Arrow Electronics, Inc.
ARW
Jodie read · what matters now
Revenue increased 39.0% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ARW, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-07 against the comparable filing from 2025-05-01.
What improved
- Revenue increased 39.0% versus the comparable filing period.
- Operating margin improved 1.5 percentage points.
- Net income increased 194.9% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The decrease in working capital as a percentage of sales was primarily due to increased sales. Cash and Cash Equivalents Cash equivalents consist of highly liquid investments, which are readily convertible into cash, with original maturities of three months or less.”
“Operating expenses increased during the first quarter of 2026 compared to the year-earlier period, primarily due to an increase in: ● Global Components primarily due to increased employee related costs and higher sales incentives, in line with the increase in sales discussed above; ● Global ECS primarily due to increased employee related costs, higher sales incentives, in line with the increase in sales discussed above, and costs to expand the business related to the multi-year non-cancellable purchase obligations discussed above;”
“The change in cash used for financing activities relates primarily due to an increase in repayments of long-term borrowings, net in 2026.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ARW
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 10 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ARW is currently a Participant in the organic co-movement group Semiconductor Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.