Arrow Electronics, Inc. (ARW)

Several events have impacted Arrow Electronics, Inc.'s stock price in the past six months. The company reported its Q3 CY2025 results, exceeding revenue and adjusted earnings per share expectations, but Q4 CY2025 revenue and adjusted EPS guidance were below consensus. Analyst ratings have seen adjustments, including a downgrade from "buy" to "hold" by Wall Street Zen and a decreased price target by Wells Fargo & Company. William F. Austen stepped in as Interim President and Chief Executive Officer in September 2025. The share price of ARW experienced a decline of 8.61% between November 20, 2024, and November 19, 2025.

The company's global components business typically experiences seasonal patterns. In the fourth quarter of 2024, this segment performed in line with or better than typical seasonal patterns, despite softer trends in the industrial and transportation markets. The company's strategy to shift towards higher-margin value-added services and focus on secular tailwinds like AI and hybrid cloud infrastructure aims to offset some of these cyclical pressures.

Arrow Electronics, Inc. is a global technology solutions provider operating in the electronic part and equipment wholesaling, electronic components, and electronic and computer distribution industries. The company connects over 100,000 customers with electronic components and enterprise computing solutions. Its business is divided into Global Components, focusing on electronic component distribution and related services, and Enterprise Computing Solutions (ECS), offering enterprise IT solutions like data center technologies and cloud computing.

Arrow Electronics has a significant global presence, operating in over 80 countries and employing more than 20,000 people worldwide. The company has sales offices, distribution, and value-added centers across the Americas, Europe, the Middle East and Africa, and Asia-Pacific. Its headquarters are located in Centennial, Colorado, United States.

Arrow Electronics maintains a strong brand reputation. The company was named to FORTUNE's World's Most Admired Companies list for the 12th consecutive year, topping the "Wholesalers: Electronics and Office Equipment" category. Arrow Electronics was also recognized as the 2025 Microsoft Distribution Partner of the Year.

Arrow Electronics, Inc. is predominantly owned by institutional investors, who hold approximately 94.2% to 106.50% of the outstanding shares. Major institutional shareholders include Vanguard Group Inc., BlackRock Inc., Aqr Capital Management LLC, Dimensional Fund Advisors LP, and Boston Partners. Insiders own about 2.88% of the company, while retail investors hold a negligible percentage.