Arrow Electronics (NYSE:ARW) Issues Q4 2026 Earnings Guidance

Arrow Electronics (NYSE:ARW) updated its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 7.000-7.200 for the period, compared to the consensus earnings per share estimate of 5.800. The company issued revenue guidance of $11.6 billion-$12.2 billion, compared to the consensus revenue estimate of $10.5 billion.

Arrow Electronics Stock Performance

Shares of Arrow Electronics stock traded down $25.72 during trading on Thursday, hitting $176.91. 1,103,502 shares of the stock were exchanged, compared to its average volume of 609,445. The company has a current ratio of 1.22, a quick ratio of 1.01 and a debt-to-equity ratio of 0.29. The company has a fifty day moving average price of $219.06 and a 200-day moving average price of $191.69. The stock has a market capitalization of $9.00 billion, a price-to-earnings ratio of 11.30, a price-to-earnings-growth ratio of 0.31 and a beta of 1.20. Arrow Electronics has a 1-year low of $101.79 and a 1-year high of $249.43.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings results on Thursday, November 5th. The technology company reported $6.22 earnings per share for the quarter, topping analysts’ consensus estimates of $5.06 by $1.16. Arrow Electronics had a return on equity of 13.41% and a net margin of 2.26%. The firm had revenue of $10.72 billion for the quarter, compared to the consensus estimate of $10.07 billion. During the same quarter in the previous year, the business earned $2.41 earnings per share. The business’s revenue was up 39.0% compared to the same quarter last year. Arrow Electronics has set its Q4 2026 guidance at 7.000-7.200 EPS. As a group, equities analysts predict that Arrow Electronics will post 21.24 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have recently commented on ARW. Zacks Research cut shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a report on Monday, October 26th. Wells Fargo & Company raised their target price on shares of Arrow Electronics from $175.00 to $200.00 and gave the company an “underweight” rating in a report on Friday, August 7th. Wall Street Zen cut Arrow Electronics from a “strong-buy” rating to a “buy” rating in a research report on Saturday, September 19th. Raymond James Financial restated an “outperform” rating and set a $250.00 price target on shares of Arrow Electronics in a report on Friday, August 7th. Finally, Truist Financial cut their price objective on Arrow Electronics from $260.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, August 7th. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $233.25.

Insider Transactions at Arrow Electronics

In other news, SVP Carine Jean-Claude sold 1,000 shares of the company’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $209.85, for a total value of $209,850.00. Following the completion of the sale, the senior vice president owned 11,626 shares of the company’s stock, valued at approximately $2,439,716.10. This represents a 7.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.80% of the stock is currently owned by corporate insiders.

More Arrow Electronics News

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

• Positive Sentiment: Q3 results topped estimates. Arrow reported EPS of $6.22 versus estimates of about $5.00–$5.06, while revenue of $10.72 billion exceeded expectations of $10.07 billion. Revenue rose 39% year over year, and the company described the quarter as a record for revenue and EPS. Management cited broad-based demand in Global Components and strength across both major business segments. Arrow Electronics Q3 results
• Positive Sentiment: Q4 outlook substantially exceeds consensus. Arrow forecast EPS of $7.00–$7.20, compared with analyst expectations of $5.80, and revenue of $11.6–$12.2 billion versus expectations of $10.5 billion. The outlook points to continued momentum if delivered. Arrow Electronics Q3 profit and Q4 outlook
• Negative Sentiment: Shares fell despite the upbeat report. The disconnect may reflect profit-taking or investor expectations already built into the stock, but the provided reports do not identify a specific cause for the decline.

Arrow Electronics Company Profile

Arrow Electronics, Inc is a global distributor of electronic components and enterprise computing solutions. The company connects manufacturers of technology products with customers, including original equipment manufacturers, contract manufacturers, commercial enterprises and government organizations.

Arrow’s components business distributes products such as semiconductors, embedded systems, passive and electromechanical components, and related engineering services. Its enterprise computing solutions business provides technology products and services involving data center, cloud, security, networking and software solutions.