Arrow Electronics (NYSE:ARW) Releases Q1 2026 Earnings Guidance

Arrow Electronics (NYSE:ARW) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.130-2.330 for the period, compared to the consensus estimate of 3.560. The company issued revenue guidance of -.

Analyst Ratings Changes

Several research analysts recently issued reports on ARW shares. Wall Street Zen raised Arrow Electronics from a “hold” rating to a “buy” rating in a research report on Saturday. Truist Financial raised their price objective on Arrow Electronics from $120.00 to $148.00 and gave the stock a “hold” rating in a research report on Friday. Wells Fargo & Company upped their target price on Arrow Electronics from $94.00 to $115.00 and gave the company an “underweight” rating in a report on Friday. Finally, Zacks Research lowered shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a report on Friday, November 14th. Three research analysts have rated the stock with a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Reduce” and a consensus price target of $124.33.

Arrow Electronics Stock Performance

Shares of ARW opened at $158.67 on Friday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.14 and a current ratio of 1.46. The stock has a market capitalization of $8.17 billion, a price-to-earnings ratio of 14.50, a price-to-earnings-growth ratio of 1.10 and a beta of 1.04. Arrow Electronics has a 52-week low of $86.50 and a 52-week high of $160.63. The stock’s 50-day simple moving average is $117.70 and its 200 day simple moving average is $118.95.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings results on Thursday, February 5th. The technology company reported $4.39 EPS for the quarter, beating the consensus estimate of $3.55 by $0.84. The firm had revenue of $8.75 billion during the quarter, compared to the consensus estimate of $8.16 billion. Arrow Electronics had a net margin of 1.85% and a return on equity of 9.15%. The business’s quarterly revenue was up 20.1% compared to the same quarter last year. During the same period last year, the firm earned $2.97 EPS. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. Research analysts forecast that Arrow Electronics will post 10.57 EPS for the current fiscal year.

Key Headlines Impacting Arrow Electronics

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

• Positive Sentiment: Q4 results materially beat expectations — Arrow reported $4.39 EPS vs. $3.55 consensus and $8.75B revenue (roughly +20% Y/Y), with gross profit and operating profit rising. That beat is a key driver of investor optimism. Zacks: Earnings Beat
• Positive Sentiment: Management flagged record growth in ECS and strong Global Components momentum — positive for margin mix and recurring service revenues, supporting longer‑term earnings power. Yahoo: Call Highlights
• Positive Sentiment: Company set an ambitious Q1 sales growth target (~21%) and emphasized expanding value‑added services, which investors may view as evidence of sustainable top‑line expansion. Seeking Alpha: Q1 Sales Target
• Neutral Sentiment: Truist raised its price target to $148 and kept a “hold” rating — a modestly improved view but the PT remains below the current market price, so limited incremental upside from this note. Benzinga: Truist PT
• Neutral Sentiment: Earnings call/transcripts are available for deeper read on management commentary and segment dynamics (useful for investors but not an immediate price mover on its own). MSN: Call Transcript
• Negative Sentiment: Q1 FY2026 EPS guidance (2.130–2.330) was well below consensus (~3.56), creating near‑term earnings visibility risk and tempering the beat’s impact on forward valuation. Company Press Release / Slides
• Negative Sentiment: Wells Fargo raised its price target to $115 but reiterated an “underweight” rating — the PT implies significant downside versus the current market price, which could pressure sentiment among more conservative investors. Benzinga: Wells Fargo Note
• Negative Sentiment: Some balance‑sheet caution: operating cash flow declined and total liabilities increased materially Y/Y (reported by third‑party summaries), which could concern investors focused on cash conversion and leverage. QuiverQuant: Cash Flow & Liabilities

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Advisory Services Network LLC purchased a new stake in shares of Arrow Electronics in the third quarter valued at approximately $31,000. Quarry LP acquired a new position in shares of Arrow Electronics during the 3rd quarter worth about $33,000. Geneos Wealth Management Inc. lifted its stake in Arrow Electronics by 68.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock valued at $37,000 after buying an additional 143 shares in the last quarter. Larson Financial Group LLC acquired a new position in shares of Arrow Electronics during the third quarter valued at approximately $48,000. Finally, Danske Bank A S acquired a new position in shares of Arrow Electronics during the 3rd quarter valued at about $48,000. Institutional investors own 99.34% of the company’s stock.

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.