported Earnings • Feb 07
Full year 2024 earnings released: EPS: US$7.36 (vs US$16.03 in FY 2023) Full year 2024 results: EPS: US$7.36 (down from US$16.03 in FY 2023). Revenue: US$27.9b (down 16% from FY 2023). Net income: US$392.1m (down 57% from FY 2023). Profit margin: 1.4% (down from 2.7% in FY 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Duyuru • Feb 06
Arrow Electronics, Inc. Provides Consolidated Earnings Guidance for First Quarter Ending March 29, 2025 Arrow Electronics, Inc. provided consolidated earnings guidance for first quarter ending March 29, 2025. The company expects consolidated sales of $5.98 billion to $6.58 billion, with global components sales of $4.35 billion to $4.75 billion, and global enterprise computing solutions sales of $1.63 billion to $1.83 billion and Net income per share on a diluted basis of $0.98 to $1.18. New Risk • Jan 29
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin). Duyuru • Dec 13
Arrow Electronics Names Lawrence (Liren) Chen as New Director to Its Board Arrow Electronics, Inc. announced that Lawrence (Liren) Chen has joined the company’s board of directors and has been appointed a member of the board’s audit committee. The addition of Chen will increase the total number of directors on the board to 10. Chen is president, chief executive officer and a member of the board of directors of InterDigital, Inc. Prior to joining InterDigital, Chen served in roles of increasing responsibility at Qualcomm Inc. for nearly 25 years, culminating in his appointment as senior vice president, global head of IP, legal counsel. In that role, Mr. Chen oversaw Qualcomm’s global intellectual property portfolio and led technology, business strategy, product management and global eco-system development for Qualcomm Technology Licensing. Chen is a member of the U.S. Chamber of Commerce China Advisory Committee and a member of the Council for Inclusive Innovation of the U.S. Patent and Trademark Office. Duyuru • Nov 13
Arrow Electronics, Inc. Enhances ArrowSphere AI Capabilities to Boost Channel Partner Cloud Businesses Strategies Arrow Electronics, Inc. has enhanced its AI-infused ArrowSphere Cloud platform, allowing channel partners to create custom AI assistants that tap their own data, workflows, content, and vendor-specific data to deliver efficiency, cost reductions, and faster market entry. ArrowSphere introduced ArrowSphere Assistant, powered by ArrowSphere AI, in March 2024. ArrowSphere Cloud users are employing the tool to address the most critical aspects of their cloud business, including FinOps, SecOps and sustainability. The recent enhancements to the ArrowSphere AI platform multiply its capabilities exponentially, which translates into tangible business benefits for channel partners to maximize their success. ArrowSphere AI is now infused with hundreds of ready-to-use cases and prompts, designed to fast-track customization and boost channel partner go-to-market strategies. AI assistants can be tailored to support the sales lifecycle, from marketing and sales enablement to business support and catalogs. It uses partner data sources and those of their vendors to enhance support for their end customers. Duyuru • Nov 01
Arrow Electronics, Inc. Provides Consolidated Earnings Guidance for the Fourth Quarter Ending December 31, 2024 Arrow Electronics, Inc. provided consolidated earnings guidance for the fourth quarter ending December 31, 2024. For the quarter, the company expects to report consolidated sales of $6.67 billion to $7.27 billion, with global components sales of $4.50 billion to $4.90 billion, and global enterprise computing solutions sales of $2.17 billion to $2.37 billion. Net income per share on a diluted basis of $1.35 to $1.55. Reported Earnings • Nov 01
Third quarter 2024 earnings released: EPS: US$1.90 (vs US$3.57 in 3Q 2023) Third quarter 2024 results: EPS: US$1.90 (down from US$3.57 in 3Q 2023). Revenue: US$6.82b (down 15% from 3Q 2023). Net income: US$100.6m (down 49% from 3Q 2023). Profit margin: 1.5% (down from 2.5% in 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Reported Earnings • Aug 02
Second quarter 2024 earnings released: EPS: US$2.03 (vs US$4.17 in 2Q 2023) Second quarter 2024 results: EPS: US$2.03 (down from US$4.17 in 2Q 2023). Revenue: US$6.89b (down 19% from 2Q 2023). Net income: US$108.7m (down 54% from 2Q 2023). Profit margin: 1.6% (down from 2.8% in 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year. Duyuru • Aug 01
