ARW · Arrow Electronics, Inc.
Price & Indicators
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AI Brief
TL;DR.
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 adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative 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
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| Global ECS gross billings | 5.86B | the three months ended July 4, 2026 filing | — |
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| 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
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| Share repurchases | 43M | Q2 FY2026 | — |
| Americas ECS Gross billings | 2.96B | Quarter Ended April 4, 2026 | — |
| EMEA ECS Gross billings | 3.47B | Quarter Ended April 4, 2026 | — |
| 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.
|
$10.54B | +89.7% | +10.5% | 13.2 | 2.5% |
|
SNX
Td Synnex Corp
|
$20.10B | +73.2% | +17.6% | 18.0 | 2.2% |
|
AVT
Avnet Inc
|
$7.41B | +90.3% | +24.5% | 22.5 | 9.7% |
|
NSIT
Insight Enterprises Inc
|
$4.46B | +91.8% | -5.2% | — | 4.0% |
|
CNXN
Pc Connection Inc
|
$2.03B | +39.5% | +2.5% | 21.2 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARW | +1.1% | -1.8% | +51.0% | -3.5% | +89.7% |
| SPY | +1.1% | +4.0% | +14.7% | +3.2% | +13.1% |
| vs SPY | +0.0% | -5.8% | +36.4% | -6.7% | +76.6% |
Capital returns
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.