Equity Profile

ARW

Arrow Electronics, Inc.

Information TechnologyTechnology Distributors$10.3B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health, especially after a strong performance last quarter.

N/A

Revenue Growth

Understanding revenue trends will help investors gauge the company's ability to capitalize on market demand and competitive positioning.

N/A

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 leading global provider of technology products and solutions, primarily serving the electronics and IT sectors. With a market cap of $10 billion, the company plays a crucial role in the distribution of electronic components and provides services that support the growing demand for technology in various industries, including 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 surpassing expectations. However, the stock reacted negatively the following day, indicating potential market skepticism despite strong earnings.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for Arrow Electronics are mixed due to the lack of analyst estimates and management guidance. Investors are keen to see if the company can maintain its strong earnings momentum.

Bull Case

If Arrow continues to outperform expectations, particularly in EPS and revenue growth, it could signal strong demand in the technology sector, leading to a positive stock reaction.

Bear Case

Conversely, any signs of slowing revenue growth or missed earnings could raise concerns about the company's ability to sustain its recent performance, potentially leading to a negative market reaction.

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 last quarter's $5.22?

Given the strong surprise last quarter, investors will be closely watching EPS to see if the company can maintain its momentum.

What are the revenue growth trends, especially in key segments like electronics and IT?

Revenue growth will be critical in assessing the company's ability to capitalize on the ongoing demand for technology solutions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Arrow's ability to leverage its strong position in the electronics distribution market, particularly given recent technological advancements.

Supporting Evidence

Arrow's last quarter showed an EPS surprise of +85.57%, indicating strong operational efficiency.

The options market is pricing in a significant move of 18.24%, suggesting traders expect volatility that could favor the company.

Historical patterns show that Arrow has consistently beaten EPS expectations, which may not be fully reflected in current sentiment.

Key Risk

If Arrow's EPS exceeds $5.50, it could challenge the cautious outlook and shift market sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal in determining whether Arrow can sustain its recent success or if it faces headwinds.

Bull Confirmed If

An EPS of $5.50 or higher would confirm strong earnings momentum and investor confidence.

Bear Confirmed If

An EPS below $4.50 would raise concerns about the company's growth trajectory.

Pre-Earnings Positioning

Options Market

Implied Move

±18.24%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant 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 positive reaction, confirming strong demand in the tech sector.

In-Line / Cautious

If results are in line but cautious, the stock may remain volatile as investors digest the commentary and outlook.

Miss

A miss could lead to a significant drop, as history suggests an average 1-day move of -2.90% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth in electronics and IT sectors.
2Management's commentary on supply chain challenges and their impact on operations.
3Insights into customer demand trends and how they are adapting to market changes.
4Any guidance on future earnings expectations or market conditions.
5Discussion on strategic initiatives or investments in technology advancements.

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health, especially after a strong performance last quarter.

N/A

Revenue Growth

Understanding revenue trends will help investors gauge the company's ability to capitalize on market demand and competitive positioning.

N/A

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

Expectations

Wall Street Expectations

Overall, expectations for Arrow Electronics are mixed due to the lack of analyst estimates and management guidance. Investors are keen to see if the company can maintain its strong earnings momentum.

Bull Case

If Arrow continues to outperform expectations, particularly in EPS and revenue growth, it could signal strong demand in the technology sector, leading to a positive stock reaction.

Bear Case

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 last quarter's $5.22?

Given the strong surprise last quarter, investors will be closely watching EPS to see if the company can maintain its momentum.

What are the revenue growth trends, especially in key segments like electronics and IT?

Revenue growth will be critical in assessing the company's ability to capitalize on the ongoing demand for technology solutions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Arrow's ability to leverage its strong position in the electronics distribution market, particularly given recent technological advancements.

Supporting Evidence

Arrow's last quarter showed an EPS surprise of +85.57%, indicating strong operational efficiency.

The options market is pricing in a significant move of 18.24%, suggesting traders expect volatility that could favor the company.

Historical patterns show that Arrow has consistently beaten EPS expectations, which may not be fully reflected in current sentiment.

Key Risk

If Arrow's EPS exceeds $5.50, it could challenge the cautious outlook and shift market sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal in determining whether Arrow can sustain its recent success or if it faces headwinds.

Bull Confirmed If

An EPS of $5.50 or higher would confirm strong earnings momentum and investor confidence.

Bear Confirmed If

An EPS below $4.50 would raise concerns about the company's growth trajectory.

Pre-Earnings Positioning

Options Market

Implied Move

±18.24%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant 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 positive reaction, confirming strong demand in the tech sector.

In-Line / Cautious

If results are in line but cautious, the stock may remain volatile as investors digest the commentary and outlook.

Miss

A miss could lead to a significant drop, as history suggests an average 1-day move of -2.90% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth in electronics and IT sectors.
2Management's commentary on supply chain challenges and their impact on operations.
3Insights into customer demand trends and how they are adapting to market changes.
4Any guidance on future earnings expectations or market conditions.
5Discussion on strategic initiatives or investments in technology advancements.