(ARW) Arrow Electronics - Overview
Sector: TechnologyIndustry: Electronics & Computer Distribution | Exchange NYSE (USA) | Currency USD | Market Cap: 7.430m | Total Return 32.5% in 12m
Stock: Semiconductors, Interconnect, Computing, Cloud, Analytics
Total Rating 68
Risk 81
Buy Signal 0.05
| Risk 5d forecast | |
|---|---|
| Volatility | 29.1% |
| Relative Tail Risk | -11.1% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.88 |
| Alpha | 18.33 |
| Character TTM | |
|---|---|
| Beta | 0.934 |
| Beta Downside | 0.400 |
| Drawdowns 3y | |
|---|---|
| Max DD | 38.16% |
| CAGR/Max DD | 0.10 |
EPS (Earnings per Share)
Revenue
Description: ARW Arrow Electronics February 24, 2026
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, 0-10) 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 March 29, 2026, the stock is trading at USD 139.63 with a total of 549,368 shares traded.
Over the past week, the price has changed by +2.19%, over one month by -8.23%, over three months by +23.52% and over the past year by +32.53%.
Over the past week, the price has changed by +2.19%, over one month by -8.23%, over three months by +23.52% and over the past year by +32.53%.
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?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 137.5 | -1.5% |
| Analysts Target Price | 137.5 | -1.5% |
ARW Fundamental Data Overview March 26, 2026
P/E Trailing = 13.1967
P/E Forward = 5.0277
P/S = 0.2408
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 = 10.21b USD (7.43b + Debt 3.09b - CCE 306.5m)
Interest Coverage Ratio = 3.87 (Ebit TTM 831.7m / Interest Expense TTM 215.1m)
EV/FCF = 278.4x (Enterprise Value 10.21b / FCF TTM 36.7m)
FCF Yield = 0.36% (FCF TTM 36.7m / Enterprise Value 10.21b)
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 = 0.35 (Enterprise Value 10.21b / 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 = 6.79% (E(7.43b)/V(10.52b) * Re(9.27%) + D(3.09b)/V(10.52b) * Rd(1.06%) * (1-Tc(0.23)))
Discount Rate = 9.27% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.88%
[DCF] Terminal Value 80.95% ; FCFF base≈437.1m ; Y1≈370.4m ; Y5≈282.2m
[DCF] Fair Price = 79.26 (EV 6.83b - Net Debt 2.78b = Equity 4.05b / Shares 51.1m; r=6.79% [WACC]; 5y FCF grow -18.50% → 3.0% )
EPS Correlation: -72.21 | EPS CAGR: -5.51% | SUE: 4.0 | # QB: 1
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 = 1.7% (Discount Rate 9.3% - Earnings Yield 7.6%)
[Growth] Growth Spread = +11.4% (Analyst 13.1% - Implied 1.7%)
P/E Forward = 5.0277
P/S = 0.2408
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 = 10.21b USD (7.43b + Debt 3.09b - CCE 306.5m)
Interest Coverage Ratio = 3.87 (Ebit TTM 831.7m / Interest Expense TTM 215.1m)
EV/FCF = 278.4x (Enterprise Value 10.21b / FCF TTM 36.7m)
FCF Yield = 0.36% (FCF TTM 36.7m / Enterprise Value 10.21b)
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 = 0.35 (Enterprise Value 10.21b / 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 = 6.79% (E(7.43b)/V(10.52b) * Re(9.27%) + D(3.09b)/V(10.52b) * Rd(1.06%) * (1-Tc(0.23)))
Discount Rate = 9.27% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.88%
[DCF] Terminal Value 80.95% ; FCFF base≈437.1m ; Y1≈370.4m ; Y5≈282.2m
[DCF] Fair Price = 79.26 (EV 6.83b - Net Debt 2.78b = Equity 4.05b / Shares 51.1m; r=6.79% [WACC]; 5y FCF grow -18.50% → 3.0% )
EPS Correlation: -72.21 | EPS CAGR: -5.51% | SUE: 4.0 | # QB: 1
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 = 1.7% (Discount Rate 9.3% - Earnings Yield 7.6%)
[Growth] Growth Spread = +11.4% (Analyst 13.1% - Implied 1.7%)