Arrow Electronics (NYSE:ARW) Releases Q2 2026 Earnings Guidance

Arrow Electronics (NYSE:ARW) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 4.32-4.520 for the period, compared to the consensus estimate of 3.100. The company issued revenue guidance of $9.2 billion-$9.8 billion, compared to the consensus revenue estimate of $8.6 billion.

Analysts Set New Price Targets

A number of equities analysts have commented on the company. Zacks Research upgraded Arrow Electronics from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 9th. Wall Street Zen upgraded Arrow Electronics from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Weiss Ratings upgraded Arrow Electronics from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, February 26th. Truist Financial upgraded Arrow Electronics from a “hold” rating to a “buy” rating and raised their price target for the stock from $148.00 to $183.00 in a research report on Monday, April 13th. Finally, Wells Fargo & Company boosted their price target on Arrow Electronics from $94.00 to $115.00 and gave the company an “underweight” rating in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $136.00.

Arrow Electronics Stock Performance

Shares of NYSE:ARW opened at $191.55 on Thursday. Arrow Electronics has a 1 year low of $101.79 and a 1 year high of $194.40. The stock has a market capitalization of $9.78 billion, a price-to-earnings ratio of 17.51, a price-to-earnings-growth ratio of 0.90 and a beta of 1.16. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.36 and a quick ratio of 1.09. The company’s 50 day simple moving average is $156.66 and its 200 day simple moving average is $133.18.

Arrow Electronics (NYSE:ARW) last released its earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share for the quarter, topping the consensus estimate of $2.81 by $2.41. Arrow Electronics had a return on equity of 9.01% and a net margin of 1.85%.The firm had revenue of $9.47 billion during the quarter, compared to analysts’ expectations of $8.39 billion. During the same period in the prior year, the company earned $1.80 earnings per share. The company’s quarterly revenue was up 39.0% on a year-over-year basis. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. As a group, research analysts predict that Arrow Electronics will post 13.59 EPS for the current fiscal year.

Insiders Place Their Bets

In other Arrow Electronics news, SVP Carine Lamercie Jean-Claude sold 4,000 shares of Arrow Electronics stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $156.65, for a total value of $626,600.00. Following the transaction, the senior vice president owned 16,261 shares in the company, valued at $2,547,285.65. The trade was a 19.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Richard John Marano sold 2,500 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $155.32, for a total value of $388,300.00. Following the transaction, the insider directly owned 24,096 shares of the company’s stock, valued at approximately $3,742,590.72. The trade was a 9.40% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 19,199 shares of company stock valued at $3,009,786. 0.80% of the stock is owned by corporate insiders.

Institutional Trading of Arrow Electronics

A number of hedge funds and other institutional investors have recently modified their holdings of ARW. AQR Capital Management LLC lifted its stake in shares of Arrow Electronics by 37.7% in the 3rd quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company’s stock valued at $384,818,000 after acquiring an additional 871,585 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in Arrow Electronics by 0.6% in the 4th quarter. Dimensional Fund Advisors LP now owns 2,995,615 shares of the technology company’s stock worth $330,068,000 after purchasing an additional 16,570 shares in the last quarter. FIL Ltd increased its holdings in Arrow Electronics by 33.8% in the 4th quarter. FIL Ltd now owns 1,231,833 shares of the technology company’s stock worth $135,723,000 after purchasing an additional 310,936 shares in the last quarter. Sei Investments Co. raised its position in Arrow Electronics by 4.3% in the third quarter. Sei Investments Co. now owns 814,794 shares of the technology company’s stock valued at $98,591,000 after purchasing an additional 33,481 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its stake in shares of Arrow Electronics by 1.5% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 528,776 shares of the technology company’s stock valued at $58,261,000 after purchasing an additional 7,588 shares in the last quarter. Institutional investors own 99.34% of the company’s stock.

About Arrow Electronics

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.