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Arrow Electronics

ARW
48
Technology Distributors · Technology
Also trades as: 0HI1.L GBP 2.16 (+1.01%)
Price
$214.61
-5.56 (-2.53%)
Market Cap
$10.92B
Winston Score
48
Winston is serious
Mixed quality — meaningful strengths and weaknesses.
Data as of Oct 18, 2026 · filings through Jul 4, 2026

§How the score breaks down

Quality
Mixed
8/30
Growth
Strong
15/20
Cash Flow
Strong
7/10
Stability
Strong
8/10
Valuation
Strong
7/10
Ownership
Weak
2/15
Dividends
Weak
1/5

48 of 100 counted points = Winston Score 48.

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Share count falling — buybacks

−28.8% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 73.4M (2021) → 52.3M (2025)

§Winston Score History

The full picture

Arrow Electronics is a middleman between companies that make electronic parts and the businesses that need those parts to build products. It sells components like chips, sensors, and circuit boards to manufacturers in industries such as aerospace, healthcare, automotive, and industrial equipment. Arrow is one of the two largest electronics distributors in the world, alongside Avnet.

Arrow makes money by buying parts in bulk from suppliers and reselling them at a markup to thousands of customers globally. It operates in over 50 countries, generating roughly $30 billion in annual revenue, which makes it a large but thin-margin business — it keeps only about 11 cents of gross profit for every dollar of sales. Its main competitive advantage is its massive supplier relationships and logistics network, but the biggest risk it faces is that demand for electronics components is highly cyclical, meaning sales can drop sharply when the broader economy slows down.

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Growth Profile

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+31.8% YoY

YoY Growth Rate

Revenue accelerating

EPS Growth

+47.0% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

$0/ year

0.0% of revenue

Below sector average (15%)

Research and development spending

Insider Activity

0.6%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$307M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Revenue accelerating

Arrow Electronics grew revenue 32% year-over-year and the growth rate is speeding up. That's the kind of momentum growth investors look for — the question is whether margins can follow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale
Gross Margin
11.3%
Thin — 11.3% gross margin
Profit after running costs
Operating Margin
3.8%
Thin — 3.8% operating margin
Return on the money invested
ROCE
14.1%
Good — 14.1% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

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Growth

Sales growth
Sales YoY
+26.1%
Fast-growing sales (+26.1% YoY)
Profit growth
EPS YoY
+76.8%
Earnings growing fast (+76.8% YoY)

Earnings growing 25%+ a year. The compounder zone.

How steady the profit is
EPS Consistency
5/8 quarters
Mixed — about half the quarters showed growth

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Cash Flow

Profit that turns into cash
Cash Conversion
115%
Turns 115% of profit into real cash
Spare cash per sale
FCF Margin
2.3%
Thin free cash flow (2.3%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

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Stability

What it owes vs what it owns
Debt / Equity
0.31
Conservative — low debt load (0.31)
Covers its interest
Interest Cover
10.23x
Comfortably covers interest (10.2x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

Price vs profit
P/E Ratio (TTM)
13.6x
Attractive valuation — P/E 13.6

P/E in the normal range. Price is roughly $15 for every $1 of yearly profit.

Cheaper or dearer next year
P/E vs Forward
+2.5
GROWING
Earnings expected to grow — slightly cheaper on forward P/E

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Dividends

Dividend
Dividend Yield
0.08%
Small dividend — 0.08% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend record
Dividend Growth
+0.0%
Dividend flat

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