ARW Arrow Electronics, Inc. Common Stock
NYSE · Electrical Equipment · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026ARW Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| Oct. 16, 1997 | 2-for-1 | Forward |
| Jan. 12, 1981 | 2-for-1 | Forward |
About Arrow Electronics, Inc. Common Stock Company overview from Wikipedia
Arrow Electronics, Inc., is an American company headquartered in Centennial, Colorado. A global provider of electronic components and enterprise computing products, the company specializes in distribution and value-added services for original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers and other commercial customers. As of June 2026, the company is ranked at number 148 in the Fortune 500 list of the largest United States corporations by total revenue. The company has also been recognized for 26 years overall on Fortune's "World's Most Admired Companies" list.
History
Arrow Electronics was founded in 1935 when a retail store named Arrow Radio opened on Cortlandt Street in the heart of lower Manhattan's "Radio Row", the birthplace of electronics distribution. Arrow Radio, established by Maurice ("Murray") Goldberg, sold used radios and radio parts to retail customers. Other industry pioneers with businesses nearby were Charles Avnet and Seymour Schweber.
By the 1940s, Arrow was selling new radios—manufactured by RCA, GE, and Philco—and other home entertainment products, as well as surplus radio parts that were retailed over-the-counter in a parts department at the back of the store. Soon the firm started seeking franchises to sell new parts; the first manufacturers to franchise Arrow were RCA and Cornell Dubilier. The business was incorporated as Arrow Electronics, Inc., in 1946.
In the early 1950s, with additional franchises and a small field sales organization, Arrow began selling electronic parts to industrial customers. A second storefront/sales office was opened in Mineola, Long Island, in 1956. By 1961, when the company completed its initial public offering and listed its shares on the American Stock Exchange, total sales amounted to $4 million, over half of which came from the industrial sales division, with the remainder from the traditional retail business. During the 1960s, Arrow moved its headquarters to Farmingdale, New York (Long Island), and opened additional branches in Norwalk, Connecticut, and Totowa, New Jersey. The company relocated its headquarters office to Centennial, Colorado, in 2011.
In 1968, Glenn, Green & Waddell, a partnership formed by three recent graduates of the Harvard Business School, B. Duke Glenn, Jr., Roger E. Green, and John C. Waddell, led a private investor group that acquired the controlling interest in Arrow. The investors saw an opportunity to consolidate the fragmented electronics industry. Duke Glenn served as chairman.
1970s
During the 1970s decade, by winning key semiconductor franchises (led by Texas Instruments in 1970) and opening sales offices in over 20 U.S. cities, Arrow grew its electronics distribution business at an average annual rate of 34 percent. By the end of the decade, the company's electronics distribution sales had climbed to $177 million, making Arrow the country's second largest electronics distributor.
The company took on high levels of debt through frequent public bond offerings, to fund its growth strategy. Additional growth capital was provided through the 1969 acquisition of Schuylkill Metals Corporation, a lead recycling company. (This business, having served its purpose, was sold in 1987 amidst problems associated with being designated an EPA Superfund site contaminated with lead and chromium.)
In the 1970s, Arrow discontinued its retail operations and inaugurated the electronics distribution's first integrated online, real-time computer system to provide up-to-the-minute inventory positions and facilitate remote order entry. In 1979, Arrow was listed on the New York Stock Exchange. That same year, it acquired Cramer Electronics (historically the U.S.'s second-largest distributor), the company's first major industry acquisition, which provided access to many markets in the western United States.
1980s to present
On December 4, 1980, the Stouffer's Inn Fire killed 13 members of Arrow's senior management, including Glenn and Green. Waddell assumed leadership and, in 1982, recruited Stephen P. Kaufman, formerly a partner of McKinsey & Company, to join Arrow as president of the company's electronics distribution division. Kaufman succeeded Waddell as CEO in 1986 and as chairman in 1994.
In 1988, Arrow adopted a growth strategy by acquiring Kierulff Electronics. According to Forbes, the company closed down all four Kierulff Electronics warehouses and within a year it experienced "miraculous" growth that went from a bottom line of $16 million loss in 1987 to operating profits of $10 million.
During his nearly two decades with Arrow, Kaufman led the company's consolidation of the U.S. electronics distribution industry as well as the company's expansion into Europe and the Asia Pacific region. Under Kaufman's leadership, Arrow completed over 50 acquisitions of electronics distributors, including such prominent names as Ducommun (Kierulff), Lex (Schweber), Zeus, Anthem, Bell, and Wyle (all in the U.S.), Spoerle (Germany), Silverstar (Italy), and CAL (Hong Kong and China). Kaufman also led the company into the national distribution of commercial computer products, initially through its acquisition of Gates/FA Distributing. Arrow entered the 21st century with global electronic component sales of $9 billion and $3 billion of sales in its computer products business. In 1998, Arrow Electronics established a 50/50 joint venture with Marubun Corporation of Japan called Marubun/Arrow in order to augment and support each other's operations in Asia and North America.
Kaufman stepped down as CEO in 2000, retired as chairman in 2002, and was succeeded by Daniel W. Duval, a 15-year Arrow board veteran. In 2003, William E. Mitchell, former president of the global services division of Solectron Corporation, joined Arrow as chief executive officer and, in 2006, became chairman. During Mitchell's six years at Arrow, sales climbed to $17 billion as the company increased shareholder returns, improved operating efficiencies, and completed 17 acquisitions.
In 2009, Michael J. Long succeeded Mitchell as CEO, and in 2010 took over as chairman. A long-time Arrow executive, Long joined the company in 1991 through the merger with Schweber Electronics and served in various senior management positions before becoming CEO. During Long's tenure, Arrow completed over 40 strategic acquisitions that further expanded its global components and computer systems businesses. In 2015, Arrow acquired United Technical Publishing from Hearst, adding properties such as Electronic Products and Schematics.com. In June 2016, UBM reached agreement to divest its electronics media portfolio to an affiliate of Arrow Electronics Inc. for a cash consideration of $23.5 million. The portfolio comprises the U.S. and Asian versions of EE Times, EDN, ESM, Embedded, EBN, TechOnline and Datasheets.com.