Arrow Electronics, Inc. Provides Consolidated Earnings Guidance for the Third Quarter Ending September 28, 2024 Arrow Electronics, Inc. provided consolidated earnings guidance for the third quarter ending September 28, 2024. For the quarter, the company expects consolidated sales of $6.37 billion to $6.97 billion, with global components sales of $4.70 billion to $5.10 billion, and global enterprise computing solutions sales of $1.67 billion to $1.87 billion. Net income per share on a diluted basis of $1.70 to $1.90. New Risk • Jul 23
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks High level of debt (58% net debt to equity). Profit margins are more than 30% lower than last year (2.3% net profit margin). Significant insider selling over the past 3 months (US$788k sold). Recent Insider Transactions • May 24
Independent Director recently sold US$396k worth of stock On the 20th of May, Gail Hamilton sold around 3k shares on-market at roughly US$133 per share. This transaction amounted to 97% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.3m more than they bought in the last 12 months. Recent Insider Transactions • May 22
Independent Director recently sold US$396k worth of stock On the 20th of May, Gail Hamilton sold around 3k shares on-market at roughly US$133 per share. This transaction amounted to 97% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.3m more than they bought in the last 12 months. Duyuru • May 03
Arrow Electronics, Inc. Provides Consolidated Earnings Guidance for the Second Quarter of 2024 Arrow Electronics, Inc. provided consolidated earnings guidance for the second quarter of 2024. For the quarter, the company expects consolidated sales of $6.20 billion to $6.80 billion, with global components sales of $4.60 billion to $5.00 billion, and global enterprise computing solutions sales of $1.60 billion to $1.80 billion Net income per share on a diluted basis of $1.65 to $1.85. Reported Earnings • May 03
First quarter 2024 earnings released: EPS: US$1.54 (vs US$4.66 in 1Q 2023) First quarter 2024 results: EPS: US$1.54 (down from US$4.66 in 1Q 2023). Revenue: US$6.92b (down 21% from 1Q 2023). Net income: US$83.6m (down 70% from 1Q 2023). Profit margin: 1.2% (down from 3.1% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. New Risk • May 02
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 9.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Earnings are forecast to decline by an average of 9.3% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$489k sold). Duyuru • Mar 28
Arrow Electronics, Inc. Launches Intelligent Vision Ecosystem Arrow Electronics, Inc. is utilizing the onsemi™ Imager Access System (IAS) module standard for developing intelligent vision solutions for use in robotics, machine vision, commercial cameras and other uses. The solution reduces the design complexities that are common with designing a product that utilizes image sensors. Part of that complexity is there is no standardization of the hardware interfaces of the different technology blocks. This is where the onsemi™ IAS module standard comes in and is adopted throughout the ecosystem. Working with Appletec, Arrow developed the newest IAS module, AP-VISION-AR0830-83, that utilizes the latest generation of onsemi image sensors. This new module joins the existing portfolio of IAS modules offered by Arrow and Appletec. Arrow worked with its company, eInfochips, and onsemi to develop drivers that enable the Appletec IAS modules to work with leading embedded processors. Duyuru • Mar 27
Arrow Electronics, Inc., Annual General Meeting, May 07, 2024 Arrow Electronics, Inc., Annual General Meeting, May 07, 2024, at 08:00 Mountain Standard Time. Location: The Inverness Denver, a Hilton Golf and Spa Resort 200 Inverness Drive West Englewood Colorado United States Agenda: To consider the election of the directors named in the Proxy Statement to serve as members of Arrow’s Board of Directors until Arrow’s 2025 annual meeting of shareholders; to consider the ratification of the appointment of Ernst & Young LLP as Arrow’s independent registered public accounting firm for the fiscal year ending December 31, 2024; and to consider the holding of an advisory vote to approve named executive officer compensation. Duyuru • Mar 18
Arrow Electronics, Inc.(NYSE:ARW) dropped from FTSE All-World Index (USD) Arrow Electronics, Inc.(NYSE:ARW) dropped from FTSE All-World Index (USD) Duyuru • Mar 06
