ARROW ELECTRONICS, INC.(ARW)Stock Analysis
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Rank #1,397 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ARW Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ARROW ELECTRONICS, INC. (ARW), a Technology sector company. 13F Pro's AI-powered ranking engine scores ARW at 51.4/100 on a 32-signal composite quality model, placing it at rank #1,397 of 2,879 stocks — the top half of the AI-ranked universe. ARW scores in the top quartile across revenue scale (95.6). Areas of concern include earnings quality (25.0) and revenue growth (29.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), ARROW ELECTRONICS, INC. reports quarterly revenue of $9.5B, net income of $235.1M, an operating margin of 3.8%. Top institutional holders of ARW by reported 13-F value include BlackRock,, ACR Alpine Capital Research,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ARW trades on the NYSE exchange and files with the SEC under CIK 7536. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ARW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ARROW ELECTRONICS, INC. directly from SEC EDGAR. ARROW ELECTRONICS, INC.'s 13F Pro composite quality score has ranged between 35 and 61 since 2021, currently 51.4 — a stable long-term trajectory across 30 quarterly and live scoring snapshots.
Revenue
Q1 2026
$9.5B
Net Income
Q1 2026
$235.1M
Free Cash Flow
Q1 2026
$667.6M
Operating Margin
Q1 2026
3.8%
ROIC
Q1 2026
4.0%
D/E Ratio
Q1 2026
0.37
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-15.7% YoYNet Income
-56.6% YoYOperating Income
-47.8% YoYEPS (Diluted)
-54.0% YoYTotal Assets
+0.1% YoYTotal Debt
-18.0% YoYOp. Cash Flow
+60.2% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $27.92B -15.7% | $33.11B -10.8% | $37.12B +7.7% | $34.48B +20.2% | $28.67B -0.8% | $28.92B |
| Net Income | $392.1M -56.6% | $903.5M -36.7% | $1.43B +28.8% | $1.11B +89.6% | $584.4M +386.4% | $-204.1M |
| Operating Income | $768.6M -47.8% | $1.47B -28.9% | $2.07B +32.9% | $1.56B +74.0% | $894.5M +730.6% | $107.7M |
| EPS (Diluted) | $7.29 -54.0% | $15.84 -27.3% | $21.80 +44.4% | $15.10 +103.2% | $7.43 +404.5% | $-2.44 |
| Total Assets | $21.76B +0.1% | $21.73B -0.2% | $21.76B +11.4% | $19.54B +14.6% | $17.05B +4.0% | $16.40B |
| Total Debt | $3.12B -18.0% | $3.81B +0.9% | $3.77B +43.6% | $2.63B +16.4% | $2.26B -24.1% | $2.97B |
| Operating Cash Flow | $1.13B +60.2% | $705.4M +2232.7% | $-33.1M -107.9% | $419.0M -69.2% | $1.36B +58.5% | $858.0M |
AI Insight: ARW Financial Trends
ARW's Q2 2026 revenue of $9,474M and operating income of $362M mark the strongest quarter in the dataset, while debt fell to a two-year low of $2,466M.
• Revenue accelerated sharply from $6,814M in Q1 2025 to $9,474M in Q2 2026, a 39% rise over five quarters.
• Operating income expanded from $159M in Q1 2025 to $362M in Q2 2026, with operating margin recovering meaningfully.
• Total debt declined from $3,340M in Q2 2024 to $2,466M in Q2 2026, reducing leverage as equity grew to $6,742M.
• Net income rebounded to $235M in Q2 2026 after troughing at $80M in Q1 2025, the lowest point in the dataset.
⚠ Operating cash flow turned deeply negative in Q2 and Q3 2025 (-$206M, -$282M), signaling working-capital strain during the revenue ramp.
⚠ Total debt rose back to $3,129M in Q3 2025 after prior reductions — debt discipline during growth phases warrants monitoring.
⚠ Net income of $109M in Q3 2025 lagged operating income of $179M significantly; below-the-line costs remain a potential drag.
AI Insight: ARW Ratio Trends
ARW's Q2 2026 ROIC surged to 15.7% — highest in the dataset — while leverage hit a multi-period low of 0.37 D/E, signaling a meaningful capital efficiency inflection.
• ROIC expanded from 7.2% in Q1 2025 to 15.7% in Q2 2026, more than doubling over five quarters.
• D/E ratio declined steadily from 0.58 in Q2 2024 to 0.37 in Q2 2026, the lowest level in the dataset.
• Operating margin reached 3.8% in Q2 2026, up from a trough of 2.3% in Q1 2025 and Q3 2025.
• ROE jumped to 14.0% in Q2 2026 versus a low of 5.4% in Q1 2025, though quarterly swings remain wide.
⚠ Margins remain thin; OpMargin has not exceeded 3.8% — any revenue deceleration could quickly compress returns.
⚠ ROE and ROIC are highly volatile quarter-to-quarter (e.g., 11.9% in Q2 2025, 6.8% in Q3 2025) — sustainability is unproven.
⚠ Q3 2025 ROIC dipped to 7.5% just one quarter before the 12.2% Q4 2025 reading; confirm the Q2 2026 spike holds.
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Available Research
13F Pro tracks comprehensive data for ARROW ELECTRONICS, INC. including:
Top Institutional Holders of ARW
BlackRock, Inc.
$708.2M4,938,009 shACR Alpine Capital Research, LLC
$513.2M3,578,313 shVANGUARD PORTFOLIO MANAGEMENT LLC
$458.7M3,198,502 shDIMENSIONAL FUND ADVISORS LP
$431.3M3,007,509 shVANGUARD CAPITAL MANAGEMENT LLC
$328.7M2,291,860 shBoston Partners
$311.0M2,167,950 shGREENHAVEN ASSOCIATES INC
$271.9M1,895,860 shSTATE STREET CORP
$241.8M1,686,365 shAQR CAPITAL MANAGEMENT LLC
$240.4M1,717,221 shEARNEST PARTNERS LLC
$201.9M1,407,503 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $708.2M | 4,938,009 |
| ACR Alpine Capital Research, LLC | $513.2M | 3,578,313 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $458.7M | 3,198,502 |
| DIMENSIONAL FUND ADVISORS LP | $431.3M | 3,007,509 |
| VANGUARD CAPITAL MANAGEMENT LLC | $328.7M | 2,291,860 |
| Boston Partners | $311.0M | 2,167,950 |
| GREENHAVEN ASSOCIATES INC | $271.9M | 1,895,860 |
| STATE STREET CORP | $241.8M | 1,686,365 |
| AQR CAPITAL MANAGEMENT LLC | $240.4M | 1,717,221 |
| EARNEST PARTNERS LLC | $201.9M | 1,407,503 |
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Is ARW a good stock to buy?
13F Pro's AI-powered analysis of ARROW ELECTRONICS, INC. (ARW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ARW are available on the ARW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ARW?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ARW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ARROW ELECTRONICS, INC.'s investment landscape.