Stocks · Technology · Technology Distributors
Arrow Electronics, Inc. ARW
$242.01 +4.48% Close, Oct 2, 2026 · NYSE · Market cap $12.37B
Strong growthStrong trendInexpensive vs sectorLow risk
Next earnings report: Oct 29, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Diluted EPS over the last four quarters was $15.65, up 77.0% year over year.
- Earnings beat analyst estimates in each of the last 14 quarters (average surprise over the last four: +31.7%).
- Over the past year the stock returned +98.9%, ahead of the S&P 500 by 83.8 percentage points.
PromtFinance scores
Each score is a percentile within the Technology sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth83Strong
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 23%
- EPS growth (TTM, YoY)Top 23%
- FCF growth (TTM, YoY)Top 15%
- Revenue growth, 3-year CAGRBottom 13%
- Revenue growth accelerationTop 19%
Quality27Very weak
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 26%
- Gross marginBottom 8%
- Operating marginBottom 46%
- Cash conversion (OCF / net income)Bottom 25%
- Accruals (lower is better)Bottom 15%
- Net debt / EBITDA (lower is better)Bottom 34%
- Interest coverTop 30%
Value83Strong
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 10%
- Free-cash-flow yieldTop 21%
- EBITDA / enterprise valueTop 16%
- Sales / enterprise valueTop 3%
- P/E vs own 5-year history (lower is better)Bottom 10%
Momentum94Exceptional
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 15%
- 6-month returnTop 21%
- 1-year return vs S&P 500Top 14%
- Distance from 52-week highTop 6%
- Trend checklist (0–4)Top 18%
Revisions47Neutral
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 18%
- Consecutive EPS beatsTop 9%
- Share of analysts rating BuyBottom 12%
- Upside to consensus price targetBottom 9%
Stability85Strong
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 19%
- Maximum drawdown, 3 yearsTop 5%
- Beta vs S&P 500 (lower is better)Top 26%
- Net debt / EBITDA (lower is better)Bottom 34%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 20.5% | 26.1% | ↑ |
| EPS growth (YoY) | 92.6% | 77.0% | ↓ |
| Gross margin | 11.3% | 11.2% | ↓ |
| Operating margin | 2.5% | 3.6% | ↑ |
| FCF margin | 1.6% | 2.5% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 26.1% | 20.5% | ↑ | Top 23% |
| EPS growth (TTM, YoY) | 77.0% | 92.6% | ↓ | Top 23% |
| Gross margin | 11.2% | 11.3% | ↓ | Bottom 8% |
| Operating margin | 3.6% | 2.5% | ↑ | Bottom 46% |
| Net margin | 2.3% | 1.6% | ↑ | — |
| Free-cash-flow margin | 2.5% | 1.6% | ↑ | — |
| Return on invested capital | 10.3% | — | Top 26% | |
| Revenue growth, 3-year CAGR | -6.0% | — | Bottom 13% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.15×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -0.3%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.1%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +57.4 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 1.51×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 10.2×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.00%
- Net buyback yield (TTM)
- 0.94%
- Shareholder yield
- 0.94%
- Share count change, 1 year
- -1.5%
- Share count change, 3-year CAGR
- -3.3%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jul 4, 2026 (filed Aug 6, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 14
- Beats in the last 8 reports
- 8 of 8
- Average EPS surprise, last 4
- +31.7%
- Average 2-day reaction, last 8
- -3.7%
- Positive 20 days after report
- 3 of 8
Analysts
- Consensus price target
- $225.00
- Target vs current price
- -7.0%
- Analysts with a rating
- 17
- Share rating Buy or Strong Buy
- 35%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 6, 2026 | +18.7% | -2.0% | -7.3% | -8.3% | — |
| May 7, 2026 | +78.8% | -1.1% | +10.4% | +17.0% | +13.0% |
| Feb 5, 2026 | +23.7% | +2.3% | +14.4% | +3.7% | +33.7% |
| Oct 30, 2025 | +5.7% | -2.5% | -2.8% | -7.1% | +4.3% |
| Jul 31, 2025 | +19.7% | -10.6% | -10.5% | -1.5% | -6.7% |
| May 1, 2025 | +22.4% | +1.5% | +3.7% | +7.1% | +15.6% |
