Arrow Electronics, Inc. (ARW)

Arrow Electronics' stock has been impacted by several key events in the past six months. The company's shares jumped significantly on February 6, 2026, following the release of its fourth-quarter 2025 financial results, which exceeded analyst estimates. Conversely, the stock experienced a 5.4% drop due to the sudden departure of President and CEO Sean Kerins and the appointment of William Austen as interim replacement.

Arrow Electronics experiences some demand seasonality in its business segments. For the first quarter of 2026, global components are anticipated to perform above seasonal trends across all regions. The second quarter, however, is typically seasonally strong for Asia. The company also noted that the first quarter will have four additional shipping days, which will result in four fewer shipping days in the fourth quarter, primarily affecting the Enterprise Computing Solutions (ECS) business. Inventory normalization throughout the supply chain is still ongoing, and macro and geopolitical instability continue to introduce uncertainty into the overall market.

Arrow Electronics, Inc. is a global provider of innovative products, comprehensive services, and tailored solutions for industrial and commercial users of electronic components and enterprise computing solutions, operating primarily in the Electronic Part & Equipment Wholesaling industry. Its portfolio includes semiconductors, interconnect products, capacitors, power supplies, computer products, infrastructure software, and solutions related to cloud, security, and IT asset disposition services. The company distributes these components and solutions, while also providing value-added services such as design engineering, supply chain management, and logistical support.

Arrow Electronics maintains a significant global presence, with operational activities spanning the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company serves customers in over 85 countries and operates more than 180 sales facilities and 39 distribution and value-added centers worldwide.

Arrow Electronics has consistently maintained a strong brand reputation. Fortune recognized Arrow Electronics on its "World's Most Admired Companies" list for the 17th consecutive year, and 26th time overall. The company ranked first in the "Wholesalers: Electronics and Office Equipment" category. In the past year, Arrow Electronics has also been involved in strategic partnerships that positively impact its reputation, such as a collaboration with the Romanian startup .lumen.

Arrow Electronics, Inc. has a substantial institutional ownership, with approximately 99.93% of the company's stock held by institutional investors. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., and Aqr Capital Management Llc. Individual investors hold approximately 0.66% of the shares.