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Arrow Electronics Inc Stock Research

ARW

126.09USD-1.60(-1.25%)Market Closedas of 26 Sep 2023, 09:55 am
Watchlist

Market Summary

USD126.09-1.60
Market Closedas of 26 Sep 2023, 09:55 am
-1.25%

ARW Alerts

ARW Stock Price

ARW RSI Chart

ARW Valuation

Market Cap

7.2B

Price/Earnings (Trailing)

6.02

Price/Sales (Trailing)

0.2

EV/EBITDA

5.04

Price/Free Cashflow

27.12

ARW Price/Sales (Trailing)

ARW Profitability

Operating Margin

12.89%

EBT Margin

4.66%

Return on Equity

24.18%

Return on Assets

6.59%

Free Cashflow Yield

3.69%

ARW Fundamentals

ARW Revenue

Revenue (TTM)

35.8B

Revenue Y/Y

-10%

Revenue Q/Q

-2.54%

ARW Earnings

Earnings (TTM)

1.2B

Earnings Y/Y

-36.12%

Earnings Q/Q

-14.08%

Price Action

52 Week Range

89.38147.42
(Low)(High)

Last 7 days

0.3%

Last 30 days

-2.1%

Last 90 days

-6.8%

Trailing 12 Months

36.9%

ARW Financial Health

Current Ratio

1.62

ARW Investor Care

Buy Backs (1Y)

14.16%

Diluted EPS (TTM)

19.67

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for ARW

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-09-14
Agrawal Rajesh K.
sold (taxes)
-564,815
127
-4,414
svp, chief financial officer
2023-06-01
Kerins Sean J
sold (taxes)
-65,456
126
-519
president and ceo
2023-05-30
HAMILTON GAIL
sold
-181,362
127
-1,419
-
2023-05-25
Zech Gretchen
sold
-505,040
126
-4,000
svp, chief gov, sust, hr offr
2023-05-25
Schell Kirk
sold
-520,504
126
-4,130
president, global components
2023-05-19
Kerin Andrew Charles
sold
-174,724
123
-1,419
-
2023-05-11
Schell Kirk
sold (taxes)
-312,181
118
-2,630
president, global components
2023-05-09
HAMILTON GAIL
acquired
167,151
117
1,419
-
2023-05-09
Austen William F.
acquired
167,151
117
1,419
-
2023-05-09
PATRICK STEPHEN C
acquired
167,151
117
1,419
-

1–10 of 50

Which funds bought or sold ARW recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-20
BARCLAYS PLC
added
87.99
19,105,000
35,621,000
0.02%
2023-09-12
Farther Finance Advisors, LLC
added
10.39
5,119
24,349
-%
2023-08-28
DELPHI MANAGEMENT INC /MA/
new
-
1,493,000
1,493,000
1.55%
2023-08-24
Alberta Investment Management Corp
unchanged
-
249,696
1,947,930
0.02%
2023-08-22
VIRGINIA RETIREMENT SYSTEMS ET AL
reduced
-49.7
-2,941,200
4,010,440
0.04%
2023-08-22
COMERICA BANK
new
-
1,000
1,000
-%
2023-08-21
BOKF, NA
reduced
-2.17
701
6,445
-%
2023-08-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
reduced
-5.45
1,103,720
14,169,700
0.02%
2023-08-21
OSAIC HOLDINGS, INC.
added
31.17
769,033
2,292,100
-%
2023-08-21
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
added
10.22
341,000
1,631,000
0.02%

1–10 of 49

Latest Funds Activity

Are funds buying ARW calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own ARW
No. of Funds

Schedule 13G FIlings of Arrow Electronics

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
11.11%
6,834,048
SC 13G/A
Jan 26, 2023
blackrock inc.
12.6%
7,765,175
SC 13G/A
Jan 20, 2023
blackrock inc.
12.6%
7,765,175
SC 13G/A
Feb 09, 2022
vanguard group inc
10.10%
7,035,801
SC 13G/A
Jan 27, 2022
blackrock inc.
10.9%
7,556,039
SC 13G/A
Jan 25, 2022
blackrock inc.
10.9%
7,556,039
SC 13G/A
Sep 10, 2021
vanguard group inc
10.20%
7,324,241
SC 13G/A
Feb 10, 2021
vanguard group inc
9.36%
7,067,299
SC 13G/A
Jan 27, 2021
blackrock inc.
10.2%
7,675,087
SC 13G/A
Apr 09, 2020
vanguard group inc
10.04%
8,095,560
SC 13G/A

