ARW Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Broad-based Revenue Growth And ECS BacklogStrong growth across components and enterprise computing indicates broad customer demand rather than reliance on one product area. The sharp backlog increase, driven by hybrid cloud, AI, cybersecurity, and infrastructure software, supports revenue visibility over the next several quarters.
Improved Leverage And Cash GenerationHigher cash generation and materially lower leverage strengthen Arrow’s financial flexibility. This gives the company more capacity to fund working capital, support strategic investments, and manage distribution-cycle volatility while reducing the balance-sheet burden from prior periods.
Expanded Technology Capabilities And Vendor CredentialsNew engineering capabilities, expanded customer-facing infrastructure, and Microsoft specializations deepen Arrow’s value-added role beyond product resale. These offerings can strengthen customer and vendor relationships, support solution-led growth, and improve strategic relevance in AI and cloud markets.
Bears Say
Thin And Cyclical ProfitabilityLow net margins leave limited room to absorb changes in product mix, demand, or operating costs. The historical earnings step-down also shows that current improvement may not represent a permanently higher profit base, making long-term earnings durability moderate.
Partner Restructuring And Contract Execution RiskUnderperforming partner contracts are creating direct charges and pressure on ECS margins, while further restructuring remains possible. Changes to these agreements could disrupt business mix, consume management attention, and make enterprise-solutions profitability less predictable over the coming quarters.
Supply Constraints And Working-capital VariabilityLonger lead times and constrained technologies can complicate sourcing and delay certain product deliveries. Elevated inventory also increases the importance of demand and timing management, leaving cash conversion and near-term distribution performance vulnerable to working-capital swings.
Arrow Electronics News
ARW FAQ
What was Arrow Electronics’s price range in the past 12 months?
Currently, no data Available
What is Arrow Electronics’s market cap?
Arrow Electronics’s market cap is CHF10.22B.
When is Arrow Electronics’s upcoming earnings report date?
Arrow Electronics’s upcoming earnings report date is Oct 29, 2026 which is in 23 days.
How were Arrow Electronics’s earnings last quarter?
Arrow Electronics released its earnings results on Aug 06, 2026. The company reported CHF4.53 earnings per share for the quarter, beating the consensus estimate of CHF3.816 by CHF0.715.
Is Arrow Electronics overvalued?
According to Wall Street analysts Arrow Electronics’s price is currently Undervalued.
Does Arrow Electronics pay dividends?
Arrow Electronics does not currently pay dividends.
What is Arrow Electronics’s EPS estimate?
Arrow Electronics’s EPS estimate is 4.12.
How many shares outstanding does Arrow Electronics have?
Currently, no data Available
What happened to Arrow Electronics’s price movement after its last earnings report?
Arrow Electronics reported an EPS of CHF4.53 in its last earnings report, beating expectations of CHF3.816. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Arrow Electronics?
Currently, no hedge funds are holding shares in CH:ARW
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Arrow Electronics Stock Smart Score
Neutral
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10
Analyst Consensus
Hold
Average Price Target:
CHF190.74 (― Upside)
CHF190.74 (― Upside)
Blogger Sentiment
Bullish
CH:ARW Sentiment 75%
Sector Average 63%
Sector Average 63%
Insider Transactions
Sold Shares
Worth CHF174.5K over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
97.63%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
58.24%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Arrow Electronics
Arrow Electronics, Inc. provides a wide array of products, services, and strategic solutions to industrial and commercial clients across the Americas, Europe, the Middle East, Africa, and Asia Pacific who depend on electronic components and sophisticated enterprise computing solutions. The company is organized into two main segments: Global Components and Global Enterprise Computing Solutions. The Global Components division primarily handles the marketing and distribution of various items, including semiconductor products and their related services. It also deals with passive, electromechanical, and interconnect components like capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors, in addition to computing and memory products, among other offerings. The Global Enterprise Computing Solutions segment, on the other hand, provides specialized computing offerings such as datacenter, cloud, security, and analytics solutions. Furthermore, this segment grants access to a comprehensive suite of services, including engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training. The company's clientele includes original equipment manufacturers (OEMs), value-added resellers (VARs), managed service providers (MSPs), contract manufacturers, and other commercial entities. Established in 1935, Arrow Electronics, Inc. maintains its corporate headquarters in Centennial, Colorado.
ARW Company Deck
ARW Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The quarter demonstrated robust, broad‑based revenue growth, substantial EPS and margin expansion, improved returns and balance sheet strength, driven by both components and ECS backlog growth and value‑added services. Notable strategic progress (new platforms, Gartner recognition, Microsoft distinctions) reinforces long‑term positioning. Near‑term negatives include a $27M ECS restructuring charge, partner agreement transitions with potential additional smaller charges, expected normalization of supply chain services profitability, and some inventory and technology lead‑time pressures. Overall, the positive operational and financial momentum and diversified growth drivers materially outweigh the manageable near‑term challenges.View all CH:ARW earnings summariesARW Sales Breakdown
76.78% Components
23.22% Global ECS