In June 2022, Sean J. Kerins succeeded Long as president and CEO. Having joined Arrow in 2007 as vice president of North America storage and networking, Kerins went on to serve as president of the company’s North America enterprise computing solutions business before being named global president of the business in 2014 and then chief operating officer in 2020. Kerins separated from the company in September 2025.
Arrow is ranked at number 148 on the Fortune 500 list of the largest United States corporations by total revenue. The company has also been recognized for 26 years overall on Fortune's “World’s Most Admired Companies” list.
Recent acquisitions
Sponsorship
Since 2012, Arrow has been sponsoring FIRST Robotics Competition, an international high school robotics competition.
In 2019, after being a minor sponsor of the team, Arrow became the title sponsor of Schmidt Peterson Motorsport (SPM) IndyCar team to become Arrow Schmidt Peterson Motorsport. In the same year, Arrow signed a sponsorship deal with McLaren Racing. McLaren would later announce that they will be entering the IndyCar Series with SPM as a joint entry for the 2020 season as Arrow McLaren SP. Arrow and McLaren signed a sponsorship extension in 2021 that saw Arrow continue as a sponsor for the McLaren F1 Team and as title sponsor for the IndyCar team, which was rebranded as Arrow McLaren IndyCar Team with the 2023 season. The title sponsorship deal will end after the 2028 season.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | ARW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 15.55Y avg ≈9.4 | ≈9.4 | 17.8 | Undervalued | |
| P/S | 0.45Y avg ≈0.2 | ≈0.2 | 0.4 | Undervalued | |
| P/B | 1.95Y avg ≈1.2 | ≈1.2 | 1.8 | Undervalued | |
| EV / EBITDA | 15.85Y avg ≈6.7 | ≈6.7 | 8.7 | Overvalued | |
| Price / FCF | -332.35Y avg ≈-32.6 | ≈-32.6 | · | · | |
| Price / Cash Flow | 193.05Y avg ≈-12.6 | ≈-12.6 | 12.2 | Overvalued | |
| EV / Revenue | 0.55Y avg ≈0.3 | ≈0.3 | · | · | |
| EV / FCF | -407.05Y avg ≈-50.6 | ≈-50.6 | · | · | |
| Price / Tangible Book | 2.85Y avg ≈1.9 | ≈1.9 | · | · | |
| PEG Ratio | ≈1.9 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | ARW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 11.3%5Y avg ≈12.2% | ≈12.2% | 15.4% | Weak | |
| Operating Margin (TTM) | 3.4%5Y avg ≈4.0% | ≈4.0% | 4.0% | In line | |
| EBITDA Margin (TTM) | 3.8%5Y avg ≈4.5% | ≈4.5% | 4.2% | In line | |
| Pretax Margin (TTM) | 2.9%5Y avg ≈2.5% | ≈2.5% | 3.9% | In line | |
| Net Profit Margin (TTM) | 2.3%5Y avg ≈2.6% | ≈2.6% | 2.9% | In line | |
| ROA | 2.2%5Y avg ≈4.2% | ≈4.2% | 3.4% | Weak | |
| ROE | 9.2%5Y avg ≈15.9% | ≈15.9% | 9.5% | Weak | |
| ROIC | 6.8%5Y avg ≈9.5% | ≈9.5% | 9.6% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | ARW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity | 0.55Y avg ≈0.5 | ≈0.5 | 0.3 | Above avg | |
| Current Ratio | 1.45Y avg ≈1.4 | ≈1.4 | 1.3 | In line | |
| Quick Ratio | 1.15Y avg ≈1.0 | ≈1.0 | 1.0 | In line | |
| Long-Term Debt / Equity | 0.55Y avg ≈0.5 | ≈0.5 | 0.5 | In line |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | ARW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 10.5%5Y avg ≈2.4% | ≈2.4% | · | · | |
| Revenue CAGR 3Y | -6.0%5Y avg ≈-2.6% | ≈-2.6% | · | · | |
| Revenue CAGR 5Y | 1.5% | · | · | · | |
| EPS YoY | 49.9%5Y avg ≈23.2% | ≈23.2% | · | · | |
| Net Income YoY | 45.7%5Y avg ≈14.2% | ≈14.2% | · | · | |
| EPS CAGR 3Y | -20.6%5Y avg ≈-4.5% | ≈-4.5% | · | · | |
| EPS CAGR 5Y | 8.0% | · | · | · | |
| Net Income CAGR 3Y | -26.3%5Y avg ≈-13.3% | ≈-13.3% | · | · | |
| Net Income CAGR 5Y | -0.45% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | ARW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.25Y avg ≈1.5 | ≈1.5 | 1.6 | Weak | |
| Inventory Turnover | 5.65Y avg ≈6.2 | ≈6.2 | 10.8 | Weak | |
| Receivables Turnover | 1.95Y avg ≈2.7 | ≈2.7 | 4.4 | Weak | |
| Revenue / Employee | ≈$1.4M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 18, 1986 | $0.03 | USD | ≈3.0% |
| Jun 19, 1986 | $0.03 | USD | ≈2.1% |
| Mar 20, 1986 | $0.03 | USD | ≈1.2% |
| Dec 19, 1985 | $0.03 | USD | ≈1.4% |
| Sep 19, 1985 | $0.03 | USD | ≈1.5% |
| Jun 20, 1985 | $0.03 | USD | ≈1.6% |
| Mar 21, 1985 | $0.03 | USD | ≈0.94% |
| Dec 19, 1984 | $0.03 | USD | ≈0.65% |
