Arrow Electronics Inc (ARW) Earning Prediction
Arrow Electronics Inc (ARW) is set to release its earnings performance on 02/05 16:02:00 ET in After Hours trading. Consensus forecasts predict a revenue of 8.10B and an earnings per share (EPS) of 3.55 for the . With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
Earnings Surprise Analysis
ARW Transcript
The earnings call reveals strong financial performance with a 20% revenue increase and 48% EPS growth in Q4 2025, driven by demand recovery and value-added services. The company has a solid shareholder return plan with significant share repurchases. Despite some execution risks due to organizational changes, market trends like AI and cloud support future growth. The Q&A session indicates continued momentum into Q1, although visibility beyond that is unclear. Overall, the positive financial results and strategic initiatives outweigh the uncertainties, suggesting a positive stock price movement.
The earnings call summary indicates strong financial performance, with significant growth in global components and ECS sales, and a positive outlook for operating margins. Despite a $21 million charge impacting ECS margins, management remains optimistic about future growth and margin recovery. The Q&A section reveals confidence in strategic outsourcing contracts and a gradual market recovery. These factors, combined with stable operating margins and a positive sales outlook, suggest a likely positive stock price movement over the next two weeks.
Despite some challenges like interest expense and tax rate increases, the company reported strong financial performance with a 10% YoY sales increase and EPS above guidance. The Q&A section revealed confidence in inventory management and stable margins. The positive ECS sales growth and share repurchase plan further support a positive outlook. While uncertainties exist, the overall sentiment leans positive due to strong sales, EPS performance, and strategic initiatives.
ARW Slides
ARW Report
Frequently Asked Questions
What is the Arrow Electronics Inc {quarter} Earnings Release Date and Time?
Arrow Electronics Inc (ARW) is scheduled to release its {quarter} earnings report on Feb 5, 2026, After Hours (approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for Arrow Electronics Inc {quarter} Revenue and EPS?
Analysts' consensus predicts 8.10B in revenue and an EPS of 3.55 for Arrow Electronics Inc's {quarter}.
What Does Intellectia's AI Predict for Arrow Electronics Inc {quarter} Earnings?
Intellectia's exclusive AI algorithms forecast a {conclusion} for Arrow Electronics Inc's {quarter} earnings, with a prediction date of Feb 5, 2026. Arrow Electronics Inc {summary}
How Can I Use This Earnings Prediction to Trade ARW Stock?
Leverage Intellectia's AI forecast to position trades ahead of the Feb 5, 2026 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like Arrow Electronics Inc {quarter}?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company's earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They're updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
