TORVANTA
Other · S&P 500 · data as of 2026-10-05

ARW stock analysis: ARW

ARW (ARW) is an S&P 500 company in Other. It grades strongest on momentum and growth and weakest on profitability.

The model's view of ARW · subscribers

Where ARW ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with ARW · updated 2026-10-05 · from prices and SEC filings

ARW price performance

ARW against the S&P 500, one year
+0%+50%+100%ARW +99%S&P 500 +18%2025-09-292026-10-05
Year to date+118.0%S&P 500 +14.5% · ahead by 103.5 pts
1 year+97.6%S&P 500 +17.0% · ahead by 80.5 pts
3 years+100.0%S&P 500 +89.3% · ahead by 10.7 pts
5 years+107.1%S&P 500 +91.3% · ahead by 15.8 pts

Total returns with dividends reinvested.

ARW factor grades

Each grade compares ARW with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

BValueP/E 15.4x (industry 20.1x)FCF yield 6.8% (industry 6.0%)
A-GrowthRevenue growth +26% (industry +8%)EPS growth +77% (industry +10%)
D+ProfitabilityOperating margin 3.4% (industry 9.6%)ROIC 10.6% (industry 10.1%)
AMomentum12-month change +98%From 52-wk high -1%

ARW in plain numbers

ARW key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$12.2B
Revenue growth (y/y)+26%
Free-cash-flow yield6.8%
Dividend yieldn/a
Next earnings (expected)2026-10-29
Valuation measures
Market value$12.2B
Enterprise value$14.2B
P/E (trailing)15.4x
Forward P/E (Torvanta estimate)12.3x
PEG (Torvanta estimate)0.50
Price / sales0.3x
Price / book1.7x
EV / revenue0.4x
EV / EBITDA10.5x
Financial highlights
Revenue, last 12 months$35.9B
Net income, last 12 months$811.6M
EPS, last 12 months (GAAP)$15.64
Gross margin11.3%
Operating margin3.4%
Net margin2.3%
Return on equity12.2%
Return on invested capital10.6%
Cash$244.6M
Total debt$2.2B
Debt / equity0.31x
Free cash flow, last 12 months$825.5M
Current ratio1.22x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

ARW earnings trends

Revenue vs earnings
$0$2.5B$5.0B$7.5B$10.0BSep 2024 Revenue: $6.8BDec 2024 Revenue: $7.3BMar 2025 Revenue: $6.8BJun 2025 Revenue: $7.6BSep 2025 Revenue: $7.7BDec 2025 Revenue: $8.7BMar 2026 Revenue: $9.5BJun 2026 Revenue: $10.0BSep 2024 Net income: $100.6MDec 2024 Net income: $99.2MMar 2025 Net income: $79.7MJun 2025 Net income: $187.7MSep 2025 Net income: $109.2MDec 2025 Net income: $194.6MMar 2026 Net income: $235.1MJun 2026 Net income: $272.7MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 1.5%Net margin: 1.4%Net margin: 1.2%Net margin: 2.5%Net margin: 1.4%Net margin: 2.2%Net margin: 2.5%Net margin: 2.7%0%1%3%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$1.3$2.6$3.9$5.3Sep 2024 EPS (GAAP, diluted): $1.9Dec 2024 EPS (GAAP, diluted): $1.9Mar 2025 EPS (GAAP, diluted): $1.5Jun 2025 EPS (GAAP, diluted): $3.6Sep 2025 EPS (GAAP, diluted): $2.1Dec 2025 EPS (GAAP, diluted): $3.7Mar 2026 EPS (GAAP, diluted): $4.6Jun 2026 EPS (GAAP, diluted): $5.3Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +11% · Dec 2025 +100% · Mar 2026 +201% · Jun 2026 +47%

From the company's 10-Q and 10-K filings with the SEC.

ARW financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$34.5B$37.1B$33.1B$27.9B$30.9B
Net income$1.1B$1.4B$903.5M$392.1M$571.3M
EPS (GAAP)$15.13$21.80$15.81$7.29$10.93
Free cash flow$335.9M-$111.9M$622.2M$1.0B-$37.2M

ARW earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-06$5.26+47%+32%-10.7%
2026-05-07$4.55+201%+39%+1.1%
2026-02-05$3.74+100%+20%+14.3%
2025-10-30$2.09+11%+13%-3.1%
2025-09-17$3.59+79%+10%-3.6%
2025-07-31$3.59+79%+10%-9.6%

Companies similar to ARW

CompanyMarket valueP/ERevenue growthOperating margin12-month change
ARW ARW$12.2B15.4x+26%3.4%+98%
MOG.A MOG-A$12.2B32.2x+16%13.4%+84%compare
BTSG BTSG$12.3B37.3x+20%3.1%+119%compare
HALO HALO$12.3B31.6x+41%35.9%+57%compare
RPM RPM$12.2B18.4x+7%n/a-17%
TRU TRU$12.3B17.7x+11%17.9%-17%
WTS WTS$12.2B31.7x+17%19.1%+29%

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Frequently asked questions

Is ARW stock a buy?

Torvanta does not tell individuals what to buy. Its grades for ARW are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is ARW's P/E ratio?

ARW trades at about 15.4 times its last 12 months of GAAP earnings reported to the SEC, and about 12.3 times Torvanta's own estimate of the next 12 months.

When does ARW report earnings next?

Based on its filing history, Torvanta expects ARW to report around 2026-10-29.

How has ARW performed against the S&P 500?

Over the past year ARW returned +97.6%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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