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

Arrow Electronics (NYSE:ARW) issued an update on its fourth quarter 2026 earnings guidance on Thursday. 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 Price Performance

Shares of Arrow Electronics stock traded down $25.72 on Thursday, reaching $176.91. 1,102,571 shares of the stock were exchanged, compared to its average volume of 608,497. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.01 and a current ratio of 1.22. The firm has a market cap of $9.00 billion, a PE ratio of 11.30, a P/E/G ratio of 0.31 and a beta of 1.20. The firm’s 50 day moving average is $219.06 and its 200-day moving average is $191.69. Arrow Electronics has a one year low of $101.79 and a one year high of $249.43.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings data on Thursday, November 5th. The technology company reported $6.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.06 by $1.16. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.41%. The business had revenue of $10.72 billion for the quarter, compared to analysts’ expectations of $10.07 billion. During the same period last year, the firm posted $2.41 earnings per share. The firm’s quarterly 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, analysts anticipate that Arrow Electronics will post 21.24 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on ARW shares. Truist Financial decreased their price target 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. Wells Fargo & Company upped their price objective on Arrow Electronics from $175.00 to $200.00 and gave the stock an “underweight” rating in a research report on Friday, August 7th. Raymond James Financial restated an “outperform” rating and set a $250.00 price objective on shares of Arrow Electronics in a research report on Friday, August 7th. Weiss Ratings raised Arrow Electronics from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, October 8th. Finally, Zacks Research downgraded shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 26th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $233.25.

Insider Activity

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 transaction of $209,850.00. Following the completion of the transaction, the senior vice president directly owned 11,626 shares in the company, valued at approximately $2,439,716.10. This represents a 7.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.80% of the company’s stock.

About Arrow Electronics

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.