Group 1 - Arrow Electronics (ARW) shares increased by 6% to $128.41 in the last trading session, with a notable trading volume, and have gained 7.2% over the past four weeks [1] - The company is a key distributor of AI infrastructure components, benefiting from strong enterprise demand for high-performance computing hardware and AI-accelerated servers for data center and edge computing [2] - Arrow Electronics is expected to report quarterly earnings of $3.55 per share, reflecting a year-over-year increase of 19.5%, with revenues projected at $8.1 billion, up 11.2% from the previous year [2] Group 2 - The consensus EPS estimate for Arrow Electronics has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - Arrow Electronics holds a Zacks Rank of 2 (Buy), indicating positive market sentiment [4] - The company operates within the Zacks Electronics - Parts Distribution industry, which includes Wesco International (WCC), another stock that has shown a 1.2% increase in the last trading session and a 15.2% return over the past month [4]

Avnet (AVT) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $0.87 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +10.53%. A quarter ago, it was expected that this distributor of electronic components would post earnings of $0.81 per share when it actually produced earnings of $0.84, delivering a surprise of +3.7%.Over the last four quar ...

Financial Performance - Arrow Electronics reported quarterly earnings of $2.41 per share, exceeding the Zacks Consensus Estimate of $2.28 per share, and showing a slight increase from $2.38 per share a year ago, representing an earnings surprise of +5.70% [1] - The company achieved revenues of $7.71 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.59% and increasing from $6.82 billion year-over-year [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $3.63 on revenues of $8.12 billion, and for the current fiscal year, it is $10.20 on revenues of $30.18 billion [7] - The estimate revisions trend for Arrow Electronics was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Electronics - Parts Distribution industry, to which Arrow Electronics belongs, is currently ranked in the top 9% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - Wesco International (WCC) reported quarterly earnings of $3.92 per share, exceeding the Zacks Consensus Estimate of $3.75 per share, and up from $3.58 per share a year ago [1][2] - The company achieved revenues of $6.2 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.17% and increasing from $5.49 billion year-over-year [3] - Wesco International's stock has increased approximately 26.2% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [4] Earnings Performance - The earnings surprise for the recent quarter was +4.53%, following a previous surprise of +2.42% when actual earnings were $3.39 per share against an expectation of $3.31 [2] - Over the last four quarters, the company has exceeded consensus EPS estimates two times and topped consensus revenue estimates four times [2][3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $3.55 on revenues of $5.8 billion, and for the current fiscal year, it is $12.89 on revenues of $22.94 billion [8] - The estimate revisions trend for Wesco International was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [7] Industry Context - Wesco International operates within the Zacks Electronics - Parts Distribution industry, which is currently ranked in the top 9% of over 250 Zacks industries, suggesting a strong industry outlook [9]

Core Insights - Richardson Electronics (RELL) reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, and up from $0.04 per share a year ago [1] - The earnings surprise was +550.00%, with the company having surpassed consensus EPS estimates three times over the last four quarters [2] Financial Performance - The company posted revenues of $54.61 million for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 6.01%, compared to $53.72 million in the same quarter last year [3] - The current consensus EPS estimate for the upcoming quarter is $0.02 on revenues of $51.9 million, and for the current fiscal year, it is $0.17 on revenues of $212.81 million [8] Market Position - Richardson Electronics shares have declined approximately 29.9% since the beginning of the year, while the S&P 500 has gained 14.2% [4] - The Zacks Industry Rank for Electronics - Parts Distribution is in the top 39% of over 250 Zacks industries, indicating a favorable position compared to the bottom 50% [9] Future Outlook - The earnings outlook will be influenced by management's commentary on the earnings call and the trends in earnings estimate revisions [5][6] - The current Zacks Rank for Richardson Electronics is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [7]

