AVNET INC
No SEC Form 4 filings for $AVT in the last 30 days.
Avnet reported record Q4 2026 results, citing broad demand recovery, operating leverage, tighter semiconductor and IP&E supply with longer lead times, and more widespread pricing increases beyond memory. Inventory fell to 71 days. For FY2027, management guided for ~10% sequential sales growth at Q1 midpoint and EPS growing about 3x sales, with book-to-bill above 1.0.
Avnet (NASDAQ:AVT) reported Q4 2026 earnings call commentary citing record sales growth and EPS supported by memory-driven pricing. Management said about one-third of sequential and YoY sales growth came from memory price increases, while gross margin fell 14 bps YoY. Cash flow of $291 million funded growth; guidance targets revenue $9.0–$9.3B and operating margin toward 5%.
Avnet (NASDAQ:AVT) reported Q2 CY2026 revenue of $8.30 billion, up 47.7% year over year and above Wall Street estimates by 10.5%, according to the company. Non-GAAP EPS was $2.28, 28.8% above consensus. Next-quarter revenue guidance midpoint was $9.15 billion. The stock rose to $98.50 after results.
Over the past 7 days, alphai's AI scored 4 news stories mentioning AVT (AVNET INC). Coverage has skewed bullish: 3 bullish, 1 neutral, and 0 bearish.
Recent AVT coverage spans earnings, technology and sector analysis.
Guidance and margin drivers (pricing pass-through, operating leverage, inventory normalization) suggest a constructive near-to-intermediate earnings trajectory, but supply tightness and pricing mix remain key swing factors.
Net read-through is constructive on demand and margins improving, but with explicit downside risk that memory-driven pricing may not be sustainable and customers could pause after safety-stock builds.
Beat on revenue and adjusted EPS plus upside revenue guidance likely supports near-term momentum and re-rates the distribution demand outlook.
Strong Q4 growth and margin expansion plus explicit Q1 guidance create a clear near-term earnings trajectory for AVT.
Strong revenue growth plus guidance raise aligns with a positive price reaction.
alphai scores every news story that mentions AVT with an AI model for sentiment and relevance, and aggregates insider trades from AVNET INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Avnet reported record Q4 2026 results, citing broad demand recovery, operating leverage, tighter semiconductor and IP&E supply with longer lead times, and more widespread pricing increases beyond memory. Inventory fell to 71 days. For FY2027, management guided for ~10% sequential sales growth at Q1 midpoint and EPS growing about 3x sales, with book-to-bill above 1.0.
7 min readAvnet (NASDAQ:AVT) reported Q4 2026 earnings call commentary citing record sales growth and EPS supported by memory-driven pricing. Management said about one-third of sequential and YoY sales growth came from memory price increases, while gross margin fell 14 bps YoY. Cash flow of $291 million funded growth; guidance targets revenue $9.0–$9.3B and operating margin toward 5%.
7 min readAvnet (NASDAQ:AVT) reported Q2 CY2026 revenue of $8.30 billion, up 47.7% year over year and above Wall Street estimates by 10.5%, according to the company. Non-GAAP EPS was $2.28, 28.8% above consensus. Next-quarter revenue guidance midpoint was $9.15 billion. The stock rose to $98.50 after results.
4 min readAVNET INC (AVT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 avt-20260805xex99d1.htm EX-99.1 Exhibit 99.1 Avnet Reports Fourth Quarter and Fiscal 2026 Financial Results Record quarterly sales of $8.3 billion with nearly 50% year-over-year sales growth and significant margin expansion Electronic Components operating margin
6 min readTD SYNNEX (SNX) reported Q1 revenue of $19.57B, up 31% YoY, beating analyst expectations by 16.6%, and posted an EPS beat. Insight Enterprises (NSIT) reported $2.13B revenue, up 1.2% YoY, slightly above expectations but missed EPS. Avnet (AVT) had $7.12B revenue, up 33.9%, and raised guidance. ScanSource (SCSC) reported $766.8M revenue, up 8.8%, beating estimates.
6 min readAVNET INC (AVT) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 avt-20260701xex10d1.htm EX-10.1 Exhibit 10.1 AMENDMENT NO. 9 TO FOURTH AMENDED AND RESTATED RECEIVABLES PURCHASE AGREEMENT This Amendment No. 9 to the Fourth Amended and Restated Receivables Purchase Agreement (this “ Amendment ”) is dated as of July 1, 2026, among Avne
3 min readAvnet (NASDAQ: AVT) and Hong Kong Science and Technology Parks Corporation (HKSTP), with EMUS Lab, launched a 12-month DfMA Launchpad for AI MMP Programme for startups worldwide. It targets Edge AI, Physical AI and HPC, offering up to HKD 100,000 funding (per HKSTP terms), lab access, mentorship and global market links. Applications run May 1–29, 2026; results due July 13.
5 min readAvnet (NASDAQ:AVT) hit a new 52-week high on Tuesday, trading up to $87.80 and last at $87.77 versus a prior close of $85.91. The stock has seen multiple analyst rating changes, including Bank of America’s upgrade to neutral with a $96 target. After its Apr. 29 earnings, Avnet reported $1.48 EPS (vs. $1.33 est.) and $7.12B revenue (vs. $6.45B est.).
4 min readAvnet (NASDAQ: AVT) and Hong Kong Science and Technology Parks Corporation (HKSTP), with EMUS Lab, launched a 12-month “DfMA Launchpad for AI MMP Programme” for startups worldwide. The co-incubation targets Edge AI, Physical AI and HPC, offering up to HKD 100,000 funding (per HKSTP terms), lab access, mentorship, and global supply-chain links. Applications open May 1–29, 2026; interviews are July 2–3; results July 13.
4 min readAvnet (NASDAQ: AVT) and Hong Kong Science and Technology Parks Corporation (HKSTP), with EMUS Lab, launched a 12-month “DfMA Launchpad for AI MMP Programme” for global startups. The co-incubation targets Edge AI, Physical AI and HPC, offering up to HKD 100,000 funding (per HKSTP terms), lab access, mentorship, and supply-chain and market links. Applications open May 1, 2026 and close May 29, with results on July 13.
5 min read
