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AVAVT

Avnet, Inc.

$AVT·$7.4B·Technology Distributors·Technology
$91.80+0.0%YTD+88.8%1Y+78.2%
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Price updated 10m ago
AVAVT
Avnet, Inc.$AVT
$91.80+0.02%0 posts
AI analysisFundamentalsVoices on X
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What it does

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

Avnet, Inc., established in Phoenix, Arizona, in 1921, operates as a global technology distributor and solutions provider. The company specializes in marketing, selling, and distributing electronic components, with its business activities structured into two distinct segments: Electronic Components and Farnell. The Electronic Components division is responsible for the marketing, sales, and distribution of a diverse range of electronic components, including semiconductors, interconnect devices, passive and electromechanical components, and other integrated parts sourced from various manufacturers. This segment offers extensive support beyond mere distribution, providing "design chain" services such as technical design solutions for engineers, alongside engineering and technical resources crucial for product design, bill of materials development, and ongoing technical education and training. Additionally, it delivers "supply chain" solutions, offering logistical and support services to original equipment manufacturers (OEMs), electronic manufacturing service (EMS) providers, and electronic component manufacturers. It also provides integrated solutions, which involve the technical design, integration, and assembly of embedded products and systems, primarily for industrial applications. Its offerings extend to innovative embedded display solutions, including both touch and passive display technologies. Furthermore, it develops and manufactures standard board and industrial subsystems, as well as application-specific devices, allowing for the production of systems finely tuned to specific customer requirements. This segment caters to a wide spectrum of markets, including automotive, medical, defense, aerospace, telecommunications, industrial, and digital editing. The Farnell segment is dedicated to distributing kits, tools, electronic and industrial automation components, and test and measurement products, serving engineers and entrepreneurs alike. Avnet maintains a global presence, with operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region.

Industry overviewAI analysisGenerated by AI from underlying data

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

Technology Distributors · Technology

Enterprise AI hardware procurement and server refresh remain the structural tailwind — Arrow Electronics' Q1 beat and $1B buyback confirms sustained channel demand for semiconductors and enterprise computing in AI infrastructure buildouts. The top chatter this week (INHD) reflects consumer electronics recycling demand, a separate cycle from the enterprise distribution tailwind.

What this means for $AVT

Direct beneficiary — Avnet distributes semiconductor components and technology solutions globally; enterprise AI hardware procurement and server refresh driving Arrow's outperformance applies equally to Avnet's semiconductor distribution business.

See how Technology Distributors shapes $AVT

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $AVT's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$XLKTechnology Select Sector SPDR
+31.7%YTD
+57.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
34.7How 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
5.6%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
2.7%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
0.4%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
4.3%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
10.5%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
0.6Total 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
Q1 2026Apr 29, 2026$1.48$1.33+11.3%
Q4 2025Jan 28, 2026$1.05$0.95+10.5%
Q3 2025Oct 29, 2025$0.84$0.82+2.8%
Q2 2025Aug 6, 2025$0.81$0.72+12.5%
Next earningsWed, Aug 5·consensus EPS $1.76

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$7.1B+33.9%10.4%3.1%$1.15$-70.7M
Q2 FY26$6.3B+11.6%10.5%2.7%$0.76$192.9M
Q1 FY26$5.9B+5.3%10.4%2.5%$0.62$-169.2M
Q4 FY25$5.6B+1.0%10.6%2.5%$0.07$79.9M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.8B$26.1B – $26.9B$5.13$5.10 – $5.173
FY27$30.7B$29.4B – $32.0B$7.94$7.23 – $8.873
FY28$33.6B$32.7B – $34.4B$8.88$8.54 – $9.161
FY29$36.2B$35.1B – $37.1B$10.35$9.96 – $10.671

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.0.7×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.93%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.+13.3%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.+50.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 81.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β1.115-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.

Know if $AVT is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

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

Recent transactions

SellMay 22Kenneth A JacobsonCFO12.0K sh$1.0MSellMay 5Philip R GallagherCEO23.9K sh$2.0MSellFeb 24Philip R GallagherCEO46.1K sh$3.1MSellFeb 17Mccoy Michael RyanSVP, General Counsel36.3K sh$2.4MSellFeb 12Youngblood Jay DavidSVP, Chief Digital Officer987 sh$65KSellFeb 2Chan Leng JinSVP, CIO9.2K sh$568K
+ 26 other (16 awards · 6 inkinds · 4 exempts) in window

See when $AVT 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.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 9 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

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

These 4 Low Price-to-Cash Flow Stocks Have Winning Potentialzacks.com·5d agoHere's Why Avnet (AVT) is a Strong Value Stockzacks.com·6d agoAvnet Inc (AVT) Stock Up 6.8% but GF Value Says Overvalued -- GF Score: 86/100gurufocus.com·14d agoAvnet, Inc. (AVT) Presents at Bank of America 2026 Global Technology Conference Transcriptseekingalpha.com·14d agoWhy Is Avnet (AVT) Up 5.6% Since Last Earnings Report?zacks.com·18d ago

More in Technology Distributors

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

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

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