Equity Profile

AVT

Avnet, Inc.

Information TechnologyTechnology Distributors$7.9B

Aug5Wed

Pre-Earnings Brief

UpcomingQ4-2026Pre-Market9:00 AM EDT

Company Snapshot

Avnet, Inc. is a leading global distributor of electronic components and technology solutions, operating in the Information Technology sector....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge how well Avnet is managing costs and generating income.

Expected to be around $1.55

Revenue Growth

Revenue growth will provide insight into demand for Avnet's products and services, reflecting overall market conditions.

Expected to show growth compared to the previous quarter

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

AVT Q4-2026 Earnings Preview

Context

Company Snapshot

Avnet, Inc. is a leading global distributor of electronic components and technology solutions, operating in the Information Technology sector. The company plays a critical role in the supply chain for various industries, including automotive, industrial, and consumer electronics, especially as demand for technology continues to rise.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+11.37%

Avg Stock Reaction

+1.95%

Last Quarter Recap

In Q3-2026, Avnet reported an EPS of $1.48, exceeding expectations by 11.28%. The stock reacted positively, gaining 4.15% the following day.

Management Promises & Guidance

Management indicated a focus on expanding their product offerings.
They committed to improving supply chain efficiencies.
Plans to enhance customer engagement through technology solutions were discussed.

Expectations

Wall Street Expectations

Overall, expectations are cautiously optimistic as Avnet has consistently beaten EPS estimates in recent quarters. Investors will be looking for continued growth and stability in margins.

Bull Case

If Avnet reports strong EPS and revenue growth, it could signal robust demand for technology components, leading to a significant stock price increase.

Bear Case

Conversely, if the company misses expectations or provides weak guidance, it could raise concerns about market demand and lead to a decline in stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $1.55

EPS is a key indicator of profitability and will help gauge how well Avnet is managing costs and generating income.

Revenue Growth

Expected to show growth compared to the previous quarter

Revenue growth will provide insight into demand for Avnet's products and services, reflecting overall market conditions.

Gross Margin

Expected to remain stable around 12%

Gross margin indicates how efficiently Avnet is producing its products and managing costs, which is crucial for maintaining profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarter?

Given the recent trend of beating EPS estimates, this number will be crucial in determining market sentiment and stock reaction.

What guidance will management provide for revenue growth moving forward?

Future revenue guidance will be critical for investors to assess the company's outlook and potential for continued growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of Avnet's recent investments in supply chain efficiencies, which could lead to better-than-expected margins.

Supporting Evidence

Avnet has consistently beaten EPS estimates, indicating stronger operational performance.

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

Recent commentary from peers indicates a robust demand environment that Avnet could capitalize on.

Key Risk

If gross margins improve significantly due to operational efficiencies, it could shift investor sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Avnet's ability to maintain profitability and growth against potential economic headwinds.

Bull Confirmed If

An EPS of $1.55 or higher with revenue growth exceeding 5% would confirm the bull case.

Bear Confirmed If

An EPS below $1.40 or revenue growth below 2% would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±7.36%

Historical Avg

±6.1%

Pricing rich

The options market is pricing in a significant potential movement in the stock, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±7.4% while AVT has averaged ±6.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

33.5%

Calls (9K)P/C Ratio: 0.16Puts (6K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Avnet beats expectations, history suggests the stock could rise by around 2% the next day, confirming positive market sentiment.

In-Line / Cautious

A cautious in-line report may lead to muted stock movement as investors digest the commentary, potentially resulting in a slight decline.

Miss

If the company misses expectations, history suggests a potential drop of about 1.54%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain improvements and their impact on margins.
2Details on customer demand trends in key markets.
3Insights into new product offerings and their expected impact on revenue.
4Management's outlook on economic conditions affecting the technology sector.
5Any commentary on competitive pressures and how Avnet plans to respond.

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Company Snapshot

Avnet, Inc. is a leading global distributor of electronic components and technology solutions, operating in the Information Technology sector....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge how well Avnet is managing costs and generating income.

Expected to be around $1.55

Revenue Growth

Revenue growth will provide insight into demand for Avnet's products and services, reflecting overall market conditions.

Expected to show growth compared to the previous quarter

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

AVT Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+11.37%

Avg Stock Reaction

+1.95%

Last Quarter Recap

In Q3-2026, Avnet reported an EPS of $1.48, exceeding expectations by 11.28%. The stock reacted positively, gaining 4.15% the following day.

Management Promises & Guidance

Management indicated a focus on expanding their product offerings.
They committed to improving supply chain efficiencies.
Plans to enhance customer engagement through technology solutions were discussed.

Expectations

Wall Street Expectations

Overall, expectations are cautiously optimistic as Avnet has consistently beaten EPS estimates in recent quarters. Investors will be looking for continued growth and stability in margins.

Bull Case

If Avnet reports strong EPS and revenue growth, it could signal robust demand for technology components, leading to a significant stock price increase.

Bear Case

Conversely, if the company misses expectations or provides weak guidance, it could raise concerns about market demand and lead to a decline in stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $1.55

EPS is a key indicator of profitability and will help gauge how well Avnet is managing costs and generating income.

Revenue Growth

Expected to show growth compared to the previous quarter

Revenue growth will provide insight into demand for Avnet's products and services, reflecting overall market conditions.

Gross Margin

Expected to remain stable around 12%

Gross margin indicates how efficiently Avnet is producing its products and managing costs, which is crucial for maintaining profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarter?

Given the recent trend of beating EPS estimates, this number will be crucial in determining market sentiment and stock reaction.

What guidance will management provide for revenue growth moving forward?

Future revenue guidance will be critical for investors to assess the company's outlook and potential for continued growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of Avnet's recent investments in supply chain efficiencies, which could lead to better-than-expected margins.

Supporting Evidence

Avnet has consistently beaten EPS estimates, indicating stronger operational performance.

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

Recent commentary from peers indicates a robust demand environment that Avnet could capitalize on.

Key Risk

If gross margins improve significantly due to operational efficiencies, it could shift investor sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Avnet's ability to maintain profitability and growth against potential economic headwinds.

Bull Confirmed If

An EPS of $1.55 or higher with revenue growth exceeding 5% would confirm the bull case.

Bear Confirmed If

An EPS below $1.40 or revenue growth below 2% would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±7.36%

Historical Avg

±6.1%

Pricing rich

The options market is pricing in a significant potential movement in the stock, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±7.4% while AVT has averaged ±6.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

33.5%

Calls (9K)P/C Ratio: 0.16Puts (6K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Avnet beats expectations, history suggests the stock could rise by around 2% the next day, confirming positive market sentiment.

In-Line / Cautious

A cautious in-line report may lead to muted stock movement as investors digest the commentary, potentially resulting in a slight decline.

Miss

If the company misses expectations, history suggests a potential drop of about 1.54%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain improvements and their impact on margins.
2Details on customer demand trends in key markets.
3Insights into new product offerings and their expected impact on revenue.
4Management's outlook on economic conditions affecting the technology sector.
5Any commentary on competitive pressures and how Avnet plans to respond.