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ARARW

Arrow Electronics, Inc.

$ARW·$10B·Technology Distributors·Technology
$201.89-1.2%YTD+104.8%1Y+65.4%
Mentions · last 7 days
2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 1 posts30%
Price updated 3m ago·X counts updated 8d ago
ARARW
$ARWArrow Electronics, Inc.
$201.89-1.24%3 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ARW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Component distributor riding the AI-data-center supply chain — Q2 was a legendary beat with revenue up 39%.

Arrow Electronics is a global electronic-component distributor — passives, semis, connectors, and services — a Tier-1 partner to industrial-and-commercial customers. The story is a full-cycle-recovery play as inventory-destocking ends and AI-infrastructure customers pull component demand forward at rates the distribution channel hasn't seen in a decade.

The reason the tape is running:

  • Q2 was the tape-changing print: revenue grew 39% year-on-year to $9.47B and adjusted EPS of $5.45 beat the $4.59 consensus by 19% — following a 78% beat in Q1, this is the exact kind of two-consecutive-massive-beats sequence that pulls the multiple higher.
  • The distribution basket is moving together: X's framing of Arrow alongside Avnet +48% and WT Microelectronics +128% is on the mechanics — AI-datacenter component orders are pulling through the whole distribution channel, which is why the multiple re-rates as a group.
  • The valuation still leaves room even after the run: 15x trailing earnings on FY26 consensus of $20.45 EPS puts the forward multiple at 10x — well below Arrow's historical 12-15x range for a normalized-cycle distributor, which is what supports the momentum.

Trajectory is accelerating at 77% of the 52-week range on the beat cadence; the Oct 29 Q3 print needs another beat with reaffirmed AI-component demand commentary — a soft ECS-segment (engineering and computing solutions) print or an inventory-normalization commentary breaks the setup and gives back the recent gains.

Agrees with X sentimentX's 'legendary triple-beat' framing on Q2 revenue $10B vs $9.56B est (+32% YoY), adjusted EPS $5.45 vs $4.46 est (+124%), and grouping with Avnet/WT Microelectronics is on the fundamentals. The ECS-segment margin drag callout is a valid footnote but doesn't reverse the multi-quarter beat pattern.

What to watch: Oct 29 Q3 earnings — another material beat with reaffirmed AI-component demand commentary sustains the tape; a soft ECS-segment print or an inventory-normalization commentary breaks the setup and gives back recent gains.

On the calendar: 2026-10-29 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-08-13

Arrow Electronics posted a genuine triple-beat that has X posters celebrating. Q2 revenue $10.0B vs $9.56B estimate (+32% YoY), adjusted EPS $5.45 vs $4.46 (+124%), operating income $377.3M, net income $273M (+45%) — 'a legendary level' of component-demand execution. Traders reference this in the same breath as Avnet +48% and WT Microelectronics +128%, framing the whole distribution chain as an AI-data-center beneficiary. The one note of caution is a summary calling ECS-segment execution 'a drag on margins,' but it's a footnote to a broadly positive read.

Read the AI verdict + X sentiment for $ARW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Distributes semiconductor components and enterprise computing solutions to industrial and commercial customers globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Technology Distributors sits in its cycle right now — and what that implies for $ARW.

Technology Distributors · Technology

Enterprise technology refresh cycles and AI infrastructure components are the volume drivers; distributors benefit from GPU/AI hardware demand as the channel-to-market for hyperscaler and enterprise buyers. Margin pressure from manufacturer direct sales is the structural risk.

What this means for $ARW

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Arrow Electronics, Inc.

Top industry ETF

$XLKTechnology Select Sector SPDR
+28.3%YTD
+43.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$5.45$4.59+18.7%
Q1 2026May 7, 2026$5.22$2.92+78.8%
Q4 2025Feb 5, 2026$4.39$3.55+23.7%
Q3 2025Oct 30, 2025$2.41$2.28+5.7%
Next earningsThu, Oct 29·consensus EPS $4.98

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.5B+39.0%11.1%4.2%$4.58$667.6M
Q4 FY25$8.7B+20.1%11.5%3.8%$3.78$172.6M
Q3 FY25$7.7B+13.0%10.8%2.3%$2.11$-238.1M
Q2 FY25$7.6B+10.0%11.2%2.5%$3.62$-224.5M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$39.4B$37.9B – $40.8B$20.45$18.36 – $21.542
FY27$41.4B$39.7B – $43.1B$22.37$18.22 – $24.412
FY28$44.1B$43.9B – $44.4B$24.78$24.10 – $25.731

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.76%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 50.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 29Gretchen ZechSVP, Chief Gov, Sust, HR Offr4.6K sh$990KSellMay 22Jean-claude Carine LamercieSVP, CLCO and Secretary3.0K sh$648KSellMay 21Gretchen ZechSVP, Chief Gov, Sust, HR Offr16.0K sh$3.4MSellMay 20Eric NowakPresident3.5K sh$733K
+ 18 other (15 awards · 3 exempts) in window

See when $ARW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 68-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

ARW filed an 8-K (Item 2.02) reporting its financial results, filed 2026-08-06. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KCharter amendmentMay 138-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

ARW held its annual meeting of stockholders around 2026-05-13 (8-K Item 5.07). Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 12 other (4 13Gs · 2 10-Qs · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Canada Pension Plan Investment Board Purchases Shares of 11,500 Arrow Electronics, Inc. $ARWdefenseworld.net·1d ago4 Value Stocks to Buy as Inflation Concerns Keep Markets Cautiouszacks.com·5d agoAre Investors Undervaluing Arrow Electronics (ARW) Right Now?zacks.com·5d ago5 Broker-Adored Stocks to Watch as Iran-U.S. Tensions Refuse to Fadezacks.com·7d agoBlackRock Inc. Purchases Shares of 5,016,324 Arrow Electronics, Inc. $ARWdefenseworld.net·10d ago

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Voices on X · last 7 days

No standout posts about $ARW on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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