Arrow Electronics (NYSE:ARW) Issues Q3 2026 Earnings Guidance

Arrow Electronics (NYSE:ARW) updated its third quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 4.830-5.030 for the period, compared to the consensus estimate of 4.500. The company issued revenue guidance of $9.6 billion-$10.2 billion, compared to the consensus revenue estimate of $9.5 billion.

Arrow Electronics Price Performance

NYSE:ARW traded down $3.96 on Thursday, reaching $222.89. 750,253 shares of the company’s stock traded hands, compared to its average volume of 522,086. The stock has a 50-day simple moving average of $215.99 and a 200-day simple moving average of $180.49. Arrow Electronics has a 12 month low of $101.79 and a 12 month high of $237.33. The firm has a market cap of $11.40 billion, a PE ratio of 15.94 and a beta of 1.20. The company has a quick ratio of 1.02, a current ratio of 1.24 and a debt-to-equity ratio of 0.35.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings data on Thursday, August 6th. The technology company reported $5.45 earnings per share for the quarter, topping analysts’ consensus estimates of $4.45 by $1.00. The firm had revenue of $9.99 billion during the quarter, compared to analyst estimates of $9.67 billion. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The business’s quarterly revenue was up 31.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.43 earnings per share. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. Equities research analysts forecast that Arrow Electronics will post 19.15 earnings per share for the current year.

Arrow Electronics announced that its board has initiated a stock repurchase plan on Wednesday, May 13th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the technology company to buy up to 9.7% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board of directors believes its stock is undervalued.

Analyst Upgrades and Downgrades

ARW has been the subject of a number of research reports. Wall Street Zen upgraded shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 25th. Raymond James Financial restated an “outperform” rating and set a $220.00 price objective on shares of Arrow Electronics in a research report on Friday, May 8th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Arrow Electronics in a research report on Tuesday, May 26th. Bank of America upgraded Arrow Electronics from an “underperform” rating to a “neutral” rating and raised their price target for the company from $122.00 to $233.00 in a report on Wednesday, May 13th. Finally, Truist Financial upped their price objective on Arrow Electronics from $240.00 to $260.00 and gave the stock a “buy” rating in a report on Thursday, June 4th. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Arrow Electronics presently has an average rating of “Hold” and an average target price of $222.00.

Insider Activity

In related news, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total value of $732,768.27. Following the completion of the transaction, the insider owned 48,835 shares in the company, valued at approximately $10,303,696.65. This trade represents a 6.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $216.00, for a total value of $648,000.00. Following the sale, the senior vice president directly owned 12,626 shares in the company, valued at $2,727,216. The trade was a 19.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.80% of the company’s stock.

Arrow Electronics News Summary

Here are the key news stories impacting Arrow Electronics this week:

• Positive Sentiment: Arrow Electronics reported second-quarter earnings of $5.45 per share, exceeding the analyst consensus of $4.45. Revenue rose 31.8% year over year to $9.99 billion, above expectations of $9.67 billion, while prior-year EPS was $2.43. Arrow Electronics Q2 Earnings Snapshot
• Positive Sentiment: Management issued stronger-than-expected third-quarter guidance, calling for EPS of $4.83 to $5.03 versus the $4.50 consensus and revenue of $9.6 billion to $10.2 billion versus the $9.5 billion estimate. The outlook suggests continued demand across Arrow’s technology distribution businesses. Arrow Electronics Reports Strong Q2 and Provides Guidance
• Positive Sentiment: The company appointed Deidra C. Merriwether as president and chief operating officer. The leadership change could support execution and operational focus, although the announcement provided limited financial detail. Arrow Electronics Appoints Deidra C. Merriwether
• Neutral Sentiment: Arrow Electronics trades near the upper end of its 52-week range, with a market capitalization of approximately $11.4 billion and a price-to-earnings ratio near 16. Strong results may therefore have been partly anticipated by investors.
• Negative Sentiment: Zacks Research downgraded Arrow Electronics from “strong buy” to “hold,” potentially weighing on sentiment following the recent rally. Separately, the average brokerage price target was reported at approximately $222, suggesting limited upside relative to recent trading levels.

Hedge Funds Weigh In On Arrow Electronics

Several hedge funds have recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Arrow Electronics by 45.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company’s stock valued at $2,154,000 after buying an additional 6,523 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Arrow Electronics by 8.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,971 shares of the technology company’s stock worth $20,763,000 after acquiring an additional 14,886 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Arrow Electronics by 68.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock valued at $37,000 after acquiring an additional 143 shares during the period. Sivia Capital Partners LLC bought a new position in Arrow Electronics in the 2nd quarter valued at $492,000. Finally, Walleye Capital LLC bought a new position in Arrow Electronics in the 2nd quarter valued at $475,000. 99.34% of the stock is currently owned by institutional investors.

About Arrow Electronics

Arrow Electronics (NYSE: ARW) is a global provider of products, services and solutions to industrial and commercial users of electronic components and enterprise computing solutions. The company offers a broad portfolio of semiconductors, passives, connectors, electromechanical devices and embedded solutions, serving customers across diverse end markets including automotive, communications, computing, aerospace, defense and healthcare. Through its extensive supplier relationships, Arrow enables design engineers to identify and procure components required for the development of new electronic systems and devices.

In addition to component distribution, Arrow delivers value-added services such as design engineering support, supply chain management, global logistics and technical training.