Arrow Electronics, Inc. Evolves Arrowsphere into Digital Distribution Platform to Reduce Complexity and Accelerate Growth in the It Channel Arrow Electronics, Inc. announced it has evolved its ArrowSphere platform into a full-service digital experience for its customers in North America. Based on customer feedback, the expanded ArrowSphere platform provides channel partners and vendors access to Arrow's services through a single interface. Containing new applications specifically requested by channel partners to help them better serve customers, the platform enables solutions and services to be quoted, purchased, fulfilled, deployed and managed with any combination of cloud, hardware, software, and professional services. The expanded ArrowSphere platform encompasses several new or enhanced applications, such as: ArrowSphere Marketplace, a digital marketplace where solutions from Arrow's entire North America line card can be quoted, purchased and fulfilled. It includes a new "register a deal" function that gets quotes out the door faster. ArrowSphere Deploy, a premium suite of tools that provides advanced assessments of cloud environments and the ability to view end-customers' postures relative to cost, security and compliance controls, offering in-platform remedation and other services to fill the gaps. ArrowSphere Deploy also automates product deployment into the four primary hyperscaler clouds (Amazon Web Services, Google Cloud Platform [GCP, Microsoft Azure and Oracle Cloud Infrastructure [OCI). ArrowSphere Cloud continues to evolve with multiple new dashboards for security, cost optimization, as well as a first-of-its-kind sustainability dashboard, allowing channel partners to measure cloud carbon footprint and gauge how their customers are performing against their green goals. ArrowSphere Connect offers B2B connectivity solutions, such as API and EDI, to enhance the quote-to-cash process and facilitate efficient data sharing between Arrow and its channel partners and vendors. ArrowSphere MyBusiness streamlines and significantly speeds the quote-to- cash process and provides channel partners with real-time visibility into all their Arrow business and billing. Additional functionality including a renewal management application for hardware maintenance, software support, and subscriptions will become available in late 2024. Reported Earnings • Feb 09
Full year 2023 earnings released: EPS: US$16.03 (vs US$22.01 in FY 2022) Full year 2023 results: EPS: US$16.03 (down from US$22.01 in FY 2022). Revenue: US$33.1b (down 11% from FY 2022). Net income: US$903.5m (down 37% from FY 2022). Profit margin: 2.7% (down from 3.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 2 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 4.9%. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Duyuru • Feb 08
Arrow Electronics, Inc. Provides Consolidated Earnings Guidance for the First Quarter of 2024 Arrow Electronics, Inc. provided consolidated earnings guidance for the first quarter of 2024. For the quarter, the company expects consolidated sales of $6.70 billion to $7.30 billion, with global components sales of $5.00 billion to $5.40 billion, and global enterprise computing solutions sales of $1.70 billion to $1.90 billion. Net income per share on a diluted basis of $1.95 to $2.15. Duyuru • Dec 08
Arrow Electronics’ Arrowsphere Supports the Move to Xaas with New Cloud Sustainability, Cost Optimization and Security Dashboards Arrow Electronics introduced a series of significant updates to its cloud management platform ArrowSphere to help ease multicloud and hybrid cloud monitoring. The updates are focused on three key pillars of cloud business excellence: sustainability (GreenOps), cost optimization (FinOps) and security (SecOps). The addition of the GreenOps, FinOps, and SecOps dashboards provides an aggregated view of all cloud accounts that a channel partner manages. This helps to improve cost management and security analysis, while addressing the deepening global environmental call to action to reduce greenhouse gas emissions, including in response to the upcoming EU regulation CSRD (Corporate Sustainability Reporting Directive). Key updates include:GreenOps - The sustainability dashboard is designed to help channel partners build solutions that make a minimal impact on the environment. As environmental regulations put increased pressure on businesses to report their carbon emissions, ArrowSphere’s sustainability dashboard comes with reporting capabilities as well as a global monitoring tool for channel partners and their customers to measure the carbon footprint of their cloud activities. FinOps - The cost optimization dashboard allows channel partners to make informed decisions with their customers on how to optimize their cloud spend. With visibility across the entire cloud estate via a consolidated dashboard, it delivers recommendations where spend can be adjusted. SecOps - The security dashboard delivers a unique scoring system, where 100% means complete security coverage. This allows channel partners to see at-a-glance the security posture of their entire end-customer base, identify potential threats, and take proactive action. Duyuru • Nov 03
