Arrow Electronics(ARW) ZACKS·2025-02-06 15:16Core Viewpoint - Arrow Electronics reported quarterly earnings of $2.97 per share, exceeding the Zacks Consensus Estimate of $2.69 per share, but down from $3.98 per share a year ago, indicating a 25.4% year-over-year decline in earnings [1][2] Financial Performance - The company achieved revenues of $7.28 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 4.09%, but down from $7.85 billion in the same quarter last year, reflecting a 7.3% year-over-year decrease [2] - Over the last four quarters, Arrow Electronics has consistently surpassed consensus EPS estimates four times and topped revenue estimates three times [2] Stock Performance and Outlook - Arrow Electronics shares have increased by approximately 1.6% since the beginning of the year, while the S&P 500 has gained 3.1%, indicating underperformance relative to the broader market [3] - The company's current consensus EPS estimate for the upcoming quarter is $2.26 on revenues of $6.53 billion, and for the current fiscal year, it is $12.81 on revenues of $27.82 billion [7] Industry Context - The Electronics - Parts Distribution industry, to which Arrow Electronics belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Arrow Electronics may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]