AVT Earnings Prediction
The chart below shows how AVT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AVT sees a -1.41% change in stock price 10 days leading up to the earnings, and a +2.00% change 10 days following the report. On the earnings day itself, the stock moves by +0.79%. This data can give you a slight idea of what to expect for the next quarter's release.
AVT Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
5.66B
-8.73%
1.06%
Gross Margin
10.52%
-7.56%
-2.95%
Operating Margin
2.81%
-27.76%
-6.64%
Net Margin
1.54%
-18.95%
46.67%
EPS
0.99
-22.66%
50.00%
No Data Available
AVT Earnings Analysis
Avnet Inc Corporation (AVT.O) Earnings Conference Call
Positive
Q2 Sales Performance: Sales for Q2 reached $5.7 billion, exceeding the midpoint of guidance, with a sequential increase of 1%.
Strong EPS Performance: Adjusted EPS for the quarter was $0.87, surpassing the midpoint of guidance and reflecting strong operational performance.
Strong Cash Flow Generation: Generated over $338 million in cash flow from operations, demonstrating effective working capital management and operational efficiency.
Working Capital Decline: Working capital decreased by $554 million sequentially, including a $362 million reduction in inventories, indicating progress in inventory optimization efforts.
Shareholder Value Return: Repurchased approximately $51 million worth of shares and paid a quarterly dividend of $0.33 per share, reflecting a commitment to returning value to shareholders.
Negative
Sales Decline Analysis: Sales decreased by 9% year over year to approximately $5,700,000,000, with a significant decline of 25% in EMEA and 14% in the Americas.
Gross Margin Decline: Gross margin fell to 10.5%, down 86 basis points year over year and 32 basis points sequentially, primarily due to a sales mix shift to Asia.
Decline in Component Sales: Electronic components sales declined 9% year over year, indicating ongoing weakness in demand despite a slight sequential increase.
Sales Performance Challenges: Farnell sales were flat sequentially but down 12% year over year, reflecting challenges in the European macro environment and competitive pricing pressures.
Q3 Sales Decline Forecast: The guidance for Q3 fiscal 2025 anticipates a sequential sales decline of approximately 6% to 11%, indicating continued market weakness.
AVT FAQs
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AVT Earning Call Sentiment
Earnings call transcript: Avnet Q2 2025 beats revenue forecasts
AVT.O
-1.26%Positive
The earnings call presents mixed signals: strong sales in Asia but weaknesses in Europe and the Americas, a positive EPS but declining margins. The Q&A indicates cautious optimism about industry recovery and margin stabilization. Shareholder returns through dividends and buybacks are positive, but inventory issues and competitive pressures pose risks. The overall sentiment is balanced, with no strong catalysts for significant price movement. Considering the company's mid-cap status, the stock is likely to remain within a neutral range of -2% to 2% over the next two weeks.
