ARW · Arrow Electronics, Inc.
$205.15
-8.36 (-3.92%)
At close · Aug 19
Market Cap
$10.87B
Shares
50.91M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$213.51
Open$215.60
Day$207.52–216.49
52W close$101.87–234.83
Avg vol 30d588K
Short int1.3M · 2.6% float · 2.7d
Short vol67%
Last earningsAug 6, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 6, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Bullish
Fundamentals
Fair
Quant / Vol
High
Market backdrop
VIX 14.9 · calm
Equity put/call 0.64
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+31%
above
Price vs 50-day avg
−0%
below
RSI (14)
51
neutral
MACD trend
Positive
52-week position
84%
mid-range
Momentum
relative strength
1-month return
−1%
trailing
6-month return
+38%
trailing
YTD return
+94%
this year
Relative strength
+28%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $214 › 200d $163 — 50d above 200d
Institutional flow
Accumulating
+19% holders QoQ · +150 funds added
Insider flow
Distributing
Net -$6.4M over 90 days · 100% sells
Short interest
Falling
2.62% of float · ▼ -9.9% MoM · 2.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
630 holders — near 3-yr high, broad support
Squeeze score
45
elevated · 0–100
Fundamentals
Revenue growth
+10%
Y/Y
Gross margin
11%
contracting
EPS growth
+50%
Y/Y
Free cash flow
$-37.2M
Valuation
P/E 13.7
below peers
Buyback
$1.0B
authorized
Balance sheet
$2.8B
net debt
Quant / Vol
risk profile
Volatility
37%
annualized · 1-yr
Max drawdown
−22%
past year
ATR
4.1%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 6, 2026
Average tax rate
· Third-Quarter 2026
23% – 25%
Prior guidance
period ended
· from the 8-K filed May 7, 2026
Consolidated sales
· second quarter 2026
$9.15B – $9.75B
Global components sales
· second quarter 2026
$6.8B – $7.2B
Global enterprise computing solutions sales
· second quarter 2026
$2.35B – $2.55B
Net income per share on a diluted basis
· second quarter 2026
$3.91 – $4.11
Non-GAAP net income per share on a diluted basis
· second quarter 2026
$4.32 – $4.52
Average tax rate
· second quarter 2026
23% – 25%
Interest expense
· second quarter 2026
$60M
Guided vs delivered
· last 1 settled
Sales
the fourth quarter
guided $7.5B – $8.1B
$7.85B
In line
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+31%
Bullish
Price vs 50-day avg
−0%
Neutral
RSI (14)
51
Neutral
MACD trend
Positive
Bullish
52-week position
84%
Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross)
No cross
50d $214 › 200d $163 — 50d above 200d
Institutional flow
Accumulating
+19% holders QoQ · +150 funds added
Insider flow
Distributing
Net -$6.4M over 90 days · 100% sells
Short interest
Falling
2.62% of float · ▼ -9.9% MoM · 2.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
630 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $102
Now $214 · 84%
Range high $235
vs 200-day avg +31%
vs 50-day avg 0%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Cash flow from operations | 318M | Q2 FY2026 | — |
|
|
|||
| Global Components non-GAAP operating income non-GAAP | 397M | Q2 FY2026 | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Global Components operating income, as reported $396.28M
+$3.82M Intangible assets amortization expense
-$2.97M Impact of wind down to inventory
+$0K Other
= Global Components non-GAAP operating income $397.13M
|
|||
| Global ECS gross billings change | 14% | Q2 FY2026 | — |
|
|
|||
| Global ECS non-GAAP operating income non-GAAP | 86M | Q2 FY2026 | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Global ECS operating income, as reported $85.38M
+$929K Intangible assets amortization expense
= Global ECS non-GAAP operating income $86.3M
|
|||
| Share repurchases | 43M | Q2 FY2026 | — |
|
|
|||
| Non-GAAP net income attributable to shareholders non-GAAP | $270M | the first quarter | — |
GAAP → non-GAAP reconciliationGAAP Net income attributable to shareholders 235.11M
+3.6M Intangible amortization expense
+28.61M Restructuring, Integration and other
-1.54M Impact of Wind Down
+4.4M Other
= Non-GAAP net income attributable to shareholders 270.18M
|
|||
| Non-GAAP net income per diluted share non-GAAP | $5.22 | the first quarter | — |
GAAP → non-GAAP reconciliationGAAP Net income per diluted share $4.55
+$0.07 Intangible amortization expense
+$0.55 Restructuring, Integration and other
-$0.03 Impact of Wind Down
+$0.09 Other
= Non-GAAP net income per diluted share $5.22
|
|||
| Global ECS billings | 16% | Q4 FY2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electronics & Computer Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ARW
this stock
Arrow Electronics, Inc.
|
$10.87B | +93.8% | +10.5% | 13.7 | 2.6% |
|
SNX
Td Synnex Corp
|
$21.10B | +72.9% | +17.6% | 18.9 | 2.0% |
|
AVT
Avnet Inc
|
$7.67B | +83.7% | +24.5% | 23.3 | 9.4% |
|
NSIT
Insight Enterprises Inc
|
$4.38B | +83.2% | -5.2% | — | 4.8% |
|
NLST
Netlist Inc
|
$2.11B | +619.1% | +28.2% | — | 10.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARW | +3.4% | -1.3% | +38.4% | -1.4% | +93.8% |
| SPY | -0.4% | +2.6% | +10.7% | +2.7% | +12.5% |
| vs SPY | +3.8% | -3.8% | +27.7% | -4.1% | +81.2% |
Capital returns
Buyback program
· as of Jul 4, 2026
Authorized
$1.00B
Spent (derived)
$1.00B
Remaining
$0
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
7536
CUSIP
042735100
13F (30d)
581 filings
555 filers
Visit website
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