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.
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, Inc. (ARW) Q2 2026 Earnings Call Transcript
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.
With the Fed holding rates steady and Middle East tensions clouding market sentiment, ARW, PENN, GOOS and HRMY emerge as attractive value opportunities.
DOO, NXRT, ARW, NTNX and CCS have been added to the Zacks Rank #1 (Strong Buy) List on July 28, 2026.
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.