Arrow Electronics (ARW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Arrow Electronics stock moves after IBM distribution expansion Arrow Electronics (ARW) has drawn fresh attention after expanding its IBM distribution coverage to seven more European countries, widening access to IBM infrastructure, automation and data solutions for regional channel partners. See our latest analysis for Arrow Electronics. Arrow Electronics shares have climbed sharply over 2026, with a year to date share price return of 94.94% and a 1 year total shareholder return of 78.44%,...

On August 6, Arrow Electronics (NYSE:ARW) delivered a second-quarter update that put more weight behind its growth story. Revenue reached $10 billion, up 32% year-over-year, while non-GAAP earnings per share jumped 124% to $5.45. The bigger question now is whether stronger demand can keep translating into better profitability. Bull Case: Demand Is Spreading Arrow’s latest […]

Arrow Electronics, MKS and SOLV Energy stand out as AI infrastructure plays with surging sales, earnings and orders.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 2.1% return lagged the S&P 500 by 10.9 percentage points.

Arrow Electronics’ Q2 results outperformed Wall Street’s expectations on both revenue and adjusted earnings, but the market reacted negatively. Management attributed the quarter’s strong performance to broad-based demand, disciplined expense management, and operating leverage, with particular strength in its global components segment. CEO William Austen highlighted positive trends in industrial, aerospace and defense, and transportation, noting that value-added services and execution on supply c

Tracey Ryniec and John Blank debate the slowing job market while AI spending is also booming.

Record revenue and EPS growth driven by AI demand and disciplined cost management.

Avnet, Lifetime Brands, Arrow Electronics and Inter&Co stand out as value stocks with low P/CF ratios amid market and geopolitical risks.

Investors need to pay close attention to ARW stock based on the movements in the options market lately.

AVT joins three value stocks highlighted for low P/CF ratios as investors seek resilience amid a tech sell-off and rising geopolitical risks.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

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 stock has run up strongly year to date, yet valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while traditional earnings based multiples still make the shares look relatively inexpensive. Year to date, Arrow Electronics has gained 79.2%, which now puts more focus on whether that move is backed by cash flow strength or mainly by sentiment. Expectations for Arrow Electronics to keep converting revenue into solid...

Review Arrow Electronics' (ARW) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

Arrow Electronics (NYSE:ARW) reported second-quarter 2026 revenue of $10 billion, up 32% from a year earlier and 30% on a constant-currency basis, as broad-based demand, higher unit volumes, price inflation and value-added services supported growth across its businesses. Non-GAAP diluted earnings p

ARW tops Q2 earnings and revenue guidance as sales jump year over year, while strong backlog trends and a new buyback plan set the stage for Q3.

ARW sees more runway in Components as demand broadens in Q2, book-to-bill stays above 1 and backlog stretches into the first half of 2027.

Moby summary of Arrow Electronics, Inc.'s Q2 2026 earnings call

Arrow Electronics Inc (ARW) delivers a stellar Q2 with revenue up 32% and EPS up 124%, driven by broad-based growth and strong operating leverage.

Although the revenue and EPS for Arrow Electronics (ARW) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Arrow Electronics (ARW) delivered earnings and revenue surprises of +22.47% and +5.74%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Global electronics components and solutions distributor Arrow Electronics (NYSE:ARW) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 31.8% year on year to $9.99 billion. Guidance for next quarter’s revenue was optimistic at $9.9 billion at the midpoint, 2.6% above analysts’ estimates. Its non-GAAP profit of $5.45 per share was 22.5% above analysts’ consensus estimates.

A thin-margin distributor keeps shrinking its share count, and the money behind it is sitting in an interest-free bill it has not yet paid.

Avnet (AVT) delivered earnings and revenue surprises of +29.55% and +11.28%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Get a deeper insight into the potential performance of Arrow Electronics (ARW) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

ARW heads into Q2 2026 earnings with revenues and profit expected to jump, while investors watch whether recovering component demand offsets ECS headwinds.

Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.

AKAM heads into Q2 2026 earnings with cybersecurity and cloud strength expected to lift revenues despite margin pressure from higher investments.

With the Fed holding rates steady and Middle East tensions clouding market sentiment, ARW, PENN, GOOS and HRMY emerge as attractive value opportunities.

AVT heads into Q4 earnings with AI, networking and industrial demand lifting growth, but investors are watching if margin pressures temper the upbeat outlook.

APH's Q2 earnings and revenues surge on strong IT datacom demand, broad organic growth and acquisitions, while record orders fuel upbeat Q3 guidance.

KLA's fiscal Q4 earnings beat estimates as AI infrastructure, foundry/logic and process control demand lift revenues 15.2% and strengthen its outlook.

META's Q2 results may show ad revenue gains as AI targeting, stronger engagement and rising impressions boost advertiser returns.

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.

Dell trades at a fraction of Marvell's valuation multiple, but one company is growing revenue 42% annually with a 32.6% net margin.

Arrow Electronics (ARW) has caught investor attention after a strong year-to-date stock return of 87.78%, compared with 8.28% for the S&P 500, prompting closer scrutiny of its fundamentals. See our latest analysis for Arrow Electronics. At a share price of $212.27, Arrow Electronics has given investors a year to date share price return of 87.78%, with a 13.81% 90 day share price gain and a 66.08% 1 year total shareholder return. This points to strong recent momentum despite some short term...

Here is how Jabil (JBL) and Arrow Electronics (ARW) have performed compared to their sector so far this year.

AVT is expanding operating margins despite gross margin pressure, with cost discipline and improving demand supporting earnings growth.

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.

Dell's $8.6B free cash flow and Pentagon contracts clash with NVIDIA's 55.6% net margins and $96.7B cash generation, a stark contrast in scale and profitability.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.