Arrow Electronics (ARW)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from ARW's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Arrow Electronics's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $34.5B | $37.1B | $33.1B | $27.9B | $30.9B |
| Net income | $1.1B | $1.4B | $904M | $392M | $571M |
| Free cash flow | $336M | -$112M | $622M | $1.0B | -$37M |
| EPS (diluted) | $15.10 | $21.80 | $15.84 | $7.29 | $10.93 |
| Operating margin | 4.5% | 5.6% | 4.4% | 2.8% | 2.7% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own ARW
From each investor's latest 13F filing (what a 13F shows). 9 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $463M | 0.16% | Q2 2026 |
| Ed Wachenheim Greenhaven Associates |
Trimmed | $376M | 4.3% | Q2 2026 |
| Andrew Wellington Lyrical Asset Management |
Trimmed | $264M | 3.4% | Q2 2026 |
| Charles Brandes Brandes Investment Partners, LP |
Trimmed | $87M | 0.61% | Q2 2026 |
| Richard Pzena Pzena Investment Management |
Trimmed | $27M | 0.08% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $22M | 0.05% | Q2 2026 |
| Larry Pitkowsky GoodHaven Capital Management |
Held | $15M | 4.7% | Q2 2026 |
| Tweedy, Browne Tweedy, Browne Company |
Added | $3M | 0.21% | Q2 2026 |
| Lee Ainslie Maverick Capital |
New position | $540,141 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by Arrow Electronics's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Feb 19, 2026 | William F Austen |
3,960 | $151.87 | $601,405 |
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In the full deep dive
Questions
Are Arrow Electronics insiders buying the stock?
1 open-market insider purchase of ARW in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Arrow Electronics?
9 of the superinvestors Investingly tracks hold ARW in their latest 13F, including Cliff Asness, Ed Wachenheim, Andrew Wellington.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.