| Sep 20, 1984 | $0.03 | USD | ≈0.25% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $5.45 | $4.50 | 21.0% |
| March 31, 2026 | $5.22 | $2.88 | 81.2% | |
| Dec. 31, 2025 | $4.39 | $3.60 | 21.9% | |
| Sept. 30, 2025 | $2.41 | $2.33 | 3.5% | |
| June 30, 2025 | $2.43 | $2.09 | 16.0% | |
| March 31, 2025 | $1.80 | $1.45 | 24.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $30.85B | $27.92B | $33.11B | $37.12B | $34.48B | $28.67B | $28.92B | $29.68B | $26.55B | $23.49B | $23.28B | $22.77B | |
| Cost of Revenue | $27.39B | $24.63B | $28.96B | $32.29B | $30.27B | $25.48B | $25.62B | $25.98B | $23.20B | $20.34B | $20.25B | $19.77B | |
| Gross Profit | $3.47B | $3.29B | $4.15B | $4.84B | $4.20B | $3.19B | $3.30B | $3.70B | $3.36B | $3.14B | $3.04B | · | |
| SG&A Expense | $2.39B | $2.22B | $2.41B | $2.57B | $2.44B | $2.09B | $2.19B | $2.30B | $2.16B | $2.05B | $1.99B | $1.96B | |
| Operating Expenses | $2.64B | $2.52B | $2.68B | $2.77B | $2.65B | $2.30B | $3.19B | $2.55B | $2.41B | $2.27B | $2.21B | $22.01B | |
| Operating Income | $822M | $769M | $1.47B | $2.07B | $1.56B | $895M | $108M | $1.15B | $946M | $877M | $824M | $762M | |
| Pretax Income | $718M | $489M | $1.16B | $1.88B | $1.44B | · | · | · | · | · | · | · | |
| Income Tax | $148M | $96M | $255M | $449M | $326M | $173M | $88M | $188M | $287M | $191M | $192M | $185M | |
| Net Income | $571M | $392M | $904M | $1.43B | $1.11B | $584M | $-204M | $716M | $402M | $523M | $498M | $498M | |
| EPS (Basic) | $11.03 | $7.36 | $16.03 | $22.01 | $15.29 | $7.49 | $-2.44 | $8.19 | $4.54 | $5.75 | $5.26 | $5.05 | |
| EPS (Diluted) | $10.93 | $7.29 | $15.84 | $21.80 | $15.10 | $7.43 | $-2.44 | $8.10 | $4.48 | $5.68 | $5.20 | $4.98 | |
| Shares (Basic) | 51,804,000 | 53,282,000 | 56,359,000 | 64,838,000 | 72,472,000 | 77,992,000 | 83,568,000 | 87,476,000 | 88,681,000 | 90,960,000 | 94,608,000 | 98,675,000 | |
| Shares (Diluted) | 52,255,000 | 53,797,000 | 57,035,000 | 65,453,000 | 73,385,000 | 78,635,000 | 83,568,000 | 88,444,000 | 89,766,000 | 92,033,000 | 95,686,000 | 99,947,000 | |
| EBITDA | $960M | $932M | $1.65B | $2.26B | $1.75B | $1.08B | $297M | $1.33B | $1.08B | $1.02B | $980M | $918M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $306M | $189M | $218M | $177M | $222M | $374M | $300M | $509M | $730M | $534M | $273M | $400M | |
| Receivables | $19.74B | $13.03B | $12.24B | $12.32B | $11.12B | $9.21B | $8.48B | $8.95B | $8.13B | $6.75B | $6.16B | $6.04B | |
| Inventory | $5.08B | $4.71B | $5.19B | $5.32B | $4.20B | $3.29B | $3.48B | $3.88B | $3.30B | $2.86B | $2.47B | $2.34B | |
| Other Current Assets | $533M | $472M | $684M | $521M | $345M | $287M | $266M | $275M | $256M | $180M | $285M | $253M | |
| Current Assets | $25.66B | $18.40B | $18.33B | $18.34B | $15.89B | $13.15B | $12.53B | $13.61B | $12.41B | $10.32B | $9.19B | $9.03B | |
| PP&E (Net) | $475M | $469M | $531M | $596M | $683M | $800M | $803M | $825M | $838M | $756M | $700M | $636M | |
| PP&E (Gross) | $1.92B | $1.82B | $1.83B | $1.77B | $1.72B | $1.77B | $1.66B | $1.59B | $1.50B | $1.50B | $1.44B | $1.31B | |
| Accum. Depreciation | $1.45B | $1.35B | $1.30B | $1.18B | $1.03B | $969M | $860M | $768M | $666M | $740M | $735M | $678M | |
| Goodwill | $2.12B | $2.06B | $2.05B | $2.03B | $2.08B | $2.12B | $2.06B | $2.62B | $2.47B | $2.39B | $2.37B | $2.07B | |
| Intangibles | $77M | $97M | $127M | $159M | $195M | $234M | $272M | $373M | $286M | $337M | $389M | $336M | |
| Other Non-current Assets | $687M | $678M | $627M | $575M | $620M | $676M | $651M | $270M | $362M | $316M | $304M | $292M | |
| Total Assets | $29.08B | $21.76B | $21.73B | $21.76B | $19.54B | $17.05B | $16.40B | $17.78B | $16.46B | $14.21B | $13.02B | $12.44B | |
| Accounts Payable | $17.38B | $11.05B | $10.07B | $10.46B | $9.62B | $7.94B | $7.05B | $7.63B | $6.76B | $5.77B | $5.19B | $5.03B | |
| Accrued Liabilities | $1.46B | $1.24B | $1.46B | $1.34B | $1.33B | $1.03B | $881M | $912M | $842M | $821M | $819M | $797M | |
| Current Liabilities | $18.85B | $12.64B | $13.19B | $12.39B | $11.33B | $9.13B | $8.26B | $8.79B | $7.96B | $6.69B | $6.06B | $5.84B | |
| Capital Leases | $187M | $198M | $210M | $227M | $222M | $261M | $252M | · | · | · | · | · | |
| Other Non-current Liabilities | $489M | $516M | $507M | $579M | $624M | $676M | $636M | $379M | $573M | $355M | $390M | $370M | |
