greeksoup/ stock research
Stock research / United States / ARW · Wholesale-Electronic Parts & Equipment, Nec · NYSE

Arrow Electronics, Inc. (ARW)

Compare with another name

Arrow Electronics, Inc. (ARW) reported revenue of $10.0 billion for Q2 FY2026, the quarter ended 4 July 2026, up 31.8% on the same quarter a year earlier. Net income was $273 million, up 45.3% on the year, and diluted earnings per share $5.26. The figures are the company's own, from the 10-Q it filed with the SEC on 6 August 2026.

Revenue$10.0 billionup 31.8%
Net income$273 millionup 45.3%
Diluted EPS$5.26
QuarterQ2 FY2026ended 4 July 2026

Arrow Electronics (ARW) in brief

Arrow Electronics (ARW) reported revenue of $30.9 billion for fiscal 2025, the year ended 31 December 2025, up 10.5% on the year before.
Read moreNet income was $571 million and diluted earnings per share $10.93. Revenue was $27.9 billion in fiscal 2024, $33.1 billion in fiscal 2023, $37.1 billion in fiscal 2022 and $34.5 billion in fiscal 2021. Net income in the same years was $392 million, $904 million, $1.4 billion and $1.1 billion. Over the twelve months to 4 July 2026, Arrow Electronics reported revenue of $35.9 billion and net income of $812 million. Revenue grew 1.5% a year, compounded, over the five years to fiscal 2025. Arrow Electronics had 51 million shares outstanding at the latest filed count. At 4 July 2026 it carried $2.1 billion of debt and $245 million of cash. At the close of 8 October 2026 the market cap of Arrow Electronics was $11.5 billion, 14.5 times its earnings over the last twelve months.

Ratios

From the filings

ROE11.6%
ROCE13.4%
Operating margin3.4%
Net margin2.3%
FCF margin2.3%
Interest covern/a
Debt to equity0.29
Cash conversion1.15
Share count, 1 year-1.2%
Sales CAGR, 3 years-6.0%
Profit CAGR, 3 years-26.3%
EPS, TTM$15.65

At the close of 8 October 2026

Price$226.75
Market cap$11.5 billion
Stock P/E14.49
Price to book1.65
EV / EBITDA9.89
Dividend yieldn/a
Market cap / sales0.32
52-week high$242.01
52-week low$101.87
Price, 1 year88.2%
Price CAGR, 3 years23.7%
Price CAGR, 5 years14.1%
Worked from the filed figures; hover a name for the formula.
Read moreThe priced ones use the latest daily close from SimFin. Debt to equity here stands on long-term debt as Arrow Electronics, Inc. files it, with lease liabilities counted separately and never inside it. Nothing here is a valuation or a view.
ARWgreeksoup.ai
Daily closes to 8 October 2026, adjusted for splits; prices from SimFin.
Read moreDay by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on ARW

Filings15 in twelve months: 6 current reports (8-K), about 4 results of operations; 1 material agreement; 1 new financial obligation; 1 officer or director change; 1 regulation fd disclosure
Planned insider sales15 Form 144 notices in twelve months, $17.0 million; latest 3 September 2026
Options tapeput/call 0.58 by open interest at the 8 October 2026 close; the straddle prices a 5.0% move to 16 October 2026
13F holders10 of the followed funds hold it; largest Geode Capital Management; 9 Schedule 13D or 13G filings in twelve months
Insider trading15 sales and 1 purchase on Form 4 in twelve months
Congress0 House trades disclosed in six months
Short interest1.7 million shares short, 2.80 days to cover at 15 September 2026
Documentsthe 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 12 quarters

Q3 FY2023Q4 FY2023 *Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026
Revenue8,0077,8496,9246,8936,8237,2836,8147,5807,7138,7469,4749,992
Cost of revenue7,0276,8606,0666,0466,0386,4806,0406,7316,8777,7388,3838,867
Gross profit9809908588467858037748498351,0091,0901,125
Gross margin12%13%12%12%12%11%11%11%11%12%12%11%
SG&A563590583553535548562601588639656688
Operating income340317186212175195159191179294362377
Operating margin4%4%3%3%3%3%2%3%2%3%4%4%
Pre-tax income252250105139116129103233129253307353
Tax rate21%22%21%21%13%22%23%20%15%23%23%23%
Net income19919583.610910199.279.7188109195235273
Net margin2%2%1%2%1%1%1%2%1%2%2%3%
Diluted EPS$3.53$3.54$1.53$2.01$1.88$1.86$1.51$3.59$2.09$3.75$4.55$5.26
Operating cash flow32228740332080.6326352-206-282200700318
Capital expenditure20.725.529.522.118.522.525.018.630.327.432.121.1
Free cash flow30126137429862.0304327-225-312173668297
Buybacks20350.587.975.451.150.859.450.70.650.933.341.9
Shares outstanding54m54m53m53m53m52m52m52m52m51m51m51m
Filing10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss), 12 fiscal years and the trailing twelve months

