
Arrow Electronics edges out Avnet as AI-driven semiconductor demand lifts both, with stronger earnings growth, profitability and estimate revisions tipping the balance.
Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Centennial, Colorado.
| Revenue (TTM) | $33.51B |
| Gross Profit (TTM) | $3.77B |
| EBITDA | $1.28B |
| Operating Margin | 4.16% |
| Return on Equity | 11.30% |
| Return on Assets | 2.49% |
| Revenue/Share (TTM) | $649.87 |
| Book Value | $131.97 |
| Price-to-Book | 1.62 |
| Price-to-Sales (TTM) | 0.32 |
| EV/Revenue | 0.39 |
| EV/EBITDA | 10.32 |
| Quarterly Earnings Growth (YoY) | 201.30% |
| Quarterly Revenue Growth (YoY) | 39.00% |
| Shares Outstanding | $51.13M |
| Float | $50.83M |
| % Insiders | 0.51% |
| % Institutions | 110.21% |
Volatility is currently contracting

Arrow Electronics edges out Avnet as AI-driven semiconductor demand lifts both, with stronger earnings growth, profitability and estimate revisions tipping the balance.

DOO, NXRT, ARW, NTNX and CCS have been added to the Zacks Rank #1 (Strong Buy) List on July 28, 2026.

CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) announced it will host a conference call to discuss second-quarter 2026 financial results on Aug. 6, 2026, at 4:30 p.m. ET. Webcast: A live webcast of the conference call will be available via the events section of https://investor.arrow.com/investors or by accessing the webcast link directly at https://events.q4inc.com/attendee/235232794. Shortly after the conclusion of the conference call, a webcast replay will be availabl.

IX, ARW and DBI made it to the Zacks Rank #1 (Strong Buy) value stocks list on July 21, 2026.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Arrow Electronics has surged 75% in six months, yet trades at just 10x forward non-GAAP earnings, offering double-digit upside potential. ARW benefits from robust AI-driven demand, a growing backlog, and improved margin visibility, with Q1 sales up 39% and non-GAAP EPS up 190%. Valuation remains compelling: ARW trades at a 61% discount to sector median, with a re-rating to 11–12x forward earnings supporting a $220–$230 target.

Arrow Electronics is a leading distributor of electronic components, hardware systems, and software with a diverse product catalog. ARW's broad portfolio reduces risk and earnings volatility but can obscure its exposure to high-growth AI infrastructure demand. The company's offerings span critical AI data center needs, including memory, storage, networking, power components, and supply chain management.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Does Arrow Electronics (ARW) have what it takes to be a top stock pick for momentum investors? Let's find out.

Arrow Electronics (ARW) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
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