Arrow Electronics, Inc. Provides Earnings Guidance for the Fourth Quarter 2023 Arrow Electronics, Inc. provided earnings guidance for the fourth quarter 2023. For the period, the company expects Consolidated sales of $7.50 billion to $8.10 billion, with global components sales of $5.40 billion to $5.80 billion, and global enterprise computing solutions sales of $2.10 billion to $2.30 billion. Net income per share on a diluted basis of $3.30 to $3.50. Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: US$3.57 (vs US$5.33 in 3Q 2022) Third quarter 2023 results: EPS: US$3.57 (down from US$5.33 in 3Q 2022). Revenue: US$8.01b (down 14% from 3Q 2022). Net income: US$198.7m (down 42% from 3Q 2022). Profit margin: 2.5% (down from 3.7% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Duyuru • Aug 17
Arrow Electronics, Inc. Announces Management Changes Arrow Electronics, Inc. announced that Rick Marano will be named president of the company’s global components business, subject to formal Board appointment at the Board’s next regularly scheduled meeting on September 13, 2023. Rick Marano will succeed Kirk Schell and will report to Sean J. Kerins, president and chief executive officer. Previously Marano served as president of Arrow’s Americas components business and has been with the company for over 30 years, starting in sales and steadily growing his career through the leadership ranks. Duyuru • Aug 04
Arrow Electronics, Inc. Provides Earnings Guidance for the Third-Quarter 2023 Arrow Electronics, Inc. provided earnings guidance for the third-quarter 2023. For the period, the company expects consolidated sales of $7.78 billion to $8.38 billion, with global components sales of $6.00 billion to $6.40 billion, and global enterprise computing solutions sales of $1.78 billion to $1.98 billion. The company expects net income per share on a diluted basis of $3.25 to $3.45. Reported Earnings • Aug 04
Second quarter 2023 earnings released: EPS: US$4.17 (vs US$5.60 in 2Q 2022) Second quarter 2023 results: EPS: US$4.17 (down from US$5.60 in 2Q 2022). Revenue: US$8.51b (down 10.0% from 2Q 2022). Net income: US$236.6m (down 36% from 2Q 2022). Profit margin: 2.8% (down from 3.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.6% p.a. on average during the next 3 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 4.9%. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Duyuru • Jun 08
Arrow Electronics, Inc. Announces Changes to Its Board Arrow Electronics, Inc. announced that Retirement and Resignation of Stephen C. Patrick as Director; Appointment of Carol P. Lowe as Audit Committee Chair On June 5, 2023, Stephen C. Patrick, one of the non-employee directors of Arrow Electronics, Inc. (the Company), announced his retirement and tendered his resignation from the Company’s Board of Directors effective June 5, 2023, which has been accepted by the Board. Mr. Patrick has served on the Board since 2003. Mr. Patrick did not resign as a result of any disagreement with the Company on any matter relating to its operations, policies, or practices. Effective June 5, 2023, the Board appointed Carol P. Lowe as Chair of the Board’s Audit Committee to fill the vacancy left by Mr. Patrick, the previous Audit Committee Chair, following his retirement and resignation. Recent Insider Transactions • May 23
Independent Director recently sold US$175k worth of stock On the 19th of May, Andrew Kerin sold around 1k shares on-market at roughly US$123 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.1m. Insiders have been net sellers, collectively disposing of US$5.3m more than they bought in the last 12 months. Duyuru • May 19
Arrow Electronics, Inc. Elects Mary McDowell as Director Arrow Electronics, Inc. elected Mary T. McDowell as director of the company at the Annual meeting of shareholders held on May 17, 2023. Duyuru • May 05
Arrow Electronics, Inc. Provides Consolidated Earnings Guidance for the Second Quarter of 2023 Arrow Electronics, Inc. provided consolidated earnings guidance for the second quarter of 2023. For the quarter, the company expects Consolidated sales of $8.42 billion to $9.02 billion, with global components sales of $6.64 billion to $7.04 billion, and global enterprise computing solutions sales of $1.78 billion to $1.98 billion and Net income per share on a diluted basis of $4.10 to $4.30. Reported Earnings • May 05