| Total Debt | $3.08B | $2.77B | $2.15B | $3.18B | $2.24B | $2.10B | $2.64B | $3.24B | $2.93B | $2.70B | $2.38B | $2.08B | |
| Common Stock | $56M | $56M | $58M | $125M | $125M | $125M | $125M | $125M | $125M | $125M | $125M | $125M | |
| Retained Earnings | $6.55B | $5.98B | $5.79B | $9.21B | $7.79B | $6.68B | $6.13B | $6.34B | $5.60B | $5.20B | $4.67B | $4.18B | |
| Treasury Stock | $484M | $328M | $298M | $4.64B | $3.63B | $2.78B | $2.33B | $1.97B | $1.76B | $1.64B | $1.48B | $1.17B | |
| AOCI | $-127M | $-509M | $-298M | $-365M | $-192M | $-105M | $-262M | $-299M | $-125M | $-384M | $-285M | $-65M | |
| Stockholders' Equity | $6.58B | $5.76B | $5.81B | $5.55B | $5.28B | $5.09B | $4.81B | $5.32B | $4.95B | $4.41B | $4.14B | $4.15B | |
| Liabilities + Equity | $29.08B | $21.76B | $21.73B | $21.76B | $19.54B | $17.05B | $16.40B | $17.78B | $16.46B | $14.21B | $13.02B | $12.44B | |
| Shares Outstanding | 51,070,000 | 52,172,000 | 53,811,000 | 59,249,000 | 68,066,000 | 74,843,000 | 80,620,000 | 85,191,000 | 87,691,000 | 88,913,000 | 90,923,000 | 95,895,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $138M | $163M | $181M | $187M | $195M | $189M | $190M | $186M | $154M | $159M | $156M | $156M | |
| Stock-based Comp | $28M | $35M | $42M | $43M | $36M | $35M | $41M | $46M | $39M | $40M | $47M | $42M | |
| Deferred Tax | $-36M | $-100M | $-94M | $-13M | $25M | $30M | $-50M | $1M | $38M | $29M | $6M | $-26M | |
| Amort. of Intangibles | $20M | $30M | $31M | $35M | $37M | $38M | $48M | $49M | $50M | $55M | $51M | $44M | |
| Restructuring | · | · | $9M | $7M | $17M | $21M | $90M | $60M | $75M | $61M | $69M | $40M | |
| Other Non-cash | $-637M | $641M | $-327M | $-1.68B | $-945M | $521M | $882M | $-677M | $-509M | $-394M | $-52M | $3M | |
| Operating Cash Flow | $64M | $1.13B | $705M | $-33M | $419M | $1.36B | $858M | $273M | $125M | $360M | $660M | $673M | |
| CapEx | $101M | $93M | $83M | $79M | $83M | $124M | $143M | $135M | $204M | $165M | $155M | $123M | |
| Investing Cash Flow | $24M | $-94M | $-72M | $-58M | $-60M | $-139M | $-174M | $-463M | $-189M | $-241M | $-664M | $-245M | |
| Stock Repurchased | $162M | $265M | $770M | $1.05B | $912M | $484M | $404M | $243M | $174M | $216M | $356M | $305M | |
| Net Stock Activity | $-162M | $-265M | $-770M | $-1.05B | $-912M | $-484M | $-404M | $-243M | $-174M | $-216M | $-356M | $-305M | |
| Financing Cash Flow | $-206M | $-957M | $-666M | $110M | $-463M | $-1.23B | $-906M | $-37M | $257M | $162M | $-89M | $-435M | |
| Net Change in Cash | $118M | $-29M | $41M | $-45M | $-151M | $74M | $-209M | $-221M | $196M | $261M | $-127M | $10M | |
| Taxes Paid | $195M | $230M | $538M | $384M | $221M | $160M | $189M | $226M | $231M | $190M | $183M | $224M | |
| Free Cash Flow | $-37M | $1.04B | $622M | $-112M | $336M | $1.24B | $715M | $137M | $-79M | $191M | $500M | $551M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 11.2% | 11.8% | 12.5% | 13.0% | 12.2% | 11.1% | 11.4% | 12.5% | 12.5% | · | · | · | |
| Operating Margin | 2.7% | 2.8% | 4.4% | 5.6% | 4.5% | 3.1% | 0.37% | 3.9% | 3.5% | 3.6% | 3.5% | 3.4% | |
| Net Margin | 1.8% | 1.4% | 2.7% | 3.8% | 3.2% | 2.0% | -0.71% | 2.4% | 1.5% | 2.2% | 2.1% | 2.2% | |
| Pretax Margin | 2.3% | 1.8% | 3.5% | · | · | · | · | · | · | · | · | · | |
| EBITDA Margin | 3.1% | 3.3% | 5.0% | 6.1% | 5.1% | 3.8% | 1.0% | 4.5% | 4.0% | 4.3% | 4.2% | 4.0% | |
| ROA | 2.2% | 1.8% | 4.2% | 6.9% | 6.1% | 3.5% | -1.2% | 4.2% | 2.6% | 3.8% | 3.9% | 4.1% | |
| ROE | 9.2% | 6.8% | 15.9% | 26.4% | 21.4% | 11.8% | -4.0% | 13.9% | 8.6% | 12.2% | 12.0% | 11.9% | |
| ROIC | 6.8% | 7.2% | 14.4% | · | · | · | · | · | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.5 | 1.4 | 1.5 | 1.4 | 1.4 | 1.5 | 1.5 | 1.6 | 1.5 | 1.5 | 1.5 | |
| Quick Ratio | 1.1 | 1.0 | 0.9 | 1.0 | 1.0 | 1.0 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | |
| Debt / Equity | 0.5 | 0.5 | 0.4 | 0.6 | 0.4 | 0.4 | 0.5 | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 | |
| LT Debt / Equity | 0.5 | 0.5 | 0.4 | 0.6 | 0.4 | 0.4 | 0.5 | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.3 | 1.5 | 1.8 | 1.9 | 1.7 | 1.7 | 1.7 | 1.7 | 1.8 | 1.8 | 1.9 | |
| Inventory Turnover | 5.6 | 5.0 | 5.5 | 6.8 | 8.1 | 7.5 | 7.0 | 7.2 | 7.6 | 7.8 | 8.4 | 8.8 | |
