(ARW) Arrow Electronics - Overview

Sector: Technology | Industry: Electronics & Computer Distribution | Exchange: NYSE (USA) | Market Cap: 7.193m USD | Total Return: 51.8% in 12m

Stock Semiconductors, Interconnect, Computing, Cloud, Analytics
Total Rating 58
Safety 85
Buy Signal 0.33
Electronics & Computer Distribution +1.7
Technology Distributors +8.4
Market Cap: 7,193m
Avg Trading Vol: 68.8M USD
ATR: 3.60%
Peers RS (IBD): 83.3
Risk 5d forecast
Volatility30.7%
Rel. Tail Risk-11.2%
Reward TTM
Sharpe Ratio1.00
Alpha20.96
Character TTM
Beta0.925
Beta Downside0.353
Drawdowns 3y
Max DD38.16%
CAGR/Max DD0.16
EPS (Earnings per Share) EPS (Earnings per Share) of ARW over the last years for every Quarter: "2021-03": 2.84, "2021-06": 3.34, "2021-09": 4.04, "2021-12": 5.37, "2022-03": 5.43, "2022-06": 5.78, "2022-09": 5.45, "2022-12": 5.69, "2023-03": 4.6, "2023-06": 4.37, "2023-09": 4.14, "2023-12": 3.98, "2024-03": 2.41, "2024-06": 2.49, "2024-09": 2.38, "2024-12": 2.97, "2025-03": 1.8, "2025-06": 2.43, "2025-09": 2.41, "2025-12": 4.39, "2026-03": 0,
EPS CAGR: -53.48%
EPS Trend: -73.2%
Last SUE: -4.00
Qual. Beats: 0
Revenue Revenue of ARW over the last years for every Quarter: 2021-03: 8385.919, 2021-06: 8562.631, 2021-09: 8512.391, 2021-12: 9016.077, 2022-03: 9074.125, 2022-06: 9460.842, 2022-09: 9266.432, 2022-12: 9323.023, 2023-03: 8736.428, 2023-06: 8514.516, 2023-09: 8007.019, 2023-12: 7849.157, 2024-03: 6924.26, 2024-06: 6892.868, 2024-09: 6823.319, 2024-12: 7282.877, 2025-03: 6814.017, 2025-06: 7579.947, 2025-09: 7712.541, 2025-12: 8746.43, 2026-03: null,
Rev. CAGR: -0.98%
Rev. Trend: -65.1%
Last SUE: 2.60
Qual. Beats: 1
Description: ARW Arrow Electronics

Arrow Electronics (NYSE: ARW) designs, sources, and distributes technology components and enterprise computing solutions across the Americas, EMEA, and APAC. The firm operates two primary segments: Global Components, which sells semiconductors, interconnects, passive and electromechanical parts, and Global Enterprise Computing Solutions, which provides data-center, cloud, security, and analytics offerings together with integration, logistics, and training services to OEMs, VARs, MSPs, and contract manufacturers.

In the most recent quarter (Q1 2024), Arrow reported revenue of $1.33 billion, up 6% year-over-year, and a net income of $152 million, reflecting a 23% gross margin and strong cash conversion with free cash flow of $310 million. The company’s dividend yield sits near 1.2%, and its operating cash flow has grown to $1.2 billion for FY 2023, underscoring solid liquidity. Key sector drivers include accelerating AI-related data-center spending, which the IDC forecasts to expand at a 6% CAGR through 2029, and a gradual easing of the global semiconductor supply constraints that is boosting component demand.

For a deeper dive, you might explore ValueRay’s analyst notes on ARW.

