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

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

Arrow Electronics Price Performance

Arrow Electronics stock traded up $3.31 during trading hours on Thursday, hitting $141.30. 1,330,211 shares of the stock were exchanged, compared to its average volume of 604,671. The stock has a market capitalization of $7.28 billion, a P/E ratio of 15.61, a P/E/G ratio of 1.06 and a beta of 1.04. The business’s 50-day moving average is $116.69 and its two-hundred day moving average is $118.76. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.14 and a current ratio of 1.46. Arrow Electronics has a 12 month low of $86.50 and a 12 month high of $141.72.

Arrow Electronics (NYSE:ARW) last announced its earnings results on Thursday, February 5th. The technology company reported $4.39 EPS for the quarter, topping the consensus estimate of $3.55 by $0.84. The business had revenue of $8.75 billion for the quarter, compared to the consensus estimate of $8.16 billion. Arrow Electronics had a return on equity of 8.19% and a net margin of 1.62%.Arrow Electronics’s revenue was up 20.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.97 EPS. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. Equities research analysts expect that Arrow Electronics will post 10.57 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research analysts recently issued reports on ARW shares. Zacks Research downgraded shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 14th. Wells Fargo & Company dropped their price objective on shares of Arrow Electronics from $98.00 to $94.00 and set an “underweight” rating for the company in a research report on Friday, October 31st. Weiss Ratings reiterated a “hold (c)” rating on shares of Arrow Electronics in a research report on Wednesday, October 8th. Finally, Wall Street Zen lowered Arrow Electronics from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Two analysts have rated the stock with a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $102.00.

Key Arrow Electronics News

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

• Positive Sentiment: Q4 earnings and revenue beat — Arrow reported EPS of $4.39 vs. a $3.55 consensus and revenue of $8.75B (well above estimates), showing strong top- and bottom-line execution and margin improvement. Arrow Electronics (ARW) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Company statement highlights operational momentum — Management said Q4 reflected disciplined execution and progress across Global Components and ECS, supporting the narrative of revenue and profit recovery. Arrow Electronics Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Strong profitability metrics in quarter — Reports show notable YoY increases in gross profit, operating profit and net income, which supports multiple expansion vs. prior levels. MarketBeat Q4 coverage and call materials
• Neutral Sentiment: Quarter snapshot coverage — Media summaries and earnings snapshots provide quick takeaways and context for the beat; useful for a quick read but add little new detail beyond the release. Arrow Electronics: Q4 Earnings Snapshot
• Negative Sentiment: Weak near-term guidance — Arrow set Q1 FY2026 EPS guidance of $2.13–$2.33, well below the consensus ~ $3.56, creating near-term earnings risk and tempering the positive reaction to the quarter. Arrow Electronics Reports Fourth-Quarter and Full-Year 2025 Results
• Negative Sentiment: Cash flow and balance-sheet caution — Third‑party reporting highlights a ~39% drop in operating cash flow YoY and a ~41% rise in total liabilities, which could pressure liquidity and warrants watching free cash flow and debt metrics. Arrow Electronics (ARW) Releases Q4 2025 Earnings: Revenue & EPS Beat; Operating Cash Flow Down, Liabilities Up

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. CIBC Bancorp USA Inc. bought a new position in shares of Arrow Electronics during the 3rd quarter worth approximately $629,000. Captrust Financial Advisors increased its stake in Arrow Electronics by 21.5% in the 3rd quarter. Captrust Financial Advisors now owns 19,321 shares of the technology company’s stock valued at $2,338,000 after buying an additional 3,418 shares during the last quarter. Danske Bank A S bought a new stake in Arrow Electronics during the 3rd quarter worth about $48,000. Advisory Services Network LLC acquired a new position in shares of Arrow Electronics during the 3rd quarter worth about $31,000. Finally, Icon Advisers Inc. Co. bought a new position in shares of Arrow Electronics in the 3rd quarter valued at about $3,096,000. Institutional investors and hedge funds 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.