Equity Profile

ARW

Arrow Electronics, Inc.

Information TechnologyTechnology Distributors$11.2B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Arrow Electronics, Inc. is a major player in the Information Technology sector, specializing in technology distribution....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Expected to be above $5.22 based on last quarter's performance.

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share, which is vital for long-term success.

No specific estimate available, but growth is anticipated following strong past performance.

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

ARW Q2-2026 Earnings Preview

Context

Company Snapshot

Arrow Electronics, Inc. is a major player in the Information Technology sector, specializing in technology distribution. The company plays a crucial role in the supply chain for electronic components, which are essential for various industries, including consumer electronics and cloud computing.

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 Q1-2026, Arrow Electronics reported an impressive EPS of $5.22, significantly exceeding expectations. However, the stock reacted negatively, declining by 1.05% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts are cautiously optimistic about Arrow's upcoming earnings, especially given its strong EPS performance in previous quarters. However, there is uncertainty regarding revenue figures.

Bull Case

If Arrow continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, potentially leading to a positive stock reaction.

Bear Case

Conversely, if revenue growth does not meet expectations or if management provides cautious guidance, it could lead to a decline in stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be above $5.22 based on last quarter's performance.

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

No specific estimate available, but growth is anticipated following strong past performance.

Revenue growth reflects the company's ability to increase sales and market share, which is vital for long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the revenue growth rate be this quarter?

Revenue growth is critical for assessing the company's ability to sustain its recent earnings performance and meet investor expectations.

Will management provide guidance on future earnings?

Guidance can significantly influence investor sentiment and stock performance, especially if it indicates confidence in continued growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Arrow's ability to leverage its strong operational efficiencies to drive revenue growth despite market challenges.

Supporting Evidence

Arrow has consistently beaten EPS estimates, indicating strong management performance.

The options market is pricing in a larger move than historical averages suggest, indicating potential for a surprise.

Recent trends in the technology distribution sector point to increased demand for electronic components.

Key Risk

If revenue growth exceeds expectations, it could significantly alter the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Arrow can maintain its strong earnings performance amid potential revenue challenges.

Bull Confirmed If

Earnings growth of over 20% year-over-year would confirm the bull case.

Bear Confirmed If

Any revenue decline or lack of guidance would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±18.24%

Historical Avg

±4.9%

Pricing rich

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

Options are pricing ±18.2% while ARW has averaged ±4.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

31.0%

Calls (3K)P/C Ratio: 1.25Puts (1K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Arrow beats expectations and raises guidance, history suggests a positive stock reaction, potentially around a 4.9% increase.

In-Line / Cautious

If results are in line but management is cautious, the stock may see limited movement as investors digest the commentary.

Miss

If Arrow misses expectations, history suggests a potential decline, with an average drop of around 2.9% following misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the technology distribution sector.
2Management's commentary on supply chain challenges and their impact on revenue.
3Insights into customer spending patterns and how they are affecting sales.
4Future guidance on earnings and revenue for the upcoming quarters.
5Details on any new partnerships or contracts that could drive growth.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Arrow Electronics, Inc. is a major player in the Information Technology sector, specializing in technology distribution....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Expected to be above $5.22 based on last quarter's performance.

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share, which is vital for long-term success.

No specific estimate available, but growth is anticipated following strong past performance.

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

ARW Q2-2026 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 Q1-2026, Arrow Electronics reported an impressive EPS of $5.22, significantly exceeding expectations. However, the stock reacted negatively, declining by 1.05% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts are cautiously optimistic about Arrow's upcoming earnings, especially given its strong EPS performance in previous quarters. However, there is uncertainty regarding revenue figures.

Bull Case

If Arrow continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, potentially leading to a positive stock reaction.

Bear Case

Conversely, if revenue growth does not meet expectations or if management provides cautious guidance, it could lead to a decline in stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be above $5.22 based on last quarter's performance.

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

No specific estimate available, but growth is anticipated following strong past performance.

Revenue growth reflects the company's ability to increase sales and market share, which is vital for long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the revenue growth rate be this quarter?

Revenue growth is critical for assessing the company's ability to sustain its recent earnings performance and meet investor expectations.

Will management provide guidance on future earnings?

Guidance can significantly influence investor sentiment and stock performance, especially if it indicates confidence in continued growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Arrow's ability to leverage its strong operational efficiencies to drive revenue growth despite market challenges.

Supporting Evidence

Arrow has consistently beaten EPS estimates, indicating strong management performance.

The options market is pricing in a larger move than historical averages suggest, indicating potential for a surprise.

Recent trends in the technology distribution sector point to increased demand for electronic components.

Key Risk

If revenue growth exceeds expectations, it could significantly alter the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Arrow can maintain its strong earnings performance amid potential revenue challenges.

Bull Confirmed If

Earnings growth of over 20% year-over-year would confirm the bull case.

Bear Confirmed If

Any revenue decline or lack of guidance would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±18.24%

Historical Avg

±4.9%

Pricing rich

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

Options are pricing ±18.2% while ARW has averaged ±4.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

31.0%

Calls (3K)P/C Ratio: 1.25Puts (1K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Arrow beats expectations and raises guidance, history suggests a positive stock reaction, potentially around a 4.9% increase.

In-Line / Cautious

If results are in line but management is cautious, the stock may see limited movement as investors digest the commentary.

Miss

If Arrow misses expectations, history suggests a potential decline, with an average drop of around 2.9% following misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the technology distribution sector.
2Management's commentary on supply chain challenges and their impact on revenue.
3Insights into customer spending patterns and how they are affecting sales.
4Future guidance on earnings and revenue for the upcoming quarters.
5Details on any new partnerships or contracts that could drive growth.