Recent SEC filings of Arrow Electronics

View All Filings
Date Filed Form Type Document
Sep 15, 2023
4
Insider Trading
Sep 15, 2023
4
Insider Trading
Aug 25, 2023
3/A
Insider Trading
Aug 24, 2023
3
Insider Trading
Aug 17, 2023
4
Insider Trading
Aug 17, 2023
4
Insider Trading
Aug 17, 2023
4
Insider Trading
Aug 16, 2023
8-K
Current Report
Aug 03, 2023
8-K
Current Report
Aug 03, 2023
10-Q
Quarterly Report

Peers (Alternatives to Arrow Electronics)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
38.8B
16.4B
-4.36% 7.86%
18.76
2.37
3.93% -17.82%
27.5B
22.4B
0.49% 28.97%
25.49
1.23
-2.39% 6.56%
26.5B
13.3B
-4.50% 3.01%
28.4
1.93
-8.71% -68.18%
23.3B
5.6B
1.23% -16.61%
20.6
4.16
6.17% 2.08%
14.2B
35.3B
4.37% 91.55%
14.47
0.4
10.73% 14.25%
-
5.5B
-14.99% -14.88%
-
-
-5.22% 30.78%
MID-CAP
9.5B
60.8B
2.45% 19.03%
14.2
0.16
17.91% 35.28%
7.7B
1.3B
-3.70% 18.41%
35.14
5.98
2.12% 9.33%
7.2B
35.8B
-2.09% 36.89%
6.02
0.2
-0.62% -13.87%
4.4B
26.5B
-2.49% 32.96%
5.72
0.17
9.16% 11.33%
SMALL-CAP
740.1M
3.8B
-5.49% 14.05%
8.24
0.2
7.30% 1.14%
5.8M
24.2M
10.53% -32.33%
5.88
0.24
24.21% 598.51%
-
331.9M
- -
-
-
17.04% 2.73%

Arrow Electronics News

MarketBeat
12073 Shares in Arrow Electronics, Inc. (NYSE:ARW) Bought by ....
MarketBeat,
5 hours ago
DirectorsTalk Interviews
Defense World
Defense World
Yahoo Finance

Returns for ARW

Cumulative Returns on ARW

10.2%


10-Year Cumulative Returns

10.7%


7-Year Cumulative Returns

11.6%


5-Year Cumulative Returns

17.9%


3-Year Cumulative Returns

Risks for ARW

What is the probability of a big loss on ARW?

66.9%


Probability that Arrow Electronics stock will be more than 20% underwater in next one year

25.8%


Probability that Arrow Electronics stock will be more than 30% underwater in next one year.

18.1%


Probability that Arrow Electronics stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does ARW drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Arrow Electronics was unfortunately bought at previous high price.

