Equity Profile

ARW

Arrow Electronics, Inc.

Information TechnologyTechnology Distributors$10.6B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Arrow Electronics, Inc. is a global provider of technology products and services, primarily serving the electronics and IT sectors....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$4.45

Revenue

Total revenue reflects the overall sales performance and demand for Arrow's products and services in the market.

$9.5B

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 global provider of technology products and services, primarily serving the electronics and IT sectors. With a market cap of $11 billion, the company plays a crucial role in the supply chain for technology distribution, which is vital as demand for electronics continues to grow in areas like cloud computing and AI.

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 EPS of $5.22, significantly exceeding expectations and showcasing strong operational performance. However, the stock fell slightly the next day, indicating mixed investor sentiment despite the positive earnings surprise.

Management Promises & Guidance

Focus on expanding product offerings in high-demand technology sectors.
Commitment to improving supply chain efficiencies.
Plans to enhance customer engagement through digital platforms.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Arrow's upcoming earnings, expecting solid results based on previous performance. However, there are concerns about whether the company can maintain its growth trajectory amidst a competitive market.

Bull Case

If Arrow can deliver strong earnings and revenue growth, particularly in emerging tech areas, it could signal robust demand and operational efficiency, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides cautious guidance, it could raise doubts about its ability to sustain growth, potentially leading to a negative stock reaction.

Key Metrics to Watch

EPS

$4.45

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$9.5B

Total revenue reflects the overall sales performance and demand for Arrow's products and services in the market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Arrow's revenue exceed the consensus estimate of $9.5 billion?

Revenue performance is critical to understanding demand trends and the company's market position, especially in a competitive environment.

Can the company maintain or improve its EPS above the consensus of $4.45?

EPS is a key measure of profitability, and exceeding expectations could bolster investor confidence in Arrow's growth strategy.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate Arrow's ability to capitalize on emerging technology trends, especially given its recent strong performance.

Supporting Evidence

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

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent trends in technology demand may not be fully reflected in current consensus estimates.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate centers around Arrow's ability to sustain growth in a competitive technology distribution landscape.

Bull Confirmed If

Achieving revenue growth above $9.7 billion would confirm strong demand and operational success.

Bear Confirmed If

If revenue falls below $9.5 billion, it could signal weakening demand and raise concerns about future growth.

Pre-Earnings Positioning

Options Market

Implied Move

±18.24%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors 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, history suggests the stock could rise, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react neutrally, reflecting uncertainty.

Miss

A miss could lead to a significant drop, as historical patterns indicate an average decline following earnings misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on revenue growth in key technology sectors like AI and cloud computing.
2Any commentary on supply chain improvements and their impact on margins.
3Insights into customer demand trends and order backlogs.
4Management's outlook on future market conditions and competitive landscape.
5Details on new product launches or strategic partnerships.

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 global provider of technology products and services, primarily serving the electronics and IT sectors....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$4.45

Revenue

Total revenue reflects the overall sales performance and demand for Arrow's products and services in the market.

$9.5B

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

Management Promises & Guidance

Focus on expanding product offerings in high-demand technology sectors.
Commitment to improving supply chain efficiencies.
Plans to enhance customer engagement through digital platforms.

Expectations

Wall Street Expectations

Bull Case

If Arrow can deliver strong earnings and revenue growth, particularly in emerging tech areas, it could signal robust demand and operational efficiency, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides cautious guidance, it could raise doubts about its ability to sustain growth, potentially leading to a negative stock reaction.

Key Metrics to Watch

EPS

$4.45

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$9.5B

Total revenue reflects the overall sales performance and demand for Arrow's products and services in the market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Arrow's revenue exceed the consensus estimate of $9.5 billion?

Revenue performance is critical to understanding demand trends and the company's market position, especially in a competitive environment.

Can the company maintain or improve its EPS above the consensus of $4.45?

EPS is a key measure of profitability, and exceeding expectations could bolster investor confidence in Arrow's growth strategy.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate Arrow's ability to capitalize on emerging technology trends, especially given its recent strong performance.

Supporting Evidence

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

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent trends in technology demand may not be fully reflected in current consensus estimates.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate centers around Arrow's ability to sustain growth in a competitive technology distribution landscape.

Bull Confirmed If

Achieving revenue growth above $9.7 billion would confirm strong demand and operational success.

Bear Confirmed If

If revenue falls below $9.5 billion, it could signal weakening demand and raise concerns about future growth.

Pre-Earnings Positioning

Options Market

Implied Move

±18.24%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors 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, history suggests the stock could rise, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react neutrally, reflecting uncertainty.

Miss

A miss could lead to a significant drop, as historical patterns indicate an average decline following earnings misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on revenue growth in key technology sectors like AI and cloud computing.
2Any commentary on supply chain improvements and their impact on margins.
3Insights into customer demand trends and order backlogs.
4Management's outlook on future market conditions and competitive landscape.
5Details on new product launches or strategic partnerships.