First quarter 2023 earnings released: EPS: US$4.66 (vs US$5.38 in 1Q 2022) First quarter 2023 results: EPS: US$4.66 (down from US$5.38 in 1Q 2022). Revenue: US$8.74b (down 3.7% from 1Q 2022). Net income: US$273.8m (down 25% from 1Q 2022). Profit margin: 3.1% (down from 4.0% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Mar 03
Insider recently sold US$804k worth of stock On the 28th of February, Kristin Russell sold around 7k shares on-market at roughly US$118 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.8m more than they bought in the last 12 months. Reported Earnings • Feb 04
Full year 2022 earnings released: EPS: US$22.01 (vs US$15.29 in FY 2021) Full year 2022 results: EPS: US$22.01 (up from US$15.29 in FY 2021). Revenue: US$37.1b (up 7.7% from FY 2021). Net income: US$1.43b (up 29% from FY 2021). Profit margin: 3.8% (up from 3.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.4% p.a. on average during the next 3 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 03
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$134, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 23x in the Electronic industry in the United Kingdom. Total returns to shareholders of 75% over the past three years. Duyuru • Feb 03
Arrow Electronics, Inc. Provides Consolidated Earnings Guidance for the First Quarter of 2023 Arrow Electronics, Inc. provided consolidated earnings guidance for the first quarter of 2023. For the period, the company expected consolidated sales of $8.33 billion to $8.93 billion, with global components sales of $6.55 billion to $6.85 billion, and global enterprise computing solutions sales of $1.78 billion to $2.08 billion. Net income per share on a diluted basis of $4.24 to $4.44. Board Change • Jan 04
High number of new directors There are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Sean Kerins was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 18
Senior VP & Chief Information Officer recently sold US$672k worth of stock On the 15th of November, Vincent Melvin sold around 6k shares on-market at roughly US$112 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.0m more than they bought in the last 12 months. Board Change • Nov 17
High number of new directors There are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Sean Kerins was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 04
Third quarter 2022 earnings released: EPS: US$5.33 (vs US$4.05 in 3Q 2021) Third quarter 2022 results: EPS: US$5.33 (up from US$4.05 in 3Q 2021). Revenue: US$9.27b (up 8.9% from 3Q 2021). Net income: US$342.4m (up 18% from 3Q 2021). Profit margin: 3.7% (up from 3.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 6.9%. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 05
Second quarter 2022 earnings released: EPS: US$5.60 (vs US$3.27 in 2Q 2021) Second quarter 2022 results: EPS: US$5.60 (up from US$3.27 in 2Q 2021). Revenue: US$9.46b (up 11% from 2Q 2021). Net income: US$370.3m (up 54% from 2Q 2021). Profit margin: 3.9% (up from 2.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.1%, compared to a 9.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Jun 11
Independent Director recently sold US$189k worth of stock On the 9th of June, Gail Hamilton sold around 2k shares on-market at roughly US$122 per share. In the last 3 months, there was an even bigger sale from another insider worth US$652k. Insiders have been net sellers, collectively disposing of US$5.8m more than they bought in the last 12 months. Board Change • Jun 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. COO & Director Sean Kerins was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • May 13
Senior VP recently sold US$148k worth of stock On the 10th of May, Carine Jean-Claude sold around 1k shares on-market at roughly US$124 per share. In the last 3 months, there was an even bigger sale from another insider worth US$834k. Insiders have been net sellers, collectively disposing of US$13m more than they bought in the last 12 months. Reported Earnings • May 06
First quarter 2022 earnings released: EPS: US$5.38 (vs US$2.76 in 1Q 2021) First quarter 2022 results: EPS: US$5.38 (up from US$2.76 in 1Q 2021). Revenue: US$9.07b (up 8.2% from 1Q 2021). Net income: US$364.7m (up 77% from 1Q 2021). Profit margin: 4.0% (up from 2.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.4%, compared to a 8.3% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Feb 25
Senior VP & CFO recently sold US$834k worth of stock On the 23rd of February, Christopher Stansbury sold around 7k shares on-market at roughly US$122 per share. This was the largest sale by an insider in the last 3 months. Christopher has been a seller over the last 12 months, reducing personal holdings by US$1.7m. Reported Earnings • Feb 04
