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

Arrow Electronics (NYSE:ARW) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 4.830-5.030 for the period, compared to the consensus EPS 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 Trading Down 1.7%

NYSE ARW opened at $222.89 on Friday. Arrow Electronics has a one year low of $101.79 and a one year high of $237.33. The firm has a market capitalization of $11.40 billion, a price-to-earnings ratio of 15.94 and a beta of 1.20. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.02 and a current ratio of 1.24. The company’s 50 day moving average price is $215.99 and its 200 day moving average price is $180.49.

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

Arrow Electronics declared that its board has approved a stock repurchase program on Wednesday, May 13th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the technology company to reacquire up to 9.7% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s management believes its shares are undervalued.

Wall Street Analyst Weigh In

ARW has been the subject of a number of research analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday, May 26th. Bank of America raised Arrow Electronics from an “underperform” rating to a “neutral” rating and upped their price target for the company from $122.00 to $233.00 in a report on Wednesday, May 13th. Truist Financial lifted their target price on Arrow Electronics from $240.00 to $260.00 and gave the stock a “buy” rating in a report on Thursday, June 4th. Wells Fargo & Company upped their target price on Arrow Electronics from $165.00 to $175.00 and gave the company an “underweight” rating in a report on Monday, July 20th. Finally, Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a report on Monday. Three analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $222.00.

Insider Activity

In other news, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $210.99, for a total value of $732,768.27. Following the transaction, the insider owned 48,835 shares of the company’s stock, valued at $10,303,696.65. This trade represents a 6.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $216.00, for a total transaction of $648,000.00. Following the sale, the senior vice president directly owned 12,626 shares of the company’s stock, valued at approximately $2,727,216. This represents a 19.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.80% of the company’s stock.

More Arrow Electronics News

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

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. Arrow reported adjusted earnings of $5.45 per share, versus the $4.45 analyst consensus, while revenue reached $9.99 billion, ahead of the $9.67 billion estimate. EPS more than doubled from $2.43 a year earlier, and revenue increased 31.8% year over year. Arrow Electronics Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Third-quarter guidance was above Wall Street expectations. Arrow forecast EPS of $4.83 to $5.03, compared with consensus of $4.50, and revenue of $9.6 billion to $10.2 billion, versus an estimate of $9.5 billion. The outlook suggests management expects continued demand and profitability strength. Arrow Electronics Quarterly Earnings Report
• Positive Sentiment: Improved operating performance supports the investment case. The quarter included a 11.40% return on equity and a 2.17% net margin, while the earnings improvement indicates stronger execution compared with last year. Investors may view the results as evidence that Arrow is benefiting from favorable technology distribution trends. Key Metrics From Arrow Electronics Q2 Earnings
• Neutral Sentiment: Arrow appointed Deidra C. Merriwether as president and chief operating officer. The leadership change could support execution, although the articles provided no specific financial impact. Arrow Electronics Appoints Deidra C. Merriwether

Hedge Funds Weigh In On Arrow Electronics

Several large investors have recently made changes to their positions in the business. Transamerica Financial Advisors LLC bought a new position in Arrow Electronics in the 4th quarter worth approximately $27,000. Northwestern Mutual Wealth Management Co. increased its position in Arrow Electronics by 112.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company’s stock worth $27,000 after acquiring an additional 131 shares during the period. Advisory Services Network LLC acquired a new position in Arrow Electronics during the 3rd quarter valued at $31,000. Quarry LP bought a new stake in Arrow Electronics in the 3rd quarter valued at $33,000. Finally, Geneos Wealth Management Inc. grew its position in Arrow Electronics by 68.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock worth $37,000 after purchasing an additional 143 shares during the last quarter. Institutional investors and hedge funds own 99.34% of the company’s stock.

Arrow Electronics Company Profile

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.