Equity Profile

ARW

Arrow Electronics, Inc.

Information TechnologyTechnology Distributors$11.2B

May7Thu

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:00 AM EDT

Arrow Electronics Beats on EPS, Stock Down 1.05%

Metric	Actual	Expected	Surprise
EPS	$5.22	$2.85	+85.57%
Revenue	N/A	$8.3B	N/A

management commentary, guidance changes, and full analysis available with Pro.

Arrow Electronics Beats on EPS, Stock Down 1.05%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$5.22	$2.85	+85.57%
Revenue	N/A	$8.3B	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Arrow Electronics reported a strong earnings surprise on EPS, significantly exceeding expectations. However, the stock reacted negatively, declining by 1.05%. The lack of revenue data and guidance may have contributed to investor uncertainty.

Company Snapshot

Arrow Electronics, Inc. is a global provider of technology products and services, focusing on distribution and supply chain solutions in the Information Technology sector....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$2.85

Revenue

Total revenue reflects the company's ability to generate sales and is critical for assessing growth.

$8.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Arrow Electronics, Inc. is a global provider of technology products and services, focusing on distribution and supply chain solutions in the Information Technology sector. As a key player in the technology distribution industry, Arrow plays a crucial role in connecting manufacturers with customers, especially in areas like cloud computing and electronic components.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+25.35%

Avg Stock Reaction

-2.90%

Last Quarter Recap

In Q4-2025, Arrow Electronics reported an EPS of $4.39, significantly exceeding expectations by 23.66%. The stock reacted positively, gaining 2.25% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are expecting Arrow to report solid earnings this quarter, with a consensus EPS of $2.85 and revenue of $8.3B. The company has a strong track record of beating earnings expectations.

Bull Case

If Arrow continues its trend of outperforming estimates, it could signal robust demand for its products and services, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about slowing growth in the technology distribution sector, leading to a negative market response.

Key Metrics to Watch

EPS

$2.85

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$8.3B

Total revenue reflects the company's ability to generate sales and is critical for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Arrow Electronics achieve an EPS of at least $2.85?

This specific EPS target is critical as it reflects the company's profitability and ability to meet market expectations.

What are the revenue figures for this quarter?

Revenue is a key indicator of demand for Arrow's products and services, and any significant deviation could impact investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Arrow's ability to leverage its strong position in technology distribution, particularly in emerging markets.

Supporting Evidence

Arrow's recent performance shows a consistent ability to beat EPS estimates, indicating strong operational execution.

The options market is pricing a larger move than historical averages, suggesting traders expect significant volatility.

Arrow's diverse product offerings position it well to capture growth in various technology sectors.

Key Risk

If revenue growth significantly outpaces expectations, it could lead to a reevaluation of the company's growth trajectory.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Arrow's ability to maintain its earnings momentum amid a competitive technology landscape.

Bull Confirmed If

An EPS of $2.90 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $2.80 would raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±6.57%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±8.3% while ARW has averaged ±4.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

41.2%

Calls (2K)P/C Ratio: 0.03Puts (300)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Information Technology in the last 2 years. The average absolute 1-day move is 3.9%, with a raw directional average of +0.9% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Arrow beats expectations and raises guidance, history suggests the stock could rise by around 2.99% based on past performance.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience a muted reaction, reflecting uncertainty.

Miss

Should the company miss earnings expectations, history suggests a potential decline of around 2.99%, as seen in previous quarters.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in key markets, especially in cloud and electronic components.
2Management's commentary on supply chain challenges and how they are being addressed.
3Insights into customer spending patterns and any shifts in purchasing behavior.
4Any guidance on future revenue growth and profitability targets.
5Updates on new product launches or partnerships that could impact future performance.

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Company Snapshot

Arrow Electronics, Inc. is a global provider of technology products and services, focusing on distribution and supply chain solutions in the Information Technology sector....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$2.85

Revenue

Total revenue reflects the company's ability to generate sales and is critical for assessing growth.

$8.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+25.35%

Avg Stock Reaction

-2.90%

Last Quarter Recap

In Q4-2025, Arrow Electronics reported an EPS of $4.39, significantly exceeding expectations by 23.66%. The stock reacted positively, gaining 2.25% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are expecting Arrow to report solid earnings this quarter, with a consensus EPS of $2.85 and revenue of $8.3B. The company has a strong track record of beating earnings expectations.

Bull Case

If Arrow continues its trend of outperforming estimates, it could signal robust demand for its products and services, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about slowing growth in the technology distribution sector, leading to a negative market response.

Key Metrics to Watch

EPS

$2.85

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$8.3B

Total revenue reflects the company's ability to generate sales and is critical for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Arrow Electronics achieve an EPS of at least $2.85?

This specific EPS target is critical as it reflects the company's profitability and ability to meet market expectations.

What are the revenue figures for this quarter?

Revenue is a key indicator of demand for Arrow's products and services, and any significant deviation could impact investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Arrow's ability to leverage its strong position in technology distribution, particularly in emerging markets.

Supporting Evidence

Arrow's recent performance shows a consistent ability to beat EPS estimates, indicating strong operational execution.

The options market is pricing a larger move than historical averages, suggesting traders expect significant volatility.

Arrow's diverse product offerings position it well to capture growth in various technology sectors.

Key Risk

If revenue growth significantly outpaces expectations, it could lead to a reevaluation of the company's growth trajectory.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Arrow's ability to maintain its earnings momentum amid a competitive technology landscape.

Bull Confirmed If

An EPS of $2.90 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $2.80 would raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±6.57%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±8.3% while ARW has averaged ±4.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

41.2%

Calls (2K)P/C Ratio: 0.03Puts (300)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: X of Y (Z%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Arrow beats expectations and raises guidance, history suggests the stock could rise by around 2.99% based on past performance.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience a muted reaction, reflecting uncertainty.

Miss

Should the company miss earnings expectations, history suggests a potential decline of around 2.99%, as seen in previous quarters.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in key markets, especially in cloud and electronic components.
2Management's commentary on supply chain challenges and how they are being addressed.
3Insights into customer spending patterns and any shifts in purchasing behavior.
4Any guidance on future revenue growth and profitability targets.
5Updates on new product launches or partnerships that could impact future performance.