Arrow Electronics (NYSE:ARW) Issues Q3 2026 Earnings Guidance

Arrow Electronics (NYSE:ARW) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 4.830-5.030 for the period, compared to the consensus estimate of 4.500. The company issued revenue guidance of $9.6 billion-$10.2 billion, compared to the consensus revenue estimate of $9.5 billion.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on ARW shares. Truist Financial lifted their price objective on shares of Arrow Electronics from $240.00 to $260.00 and gave the company a “buy” rating in a research report on Thursday, June 4th. Bank of America raised Arrow Electronics from an “underperform” rating to a “neutral” rating and lifted their price target for the company from $122.00 to $233.00 in a report on Wednesday, May 13th. Zacks Research lowered Arrow Electronics from a “strong-buy” rating to a “hold” rating in a report on Monday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday, May 26th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $220.00 price target on shares of Arrow Electronics in a research note on Friday, May 8th. Three analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $222.00.

Arrow Electronics Price Performance

Shares of ARW traded down $3.96 during mid-day trading on Thursday, hitting $222.89. The company’s stock had a trading volume of 750,253 shares, compared to its average volume of 637,220. The firm has a 50-day moving average price of $215.85 and a 200 day moving average price of $179.75. The stock has a market capitalization of $11.40 billion, a price-to-earnings ratio of 15.94 and a beta of 1.20. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.24 and a quick ratio of 1.02. Arrow Electronics has a fifty-two week low of $101.79 and a fifty-two week high of $237.33.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings results on Thursday, August 6th. The technology company reported $5.45 earnings per share for the quarter, beating analysts’ consensus estimates of $4.59 by $0.86. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The business had revenue of $9.99 billion during the quarter, compared to analyst estimates of $9.67 billion. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. On average, research analysts predict that Arrow Electronics will post 19.15 EPS for the current fiscal year.

Arrow Electronics announced that its Board of Directors has initiated a share buyback program on Wednesday, May 13th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the technology company to repurchase up to 9.7% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s management believes its stock is undervalued.

Insider Activity at Arrow Electronics

In other news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $216.00, for a total transaction of $648,000.00. Following the transaction, the senior vice president owned 12,626 shares in the company, valued at approximately $2,727,216. The trade was a 19.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total value of $732,768.27. Following the sale, the insider directly owned 48,835 shares in the company, valued at $10,303,696.65. The trade was a 6.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.80% of the company’s stock.

Hedge Funds Weigh In On Arrow Electronics

Hedge funds have recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Arrow Electronics by 45.9% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company’s stock valued at $2,154,000 after acquiring an additional 6,523 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Arrow Electronics by 8.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,971 shares of the technology company’s stock valued at $20,763,000 after buying an additional 14,886 shares in the last quarter. Geneos Wealth Management Inc. grew its stake in Arrow Electronics by 68.1% during the first quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock worth $37,000 after buying an additional 143 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in Arrow Electronics during the second quarter worth about $492,000. Finally, Walleye Capital LLC acquired a new stake in shares of Arrow Electronics during the second quarter worth approximately $475,000. 99.34% of the stock is owned by institutional investors and hedge funds.

Arrow Electronics Company Profile

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.