ARW Earnings Prediction
The chart below shows how ARW performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ARW sees a +0.06% change in stock price 10 days leading up to the earnings, and a +1.58% change 10 days following the report. On the earnings day itself, the stock moves by -0.08%. This data can give you a slight idea of what to expect for the next quarter's release.
ARW Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
7.28B
-7.21%
6.74%
Gross Margin
10.49%
-13.02%
-3.85%
Operating Margin
3.67%
-19.16%
20.72%
Net Margin
1.37%
-45.20%
-7.43%
EPS
1.87
-47.18%
-0.53%
No Data Available
ARW Earnings Analysis
Arrow Electronics Inc Corporation (ARW.N) Earnings Conference Call
Positive
Q4 Sales Performance: Generated $7.3 billion in total sales for Q4 2024, surpassing the high end of the guided range.
Earnings Per Share Beat: Achieved non-GAAP earnings per share of $2.97 in Q4 2024, exceeding expectations due to favorable revenue levels.
Enterprise Computing Sales Growth: Enterprise computing solutions sales reached $2.5 billion, a 12% increase year-over-year, reflecting strong demand trends.
ECS Billings Growth: Global ECS billings grew 10% in Q4 2024 compared to the same period last year, indicating robust performance in enterprise IT.
Share Repurchase Activity: Repurchased $50 million of shares in Q4 2024, contributing to a total of $250 million in share repurchases for the full year.
Negative
Q4 Sales Decline: Consolidated sales for Q4 were $7.3 billion, down 7% compared to the prior year, indicating a significant decline in revenue year-over-year.
Global Components Sales Decline: Global components sales were $4.8 billion, down 3% sequentially, reflecting ongoing challenges in the semiconductor market.
Gross Margin Decline: Fourth quarter non-GAAP gross margin decreased by approximately 90 basis points to 11.7% year-over-year, primarily due to unfavorable product mix in global components.
Component Sales Decline Forecast: The Q1 guidance projects global component sales to decline approximately 5.5% from the prior quarter, indicating continued weakness in demand.
Foreign Exchange Impact on Revenue: Changes in foreign exchange rates are expected to decrease reported sales by approximately 200 basis points or $140 million in Q1 2025, further impacting revenue.
ARW FAQs
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ARW Earning Call Sentiment
Arrow Electronics, Inc. (NYSE:ARW) Q4 2024 Earnings Call Transcript
ARW.N
-0.75%Positive
The earnings call presented mixed signals: strong ECS sales growth and positive EPS surprise were offset by declining global components sales and margin pressures. The Q&A didn't reveal major concerns but lacked clarity, especially on inventory specifics. The share repurchase plan is positive, but foreign exchange and market conditions pose risks. Given these factors, a neutral sentiment is appropriate, reflecting a balanced view of positive and negative indicators.