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$15.29 (up from US$7.49 in FY 2020). Revenue: US$34.5b (up 20% from FY 2020). Net income: US$1.11b (up 90% from FY 2020). Profit margin: 3.2% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.5%, compared to a 7.3% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Board Change • Dec 17
High number of new directors Director Carol Lowe was the last director to join the board, commencing their role in 2021. Recent Insider Transactions • Nov 11
Insider recently sold US$367k worth of stock On the 5th of November, Charles Kostalnick sold around 3k shares on-market at roughly US$122 per share. In the last 3 months, there was an even bigger sale from another insider worth US$983k. Insiders have been net sellers, collectively disposing of US$21m more than they bought in the last 12 months. Board Change • Nov 11
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Carol Lowe was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Carol Lowe was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Aug 27
Senior VP & CFO recently sold US$855k worth of stock On the 25th of August, Christopher Stansbury sold around 7k shares on-market at roughly US$122 per share. This was the largest sale by an insider in the last 3 months. Christopher has been a seller over the last 12 months, reducing personal holdings by US$2.6m. Recent Insider Transactions • Aug 10
Independent Director recently sold US$346k worth of stock On the 6th of August, Gail Hamilton sold around 3k shares on-market at roughly US$119 per share. In the last 3 months, there was an even bigger sale from another insider worth US$6.7m. Insiders have been net sellers, collectively disposing of US$31m more than they bought in the last 12 months. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS US$3.27 (vs US$1.69 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$8.56b (up 30% from 2Q 2020). Net income: US$240.6m (up 81% from 2Q 2020). Profit margin: 2.8% (up from 2.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year. Recent Insider Transactions • May 12
President of Global Components Business recently sold US$126k worth of stock On the 7th of May, David West sold around 1k shares on-market at roughly US$117 per share. In the last 3 months, there was an even bigger sale from another insider worth US$1.2m. Insiders have been net sellers, collectively disposing of US$23m more than they bought in the last 12 months. Reported Earnings • May 07
First quarter 2021 earnings released: EPS US$2.76 (vs US$0.62 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$8.39b (up 31% from 1Q 2020). Net income: US$206.3m (up 317% from 1Q 2020). Profit margin: 2.5% (up from 0.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Recent Insider Transactions • Feb 23
Insider recently sold US$738k worth of stock On the 19th of February, Mary Morris sold around 7k shares on-market at roughly US$105 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$21m more than they bought in the last 12 months. Recent Insider Transactions • Feb 18
Senior VP & Chief Information Officer recently sold US$578k worth of stock On the 12th of February, Vincent Melvin sold around 6k shares on-market at roughly US$103 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$20m more than they bought in the last 12 months. Reported Earnings • Feb 06
Full year 2020 earnings released: EPS US$7.49 (vs US$2.44 loss in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: US$28.7b (flat on FY 2019). Net income: US$584.4m (up US$788.5m from FY 2019). Profit margin: 2.0% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 06
Revenue beats expectations Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 8.0%, compared to a 2.4% growth forecast for the Electronic industry in the United Kingdom. Valuation Update With 7 Day Price Move • Dec 02
Market pulls back on stock over the past week After last week's 15% share price decline to US$75.14, the stock is trading at a trailing P/E ratio of 16x, down from the previous P/E ratio of 18.8x. This compares to an average P/E of 32x in the Electronic industry in the United Kingdom. Total return to shareholders over the past year is a loss of 6.8%. Recent Insider Transactions • Nov 20
Chairman recently sold US$4.7m worth of stock On the 16th of November, Michael Long sold around 54k shares on-market at roughly US$87.93 per share. In the last 3 months, they made an even bigger sale worth US$5.4m. Michael has been a seller over the last 12 months, reducing personal holdings by US$20m. 
