ARROW ELECTRONICS, INC.
No SEC Form 4 filings for $ARW in the last 30 days.
Simply Wall St reports Arrow Electronics (ARW) shares fell about 8% after its Q2 results despite margin expansion and higher EPS. The company posted about $10.0b revenue and basic EPS of $5.32, up from $7.58b and $3.62 a year earlier. Operating margin rose to 4.0% from about 2.8%, with components margin around 5.4%.
U.S. July payrolls contracted, with 23,000 jobs lost versus 80,000 forecast, and May-June payrolls revised down by 103,000. Hourly earnings rose 0.1% monthly and 3.2% yearly. Fed rate-hike odds for September fell to 42%. Stocks hit records; Atlassian (+30.8%), Twilio (+30.6%), and Trade Desk (-21%) moved on earnings.
Arrow Electronics shares fell nearly 10% after its Q2 2026 earnings. The company reported $10.0B revenue (+32% YoY) and non-GAAP diluted EPS of $5.45 (+124%), both above its guidance. Operating margin was 3.8%, down from Q1 2026’s 4.2%. Wells Fargo kept an Underweight rating and set a $200 price target.
Over the past 7 days, alphai's AI scored 12 news stories mentioning ARW (ARROW ELECTRONICS, INC.). Coverage has skewed bullish: 5 bullish, 5 neutral, and 2 bearish.
Recent ARW coverage spans earnings, macro economy and financial news.
Earnings fundamentals appear stronger than the market reaction, but inventory build and ECS restructuring charges introduce near-term execution risk.
ARW’s selloff is a classic beat-but-disappoint-forward setup, implying the market is trading the outlook more than the print.
Post-earnings selloff is driven by margin trajectory concerns and analyst skepticism despite revenue and EPS beats.
The earnings beat with higher revenue is a near-term positive catalyst, but the article provides no guidance or margin detail to extend the move.
The article provides Q2 segment and regional sales beats versus two-analyst averages, implying stronger demand and mix in ECS and components.
alphai scores every news story that mentions ARW with an AI model for sentiment and relevance, and aggregates insider trades from ARROW ELECTRONICS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Simply Wall St reports Arrow Electronics (ARW) shares fell about 8% after its Q2 results despite margin expansion and higher EPS. The company posted about $10.0b revenue and basic EPS of $5.32, up from $7.58b and $3.62 a year earlier. Operating margin rose to 4.0% from about 2.8%, with components margin around 5.4%.
6 min readU.S. July payrolls contracted, with 23,000 jobs lost versus 80,000 forecast, and May-June payrolls revised down by 103,000. Hourly earnings rose 0.1% monthly and 3.2% yearly. Fed rate-hike odds for September fell to 42%. Stocks hit records; Atlassian (+30.8%), Twilio (+30.6%), and Trade Desk (-21%) moved on earnings.
7 min readArrow Electronics shares fell nearly 10% after its Q2 2026 earnings. The company reported $10.0B revenue (+32% YoY) and non-GAAP diluted EPS of $5.45 (+124%), both above its guidance. Operating margin was 3.8%, down from Q1 2026’s 4.2%. Wells Fargo kept an Underweight rating and set a $200 price target.
4 min readArrow Electronics (NYSE: ARW) reported Q2 EPS of $5.45, above the $4.17 analyst estimate, and revenue of $9.99B versus $9.31B consensus, according to Investing.com. The stock closed at $222.29 and was up 14.02% over three months and 83.88% over 12 months.
2 min readArrow Electronics (ARW) Q2 results highlighted by geographic sales beats versus two-analyst averages. Americas components were $2.45B (vs $2.41B est), Asia components $2.97B (vs $2.74B), and EMEA ECS $1.49B (vs $1.42B). Global ECS net sales were $2.63B (vs $2.45B est), up 14.5% YoY.
4 min readArrow Electronics (ARW) reported Q2 adjusted EPS of $5.45, above the Zacks Consensus Estimate of $4.45, compared with $2.43 a year earlier. Revenue was $9.99B versus $9.44B expected, up from $7.58B. The article cites a +22.47% earnings surprise and notes a Zacks Rank #3 (Hold) ahead of management commentary.
2 min readArrow Electronics (NYSE:ARW) said Deidra C. Merriwether will become president and chief operating officer on Sept. 8, 2026. She will oversee global business segments and logistics and report to interim CEO William F. Austen. Merriwether has been CFO at W.W. Grainger since 2021. Arrow reported 2025 sales of $31 billion, per the company.
2 min readArrow Electronics reported Q2 2026 results on Aug. 6. Consolidated sales were $10.0B, up 32% year over year, and non-GAAP diluted EPS was $5.45, up 124%. Non-GAAP operating margin rose to 4.0%. Shares fell 2.01% to $222.29, and declined further after hours. Q3 guidance calls for $9.60B to $10.20B sales and non-GAAP EPS of $4.83 to $5.03.
7 min readArrow Electronics (NYSE:ARW) reported Q2 2026 results on Aug. 6. According to the company, consolidated sales rose 32% YoY to $10.0B and non-GAAP EPS increased 124% to $5.45. Non-GAAP operating margin rose to 4.0%. Shares fell 2.01% to $222.29 and 2.83% after-hours to $216.
6 min readArrow Electronics (NYSE:ARW) reported Q2 CY2026 revenue of $9.99 billion, up 31.8% year on year and 4.7% above Wall Street estimates, according to the company. Non-GAAP EPS was $5.45, 22.5% above consensus. Management guided next-quarter revenue to $9.9 billion at the midpoint. Shares fell 4.2% to $213.00 after the report.
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