Arrow Electronics, Inc. (ARW) Q2 2025 Earnings Call Transcript
Arrow Electronics, Inc. (NYSE:ARW) Q2 2025 Earnings Conference Call July 31, 2025 1:00 PM ET Company Participants Rajesh K. Agrawal - Senior VP & CFO Richard J.
Fiscal Year: January - December
Arrow Electronics, Inc. (ARW), listed on the NYSE, has a market capitalization of $. As of Aug 19, 2025, the stock is trading at $123.49 per share, offering investors a clear view of its current market value. Arrow Electronics, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 13.96, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Arrow Electronics, Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Arrow Electronics, Inc. (ARW) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Arrow Electronics, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Arrow Electronics, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Arrow Electronics, Inc. is 13.59, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Arrow Electronics, Inc. (ARW) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Arrow Electronics, Inc. (ARW) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Arrow Electronics, Inc. (ARW) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Arrow Electronics, Inc.. To access the full SS Score, consider upgrading your subscription.
Arrow Electronics, Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 13.96. Investors should compare these metrics with industry peers to gauge whether Arrow Electronics, Inc. is outperforming or underperforming within its sector.
Arrow Electronics, Inc. (NYSE:ARW) Q2 2025 Earnings Conference Call July 31, 2025 1:00 PM ET Company Participants Rajesh K. Agrawal - Senior VP & CFO Richard J.
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) today announced financial results for its second quarter of 2025. “I am pleased to report we delivered both consolidated and segm...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) announced it will host a conference call to discuss second-quarter 2025 financial results on July 31, 2025, at 1:00 p.m. ET. Webc...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics (NYSE: ARW), a global distributor that sources and engineers technology solutions for thousands of leading manufacturers and service providers, ha...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Global technology solutions provider Arrow Electronics has received two prestigious awards from Dell Technologies: 2025 OEM Solutions Partner of the Year and 2025 N...
Arrow Electronics, Inc. (NYSE:ARW) Q1 2025 Earnings Conference Call May 1, 2025 1:00 PM ET Company Participants Brad Windbigler - Treasurer and Vice President of Investor Relations Sean Kerins - CEO,...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) today announced financial results for its first quarter of 2025. “I am pleased we delivered both consolidated and segment revenue...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) announced it will host a conference call to discuss first-quarter 2025 financial results on May 1, 2025, at 1:00 p.m. ET. Webcast...
Government Arm of $27.9B Arrow Electronics (ARW) to Offer EdgeCore Digital Twin Solution Arlington, Virginia--(Newsfile Corp. - April 17, 2025) - Edge Total Intelligence Inc. (TSXV: CTRL) (OTCQB: UNFY...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics (NYSE:ARW) and Ohmite have established a distribution agreement that will expand the reach of Ohmite's power resistor solutions to Arrow's global ...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Global technology solutions provider Arrow Electronics, Inc. (NYSE:ARW) is introducing a worldwide AI Accelerator Program to help channel partners kickstart their A...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics (NYSE:ARW), a leading global technology provider, announced the expansion of its private label managed, professional and implementation services p...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Global technology solutions provider Arrow Electronics, Inc. has been named a VMware Cloud Commerce Manager for the VMware Cloud Service Provider (VCSP) program in ...
Arrow Electronics presents attractive risk-reward for patient investors, with potential for EPS growth and multiple rerating as demand stabilizes and the destocking cycle ends. Arrow's focus on hybrid...
Arrow Electronics, Inc. (NYSE:ARW) Q4 2024 Results Conference Call February 6, 2025 1:00 PM ET Company Participants Brad Windbigler - Treasurer and Vice President of Investor Relations Sean Kerins - ...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) today announced financial results for its fourth quarter and fiscal year ended Dec. 31, 2024. “In the fourth quarter, the company...
Clarifai's Full-Stack AI Platform Now Available to Arrow's Global Distribution Network to Orchestrate Scalable AI Solutions Across Industries WASHINGTON , Feb. 5, 2025 /PRNewswire/ -- Clarifai , a gl...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Please replace the release with the following corrected version due to revisions to the third paragraph. The updated release reads: ARROW ELECTRONICS AGAIN TOPS IND...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) has again been named to FORTUNE's World's Most Admired Companies list, topping the “Wholesalers: Electronics and Office Equipment...
Arrow Electronics, Inc. faces persistent inventory issues, impacting sales and profitability; I recommend a hold rating until more information is available post-earnings report. Analysts expect Q4 ear...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) announced it will host a conference call to discuss fourth-quarter and full-year 2024 financial results on Feb. 6, 2025, at 1:00 ...
FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--Citrix, a business unit of Cloud Software Group, Inc., today announced a new strategic mid-market and sole distributor agreement with global technology provider...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) today announced that Lawrence (Liren) Chen has joined the company's board of directors and has been appointed a member of the boa...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics (NYSE: ARW) announced today that it has signed a new agreement with Broadcom for the distribution of VMware solutions in the U.S. and Canada. “Arr...