| Feb 6, 2025 | +6.1% | -4.5% | -7.0% | -7.9% | +0.2% |
| Oct 31, 2024 | +7.2% | -12.6% | -9.5% | -12.1% | -13.4% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 6, 2026 | $5.45 | $4.59 | +18.7% | $9.99B |
| May 7, 2026 | $5.22 | $2.92 | +78.8% | $9.47B |
| Feb 5, 2026 | $4.39 | $3.55 | +23.7% | $8.75B |
| Oct 30, 2025 | $2.41 | $2.28 | +5.7% | $7.71B |
| Jul 31, 2025 | $2.43 | $2.03 | +19.7% | $7.58B |
| May 1, 2025 | $1.80 | $1.47 | +22.4% | $6.81B |
| Feb 6, 2025 | $2.97 | $2.80 | +6.1% | $7.28B |
| Oct 31, 2024 | $2.38 | $2.22 | +7.2% | $6.82B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 15.5× | 9.7× | 95th | Top 10% |
| P/E (forward) | 11.1× | — | — | — |
| EV / EBITDA | 11.2× | — | — | Top 16% |
| EV / Sales | 0.40× | — | — | Top 3% |
| Free-cash-flow yield | 7.27% | — | — | Top 21% |
| Earnings yield | 6.47% | — | — | Top 10% |
P/E over the past five years
Range 4.7× – 15.6× since Jul 3, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +98.9%
- Earnings per share growth (TTM)
- +77.0%
- Change in P/E multiple
- +8.2%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 21
- Days above the 200-day average
- 173
- 50-day average slope (20 days)
- +2.8%
- 200-day average slope (20 days)
- +6.7%
- Distance from 50-day average
- +12.3%
- Distance from 200-day average
- +34.3%
- RSI (14)
- 69.0
- Relative volume
- 2.10×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 41.3%
- Volatility vs own 5-year history
- 96th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.06
- Correlation with S&P 500
- 0.46
- Current drawdown from 1-year high
- +0.0%
- Maximum drawdown, 3 years
- -34.1%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jul 13, 2023 | Apr 7, 2025 | -38.2% | 435 days | 210 days (Feb 6, 2026) |
| Dec 29, 2021 | Oct 12, 2022 | -32.7% | 198 days | 167 days (Jun 13, 2023) |
| Jun 22, 2026 | Jul 7, 2026 | -17.4% | 10 days | 62 days (Oct 2, 2026) |
| Feb 23, 2026 | Mar 30, 2026 | -14.6% | 25 days | 9 days (Apr 13, 2026) |
| May 24, 2021 | Jul 19, 2021 | -12.2% | 38 days | 83 days (Nov 12, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $12.37B
- P/E (TTM)
- 15.5
- EPS, diluted (TTM)
- $15.65
- Revenue (TTM)
- $35.92B
- 52-week range
- $101.79 – $247.25
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $34.48B | $37.12B | $33.11B | $27.92B | $30.85B |
| Gross profit | $4.20B | $4.84B | $4.15B | $3.29B | $3.47B |
| Operating income | $1.56B | $2.07B | $1.47B | $768.6M | $938.3M |
| Net income | $1.11B | $1.43B | $903.5M | $392.1M | $571.3M |
| EPS (diluted) | $15.10 | $21.80 | $15.84 | $7.29 | $10.93 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $6.82B | $7.28B | $6.81B | $7.58B | $7.71B | $8.75B | $9.47B | $9.99B |
| Net income | $100.6M | $99.2M | $79.7M | $187.7M | $109.2M | $194.6M | $235.1M | $272.7M |
| EPS (diluted) | $1.88 | $1.86 | $1.51 | $3.59 | $2.09 | $3.75 | $4.55 | $5.26 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $419.0M | -$33.1M | $705.4M | $1.13B | $64.0M |
| Capital expenditure | -$83.1M | -$78.8M | -$83.3M | -$92.7M | -$101.3M |
| Free cash flow | $335.9M | -$111.9M | $622.2M | $1.04B | -$37.2M |
| Dividends paid | $0 | $0 | $0 | $0 | $0 |
| Net share buybacks | -$911.5M | -$1.05B | -$770.2M | -$265.1M | -$158.2M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $244.6M
- Total assets
- $38.38B
- Total liabilities
- $31.30B
- Total debt
- $2.17B
- Net debt
- $1.93B
- Shareholders’ equity
- $7.01B
As of Jul 4, 2026 (filed Aug 6, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Sep 18, 1986 | $0.05 | Oct 13, 1986 |
| Jun 19, 1986 | $0.05 | Jul 14, 1986 |
| Mar 20, 1986 | $0.05 | Apr 14, 1986 |
| Dec 19, 1985 | $0.05 | Jan 13, 1986 |
| Sep 19, 1985 | $0.05 | Oct 14, 1985 |
| Jun 20, 1985 | $0.05 | Jul 15, 1985 |
| Mar 21, 1985 | $0.05 | Apr 15, 1985 |
| Dec 19, 1984 | $0.05 | — |
Short interest
- Shares sold short
- 1,658,027
- Days to cover
- 2.80
- Change vs previous report
- +11.6%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Oct 16, 1997
- 2-for-1
- Jan 12, 1981
- 2-for-1
- Dec 14, 1979
- 11-for-10
- Dec 15, 1978
- 11-for-10