Arrow Electronics (NYSE:ARW) Releases Q4 2026 Earnings Guidance

Arrow Electronics (NYSE:ARW) issued an update on its fourth quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 7.000-7.200 for the period, compared to the consensus earnings per share estimate of 5.800. The company issued revenue guidance of $11.6 billion-$12.2 billion, compared to the consensus revenue estimate of $10.5 billion.

Arrow Electronics Price Performance

Shares of NYSE ARW opened at $181.11 on Friday. The stock has a market cap of $9.22 billion, a P/E ratio of 9.18, a P/E/G ratio of 0.30 and a beta of 1.20. Arrow Electronics has a twelve month low of $101.79 and a twelve month high of $249.43. The stock has a 50 day moving average of $217.90 and a two-hundred day moving average of $192.32. The company has a current ratio of 1.22, a quick ratio of 1.01 and a debt-to-equity ratio of 0.29.

Arrow Electronics (NYSE:ARW) last posted its earnings results on Thursday, November 5th. The technology company reported $6.22 earnings per share for the quarter, beating the consensus estimate of $5.06 by $1.16. The business had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.07 billion. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.41%. The business’s quarterly revenue was up 39.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.41 EPS. Arrow Electronics has set its Q4 2026 guidance at 7.000-7.200 EPS. On average, research analysts forecast that Arrow Electronics will post 21.24 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on ARW. Truist Financial decreased their price objective on Arrow Electronics from $250.00 to $230.00 and set a “buy” rating on the stock in a research note on Friday. Raymond James Financial reaffirmed an “outperform” rating and issued a $250.00 target price on shares of Arrow Electronics in a report on Friday, August 7th. Wall Street Zen raised Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Wells Fargo & Company upped their target price on shares of Arrow Electronics from $175.00 to $200.00 and gave the company an “underweight” rating in a research report on Friday, August 7th. Finally, Zacks Research lowered Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 26th. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $228.25.

Insider Activity at Arrow Electronics

In other Arrow Electronics news, SVP Carine Jean-Claude sold 1,000 shares of the business’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $209.85, for a total value of $209,850.00. Following the completion of the sale, the senior vice president owned 11,626 shares of the company’s stock, valued at $2,439,716.10. The trade was a 7.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 0.80% of the company’s stock.

Key Headlines Impacting Arrow Electronics

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

• Positive Sentiment: Arrow reported record Q3 earnings of $6.22 per share, above the $5.06 consensus, on revenue of $10.72 billion versus $10.07 billion expected. Revenue rose 39% year over year. Arrow Electronics Reports Record Quarterly Revenue and EPS
• Positive Sentiment: Q4 guidance was well ahead of analyst expectations: EPS of $7.00–$7.20 versus $5.80 consensus and revenue of $11.6–$12.2 billion versus $10.5 billion. The company cited strong demand, higher volumes, growing backlogs and AI-related growth. Q3 Earnings Call Highlights
• Neutral Sentiment: Truist lowered its price target from $250 to $230 but maintained a Buy rating, indicating continued optimism while moderating its valuation view.
• Neutral Sentiment: A tranche update was reported for Arrow’s previously announced share-buyback plan, though the available details do not specify its size or likely near-term impact. Buyback Plan Tranche Update

Arrow Electronics Company Profile

Arrow Electronics, Inc is a global distributor of electronic components and enterprise computing solutions. The company connects manufacturers of technology products with customers, including original equipment manufacturers, contract manufacturers, commercial enterprises and government organizations.

Arrow’s components business distributes products such as semiconductors, embedded systems, passive and electromechanical components, and related engineering services. Its enterprise computing solutions business provides technology products and services involving data center, cloud, security, networking and software solutions.