Arrow Electronics (NYSE:ARW) Issues 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) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 2.160-2.360 for the period, compared to the consensus earnings per share 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.

Arrow Electronics Trading Up 1.2%

Shares of ARW stock traded up $1.36 during trading hours on Monday, hitting $116.02. The company had a trading volume of 673,624 shares, compared to its average volume of 554,749. The company's fifty day moving average is $126.06 and its 200 day moving average is $115.27. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.39 and a quick ratio of 1.07. Arrow Electronics has a fifty-two week low of $86.50 and a fifty-two week high of $137.80. The stock has a market capitalization of $6.02 billion, a PE ratio of 13.12, a price-to-earnings-growth ratio of 0.57 and a beta of 1.10.

Arrow Electronics (NYSE:ARW - Get Free Report) last announced its earnings results on Thursday, July 31st. The technology company reported $2.43 earnings per share for the quarter, topping the consensus estimate of $2.03 by $0.40. Arrow Electronics had a net margin of 1.64% and a return on equity of 8.37%. The firm had revenue of $7.58 billion for the quarter, compared to the consensus estimate of $7.12 billion. During the same period in the prior year, the firm earned $2.78 EPS. The firm's revenue for the quarter was up 10.0% on a year-over-year basis. Research analysts expect that Arrow Electronics will post 10.57 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

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

Insider Activity at Arrow Electronics

In related news, SVP Carine Lamercie Jean-Claude sold 2,660 shares of the stock in a transaction on Wednesday, June 11th. The shares were sold at an average price of $124.64, for a total transaction of $331,542.40. Following the completion of the sale, the senior vice president owned 17,057 shares in the company, valued at $2,125,984.48. This represents a 13.49% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Sean J. Kerins purchased 8,630 shares of the firm's stock in a transaction that occurred on Friday, August 1st. The shares were acquired at an average price of $114.91 per share, with a total value of $991,673.30. Following the purchase, the chief executive officer owned 122,408 shares in the company, valued at $14,065,903.28. This trade represents a 7.58% increase in their ownership of the stock. The disclosure for this purchase can be found here. In the last quarter, insiders have sold 9,070 shares of company stock worth $1,116,062. Corporate insiders own 1.00% of the company's stock.

Institutional Trading of Arrow Electronics

Large investors have recently bought and sold shares of the business. Geneos Wealth Management Inc. increased its holdings in shares of Arrow Electronics by 68.1% in the 1st 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. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Arrow Electronics by 45.9% in the 1st 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, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Arrow Electronics by 8.0% in 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 valued at $20,763,000 after purchasing an additional 14,886 shares in the last quarter. Institutional investors and hedge funds own 99.34% of the company's stock.

About Arrow Electronics

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.