HIGHBuilt-inProduct / Revenue mix
70%
global components
“10-K Item 1: 'approximately 70% of the company's sales were from global components'”
ARW · Concentration risk · 10-K extracted
Arrow Electronics (ARW) concentration risks
Updated
The most significant concentration Arrow Electronics discloses is global components at 70%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Arrow Electronics’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH1
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inProduct / Revenue mix
50%
semiconductor products
“10-K Item 1A: 'Sales of semiconductor products and related services represented approximately 50%, 53%, and 60%, of the company's consolidated sales in 2025, 2024, and 2023, respectively.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile is defined by two structural product-line exposures that are complementary in nature: a high-share reliance on its global components segment and a medium-share dependency on semiconductor products within that segment. Approximately 70% of the company's sales were from global components, a high share with a structural character — the business is deliberately organized around the distribution of electronic components, and this segment is the dominant revenue driver by design. The concentration reflects the company's strategic positioning as a broad-line components distributor rather than a balanced two-segment business, meaning that cyclical swings in component demand, pricing, and inventory destocking or restocking cycles flow through the majority of the revenue base. Within the components segment, sales of semiconductor products and related services represented approximately 50% of consolidated sales in the most recent year, a medium-share structural concentration. The semiconductor sub-category is the single largest product type within the broader components portfolio, and demand trends in semiconductors — including end-market demand from consumer electronics, automotive, and industrial buyers — are the most influential product-level driver of results. Together, the two disclosures describe a business where the global components segment, and semiconductors within it, are the central variables for revenue performance. Neither exposure is idiosyncratic in the counterparty sense — there is no named customer or supplier dependency disclosed — but both are structurally meaningful, as a sustained industry downturn in electronic components or semiconductors would affect the majority of the company's sales base.
For the engine’s reasoning on ARW’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Electronics & Computer Distribution
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| NSIT | Insight Enterprises, Inc. | 1 | 1 | 1 | 3 |
| ARW● | Arrow Electronics, Inc. | 1 | 1 | 0 | 2 |
| SNX | TD SYNNEX Corporation | 0 | 1 | 3 | 4 |
| AVT | Avnet, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.