Avnet is experiencing a sharp cyclical recovery, with Q4 FY2026 revenue surging 47.7% YoY to $8.3B and EPS growing 20.1%, yet the sustainability of this momentum is tempered by thin net margins of 1.5% and a deteriorating cash conversion cycle. The company's d...
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 47.7% YoY in Q4 FY2026, but gross margin contracted to 10.4% from 11.8% in Q4 FY2024, highlighting the competitive pressures on profitability despite volume gains.
Avnet reported significant year-over-year revenue and net income growth, with projections for continued expansion to $30.2 billion revenue and $905.3 million earnings by 2029.
Successful execution of margin initiatives could drive upside potential, contributing to earnings growth and stock price appreciation.
Continued stabilization in end-market demand is a key bullish driver, supporting revenue growth and improving growth visibility.
Trailing total returns as of 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $2.28+26.7% vs $1.80 | $8.3B+9.8% vs $7.6B |
Q2 2026 Apr 29, 2026 | $1.48+11.3% vs $1.33 | $7.1B+10.3% vs $6.5B |
Q1 2026 Jan 28, 2026 | $1.05+10.5% vs $0.95 | $6.3B+4.5% vs $6.0B |
Q4 2025 Oct 29, 2025 | $0.84+2.8% vs $0.82 | $5.9B+2.7% vs $5.7B |
Corient Private Wealth LP reduced its stake in Avnet, Inc. (NASDAQ: AVT) by 20.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,832 shares of the company's stock after selling 19,515 shares during the quarter. Corient Private Wealth
Avnet, Centene, Signet and Lifetime Brands stand out as value plays as Fed tightening keeps focus on cash flow and discounted valuations.
Avnet AVT has entered fiscal 2027 with strong momentum, as broad-based demand, operating leverage and improving segment profitability point to further earnings growth. In the fourth quarter of fiscal 2026, AVT's sales surged 47.7% year over year to a record $8.3 billion, while adjusted operating income jumped 122% to $318 million.
VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Avnet, Inc. (NASDAQ: AVT) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 7,700 shares of the company's stock, valued at approximately $684,000. A number of other hedge funds and other institutional investors
Benchmark AVT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Avnet, Inc. (AVT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $98.25 | $8.06B | 24.50 | 24.47% | 1.21% | 3.27% | 1.4% | |
| $221.83 | $11.34B | 20.30 | 10.49% | 2.26% | 12.01% | — | |
| $283.25 | $22.66B | 28.47 | 6.94% | 1.63% | 13.12% | — | |
| $362.08 | $17.64B | 27.75 | 7.76% | 2.84% | 14.08% | — | |
| $156.25 | $4.72B | 32.15 | -5.22% | 2.45% | 13.08% | — | |
| $147.43 | $18.83B | 18.25 | 6.79% | 4.6% | 42.6% | — |
Avnet, Inc. (AVT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Avnet, Inc. (AVT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 21, 2026·SEC
Aug 5, 2026·SEC
Jul 6, 2026·SEC
Get notified when AVT posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Avnet, Inc. (AVT) stock FAQ — growth, dividends, profitability & financials explained
Avnet, Inc. (AVT) reported $27.63B in revenue for fiscal year 2026. This represents a 413% increase from $5.39B in 1997.
Avnet, Inc. (AVT) grew revenue by 24.5% over the past year. This is strong growth.
Yes, Avnet, Inc. (AVT) is profitable, generating $334.4M in net income for fiscal year 2026 (1.2% net margin).
Yes, Avnet, Inc. (AVT) pays a dividend with a yield of 1.40%. This makes it attractive for income-focused investors.
Avnet, Inc. (AVT) has a return on equity (ROE) of 3.3%. This is below average, suggesting room for improvement.
Avnet, Inc. (AVT) had negative free cash flow of $354.5M in fiscal year 2026, likely due to heavy capital investments.