| Receivables Turnover | 1.9 | 2.2 | 2.7 | 3.2 | 3.4 | 3.2 | 3.3 | 3.5 | 3.6 | 3.7 | 3.8 | 3.9 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $128.94 | $110.43 | $107.89 | $93.61 | $77.61 | $68.00 | $59.69 | $62.51 | $56.47 | $49.64 | $45.56 | $43.32 | |
| Revenue / Share | $590.43 | $519.05 | $580.47 | $567.19 | $469.81 | $364.64 | $346.03 | $335.54 | $298.69 | $258.88 | $243.32 | $227.81 | |
| Cash Flow / Share | $1.23 | $21.01 | $12.37 | $-0.51 | $5.71 | $17.29 | $10.27 | $3.08 | $1.39 | $3.87 | $6.85 | $6.74 | |
| Cash / Share | $6.00 | $3.62 | $4.05 | $2.99 | $3.26 | $4.99 | $3.72 | $5.98 | $8.33 | $6.01 | $3.00 | $4.17 | |
| EPS (TTM) | $10.93 | $7.29 | $15.84 | $21.80 | $15.10 | $7.43 | $-2.44 | $8.10 | $4.48 | $5.68 | $5.20 | $4.98 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.5% | -15.7% | -10.8% | 7.7% | 20.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -6.0% | -6.8% | 4.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 49.9% | -54.0% | -27.3% | 44.4% | 103.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -20.6% | -21.6% | 28.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 8.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 45.7% | -56.6% | -36.7% | 28.8% | 89.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -26.3% | -29.3% | 15.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -0.45% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $30.85B | $27.92B | $33.11B | $37.12B | $34.48B | $28.67B | $28.92B | $29.68B | $26.55B | $23.49B | $23.28B | $22.77B | |
| Net Income TTM | $571M | $392M | $904M | $1.43B | $1.11B | $584M | $-204M | $716M | $402M | $523M | $498M | $498M | |
| Market Cap | $5.63B | $5.90B | $6.58B | $6.20B | $9.14B | $7.28B | $6.83B | $5.87B | $7.05B | $6.34B | $4.93B | $5.55B | |
| Enterprise Value | $8.41B | $8.49B | $8.51B | $9.20B | $11.16B | $9.01B | $9.17B | $8.60B | $9.25B | $8.50B | $7.03B | $7.23B | |
| P/E | 10.1 | 15.5 | 7.7 | 4.8 | 8.9 | 13.1 | -34.7 | 8.5 | 17.9 | 12.6 | 10.4 | 11.6 | |
| P/S | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.2 | |
| P/B | 0.9 | 1.0 | 1.1 | 1.1 | 1.7 | 1.4 | 1.4 | 1.1 | 1.4 | 1.4 | 1.2 | 1.3 | |
| P / Tangible Book | 1.3 | 1.6 | 1.8 | 1.8 | 3.0 | 2.7 | · | · | · | · | · | · | |
| P / Cash Flow | 87.9 | 5.2 | 9.3 | -187.3 | 21.8 | 5.4 | 8.0 | 21.5 | 56.6 | 17.8 | 7.5 | 8.2 | |
| P / FCF | -151.2 | 5.7 | 10.6 | -55.4 | 27.2 | 5.9 | 9.6 | 42.8 | -88.8 | 33.2 | 9.8 | 10.1 | |
| EV / EBITDA | 8.8 | 9.1 | 5.2 | 4.1 | 6.4 | 8.3 | 30.8 | 6.5 | 8.6 | 8.4 | 7.2 | 7.9 | |
| EV / FCF | -225.9 | 8.2 | 13.7 | -82.2 | 33.2 | 7.3 | 12.8 | 62.6 | -116.6 | 44.5 | 14.1 | 13.1 | |
| EV / Revenue | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.3 | 0.3 | |
| Earnings Yield | 9.9% | 6.4% | 13.0% | 20.8% | 11.2% | 7.6% | -2.9% | 11.8% | 5.6% | 8.0% | 9.6% | 8.6% |
Income Statement
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.99B | $9.47B | $8.75B | $7.71B | $7.58B | $6.81B | $7.28B | $6.82B | $6.89B | $6.92B | $7.85B | $8.01B | $8.74B | $9.32B | |
| Cost of Revenue | $8.87B | $8.38B | $7.74B | $6.88B | $6.73B | $6.04B | $6.48B | $6.04B | $6.05B | $6.07B | $6.86B | $7.03B | $7.62B | $8.12B | |
| Gross Profit | $1.13B | $1.09B | $1.01B | $835M | $849M | $774M | $803M | $785M | $846M | $858M | $990M | $980M | $1.11B | $1.21B | |
| SG&A Expense | $688M | $656M | $639M | $588M | $601M | $562M | $548M | $535M | $553M | $583M | $590M | $563M | $642M | $635M | |
| Operating Expenses | $748M | $729M | $715M | $656M | $658M | $615M | $608M | $610M | $634M | $672M | $673M | $640M | $692M | $683M | |
| Operating Income | $377M | $362M | $294M | $179M | $191M | $159M | $195M | $175M | $212M | $186M | $317M | $340M | $422M | $523M | |
| Pretax Income | $353M | $307M | $253M | $129M | $233M | $103M | $129M | $116M | $139M | $105M | $250M | $252M | $352M | $471M | |
| Income Tax | $80M | $71M | $59M | $20M | $46M | $23M | $29M | $15M | $30M | $22M | $54M | $52M | $77M | $117M | |
| Net Income | $273M | $235M | $195M | $109M | $188M | $80M | $99M | $101M | $109M | $84M | $195M | $199M | $274M | $349M | |
| EPS (Basic) | $5.32 | $4.58 | $3.77 | $2.11 | $3.62 | $1.53 | $1.89 | $1.90 | $2.03 | $1.54 | $3.60 | $3.57 | $4.66 | $5.70 | |
| EPS (Diluted) | $5.26 | $4.55 | $3.74 | $2.09 | $3.59 | $1.51 | $1.87 | $1.88 | $2.01 | $1.53 | $3.56 | $3.53 | $4.60 | $5.68 | |