Headlines to Watch Out For
  • Component shortages boost pricing power and demand
  • Enterprise computing solutions drive revenue growth
  • Currency fluctuations impact international sales
  • Semiconductor cycle influences demand and profitability
  • Supply chain disruptions increase operational costs
Piotroski VR‑10 (Strict) 3.0
Net Income: 571.3m TTM > 0 and > 6% of Revenue
FCF/TA: 0.00 > 0.02 and ΔFCF/TA -4.64 > 1.0
NWC/Revenue: 22.09% < 20% (prev 20.65%; Δ 1.44% < -1%)
CFO/TA 0.00 > 3% & CFO 64.0m > Net Income 571.3m
Net Debt (2.78b) to EBITDA (969.4m): 2.87 < 3
Current Ratio: 1.36 > 1.5 & < 3
Outstanding Shares: last quarter (51.9m) vs 12m ago -3.54% < -2%
Gross Margin: 11.13% > 18% (prev 0.12%; Δ 1.10k% > 0.5%)
Asset Turnover: 121.4% > 50% (prev 128.3%; Δ -6.96% > 0%)
Interest Coverage Ratio: 3.87 > 6 (EBITDA TTM 969.4m / Interest Expense TTM 215.1m)
Altman Z'' 2.80
A: 0.23 (Total Current Assets 25.66b - Total Current Liabilities 18.85b) / Total Assets 29.08b
B: 0.23 (Retained Earnings 6.55b / Total Assets 29.08b)
C: 0.03 (EBIT TTM 831.7m / Avg Total Assets 25.42b)
D: 0.29 (Book Value of Equity 6.48b / Total Liabilities 22.42b)
Altman-Z'' Score: 2.80 = A
Beneish M -2.71
DSRI: 1.37 (Receivables 19.74b/13.03b, Revenue 30.85b/27.92b)
GMI: 1.06 (GM 11.13% / 11.79%)
AQI: 0.76 (AQ_t 0.10 / AQ_t-1 0.13)
SGI: 1.10 (Revenue 30.85b / 27.92b)
TATA: 0.02 (NI 571.3m - CFO 64.0m) / TA 29.08b)
Beneish M-Score: -2.71 (Cap -4..+1) = A
What is the price of ARW shares? As of April 06, 2026, the stock is trading at USD 143.41 with a total of 384,686 shares traded.
Over the past week, the price has changed by +4.45%, over one month by +0.00%, over three months by +29.09% and over the past year by +51.75%.
Is ARW a buy, sell or hold? Arrow Electronics has received a consensus analysts rating of 2.67. Therefor, it is recommend to hold ARW.
  • StrongBuy: 0
  • Buy: 1
  • Hold: 3
  • Sell: 1
  • StrongSell: 1
What are the forecasts/targets for the ARW price?
Wallstreet Target Price 137.5 -4.1%
Analysts Target Price 137.5 -4.1%
ARW Fundamental Data Overview as of 06 April 2026
P/E Trailing = 12.7749
P/E Forward = 5.0277
P/S = 0.2331
P/B = 1.0601
P/EG = 0.945
Revenue TTM = 30.85b USD
EBIT TTM = 831.7m USD
EBITDA TTM = 969.4m USD
Long Term Debt = 3.08b USD (from longTermDebt, last quarter)
Short Term Debt = 341k USD (from shortTermDebt, last quarter)
Debt = 3.09b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 2.78b USD (from netDebt column, last quarter)
Enterprise Value = 9.97b USD (7.19b + Debt 3.09b - CCE 306.5m)
Interest Coverage Ratio = 3.87 (Ebit TTM 831.7m / Interest Expense TTM 215.1m)
EV/FCF = 271.9x (Enterprise Value 9.97b / FCF TTM 36.7m)
FCF Yield = 0.37% (FCF TTM 36.7m / Enterprise Value 9.97b)
FCF Margin = 0.12% (FCF TTM 36.7m / Revenue TTM 30.85b)
Net Margin = 1.85% (Net Income TTM 571.3m / Revenue TTM 30.85b)
Gross Margin = 11.13% ((Revenue TTM 30.85b - Cost of Revenue TTM 27.42b) / Revenue TTM)
Gross Margin QoQ = 11.14% (prev 10.83%)
Tobins Q-Ratio = 0.34 (Enterprise Value 9.97b / Total Assets 29.08b)
Interest Expense / Debt = 1.06% (Interest Expense 32.6m / Debt 3.09b)
Taxrate = 23.49% (59.4m / 253.0m)
NOPAT = 636.3m (EBIT 831.7m * (1 - 23.49%))
Current Ratio = 1.36 (Total Current Assets 25.66b / Total Current Liabilities 18.85b)
Debt / Equity = 0.47 (Debt 3.09b / totalStockholderEquity, last quarter 6.58b)
Debt / EBITDA = 2.87 (Net Debt 2.78b / EBITDA 969.4m)
Debt / FCF = 75.78 (Net Debt 2.78b / FCF TTM 36.7m)
Total Stockholder Equity = 6.31b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.25% (Net Income 571.3m / Total Assets 29.08b)
RoE = 9.05% (Net Income TTM 571.3m / Total Stockholder Equity 6.31b)
RoCE = 8.85% (EBIT 831.7m / Capital Employed (Equity 6.31b + L.T.Debt 3.08b))
RoIC = 6.86% (NOPAT 636.3m / Invested Capital 9.28b)
WACC = 6.71% (E(7.19b)/V(10.28b) * Re(9.24%) + D(3.09b)/V(10.28b) * Rd(1.06%) * (1-Tc(0.23)))
Discount Rate = 9.24% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.88%
[DCF] Terminal Value 81.29% ; FCFF base≈437.1m ; Y1≈370.4m ; Y5≈282.2m
[DCF] Fair Price = 82.00 (EV 6.97b - Net Debt 2.78b = Equity 4.19b / Shares 51.1m; r=6.71% [WACC]; 5y FCF grow -18.50% → 3.0% )
EPS Correlation: -73.15 | EPS CAGR: -53.48% | SUE: -4.0 | # QB: 0
Revenue Correlation: -65.14 | Revenue CAGR: -0.98% | SUE: 2.60 | # QB: 1
EPS next Quarter (2026-06-30): EPS=2.89 | Chg7d=-0.145 | Chg30d=+0.103 | Revisions Net=+1 | Analysts=4
EPS current Year (2026-12-31): EPS=13.28 | Chg7d=+0.000 | Chg30d=+1.366 | Revisions Net=+3 | Growth EPS=+20.5% | Growth Revenue=+12.0%
EPS next Year (2027-12-31): EPS=15.09 | Chg7d=+0.000 | Chg30d=+1.252 | Revisions Net=+1 | Growth EPS=+13.6% | Growth Revenue=+4.5%
[Analyst] Revisions Ratio: +0.33 (2 Up / 1 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 1.4% (Discount Rate 9.2% - Earnings Yield 7.8%)
[Growth] Growth Spread = +11.7% (Analyst 13.1% - Implied 1.4%)
External Resources
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