Arrow Electronics (ARW)
Information Technology · Electronics and IT distribution and solutions
Arrow Electronics is a global technology distributor and solutions provider that channels semiconductors, enterprise IT infrastructure, and specialized supply chain services to industrial, commercial, and technology customers across 85 countries.
What Arrow Electronics does
Arrow Electronics is a global technology distributor and value-added reseller that sources and engineers electronic components, semiconductors, and enterprise computing solutions for OEMs, value-added resellers, managed service providers, and electronics manufacturing services providers. The company operates through two segments: Global Components (70% of sales), which distributes semiconductors, interconnect/passive/electromechanical products, and computing products with supply chain and engineering services; and Global ECS (30% of sales), which provides datacenter, cloud, security, and analytics solutions to channel partners. Arrow maintains over 140 sales facilities and 39 distribution centers across 85 countries.
Themes: ["Electronics distribution and supply chain","Semiconductor supply chain services","Datacenter and cloud solutions","Enterprise computing solutions","IT channel partner solutions","Supply chain resilience and optimization"]
Fundamentals
- Price$205.29 as of 2026-07-09 close
- Market cap$10.7B as of 2026-07-10
- 1-year return+50.4% as of 2026-07-09 close
- P/E14.77 as of 2026-07-10
- Net margin+2.2% as of 2026-07-10
- Gross margin+11.3% as of 2026-07-10
- ROE+11.2% as of 2026-07-10
- Debt / equity0.37 as of 2026-07-10
- Revenue growth (YoY)+20.5% as of 2026-07-10
- Revenue CAGR (3y)-6.0% SEC XBRL
- Beta1.22 as of 2026-07-10
Key risks (from latest filing)
["Dependence on technology sector cyclicality and customer demand fluctuations in industrial automation, computing, and transportation markets","Exposure to foreign currency fluctuations across 85 countries of operation and EMEA/Asia-Pacific regional exposure","Supplier concentration and long-term supplier relationships critical to maintaining competitive product portfolio and pricing power"]
Competitors & peers
- Tech Data
- ScanSource
- Heilind Industries (part of Berkshire Hathaway)
- Wyle Electronics
- Ingram Micro (now owned by Mirrorcraft)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.