Pulling SEC filings + quote and writing the call…

ARROW ELECTRONICS, INC.
Next earnings Jul 29, 2026 · consensus $4.50 EPS, $9.66B rev
Last earnings -1.1% on 2026-05-07
Electronics distributor off the cycle bottom — revenue and earnings rebounding and the stock is cheap on sales, but cash flow nearly vanished on a working-capital build.
Sources: SEC EDGAR (CIK 0000007536, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:46:09 PM.
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Middling fundamentals offset by an attractive price (~81% below fair value) — worth a look on the value angle.
Arrow Electronics is one of the largest global distributors of electronic components and enterprise computing solutions — a high-volume, low-margin intermediary whose results track the semiconductor and IT spending cycle. FY2025 shows a clear recovery off the FY2024 trough: revenue rose 10.5% to $30.9B and net income jumped 45.7% to $571M, lifting diluted EPS 49.9% to $10.93. Gross margin (11.2%), operating margin (2.7%) and net margin (1.9%) are thin but normal for distribution; the model is about asset turns and scale, and ROE recovered to 8.7%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $34.5B | $37.1B | $33.1B | $27.9B | $30.9B |
| Gross profit | $4.20B | $4.84B | $4.15B | $3.29B | $3.47B |
| Operating income | $1.56B | $2.07B | $1.47B | $769M | $822M |
| Net income | $1.11B | $1.43B | $904M | $392M | $571M |
| Diluted EPS | $15.10 | $21.80 | $15.84 | $7.29 | $10.93 |
| Net margin | 3.2% | 3.8% | 2.7% | 1.4% | 1.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1070 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 6 sales
| 2026-06-02 | Zech Gretchen SVP, Chief Gov, Sust, HR Offr | Sell | 6.60K @ $228.92 | $1.51M |
| 2026-06-02 | Zech Gretchen SVP, Chief Gov, Sust, HR Offr | Exercise | 14.3K @ $81.05 | $1.16M |
| 2026-06-02 | Zech Gretchen SVP, Chief Gov, Sust, HR Offr | Sell | 14.3K @ $228.36 | $3.27M |
| 2026-05-29 | Zech Gretchen SVP, Chief Gov, Sust, HR Offr | Sell | 4.60K @ $215.15 | $990K |
| 2026-05-22 | Jean-Claude Carine Lamercie SVP, CLCO and Secretary | Sell | 3.00K @ $216.00 | $648K |
| 2026-05-21 | Zech Gretchen SVP, Chief Gov, Sust, HR Offr | Sell | 16.0K @ $212.08 | $3.39M |
| 2026-05-20 | Nowak Eric President, Global ECS | Sell | 3.47K @ $210.99 | $733K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.