| Shares (Basic) | 51,306,000 | 51,321,000 | · | 51,695,000 | 51,856,000 | 52,266,000 | · | 53,010,000 | 53,640,000 | 54,251,000 | · | 55,597,000 | 58,731,000 | · | |
| Shares (Diluted) | 51,867,000 | 51,707,000 | · | 52,141,000 | 52,342,000 | 52,674,000 | · | 53,475,000 | 54,181,000 | 54,815,000 | · | 56,298,000 | 59,479,000 | · | |
| EBITDA | $413M | $398M | · | $212M | $226M | $194M | · | $216M | $253M | $228M | · | $385M | $469M | · |
Balance Sheet
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $245M | $287M | $306M | $214M | $222M | $232M | $189M | $248M | $213M | $243M | · | $333M | · | · | |
| Receivables | $28.01B | $25.96B | $19.74B | $15.66B | $15.27B | $12.42B | $13.03B | $11.73B | $10.89B | $11.06B | · | $10.66B | $10.66B | · | |
| Inventory | $5.94B | $5.72B | $5.08B | $4.73B | $4.75B | $4.80B | $4.71B | $4.53B | $4.65B | $4.80B | · | $5.81B | $5.53B | · | |
| Other Current Assets | $796M | $585M | $533M | $540M | $604M | $578M | $472M | $1.02B | $1.01B | $799M | · | $504M | $480M | · | |
| Current Assets | $34.99B | $32.56B | $25.66B | $21.14B | $20.85B | $18.03B | $18.40B | $17.53B | $16.77B | $16.90B | · | $17.31B | $16.87B | · | |
| PP&E (Net) | $461M | $471M | $475M | $476M | $475M | $471M | $469M | $494M | $500M | $517M | · | $536M | $579M | · | |
| PP&E (Gross) | $1.94B | $1.94B | $1.92B | $1.91B | $1.89B | $1.86B | $1.82B | $1.85B | $1.82B | $1.83B | · | $1.81B | $1.79B | · | |
| Accum. Depreciation | $1.48B | $1.47B | $1.45B | $1.43B | $1.42B | $1.39B | $1.35B | $1.35B | $1.32B | $1.31B | · | $1.27B | $1.21B | · | |
| Goodwill | $2.11B | $2.11B | $2.12B | $2.12B | $2.12B | $2.08B | $2.06B | $2.08B | $2.05B | $2.05B | $2.05B | $2.02B | $2.04B | $2.03B | |
| Intangibles | $68M | $72M | $77M | $82M | $87M | $91M | $97M | $105M | $112M | $119M | · | $135M | $151M | · | |
| Other Non-current Assets | $688M | $687M | $687M | $655M | $663M | $668M | $678M | $663M | $617M | $612M | · | $576M | $583M | · | |
| Total Assets | $38.38B | $35.95B | $29.08B | $24.53B | $24.25B | $21.40B | $21.76B | $20.93B | $20.11B | $20.26B | · | $20.64B | $20.28B | · | |
| Accounts Payable | $27.11B | $24.74B | $17.38B | $13.13B | $13.21B | $10.87B | $11.05B | $9.39B | $8.77B | $8.94B | · | $9.09B | $8.98B | · | |
| Accrued Liabilities | $1.52B | $1.43B | $1.46B | $1.30B | $1.31B | $1.20B | $1.24B | $1.67B | $1.69B | $1.47B | · | $1.26B | $1.27B | · | |
| Current Liabilities | $28.74B | $26.29B | $18.85B | $14.44B | $14.98B | $12.60B | $12.64B | $11.97B | $11.32B | $11.36B | · | $11.94B | $10.39B | · | |
| Capital Leases | · | · | $187M | · | · | · | $198M | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $503M | $499M | $489M | $490M | $499M | $488M | $516M | $564M | $496M | $501M | · | $534M | $567M | · | |
| Total Debt | · | · | · | $3.12B | $2.37B | $2.31B | · | $2.36B | $2.48B | $2.63B | · | $2.62B | · | · | |
| Common Stock | $56M | $56M | $56M | $56M | $56M | $56M | $56M | $58M | $58M | $58M | · | $125M | $125M | · | |
| Retained Earnings | $7.06B | $6.79B | $6.55B | $6.36B | $6.25B | $6.06B | $5.98B | $6.08B | $5.98B | $5.87B | · | $9.92B | $9.49B | · | |
| Treasury Stock | $554M | $511M | $484M | $433M | $432M | $384M | $328M | $506M | $456M | $406M | · | $5.31B | $4.93B | · | |
| AOCI | $-170M | $-186M | $-127M | $-159M | $-127M | $-385M | $-509M | $-254M | $-416M | $-392M | $-298M | $-462M | $-361M | $-365M | |
| Stockholders' Equity | $7.01B | $6.74B | $6.58B | $6.40B | $6.33B | $5.93B | $5.76B | $5.96B | $5.74B | $5.70B | · | $5.49B | $5.53B | · | |
| Liabilities + Equity | $38.38B | $35.95B | $29.08B | $24.53B | $24.25B | $21.40B | $21.76B | $20.93B | $20.11B | $20.26B | · | $20.64B | $20.28B | · | |
| Shares Outstanding | 50,975,000 | 51,084,000 | 51,070,000 | 51,511,000 | 51,501,000 | 51,867,000 | 52,172,000 | 52,587,000 | 52,945,000 | 53,230,000 | 53,811,000 | 54,155,000 | 56,998,000 | 59,249,000 |
Cash Flow
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $36M | $36M | $34M | $33M | $35M | $36M | $40M | $41M | $41M | $42M | $43M | $45M | $47M | $46M | |
| Stock-based Comp | · | $10M | $7M | $-10M | $12M | $19M | $4M | $8M | $8M | $13M | $7M | $7M | $19M | $8M | |
| Deferred Tax | · | $10M | $-41M | $-66.0K | $11M | $-6M | $-80M | $-13M | $-5M | $-3M | $-41M | $-20M | $-8M | $-15M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $5M | $5M | $7M | $7M | $8M | $8M | $7M | $8M | $8M | $8M | |
