Arrow Electronics (NYSE:ARW) Releases Q3 2025 Earnings Guidance

Key Points

• Arrow Electronics provided Q3 2025 earnings guidance with an EPS forecast of $2.160-$2.360, below the consensus estimate of $2.503, and a revenue guidance of $7.3 billion-$7.9 billion, matching the consensus revenue estimate.
• Research firm Wall Street Zen upgraded Arrow Electronics from "hold" to "buy," while Bank of America increased the price target from $105.00 to $110.00 but retained an "underperform" rating.
• Insider selling included Director Gail Hamilton decreasing ownership by 93.52% after selling 1,458 shares, while SVP Carine Lamercie Jean-Claude sold 2,660 shares, indicating potential concerns about stock performance.

Arrow Electronics (NYSE:ARW - Get Free Report) updated its third quarter 2025 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.160-2.360 for the period, compared to the consensus estimate of 2.503. The company issued revenue guidance of $7.3 billion-$7.9 billion, compared to the consensus revenue estimate of $7.3 billion.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Bank of America raised their price objective on Arrow Electronics from $105.00 to $110.00 and gave the stock an "underperform" rating in a research report on Monday, June 9th. Wall Street Zen raised Arrow Electronics from a "hold" rating to a "buy" rating in a research report on Saturday, July 26th. Two equities research analysts have rated the stock with a sell rating, one has given a hold rating and two have issued a buy rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus price target of $115.75.

Arrow Electronics Stock Performance

ARW stock traded down $1.29 during midday trading on Friday, reaching $114.71. The stock had a trading volume of 1,038,603 shares, compared to its average volume of 469,856. Arrow Electronics has a 52-week low of $86.50 and a 52-week high of $137.80. The stock has a market cap of $5.91 billion, a PE ratio of 12.98, a P/E/G ratio of 0.57 and a beta of 1.10. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.07 and a current ratio of 1.39. The firm has a fifty day simple moving average of $126.06 and a two-hundred day simple moving average of $115.27.

Arrow Electronics (NYSE:ARW - Get Free Report) last announced its quarterly earnings data on Thursday, July 31st. The technology company reported $2.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.03 by $0.40. Arrow Electronics had a return on equity of 8.37% and a net margin of 1.64%. The firm had revenue of $7.58 billion during the quarter, compared to analysts' expectations of $7.12 billion. During the same period last year, the business posted $2.78 earnings per share. The company's revenue for the quarter was up 10.0% compared to the same quarter last year. As a group, equities research analysts anticipate that Arrow Electronics will post 10.57 EPS for the current year.

Insider Transactions at Arrow Electronics

In other news, insider Eric Nowak sold 4,952 shares of the firm's stock in a transaction dated Monday, May 12th. The stock was sold at an average price of $122.39, for a total value of $606,075.28. Following the completion of the transaction, the insider directly owned 43,895 shares in the company, valued at $5,372,309.05. This trade represents a 10.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Carine Lamercie Jean-Claude sold 2,660 shares of the business's stock in a transaction dated Wednesday, June 11th. The shares were sold at an average price of $124.64, for a total value of $331,542.40. Following the completion of the transaction, the senior vice president directly owned 17,057 shares of the company's stock, valued at approximately $2,125,984.48. This trade represents a 13.49% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 9,070 shares of company stock worth $1,116,062 over the last three months. 0.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Arrow Electronics

Institutional investors and hedge funds have recently modified their holdings of the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Arrow Electronics by 8.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,971 shares of the technology company's stock worth $20,763,000 after buying an additional 14,886 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of Arrow Electronics by 45.9% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company's stock valued at $2,154,000 after purchasing an additional 6,523 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its position in shares of Arrow Electronics by 68.1% in the first quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company's stock valued at $37,000 after purchasing an additional 143 shares in the last quarter. Institutional investors and hedge funds own 99.34% of the company's stock.

Arrow Electronics Company Profile

Arrow Electronics, Inc provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions.