Arrow Electronics (ARW) Q2 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
Key numbers
- Reported EPS
- $5.45
- Estimate
- $4.45
- Surprise
- +22.5%
- Revenue (period 2026-07-04)
- $9.99B
- Score today
- 6.6/10
Revenue source: xbrl.
How the report landed
Arrow Electronics (ARW) beat the $4.45 estimate with diluted EPS of $5.45 — a large 22.5% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ARW Sell at 6.6/10; no pre/post engine snapshot brackets this report.
4 of the last 4 quarters beat the estimate; this quarter's +22.5% surprise compares with a +33.4% four-quarter average. Next scheduled report: 2026-10-29.
What argues against it
- Concentration risk — Product: global components (70.0%)
- Target reached (-12.5% upside)
- Quality below floor (3.7 < 4.0)
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
- $228.20
- Price target
- $262.43
- Stop
- $214.72
- Upside to target
- +15.0%
The stock trades at 14.6× trailing but 9.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-14 — 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
- $11.62B
- P/E (fwd)
- 9.5
- P/E (ttm)
- 14.6
- 52-week range
- $101.79–$237.33
- Off 52-week high
- 3.8%
- RSI (14)
- 66
- Volume vs avg
- 1.43×
- Score today
- 6.6/10