Arrow Electronics (NYSE:ARW) Announces 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.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Wall Street Zen cut shares of Arrow Electronics from a “strong-buy” rating to a “buy” rating in a report on Saturday, September 19th. Wells Fargo & Company boosted their price target on Arrow Electronics from $175.00 to $200.00 and gave the stock an “underweight” rating in a research report on Friday, August 7th. Zacks Research lowered Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 26th. Raymond James Financial reaffirmed an “outperform” rating and issued a $250.00 price objective on shares of Arrow Electronics in a research report on Friday, August 7th. Finally, Truist Financial reduced their target price on Arrow Electronics from $260.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, August 7th. Three equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Arrow Electronics has an average rating of “Hold” and an average price target of $233.25.

Arrow Electronics Stock Performance

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

Arrow Electronics (NYSE:ARW) last released its quarterly earnings results on Thursday, November 5th. The technology company reported $6.22 EPS for the quarter, beating the consensus estimate 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 the consensus estimate of $10.07 billion. During the same period in the prior year, the company posted $2.41 earnings per share. Arrow Electronics’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. On average, sell-side analysts expect that Arrow Electronics will post 21.24 earnings per share for the current year.

Insider Activity

In other news, SVP Carine Jean-Claude sold 1,000 shares of Arrow Electronics stock in a transaction that occurred 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 directly owned 11,626 shares in the company, valued at approximately $2,439,716.10. The trade was a 7.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.80% of the stock is currently owned by insiders.

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.