ARWArrow Electronics, Inc.
Arrow Electronics, Inc. (ARW) is a global distributor of electronic components, offering everything from semiconductors to industrial equipment to tech firms and manufacturers. The next catalyst is Oct 9, 2026 — Arrow Electronics News, which will test the company’s ability to sustain momentum from recent demand signals and strategic rebranding efforts.
- The company’s revenue grew 10.5% YoY to $34.76B in the latest reported period.
- Free cash flow (TTM) stands at $1.52B, with a net margin of 2.3% and a debt-to-equity ratio of 0.47x.
- Shareholders’ equity is $6.58B, and diluted EPS was $5.26.
The Read
Arrow's stock surged 15% on strong Q4 2025 results and upward guidance, then rallied 10%.
The schedule
- Fri9Oct
This news event will test the company's ability to communicate strategic updates or operational improvements. The market will be looking for clarity on its cloud and digital transformation initiatives.
- Tue9Feb
This earnings report will test the company's ability to maintain margins and manage inventory amid supply chain volatility. The outcome will reflect the impact of recent macroeconomic conditions and the strength of its core electronics distribution business.
- Thu4Mar
This presentation will test the company's ability to showcase progress in its cloud and digital transformation initiatives. The market will be looking for tangible results and updated guidance.
- Thu6May
This earnings report will test the company's ability to sustain its performance and adapt to evolving market conditions. The outcome will reflect the impact of recent macroeconomic conditions and the strength of its core electronics distribution business.
- Wed2Jun
This presentation will test the company's ability to showcase progress in its cloud and digital transformation initiatives. The market will be looking for tangible results and updated guidance.
- Mon26Jul
This earnings report will test the company's ability to sustain its performance and adapt to evolving market conditions. The outcome will reflect the impact of recent macroeconomic conditions and the strength of its core electronics distribution business.
- Sun17Oct
Past
- Tue15Sep
Actual outcome: Bull · $230.25 at outcome
Arrow Electronics' stock rose 8.3% following the event, driven by positive strategic updates and demand signals in key markets. The company's forward guidance signaled stabilization in demand, and the rebranding efforts along with Microsoft designations reinforced long-term growth prospects, leading to the rally despite a slight earnings miss.
Positive news release expected to drive stock higher due to strategic updates and demand signals in key markets.
- Mon27Jul
Actual outcome: Bull · $214.24 at outcome
Arrow Electronics delivered a massive Q1 earnings beat, with revenues surging 39% year-over-year driven by broad-based component demand and AI data center strength. The stock rallied well past the bull target as the company exceeded guidance across revenue, profit margins, and EPS, further bolstered by the announcement of a new $1 billion share repurchase program.
- Thu7May
Actual outcome: Bull · $202.56 at outcome
Arrow Electronics reported Q1 2026 EPS of $3.78, exactly matching analyst estimates. Without a clear earnings beat or raised guidance to sustain the stock's recent momentum near its 52-week high, shares remained flat and consolidated between the bull and bear targets.
- Fri20Mar
Actual outcome: Bull · $158.19 at outcome
Arrow Electronics' strategic update and new partnership with Infineon led to upward revisions in 2026 sales and EPS estimates, resulting in the stock being upgraded to a Zacks Rank #1 (Strong Buy). The market responded favorably to management's improved visibility into ECS margin expansion and cloud-native service growth, driving
- Wed11Feb
Actual outcome: Bull · $158.11 at outcome
Arrow reported a strong Q4 beat with 20% year-over-year revenue growth, driven by robust performance in both Global Components and the higher-margin Enterprise Computing Solutions (ECS) segment. The stock rallied as these results and subsequent upward earnings revisions dispelled fears of a sector slowdown, while a new automotive architecture initiative reinforced the company's long-term growth prospects in high-tech segments.