CENTENNIAL, Colo.--(BUSINESS WIRE)--Global technology solutions provider Arrow Electronics, Inc. (NYSE: ARW) has enhanced its AI-infused ArrowSphere Cloud platform, allowing channel partners to create...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | 620.84M | -40.17% | Est @-40.2% |
2026 | 203.98M | -67.15% | Est @-67.1% |
2027 | 140.48M | -31.13% | Est @-31.1% |
2028 | 110.90M | -21.06% | Est @-21.1% |
2029 | 95.38M | -14.00% | Est @-14.0% |
2030 | 87.28M | -8.49% | Est @-8.5% |
2031 | 82.70M | -5.25% | Est @-5.3% |
2032 | 80.23M | -2.99% | Est @-3.0% |
2033 | 79.11M | -1.39% | Est @-1.4% |
2034 | 78.90M | -0.27% | Est @-0.3% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
Year | FCF | Discount Factor | PV of Future FCF |
---|---|---|---|
2023A | 622.16M | 1.00 | 622.16M |
2024A | 1.04B | 1.00 | 1.04B |
2025E | 620.84M | 1.09 | 569.50M |
2026E | 203.98M | 1.19 | 171.64M |
2027E | 140.48M | 1.30 | 108.43M |
2028E | 110.90M | 1.41 | 78.52M |
2029E | 95.38M | 1.54 | 61.95M |
2030E | 87.28M | 1.68 | 52.00M |
2031E | 82.70M | 1.83 | 45.19M |
2032E | 80.23M | 1.99 | 40.22M |
2033E | 79.11M | 2.17 | 36.38M |
2034E | 78.90M | 2.37 | 33.28M |
Terminal | 1.24B | 2.37 | 523.64M |
The information given by Studying Stocks and provided in the web and/or mobile applications (Platforms) is only factual information and should not be considered financial advice.
Any information contained in this website has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice.
When creating an account, you acknowledge that you are:
We retain the right to cancel your account for any reason, or refuse your account creation request.
The information on our Platforms is not comprehensive and is intended to provide a summary of the subject matter covered. While we use all reasonable attempts to ensure the accuracy and completeness of the data and information on our Platforms, to the extent permitted by law, we make no warranty regarding the information on these Platforms. You should monitor any changes to the information contained on these Platforms.
Furthermore we make no commitments in regards to the minimum amount of uptime that our platforms will maintain, although we will make ever reasonable attempt to ensure that the platforms are operational. Therefore, any reference of "latest", "current" and related words about the financial data presented here may not be up to date with the financial markets or represent reality of the information.
We are not liable to you or anyone else if interference with or damage to your computer systems occurs in connection with the use of these Platforms or a linked website. You must take your own precautions to ensure that whatever you select for your use from our Platforms is free of viruses or anything else (such as worms or Trojan horses) that may interfere with or damage the operations of your computer systems.
We may, from time to time and without notice, change or add to the Platforms (including the Terms) or the information, products or services described in it. However, we do not undertake to keep the Platforms updated. We are not liable to you or anyone else if errors occur in the information or the Platforms is not up-to-date.
Our Platforms may contain links to websites operated by third parties. Those links are provided for convenience and may not remain current or be maintained. Unless expressly stated otherwise, we do not endorse and are not responsible for the content on those linked websites and have no control over or rights in those linked websites.
These Platforms are for your personal, non-commercial use only. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, commercially exploit, create derivative works from, transfer, or sell any Content, software, products or services contained within these Platforms. You may not use these Platforms, or any of its Content, to further any commercial purpose, including any advertising or advertising revenue generation activity on your own website.
You must not do any act that we would deem to be inappropriate, is unlawful or is prohibited by any laws applicable to these Platforms, including but not limited to:
If we allow you to post any information to our Platforms, we have the right to take down this information at our sole discretion and without notice.
To the maximum extent permitted by law, we make no warranties or representations about these Platforms or the Content, including but not limited to warranties or representations that they will be complete, accurate or up-to-date, that access will be uninterrupted or error-free or free from viruses, or that these Platforms will be secure.
We reserve the right to restrict, suspend or terminate without notice your access to these Platforms, any Content, or any feature of these Platforms at any time without notice and we will not be responsible for any loss, cost, damage or liability that may arise as a result.
To the maximum extent permitted by law, in no event shall we be liable for any direct and indirect loss, damage or expense – irrespective of the manner in which it occurs – which may be suffered due to your use of our Platforms and/or the information or materials contained on it, or as a result of the inaccessibility of these Platforms and/or the fact that certain information or materials contained on it are incorrect, incomplete or not up-to-date.
This website utilises cookies. If you do not have cookies enabled in your web browser some functions of the site may not work as intended.