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

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

Arrow Electronics Stock Performance

NYSE:ARW traded up $11.21 during mid-day trading on Friday, reaching $152.31. 937,023 shares of the company’s stock were exchanged, compared to its average volume of 615,081. 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 one year low of $86.50 and a one year high of $152.50. The firm has a market capitalization of $7.85 billion, a PE ratio of 16.72, a price-to-earnings-growth ratio of 1.08 and a beta of 1.04. The business’s fifty day simple moving average is $116.69 and its two-hundred day simple moving average is $118.76.

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

Analyst Upgrades and Downgrades

ARW has been the topic of several research analyst reports. Wall Street Zen lowered Arrow Electronics from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 14th. Wells Fargo & Company cut their target price on Arrow Electronics from $98.00 to $94.00 and set an “underweight” rating for the company in a research note on Friday, October 31st. Finally, Truist Financial lifted their price target on shares of Arrow Electronics from $120.00 to $148.00 and gave the stock a “hold” rating in a research note on Friday. Three research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Reduce” and a consensus price target of $117.33.

Key Stories Impacting Arrow Electronics

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

• Positive Sentiment: Q4 beat — Arrow reported stronger-than-expected Q4 results: revenue of $8.75B (≈+20% YoY) and EPS that topped estimates, driven by higher gross profit and operating profit expansion. This underpins near-term operating leverage and validates current demand trends. Business Wire Release
• Positive Sentiment: Growing higher‑margin mix — Management highlighted record growth in ECS and an expanding value‑added services mix and set an explicit target for ~21% sales growth in Q1, which could lift margins over time if the mix shift continues. Seeking Alpha: 21% Q1 Sales Growth Target
• Neutral Sentiment: Full disclosure available — Management released an earnings slide deck and call transcript; read these for line‑item detail on segment performance, inventory trends and backlog that will inform whether Q1 guidance is conservative or indicative of demand cooling. Earnings Call Transcript
• Negative Sentiment: Weak near‑term EPS guide — Arrow set Q1 FY2026 EPS guidance at $2.13–$2.33, materially below the consensus (~$3.56), creating downside risk for near-term earnings expectations and likely driving selling pressure despite the quarter’s beat. Business Wire Release
• Negative Sentiment: Cash flow and balance‑sheet flags — Operating cash flow declined significantly year‑over‑year while total liabilities rose materially; those dynamics raise questions about working‑capital needs and leverage even as cash balances increased. Quiver Quant: Cash Flow & Liabilities
• Negative Sentiment: Mixed investor positioning & analyst views — Institutional buying and selling were both reported, and some sell/underweight views remain; that mixed positioning can amplify volatility around the guidance takeaway. Quiver Quant: Institutional Moves & Ratings

Hedge Funds Weigh In On Arrow Electronics

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Advisory Services Network LLC bought a new stake in shares of Arrow Electronics during the 3rd quarter valued at about $31,000. Quarry LP bought a new position in shares of Arrow Electronics in the 3rd quarter worth approximately $33,000. Geneos Wealth Management Inc. boosted its position in shares of Arrow Electronics by 68.1% during the first quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock valued at $37,000 after purchasing an additional 143 shares in the last quarter. Larson Financial Group LLC purchased a new stake in Arrow Electronics in the third quarter worth $48,000. Finally, Danske Bank A S bought a new position in Arrow Electronics in the third quarter worth $48,000. Institutional investors 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.