Arrow Electronics, Inc.
$214.61-2.5%YTD+98.0%1Y+87.4%
Price updated 24m ago·X counts updated 5d ago
On X
The complete picture of $ARW on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
72X posts · last 7 days
Chatter Meter
1×
How loud $ARW's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.
AI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $ARW — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
No material change from last week — AI GPU and enterprise networking hardware refresh drives distributor volumes.
What this means for $ARW
Partial — Distributes semiconductor components and enterprise computing solutions to industrial and commercial customers globally.
Top industry ETF
$XLKTechnology Select Sector SPDR
+34.1%YTD
+33.1%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 $4.96
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
FYRevenueRangeEPSRangeAnalysts
FY26$40.0B$39.6B – $40.4B$21.81$20.95 – $22.573
FY27$43.1B$41.9B – $44.2B$24.54$21.54 – $28.383
FY28$46.5B$45.9B – $47.1B$27.20$26.76 – $27.681
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.1.0×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.80%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.+1.0%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.+18.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 50.5M 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.β1.175-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.
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
3New insider — initial holdingsSep 153
AI summary
8-KMaterial agreementSep 48-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary
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
8-KCharter amendmentMay 138-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary
+ 7 other (3 13Gs · 2 10-Qs · 1 SD · 1 earnings 8-K) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
4 Stocks Trading Near 52-Week High With Room to Rise FurtherWhy Arrow Electronics (ARW) is a Top Value Stock for the Long-TermArrow Electronics recognized as Best Cloud Distributor and earns multiple 2026 CONTEXT ChannelWatch awardsArrow Electronics recognized as NetApp North America Distributor of the Year for 2026FourKites Recognizes Kimberly-Clark, Arrow Electronics, Nestlé USA, Volvo Group and Church & Dwight for Outstanding Achievements in Supply Chain Transformation
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