| Restructuring | · | · | · | · | · | · | · | $741.0K | $464.0K | $-364.0K | · | $2M | $1M | · | |
| Other Non-cash | · | $409M | · | · | · | $223M | · | · | · | $267M | · | · | $-109M | · | |
| Operating Cash Flow | · | $700M | $200M | $-282M | $-206M | $352M | $326M | $81M | $320M | $403M | $287M | $322M | $224M | $109M | |
| CapEx | · | $32M | $27M | $30M | $19M | $25M | $23M | $19M | $22M | $30M | $26M | $21M | $20M | $24M | |
| Investing Cash Flow | · | $-32M | $-27M | $-30M | $106M | $-25M | $-41M | $-8M | $-21M | $-24M | $-26M | $-21M | $-9M | $-24M | |
| Stock Repurchased | · | $33M | $51M | $630.0K | $51M | $59M | $51M | $51M | $75M | $88M | $50M | $203M | $304M | $324M | |
| Net Stock Activity | · | $-33M | · | · | · | $-59M | · | · | · | $-88M | · | · | $-304M | · | |
| Financing Cash Flow | · | $-649M | $-97M | $307M | $-74M | $-342M | $-201M | $-120M | $-317M | $-318M | $-451M | $-157M | $-211M | $-346M | |
| Net Change in Cash | · | $-20M | $93M | $-8M | $-10M | $43M | $-59M | $35M | $-30M | $25M | $-115M | $93M | $29M | $-157M | |
| Free Cash Flow | · | $668M | · | · | · | $327M | · | · | · | $374M | · | · | $204M | · |
Profitability
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 11.3% | 11.5% | · | 10.8% | 11.2% | 11.4% | · | 11.5% | 12.3% | 12.4% | · | 12.2% | 12.8% | · | |
| Operating Margin | 3.8% | 3.8% | · | 2.3% | 2.5% | 2.3% | · | 2.6% | 3.1% | 2.7% | · | 4.2% | 4.8% | · | |
| Net Margin | 2.7% | 2.5% | · | 1.4% | 2.5% | 1.2% | · | 1.5% | 1.6% | 1.2% | · | 2.5% | 3.1% | · | |
| Pretax Margin | 3.5% | 3.2% | · | 1.7% | 3.1% | 1.5% | · | 1.7% | 2.0% | 1.5% | · | 3.1% | 4.0% | · | |
| EBITDA Margin | 4.1% | 4.2% | · | 2.8% | 3.0% | 2.9% | · | 3.2% | 3.7% | 3.3% | · | 4.8% | 5.4% | · | |
| ROA | · | · | · | 0.48% | 0.85% | 0.38% | · | 0.48% | 0.53% | 0.41% | · | 0.97% | · | · | |
| ROE | · | · | · | 1.8% | 3.1% | 1.4% | · | 1.8% | 1.9% | 1.5% | · | 3.7% | · | · | |
| ROIC | · | · | · | 1.6% | 1.8% | 1.5% | · | 1.8% | 2.0% | 1.8% | · | 3.3% | · | · |
Liquidity & Solvency
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 1.5 | 1.4 | 1.4 | · | 1.5 | 1.5 | 1.5 | · | 1.4 | · | · | |
| Quick Ratio | · | · | · | 1.1 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | · | · | |
| Debt / Equity | · | · | · | 0.5 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | · | · | |
| LT Debt / Equity | · | · | · | 0.5 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | · | · |
Efficiency
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | · | · | |
| Inventory Turnover | · | · | · | 1.5 | 1.4 | 1.3 | · | 1.2 | 1.2 | 1.2 | · | 1.3 | · | · | |
| Receivables Turnover | · | · | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | · | · |
Per Share
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | $124.26 | $122.99 | $114.23 | · | $113.39 | $108.48 | $107.07 | · | $101.29 | · | · | |
| Revenue / Share | $192.65 | $183.22 | · | $147.92 | $144.82 | $129.36 | · | $127.60 | $127.22 | $126.32 | · | $142.23 | $146.88 | · | |
| Cash Flow / Share | · | $13.53 | · | · | · | $6.68 | · | · | · | $7.36 | · | · | $3.76 | · | |
| Cash / Share | · | · | · | $4.15 | $4.31 | $4.47 | · | $4.72 | $4.02 | $4.56 | · | $6.15 | · | · | |
| EPS (TTM) | $15.64 | $13.97 | · | $9.06 | $8.85 | $7.27 | · | $8.98 | $10.63 | $12.74 | · | $17.93 | $21.09 | · |
Valuation (TTM)
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $35.92B | $33.51B | · | $29.39B | $28.50B | $27.81B | · | $28.49B | $29.67B | $31.29B | · | $34.58B | $36.79B | · | |
| Net Income TTM | $812M | $727M | · | $476M | $467M | $388M | · | $487M | $585M | $713M | · | $1.06B | $1.34B | · | |
| Market Cap | · | · | · | $6.23B | $6.55B | $5.38B | · | $7.04B | $6.39B | $6.89B | · | $6.78B | · | · | |
| Enterprise Value | · | · | · | $9.13B | $8.70B | $7.46B | · | $9.16B | $8.66B | $9.28B | · | $9.06B | · | · | |
| P/E | 12.6 | 10.4 | · | 13.3 | 14.4 | 14.3 | · | 14.9 | 11.4 | 10.2 | · | 7.0 | 5.9 | · | |
| P/S | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | · | · | |
| P/B | · | · | · | 1.0 | 1.0 | 0.9 | · | 1.2 | 1.1 | 1.2 | · | 1.2 | · | · | |
| P / Tangible Book | · | · | · | 1.5 | 1.6 | 1.4 | · | 1.9 | 1.8 | 2.0 | · | 2.0 | · | · | |
| P / Cash Flow | · | · | · | · | · | 15.3 | · | · | · | 17.1 | · | · | · | · | |
