Arrow Electronics is in the midst of a sharp cyclical recovery, with revenue surging 31.8% YoY to $10.0B in 2026Q2 and operating income up 98% YoY, reflecting strong operating leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 31.8% YoY in 2026Q2, with operating margin expanding to 3.8% from 2.3% a year earlier, driven by operating leverage as SG&A grew only 14.5%.
Arrow Electronics is positioned to capitalize on the evolving technology landscape by helping clients eliminate complexity and increase efficiency.
Multiple bullish theses from sources like Stock Analysis Compilation's Substack and VIC highlight Arrow Electronics' investment potential.
Arrow Electronics' trailing P/E ratio of 18.15 suggests a reasonable valuation, making it an attractive investment opportunity.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $6.22+22.9% vs $5.06 | $10.7B+6.5% vs $10.1B |
Q3 2026 Aug 6, 2026 | $5.45+18.7% vs $4.59 | $10.0B+3.4% vs $9.7B |
Q2 2026 May 7, 2026 | $5.22+78.8% vs $2.92 | $9.5B+12.9% vs $8.4B |
Q1 2026 Feb 5, 2026 | $4.39+23.7% vs $3.55 | $8.7B+6.6% vs $8.2B |
Arrow Electronics NYSE: ARW reported record third-quarter revenue of $10.7 billion and record non-GAAP diluted earnings of $6.22 per share, as higher component prices, strong customer demand and improved operating efficiency lifted results.
ARW posts record Q3 earnings of $6.22 per share and revenues of $10.72 billion, beating guidance and consensus estimates.
Arrow Electronics' Q3 earnings surged 158% on robust components demand and AI growth, while rising backlogs and stronger volumes support its Q4 outlook.
Arrow Electronics, Inc. (ARW) Q3 2026 Earnings Call Transcript
Benchmark ARW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Arrow Electronics, Inc. (ARW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $181.09 | $9.26B | 9.16 | 10.49% | 2.62% | 14.68% | — | |
| $79.28 | $6.5B | 12.07 | 24.47% | 1.74% | 11.19% | 1.73% | |
| $218.73 | $17.5B | 13.10 | 6.94% | 1.75% | 14.94% | 0.81% | |
| $292.68 | $14.25B | 18.25 | 7.76% | 3.04% | 15.22% | 0.61% | |
| $158.25 | $4.78B | 25.99 | -5.22% | 2.01% | 11.31% | — | |
| $157.00 | $20.06B | 17.96 | 6.79% | 4.48% | 42.94% | 1.58% |
Arrow Electronics, Inc. (ARW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Arrow Electronics, Inc. (ARW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 13, 2026·SEC
May 7, 2026·SEC
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Arrow Electronics, Inc. (ARW) stock FAQ — growth, dividends, profitability & financials explained
Arrow Electronics, Inc. (ARW) reported $38.93B in revenue over the trailing twelve months. Revenue was $30.85B in fiscal year 2025. That is 372% more than the $6.53B of fiscal year 1996.
Arrow Electronics, Inc. (ARW) grew revenue by 32.5% over the trailing twelve months, compared with the twelve months before.
Yes. Arrow Electronics, Inc. (ARW) earned $1.02B in net income over the trailing twelve months (a 2.6% net margin).
Arrow Electronics, Inc. (ARW) had a return on equity (ROE) of 14.7% over the trailing twelve months. That is in line with the market's typical 10-15%.
Arrow Electronics, Inc. (ARW) generated $669.1M in free cash flow over the trailing twelve months.