FY2014 †FY2015 †FY2016 †FY2017 †FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Revenue22,76923,28223,48826,55529,67728,91728,67334,47737,12433,10727,92330,85335,925
Cost of revenue19,77320,24720,34423,19825,97625,61825,48230,27532,28828,95824,63127,38631,865
Gross profit2,9963,0353,1443,3573,7013,2983,1914,2024,8374,1493,2923,4674,060
Gross margin13.2%13.0%13.4%12.6%12.5%11.4%11.1%12.2%13.0%12.5%11.8%11.2%11.3%
Selling, general and administrative1,9601,9862,0472,1632,3032,1922,0872,4352,5672,4132,2182,3912,572
Operating income7628248779461,1481088951,5572,0681,4717698221,212
Operating margin3.3%3.5%3.7%3.6%3.9%0.4%3.1%4.5%5.6%4.4%2.8%2.7%3.4%
Pre-tax incomen/an/an/an/an/an/an/a1,4361,8841,1644897181,042
Income tax18519219128718888.317332644925595.8148230
Effective tax raten/an/an/an/an/an/an/a22.7%23.8%21.9%19.6%20.6%22.1%
Net income498498523402716-2045841,1081,427904392571812
Net margin2.2%2.1%2.2%1.5%2.4%-0.7%2.0%3.2%3.8%2.7%1.4%1.9%2.3%
Diluted EPS$4.98$5.20$5.68$4.48$8.10-$2.44$7.43$15.10$21.80$15.84$7.29$10.93$15.65
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
From each year's 10-K, linked; TTM is the last four quarters.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Revenue by segment

FY2023FY2024FY2025Share
latest year
Global Components25,42019,98321,50169.7%
Global ECS7,6877,9409,35230.3%
Global ComponentsGlobal ECS
33.1FY202327.9FY202430.9FY2025

$ billion; hover a block for its figure and share

From the latest 10-K, in the company's own words.
Read moreA year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Revenue by region

FY2023FY2024FY2025Share
latest year
Other12,73811,11512,72541.2%
United States11,1699,76710,55234.2%
China and Hong Kong4,8594,0344,42014.3%
Germany4,3423,0083,15510.2%
OtherUnited StatesChina and Hong KongGermany
33.1FY202327.9FY202430.9FY2025

$ billion; hover a block for its figure and share

From the latest 10-K, in the company's own words.
Read moreA year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Cash flow and capital returned

FY2014 †FY2015 †FY2016 †FY2017 †FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Operating cash flow6736603601252738581,360419-33.17051,13064.0936
Capital expenditure12315516520413514312483.178.883.392.7101111
Free cash flow551505195-79.41377151,236336-1126221,038-37.2825
Free cash flow margin2.4%2.2%0.8%-0.3%0.5%2.5%4.3%1.0%-0.3%1.9%3.7%-0.1%2.3%
Cash from investing-245-664-241-189-463-174-139-60.1-57.7-72.3-94.423.6-111
Cash from financing-435-89.1162257-36.8-906-1,227-463110-666-957-206-771
Depreciation and amortisation156156159154186190189195187181163138138
Share-based compensation41.947.339.839.146.241.135.336.142.941.634.627.920.1
Buybacks3053562161742434044849121,049770265162127
Diluted shares, weighted100m96m92m90m88m84m79m73m65m57m54m52m52m
Shares outstanding at period endn/an/an/an/an/an/an/an/an/an/an/an/a51m
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
Cash paid in the year, from the cash flow statement.
Read moreThe dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

FY2014 †FY2015 †FY2016 †FY2017 †FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Funded by
Shareholders' equity4,1544,1424,4134,9525,3254,8125,0895,2825,5465,8055,7616,5857,005
Non-controlling interest4.952.452.248.751.454.559.658.665.071.870.474.073.7
Debt2,0682,3812,6962,9333,2392,6402,0982,2443,1832,1542,7743,0852,053
Operating lease liabilitiesn/an/an/an/an/a252261222227210198187n/a
Other liabilities6,2166,4477,0448,5309,1698,6439,54611,72812,74213,48512,95419,14829,245
Total liabilities and equity12,44313,02214,20616,46317,78416,40117,05419,53621,76321,72621,75829,07838,377
Owned
Fixed assets636700756838825803800683596531469475461
Goodwill2,0692,3692,3922,4702,6252,0612,1152,0802,0282,0502,0552,1202,109
Intangible assets33638933728637327223419515912796.777.067.5
Cash and equivalents400273534730509300374222177218189306245
Receivables6,0446,1616,7478,1268,9458,4839,20511,12412,32312,23813,03119,73928,009
Inventory2,3352,4662,8563,3033,8793,4773,2874,2025,3195,1874,7105,0825,940
Other assets6226635847106291,0051,0391,0291,1611,3741,2071,2791,546
Total assets12,44313,02214,20616,46317,78416,40117,05419,53621,76321,72621,75829,07838,377
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
At the fiscal year end; the TTM column is the latest quarter end.
Read moreBoth totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compounded2.9%1.5%-6.0%26.1%
Profit growth, compounded1.4%-0.5%-26.3%73.7%
Return on equity, average11.8%15.6%10.3%8.7%
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read moreReturn on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Peers: Wholesale

CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
TE Connectivity plc TEL$62.0 billion21.0122.8%19.7%16.5%0.421.3%
Genuine Parts Co. GPC$17.7 billion512.680.7%3.7%5.5%0.883.2%
Wesco International Inc. WCC$17.3 billion24.6013.6%5.4%12.5%1.13n/a
Performance Food Group Co. PFGC$14.8 billion41.367.3%1.3%7.2%1.02n/a
Applied Industrial Technologies Inc. AIT$12.2 billion30.3022.3%11.1%8.8%0.140.6%
Arrow Electronics, Inc. ARW$11.5 billion14.4911.6%3.4%26.1%0.29n/a
Watsco Inc. WSO$10.8 billion24.1815.9%9.4%-3.0%0.044.1%
Dominos Pizza Inc. DPZ$10.2 billion17.78n/a19.6%6.2%n/a2.3%
Henry Schein Inc. HSIC$9.5 billion24.6712.8%5.0%6.5%0.73n/a
Avnet Inc. AVT$8.2 billion24.956.7%2.6%24.5%0.641.4%
Core & Main, Inc. CNM$7.8 billion16.6122.6%9.6%-0.5%1.20n/a
MSC Industrial Direct Co. Inc. MSM$7.2 billion31.1416.3%8.5%4.4%0.361.7%
All 22 in Wholesale
CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Mckesson Corp. MCK$108.5 billion24.89n/a1.6%8.8%n/a0.3%
TE Connectivity plc TEL$62.0 billion21.0122.8%19.7%16.5%0.421.3%
Cencora, Inc. COR$61.3 billion23.8786.0%0.9%5.1%3.840.7%
W.W. Grainger, Inc. GWW$59.8 billion32.3545.3%14.6%7.8%0.580.7%
Cardinal Health Inc. CAH$55.6 billion33.01n/a1.0%14.2%n/a0.9%
Ferguson Enterprises Inc. FERG$41.9 billion24.0528.5%8.2%3.4%0.721.6%
Sysco Corp. SYY$37.5 billion21.3765.9%3.7%3.9%4.622.8%
TD Synnex Corp. SNX$21.3 billion16.3014.3%2.7%24.1%0.390.7%
US Foods Holding Corp. USFD$21.0 billion29.8817.0%3.1%3.8%1.19n/a
Reliance, Inc. RS$20.3 billion23.0812.1%7.8%15.4%0.221.2%
Genuine Parts Co. GPC$17.7 billion512.680.7%3.7%5.5%0.883.2%
Wesco International Inc. WCC$17.3 billion24.6013.6%5.4%12.5%1.13n/a
Performance Food Group Co. PFGC$14.8 billion41.367.3%1.3%7.2%1.02n/a
Applied Industrial Technologies Inc. AIT$12.2 billion30.3022.3%11.1%8.8%0.140.6%
Arrow Electronics, Inc. ARW$11.5 billion14.4911.6%3.4%26.1%0.29n/a
Watsco Inc. WSO$10.8 billion24.1815.9%9.4%-3.0%0.044.1%
Dominos Pizza Inc. DPZ$10.2 billion17.78n/a19.6%6.2%n/a2.3%
Henry Schein Inc. HSIC$9.5 billion24.6712.8%5.0%6.5%0.73n/a
Avnet Inc. AVT$8.2 billion24.956.7%2.6%24.5%0.641.4%
Core & Main, Inc. CNM$7.8 billion16.6122.6%9.6%-0.5%1.20n/a
MSC Industrial Direct Co. Inc. MSM$7.2 billion31.1416.3%8.5%4.4%0.361.7%
Ashland Inc. ASH$3.2 billion62.012.7%7.4%-1.4%0.732.3%
2 companies share its SEC industry code (Wholesale-Electronic Parts & Equipment, Nec); the rest are the names nearest in size in its wider industry, Wholesale, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
Read moreBy market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

Filings

FilingPeriodFiledWhere
10-Q4 July 20266 August 2026EDGAR
10-Q4 April 20267 May 2026EDGAR
10-K31 December 202511 February 2026EDGAR
10-Q27 September 202530 October 2025EDGAR
10-Q28 June 202531 July 2025EDGAR
10-Q29 March 20251 May 2025EDGAR
10-K31 December 202411 February 2025EDGAR
10-Q28 September 202431 October 2024EDGAR
10-Q29 June 20241 August 2024EDGAR
10-Q30 March 20242 May 2024EDGAR

The same record on your computer

GreekSoup is also a free program for your own computer. It reads these same filings for the names you follow, refreshed as they land, with no account. One pasted line installs it.

Install