8-K filing — ARROW ELECTRONICS, INC. (ARW)

Arrow Electronics Q2 2026 Earnings Call Transcript

Arrow Electronics (NYSE:ARW) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This content is powered by Benzinga APIs. For comprehensive financial data and

Shares of companies within the broader technology sector are trading lower after Treasury yields spiked to a 24-year record and the Federal Reserve's September meeting minutes showed officials expect another interest rate hike in 2026. This may cause investors to rotate out of the sector due to economic tightening.

Arrow Electronics, Inc. (ARW) Soars to 52-Week High, Time to Cash Out?

Arrow Electronics (ARW) has demonstrated strong outperformance, gaining 119.7% year-to-date and hitting a new 52-week high of $247.25. The company has consistently beaten earnings estimates, most recently reporting EPS of $5.45 versus consensus of $4.45. With a Zacks Rank #1 (Strong Buy) rating, an A Value Score, and a PEG ratio of 0.36, the stock appears attractive for value investors despite trading at a 52-week high.

Arrow Electronics (ARW) Moves 4.5% Higher: Will This Strength Last?

Arrow Electronics (ARW) shares rose 4.5% to $242.01 on strong volume, driven by broad-based customer demand, robust backlog, and improving book-to-bill trends. The company is expected to report quarterly earnings of $4.98 per share (+106.6% YoY) and revenues of $9.92 billion (+28.7% YoY). However, unchanged earnings estimate revisions over the past 30 days suggest caution about sustained momentum. ARW holds a Zacks Rank #1 (Strong Buy), while peer Wesco International (WCC) also gained 2.8%.