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 major player in the information technology sector, specializing in technology distribution....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

$4.45

Revenue

Total revenue gives insight into the company's sales performance and market demand for its products.

$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 major player in the information technology sector, specializing in technology distribution. The company plays a crucial role in the supply chain by providing electronic components and solutions to various industries, which is particularly important as demand for technology continues to grow amid trends like AI 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 beating expectations by 85.57%. However, the stock experienced a slight decline of 1.05% the following day.

Management Promises & Guidance

Focus on expanding product offerings in high-demand technology sectors.
Commitment to improving supply chain efficiencies.
Plans to enhance customer service and support.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Arrow's upcoming earnings, expecting solid performance based on recent trends in technology demand.

Bull Case

If Arrow can meet or exceed the EPS estimate of $4.45, it may indicate strong operational efficiency and market demand, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet revenue expectations or provides weak guidance, it could raise concerns about future growth and lead to a negative reaction in the stock.

Key Metrics to Watch

EPS

$4.45

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

Revenue

$9.5B

Total revenue gives insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Arrow Electronics achieve an EPS of $4.45 or higher?

This figure is critical as it reflects the company's profitability and could influence investor sentiment significantly.

What guidance will management provide regarding future revenue growth?

Future revenue guidance will be closely watched as it indicates the company's outlook in a competitive technology market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Arrow's ability to leverage its strong Q1 performance into sustained growth, particularly in high-demand sectors.

Supporting Evidence

Arrow's recent EPS surprise of 85.57% indicates strong operational efficiency.

The company's commitment to expanding in technology sectors may not be fully reflected in current estimates.

Key Risk

If Arrow's revenue growth exceeds expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Arrow's ability to maintain strong earnings against potential challenges in the technology distribution sector.

Bull Confirmed If

Achieving an EPS of $4.45 or better would confirm strong operational performance.

Bear Confirmed If

Failing to meet the consensus EPS of $4.45 could signal potential issues in profitability.

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 traders expect volatility around the earnings report.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Arrow beats expectations, history suggests the stock could see a modest increase, potentially around 2.9%.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may react neutrally or slightly down.

Miss

Should Arrow miss earnings expectations, history indicates a potential decline around 2.9%.

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 technology segments.
3Management's outlook on future revenue growth and market conditions.
4Insights into competitive positioning against other technology distributors.
5Any commentary on potential challenges in the semiconductor supply chain.

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

EPS

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

$4.45

Revenue

Total revenue gives insight into the company's sales performance and market demand for its products.

$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

In Q1-2026, Arrow Electronics reported an impressive EPS of $5.22, significantly beating expectations by 85.57%. However, the stock experienced a slight decline of 1.05% the following day.

Management Promises & Guidance

Focus on expanding product offerings in high-demand technology sectors.
Commitment to improving supply chain efficiencies.
Plans to enhance customer service and support.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Arrow's upcoming earnings, expecting solid performance based on recent trends in technology demand.

Bull Case

If Arrow can meet or exceed the EPS estimate of $4.45, it may indicate strong operational efficiency and market demand, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet revenue expectations or provides weak guidance, it could raise concerns about future growth and lead to a negative reaction in the stock.

Key Metrics to Watch

EPS

$4.45

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

Revenue

$9.5B

Total revenue gives insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Arrow Electronics achieve an EPS of $4.45 or higher?

This figure is critical as it reflects the company's profitability and could influence investor sentiment significantly.

What guidance will management provide regarding future revenue growth?

Future revenue guidance will be closely watched as it indicates the company's outlook in a competitive technology market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Arrow's ability to leverage its strong Q1 performance into sustained growth, particularly in high-demand sectors.

Supporting Evidence

Arrow's recent EPS surprise of 85.57% indicates strong operational efficiency.

The company's commitment to expanding in technology sectors may not be fully reflected in current estimates.

Key Risk

If Arrow's revenue growth exceeds expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Arrow's ability to maintain strong earnings against potential challenges in the technology distribution sector.

Bull Confirmed If

Achieving an EPS of $4.45 or better would confirm strong operational performance.

Bear Confirmed If

Failing to meet the consensus EPS of $4.45 could signal potential issues in profitability.

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 traders expect volatility around the earnings report.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Arrow beats expectations, history suggests the stock could see a modest increase, potentially around 2.9%.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may react neutrally or slightly down.

Miss

Should Arrow miss earnings expectations, history indicates a potential decline around 2.9%.

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 technology segments.
3Management's outlook on future revenue growth and market conditions.
4Insights into competitive positioning against other technology distributors.
5Any commentary on potential challenges in the semiconductor supply chain.