Drawdowns

Financials for Arrow Electronics

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue-2.6%35,84036,78737,12436,81736,06335,16534,47733,91532,63430,67828,67327,55727,40428,14228,91729,49729,90929,95729,67729,29828,664
Cost Of Revenue-2.4%31,26832,04432,28831,99031,34830,68530,27529,98528,99227,28525,48224,46724,30424,97725,61826,04626,33326,26325,97625,64325,090
Gross Profit-3.6%4,5734,7434,8374,8274,7164,4804,2023,9303,6423,3933,1913,0903,1013,1653,2983,4513,5763,6943,7013,6553,574
Costs and Expenses-1.1%2,7332,7632,7682,7692,7562,7122,6462,5632,4432,3372,2972,2792,3543,1653,1913,2473,2552,5372,5532,5552,528
  S&GA Expenses-1.4%2,5292,5662,5672,5642,5562,5042,4352,3502,2282,1282,0872,0532,0722,1692,1922,2622,3152,2962,3032,2812,258
EBITDA-100.0%-1,670-1,9161,8361,6171,3391,3431,127936669652513-539-389-396-----
EBITDA Margin-100.0%-0.05*-0.05*0.05*0.05*0.04*0.04*0.03*0.03*0.02*0.02*0.02*-0.02*-0.01*-0.01*-----
Interest Expenses-20.0%-277-231-185-158-139-132-131-128-126-127-137-155-175-195-203-208-212-221-214-204-190
Earnings Before Taxes-13.7%1,4821,716-1,8841,7841,556-1,2761,060871-617499-533--375-224872-859787
EBT Margin-100.0%-0.05*-0.05*0.05*0.04*0.04*0.04*0.03*0.03*0.02*0.02*0.02*-0.02*-0.01*-0.01*-----
Net Income-10.0%1,2041,3371,4271,4501,3981,2681,108975851743585461387-295-204-85.45-1.04718716539497
Net Income Margin-100.0%-0.04*0.04*0.04*0.04*0.04*0.03*0.03*0.03*0.02*0.02*0.02*0.01*-0.01*-0.01*------
Free Cashflow-100.0%-311-111-189-2181413364956467731,2361,5351,5461,517715------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets1.3%20,53620,27721,76320,50619,89419,51319,53617,43016,84316,17417,05415,49715,60415,39116,40115,69016,02416,83117,78416,97816,749
  Current Assets1.6%17,13116,86718,34017,13116,42415,94115,89313,72613,08312,36713,15311,66011,79411,58812,52611,84012,11012,25413,60812,71912,462
    Cash Equivalents16.9%240206177334226243222216244228374227206201300262270352509474331
  Inventory-1.3%5,4525,5265,3195,0834,8874,6454,2023,8353,6363,2753,2873,2363,4213,3343,4773,5033,5973,7353,8793,7233,776
  Net PPE-3.7%558579596596626658683705727748800794798803803805814820825839836
  Goodwill0.4%2,0442,0362,0281,9792,0212,0672,0802,0902,1062,1022,1152,0742,0522,0452,0612,0412,0672,6322,6252,6592,673
  Current Liabilities2.7%10,66910,39012,39011,41811,03310,67211,3269,5029,0738,3939,1317,9158,1327,9138,2587,3727,3787,0348,7907,8417,393
    LT Debt, Non Current-1.2%3,6733,7193,1833,1872,8562,7912,2442,0401,8841,9042,0982,0982,0982,2232,6402,9423,1573,5763,2393,3523,690
Shareholder's Equity-0.2%5,5865,6005,5465,2465,3985,4295,3415,2385,2245,2145,1494,8384,7504,6504,8664,7444,8235,5015,3765,3025,167
  Retained Earnings2.5%9,7259,4899,2158,8658,5238,1537,7887,4177,1276,8866,6806,4446,2786,1456,1316,0195,9276,4766,3356,1055,928
  Additional Paid-In Capital0.0%1,2031,2031,2091,2011,1991,1871,1901,1831,1751,1671,1661,1571,1521,1461,1501,1441,1371,1291,1361,1291,117
Accumulated Depreciation2.6%1,2461,2141,1771,1381,0941,0661,0331,026994957969939900883860806794774768750708
Shares Outstanding-3.4%57.0059.00-64.0066.0068.00-72.0074.0075.00-77.0079.0080.00-83.0085.0085.00-88.0088.00
Minority Interest-2.2%68.0070.0065.0057.0058.0059.0059.0059.0060.0059.0060.0057.0055.0054.0054.0053.0054.0052.0051.0050.0049.00
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations-11.3%347391-33.08-113-1402234195917528881,3601,6551,6671,65485862683419.00273132-227
  Share Based Compensation-11.2%40.0045.0043.0042.0045.0040.0036.0036.0035.0035.0035.0035.0036.0036.0041.0043.0048.0052.0046.0047.0043.00
Cashflow From Investing-0.4%-68.15-67.86-57.71-54.35-56.88-61.21-60.12-74.40-92.72-103-138-157-169-176-173-167-160-157-462-472-477
Cashflow From Financing-2.2%-335-328110467306-112-463-567-703-820-1,227-1,557-1,565-1,617-906-658-734-91.53-36.83214618
  Buy Backs-2.0%1,1051,1281,0499999901,015912761661485484485434509404454375245243118123

