ARROW ELECTRONICS, INC. · Electronic Parts & Equipment, NEC

ARW

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The short version

A profitable company with growing sales.

Going well

Sales up 32% in the latest quarter vs a year ago
Profitable
Sales up 11% last year

Money moves

No insider buying or selling in the last 30 days
Institutions cut 2.3% from their holdings in the quarter ending June 2026 (352 bought, 236 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$214.46+2.3% that day

Company value: $10.9B; Share price times all shares
Price vs profit (P/E): 13.7x; You pay about $14 for each $1 of yearly profit
Price vs sales: 0.30x; Company value is 0.30 times a year of sales
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 28%; Debt as a share of company value

From ARW's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$10.0B+32% vs a year earlier

Sep '23Tap a barJul '26

Last 12 months: $35.9B, up 26% from the 12 months before. Over 5 years, sales grew about 1.5% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ARW. Starting points are the company's recent numbers.

Sales growth+26% a yearRecently: +26% a yearProfit margin2%Last 12 months: 2.3%P/E at the end14xToday: 13.7x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$114.1B

Profit in 5 years$2.3B

Price these guesses point to$811.00+278% vs $214.46 todayAbout +30% a year, before dividends

What today's price needs: with a 2% margin and a 14x P/E, sales could shrink about 3.4% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/7Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.3%
PassDebt under half of equityNot relying on borrowed money.0.47x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.9%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$37.2M
PassShare count not growingNot diluting owners. Falling means buybacks.-20.2% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.11.2%

Revenue: $30.9B; +10.5% vs prior year
5-year growth: +1.5%/yr; revenue, per year
Total debt: $3.1B; 0.47x equity
Current ratio: 1.36x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.