Arrow Electronics(ARW) ZACKS·2025-05-01 14:15Core Viewpoint - Arrow Electronics reported quarterly earnings of $1.80 per share, exceeding the Zacks Consensus Estimate of $1.47 per share, but down from $2.41 per share a year ago, indicating a 25.37% year-over-year decline in earnings [1] - The company achieved revenues of $6.81 billion for the quarter, surpassing the Zacks Consensus Estimate by 7.93%, although this represents a slight decrease from $6.92 billion in the same quarter last year [2] Financial Performance - Arrow Electronics has consistently surpassed consensus EPS estimates over the last four quarters, with an earnings surprise of 22.45% in the latest report [1][2] - The company has also topped consensus revenue estimates four times in the past four quarters, demonstrating strong performance in revenue generation [2] Stock Performance and Outlook - Arrow Electronics shares have declined approximately 1.6% since the beginning of the year, while the S&P 500 has decreased by 5.3%, indicating relative outperformance [3] - The current consensus EPS estimate for the upcoming quarter is $2.21, with expected revenues of $6.59 billion, and for the current fiscal year, the EPS estimate is $10.20 on revenues of $27.13 billion [7] Industry Context - The Electronics - Parts Distribution industry, to which Arrow Electronics belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Arrow Electronics' stock performance [5]