ARW Income Statement

2023-07-01
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended6 Months Ended
Jul. 01, 2023
Jul. 02, 2022
Jul. 01, 2023
Jul. 02, 2022
Sales$ 8,514,516$ 9,460,842$ 17,250,944$ 18,534,967
Cost of sales7,448,4678,224,62815,071,07316,091,249
Gross profit1,066,0491,236,2142,179,8712,443,718
Operating expenses:    
Selling, general, and administrative expenses617,202653,6401,259,6331,297,565
Depreciation and amortization46,26447,25292,94395,557
Restructuring, integration, and other charges10,3332,49412,8937,392
Total operating expenses673,799703,3861,365,4691,400,514
Operating income392,250532,828814,4021,043,204
Equity in earnings of affiliated companies3,0612,1652,9813,008
Gain (loss) on investments, net497(9,744)10,808(7,733)
Employee benefit plan expense, net(803)(835)(1,656)(1,724)
Interest and other financing expense, net(84,834)(38,506)(164,492)(72,491)
Income before income taxes310,171485,908662,043964,264
Provision for income taxes72,380114,413148,927226,773
Consolidated net income237,791371,495513,116737,491
Noncontrolling interests1,2321,1612,8072,408
Net income attributable to shareholders$ 236,559$ 370,334$ 510,309$ 735,083
Net income per share:    
Basic$ 4.17$ 5.60$ 8.84$ 10.98
Diluted[1]$ 4.12$ 5.54$ 8.74$ 10.84
Weighted-average shares outstanding:    
Basic56,72066,07857,72666,964
Diluted57,35566,85158,40967,797
[1]For the second quarter of 2023 no stock-based compensation awards were excluded from computation of net income per share on a diluted basis. For the first six months of 2023 stock-based compensation awards of 1.6 thousand shares were excluded from computation of net income per share on a diluted basis as their effect was anti-dilutive. Stock-based compensation awards for the issuance of 176.8 thousand shares and 48.5 thousand shares for the second quarter and first six months of 2022, respectively, were excluded from the computation of net income per share on a diluted basis as their effect was anti-dilutive.

ARW Balance Sheet

2023-07-01
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jul. 01, 2023
Dec. 31, 2022
ASSETS  
Cash and cash equivalents$ 240,382$ 176,915
Accounts receivable, net11,035,89812,322,717
Inventories5,452,1985,319,369
Other current assets402,729521,339
Total current assets17,131,20718,340,340
Property, plant, and equipment, at cost:  
Land5,6915,691
Buildings and improvements186,648184,211
Machinery and equipment1,612,0051,583,661
Property, plant, and equipment, gross1,804,3441,773,563
Less: Accumulated depreciation and amortization(1,246,125)(1,177,107)
Property, plant, and equipment, net558,219596,456
Investments in affiliated companies62,13865,112
Intangible assets, net142,917159,137
Goodwill[1]2,044,2142,027,626
Other assets597,204574,511
Total assets20,535,89921,763,182
LIABILITIES AND EQUITY  
Accounts payable8,981,21210,460,419
Accrued expenses1,199,9241,339,302
Short-term borrowings, including current portion of long-term debt488,168589,883
Total current liabilities10,669,30412,389,604
Long-term debt3,672,8283,182,964
Other liabilities539,293579,261
Equity:  
Issued - 125,424 shares in both 2023 and 2022125,424125,424
Capital in excess of par value1,203,0641,208,708
Treasury stock (69,762 and 66,175 shares in 2023 and 2022, respectively), at cost(5,108,188)(4,637,345)
Retained earnings9,725,1419,214,832
Accumulated other comprehensive loss(359,096)(365,262)
Total shareholders’ equity5,586,3455,546,357
Noncontrolling interests68,12964,996
Total equity5,654,4745,611,353
Total liabilities and equity$ 20,535,899$ 21,763,182
[1]The total carrying value of goodwill as of July 1, 2023 and December 31, 2022 in the table above is reflected net of $1.6 billion of accumulated impairment charges, of which $1.3 billion was recorded in the global components business segment and $301.9 million was recorded in the global enterprise computing solutions ("ECS") business segment.
Michael J. Long
20700
Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes semiconductor products and related services; passive, electro-mechanical, and interconnect products, including capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors; and computing and memory products, as well as other products and services. The Global Enterprise Computing Solutions segment offers computing solutions, such as datacenter, cloud, security, and analytics solutions. This segment provides access to various services, including engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training. The company serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial customers. Arrow Electronics, Inc. was founded in 1935 and is based in Centennial, Colorado.