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Company

ARROW ELECTRONICS, INC.

Ticker
ARW
Sector
Industry
Report date
November 8, 2026
Valye AI Score

80

Very high visibility
Recent developments
Recent developments summary

Recent developments focus on Arrow Electronics' record third-quarter 2026 revenue, strong demand, AI-related growth, and earnings surpassing prior expectations.

Recent developments:
  • Arrow Electronics reported record third-quarter 2026 revenue of $10.7 billion and net income of $318.4 million as of October 3, 2026 [N4][S2].
  • The company’s Q3 earnings and revenues surpassed prior expectations, reflecting strong operational performance [N6][N7].
  • The Q3 2026 earnings call highlighted strong demand and growth related to AI markets [N3][N1][N5].
  • Liquidity ratios as of October 3, 2026, include a current ratio of 1.2 and a cash ratio of 0.01, based on current assets of $41.65 billion and current liabilities of $34.68 billion [S2].
Overview

Arrow Electronics, Inc. operates as a global provider of products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions. The company’s business model involves distribution and supply chain services for electronic components and related products. It generates revenue primarily through sales of electronic components and enterprise computing solutions to a broad customer base across various industries.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. Arrow Electronics, Inc. reported record third-quarter 2026 revenue of $10.7 billion and net income of $318.4 million as of October 3, 2026. The company’s liquidity ratios include a current ratio of 1.2 and a cash ratio of 0.01. Recent news highlights strong demand and growth related to AI, with Q3 earnings and revenues surpassing prior expectations [S2][N4][N6][N3].

Scenarios for ARW

Bull case model:

The company’s recent record quarterly revenue and strong demand, particularly driven by growth in AI-related markets, indicate operational strength and market relevance. Continued expansion in technology solutions and supply chain services could enhance revenue streams and customer engagement. The company’s liquidity position and profitability metrics support ongoing business operations and potential investments.

Bear case model:

Arrow Electronics faces risks related to supply chain disruptions, fluctuations in demand for electronic components, and competitive pressures in distribution and technology services. The relatively low cash ratio suggests limited immediate liquidity buffer, which could be a concern in volatile market conditions. Dependence on technology sector cycles and macroeconomic factors may impact revenue stability.

Moat:

Arrow Electronics benefits from a broad global distribution network and established relationships with suppliers and customers in the electronics industry. Its scale and logistics capabilities provide competitive advantages in supply chain management and product availability. The company’s focus on technology solutions and integration services supports differentiation beyond simple distribution.

Risks overview
Risks summary
Supply chain volatility and competitive pressures combined with limited cash liquidity represent key risks to operational stability.
Risks details:

• Supply Chain and Market Demand Volatility: The company’s business depends on stable supply chains and consistent demand for electronic components, which can be affected by global economic conditions and industry cycles.
• Competitive Pressures: Arrow Electronics operates in a competitive market with other distributors and technology solution providers, which may pressure margins and market share.
• Liquidity Constraints: The cash ratio of 0.01 indicates limited cash relative to current liabilities, which could pose challenges in managing short-term obligations during financial stress.

FINAL FORECAST FOR ARW

Final take one line
Arrow Electronics demonstrates high business model visibility supported by detailed SEC financial disclosures and extensive recent news coverage highlighting strong demand and AI-related growth.
Final take 12 to 24 month view

Business trends: Record quarterly revenue and earnings growth driven by strong demand and AI market expansion.
Execution milestones: Successful Q3 earnings release with detailed financial disclosures and earnings calls highlighting operational performance.
Key risks: Supply chain volatility, competitive pressures, and limited cash liquidity pose challenges to operational stability.

Valye AI Visibility Research Score

Very high visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

80
LLM visibility overview
LLM Visibility known facts
  • Arrow Electronics, Inc. is a company that reports quarterly financial results publicly via SEC filings.
  • As of the quarter ended October 3, 2026, Arrow Electronics reported revenue of $10.7 billion and net income of $318.4 million.
  • The company reported basic earnings per share of $6.25 and diluted earnings per share of $6.17 for Q3 2026.
  • Liquidity ratios as of October 3, 2026, include a current ratio of 1.2 and a cash ratio of 0.01, based on current assets of $41.65 billion and current liabilities of $34.68 billion.
  • Cash and cash equivalents at the end of Q3 2026 were $215.6 million.
  • Recent news coverage in November 2026 highlights record third-quarter revenue, strong demand, and growth related to AI.
  • The company held a Q3 2026 earnings call discussing strong demand and AI growth.
  • Multiple news articles report that Arrow Electronics' Q3 earnings and revenues surpassed prior expectations and showed year-over-year revenue growth.
  • The company is publicly traded under ticker ARW and files regular SEC reports including 10-K and 10-Q filings.
  • Financial figures are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.
Sources
Sources - Context summary

Generated 2026-11-08

Sources - Earning calls
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-02-10 | 10-K
  • S2 | 2026-11-05 | 10-Q
Sources - News headlines
  • N1 | 2026-11-07 | www.nasdaq.com | What Arrow Electronics (ARW) Said on Its Q3 Earnings Call | https://www.nasdaq.com/articles/what-arrow-electronics-arw-said-its-q3-earnings-call
  • N2 | 2026-11-06 | www.nasdaq.com | Arrow Electronics Q3 Earnings Beat Estimates, Revenues Rise Y/Y | https://www.nasdaq.com/articles/arrow-electronics-q3-earnings-beat-estimates-revenues-rise-y-y
  • N3 | 2026-11-06 | www.nasdaq.com | ARW Q3 Earnings Call Highlights Strong Demand and AI Growth | https://www.nasdaq.com/articles/arw-q3-earnings-call-highlights-strong-demand-and-ai-growth
  • N4 | 2026-11-05 | www.nasdaq.com | Arrow Electronics Reports Record Third-Quarter 2026 Revenue of $10.7 billion | https://www.nasdaq.com/articles/arrow-electronics-reports-record-third-quarter-2026-revenue-107-billion
  • N5 | 2026-11-05 | www.nasdaq.com | Arrow Electronics (ARW) Q3 2026 Earnings Call Transcript | https://www.nasdaq.com/articles/arrow-electronics-arw-q3-2026-earnings-call-transcript
  • N6 | 2026-11-05 | www.nasdaq.com | Arrow Electronics (ARW) Q3 Earnings and Revenues Surpass Estimates | https://www.nasdaq.com/articles/arrow-electronics-arw-q3-earnings-and-revenues-surpass-estimates
  • N7 | 2026-11-05 | www.nasdaq.com | Arrow Electronics Inc. Profit Advances In Q3 | https://www.nasdaq.com/articles/arrow-electronics-inc-profit-advances-q3
  • N8 | 2026-11-05 | www.nasdaq.com | Arrow Electronics Q3 26 Earnings Conference Call At 8:30 AM ET | https://www.nasdaq.com/articles/arrow-electronics-q3-26-earnings-conference-call-8-30-am-et
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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