Core Insights - Avnet, Inc. (AVT) reported fourth-quarter earnings of 81 cents per share, exceeding the Zacks Consensus Estimate by 12.5%, but reflecting a year-over-year decline of 33.6% [1][10] - Net sales reached $5.6 billion, surpassing the Zacks Consensus Estimate by 4.7%, but remained flat year-over-year due to regional performance variations [2][10] - Despite better-than-expected results, Avnet's shares fell 4.7% following guidance for the first quarter of fiscal 2026, which was below consensus estimates [3][10] Financial Performance - The Electronic Components segment generated revenues of $5.23 billion, up 1% year-over-year and 5.7% sequentially, exceeding estimates of $4.97 billion [4] - Farnell sales increased by 3% year-over-year to $387 million, also above the estimate of $368.2 million [4] - Regional sales showed an 18% increase in Asia to $2.69 billion, while EMEA and Americas saw declines of 17% to $1.6 billion and 2% to $1.33 billion, respectively [5] Operating Metrics - Adjusted operating income was $143 million, down 26% year-over-year, with the Electronic Components segment's income declining 25% to $157 million [5][6] - The adjusted operating margin decreased by 94 basis points to 2.5%, with the Electronic Components margin contracting 105 basis points to 3% [6] Balance Sheet & Cash Flow - As of June 28, 2025, Avnet had cash and cash equivalents of $192.4 million, up from $188.9 million at the end of the previous quarter [7] - Long-term debt decreased to $2.57 billion from $2.49 billion [7] - The company generated $139 million in cash from operating activities during the fourth quarter and $725 million for the full fiscal year [7] Shareholder Returns - In the fourth quarter, Avnet repurchased approximately $50 million in shares and paid $28 million in dividends [8] - For the full fiscal year, share repurchases totaled $301 million, with dividends amounting to $113 million [8] Q1 Guidance - For the first quarter of fiscal 2026, Avnet expects revenues between $5.55 billion and $5.85 billion, with a midpoint of $5.70 billion, indicating a year-over-year decline of 0.3% [9] - Non-GAAP earnings are anticipated in the range of 75-85 cents per share, below the consensus estimate of 98 cents, which suggests a year-over-year increase of 6.5% [9]

Core Viewpoint - Arrow Electronics reported quarterly earnings of $2.43 per share, exceeding the Zacks Consensus Estimate of $2.03 per share, but down from $2.78 per share a year ago, indicating an earnings surprise of +19.70% [1][2] Financial Performance - The company achieved revenues of $7.58 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 6.16% and up from $6.89 billion year-over-year [2] - Over the last four quarters, Arrow Electronics has consistently surpassed consensus EPS estimates [2] Stock Performance - Arrow Electronics shares have increased approximately 14.7% since the beginning of the year, outperforming the S&P 500's gain of 8.2% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $2.56 for the coming quarter and $10.14 for the current fiscal year [4][7] - The estimate revisions trend for Arrow Electronics was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Electronics - Parts Distribution industry, to which Arrow Electronics belongs, is currently ranked in the bottom 13% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Group 1: Earnings Performance - Wesco International reported quarterly earnings of $3.39 per share, exceeding the Zacks Consensus Estimate of $3.31 per share, and up from $3.21 per share a year ago [1] - The earnings surprise for the quarter was +2.42%, while the previous quarter saw a surprise of -0.9% with actual earnings of $2.21 per share against an expectation of $2.23 [2] - The company achieved revenues of $5.9 billion for the quarter, surpassing the Zacks Consensus Estimate by 1.99%, compared to $5.48 billion in the same quarter last year [3] Group 2: Stock Performance and Outlook - Wesco International's shares have increased approximately 17.6% since the beginning of the year, outperforming the S&P 500's gain of 8.2% [4] - The current consensus EPS estimate for the upcoming quarter is $3.83 on revenues of $5.73 billion, and for the current fiscal year, it is $12.96 on revenues of $22.53 billion [8] - The estimate revisions trend for Wesco International was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [7] Group 3: Industry Context - The Electronics - Parts Distribution industry, to which Wesco International belongs, is currently ranked in the bottom 13% of over 250 Zacks industries, suggesting potential challenges ahead [9] - Another company in the same industry, Avnet, is expected to report a significant year-over-year earnings decline of -41% for the quarter ended June 2025, with revenues projected to decrease by 3.6% [10][11]

Core Viewpoint - Richardson Electronics reported quarterly earnings of $0.12 per share, exceeding the Zacks Consensus Estimate of $0.05 per share, and showing an increase from $0.02 per share a year ago [1] Financial Performance - The earnings surprise for the quarter was +140.00%, with the company previously expected to post earnings of $0.08 per share but actually reporting $0.11, resulting in a surprise of +37.5% [2] - The company posted revenues of $51.89 million for the quarter ended May 2025, which was 3.64% below the Zacks Consensus Estimate, compared to $47.37 million in revenues a year ago [3] Stock Performance - Richardson Electronics shares have declined approximately 31.3% since the beginning of the year, while the S&P 500 has gained 7.3% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $54 million, and for the current fiscal year, it is $0.14 on revenues of $219.5 million [8] - The outlook for the Electronics - Parts Distribution industry is currently in the bottom 12% of over 250 Zacks industries, which may impact the stock's performance [9]

Core 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]