Arrow Electronics (ARW) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $6.22
- Estimate
- $4.97
- Surprise
- +25.3%
- Revenue (period 2026-10-03)
- $10.72B
- Score today
- 6.2/10
Revenue source: xbrl.
How the report landed
Arrow Electronics (ARW) beat the $4.97 estimate with adjusted EPS of $6.22 — a large 25.3% upside surprise.
Coverage in the report window
- Truist Securities Adjusts Price Target for Arrow Electronics — fiscal.ai, 2026-11-06
- Arrow Electronics Reports Record Third-Quarter 2026 Financial Results — fiscal.ai, 2026-11-05
- Arrow Electronics Sees Q4 Adj EPS $7.00-$7.20 vs $6.00 Est; Sees Sales $11.550B-$12.150B vs $10.572B Est — benzinga, 2026-11-05
Where TrendMatrix's rating stands now
TrendMatrix currently rates ARW Sell at 6.2/10; no pre/post engine snapshot brackets this report.
4 of the last 4 quarters beat the estimate; this quarter's +25.3% surprise compares with a +38.4% four-quarter average.
What argues against it
- Concentration risk — Product: global components (70.0%)
- Quality below floor (3.7 < 4.0)
- Momentum score 1.3/10 — below 4.5 minimum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $182.06
- Price target
- $199.75
- Stop
- $171.13
- Upside to target
- +9.7%
- Reward-to-risk
- 0.8:1
The stock trades at 9.0× trailing but 7.4× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-06 — shown for context, not personalized investment advice.
ARW at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Electronics & Computer Distribution
- Market cap
- $9.01B
- P/E (fwd)
- 7.4
- P/E (ttm)
- 9.0
- 52-week range
- $101.79–$249.43
- Off 52-week high
- 27.0%
- RSI (14)
- 31
- Volume vs avg
- 0.39×
- Score today
- 6.2/10