| EV / Revenue | · | · | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | · | · | |
| Earnings Yield | 7.9% | 9.6% | · | 7.5% | 7.0% | 7.0% | · | 6.7% | 8.8% | 9.8% | · | 14.3% | 16.9% | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $30.85B | $27.92B | $33.11B | $37.12B | $34.48B |
| Gross Margin % | 11.2% | 11.8% | 12.5% | 13.0% | 12.2% |
| Operating Margin % | 2.7% | 2.8% | 4.4% | 5.6% | 4.5% |
| Net Income | $571M | $392M | $904M | $1.43B | $1.11B |
| Diluted EPS | $10.93 | $7.29 | $15.84 | $21.80 | $15.10 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.5 | 0.5 | 0.4 | 0.6 | 0.4 |
| Current Ratio | 1.4 | 1.5 | 1.4 | 1.5 | 1.4 |
| Quick Ratio | 1.1 | 1.0 | 0.9 | 1.0 | 1.0 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $-37M | $1.04B | $622M | $-112M | $336M |
Institutional owners (13F) 665 filers · $11.2B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 148 (+24 vs prior Q) | 41 (-4 vs prior Q) | 214 (+45 vs prior Q) | 191 (+21 vs prior Q) | -1.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $1,070,533,735 | 5,016,324 | 9.57% | Shares |
| VANGUARD GROUP INC | $674,616,385 | 6,122,857 | 6.03% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $649,207,189 | 3,042,032 | 5.80% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $638,976,216 | 2,994,125 | 5.71% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $495,114,615 | 2,320,016 | 4.43% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $463,326,308 | 2,182,413 | 4.14% | Shares |
| Boston Partners | $451,836,351 | 2,118,215 | 4.04% | Shares |
| GREENHAVEN ASSOCIATES INC | $376,487,892 | 1,764,153 | 3.37% | Shares |
| STATE STREET CORP | $361,645,226 | 1,694,603 | 3.23% | Shares |
| ACR Alpine Capital Research, LLC | $311,126,277 | 1,457,881 | 2.78% | Shares |
| EARNEST PARTNERS LLC | $294,508,361 | 1,380,012 | 2.63% | Shares |
| BANK OF AMERICA CORP /DE/ | $270,981,296 | 1,269,769 | 2.42% | Shares |
| LYRICAL ASSET MANAGEMENT LP | $264,232,738 | 1,238,146 | 2.36% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $243,905,619 | 1,142,658 | 2.18% | Shares |
| Capital World Investors | $204,135,842 | 956,543 | 1.82% | Shares |
| SEI INVESTMENTS CO | $202,064,666 | 946,849 | 1.81% | Shares |
| Woodline Partners LP | $193,799,969 | 908,111 | 1.73% | Shares |
| FIL Ltd | $193,793,780 | 908,082 | 1.73% | Shares |
| FMR LLC | $179,750,722 | 842,279 | 1.61% | Shares |
| NORTHERN TRUST CORP | $125,839,981 | 589,663 | 1.12% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $110,989,846 | 520,078 | 0.99% | Shares |
| MORGAN STANLEY | $105,945,237 | 496,437 | 0.95% | Shares |
| D. E. Shaw & Co., Inc. | $87,446,241 | 409,757 | 0.78% | Shares |
| BRANDES INVESTMENT PARTNERS, LP | $87,203,243 | 408,610 | 0.78% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $86,919,239 | 407,288 | 0.78% | Shares |
| Quantinno Capital Management LP | $83,672,080 | 392,071 | 0.75% | Shares |
| AMERICAN CENTURY COMPANIES INC | $81,350,184 | 381,192 | 0.73% | Shares |
| JANE STREET GROUP, LLC | $78,554,727 | 368,093 | 0.70% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $75,196,832 | 352,359 | 0.67% | Shares |
| Allianz Asset Management GmbH | $74,442,316 | 348,823 | 0.67% | Shares |
| Bank of New York Mellon Corp | $71,337,973 | 334,277 | 0.64% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $69,087,433 | 323,731 | 0.62% | Shares |
| GOLDMAN SACHS GROUP INC | $62,323,403 | 292,036 | 0.56% | Shares |
| TWO SIGMA INVESTMENTS, LP | $61,127,667 | 286,433 | 0.55% | Shares |
| Invesco Ltd. | $60,981,695 | 285,749 | 0.55% | Shares |
| Bragg Financial Advisors, Inc | $57,327,048 | 268,624 | 0.51% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $47,474,483 | 220,659 | 0.42% | Shares |
| Assenagon Asset Management S.A. | $47,146,537 | 220,920 | 0.42% | Shares |
| FIRST TRUST ADVISORS LP | $46,459,444 | 217,702 | 0.42% | Shares |
| Oldfield Partners LLP | $45,217,173 | 315,300 | 0.40% | Shares |
| Polaris Capital Management, LLC | $41,764,337 | 195,700 | 0.37% | Shares |
| UBS Group AG | $40,866,521 | 191,493 | 0.37% | Shares |
| OPPENHEIMER ASSET MANAGEMENT INC. | $38,933,240 | 182,434 | 0.35% | Shares |
| JPMORGAN CHASE & CO | $38,774,812 | 178,407 | 0.35% | Shares |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $37,636,988 | 176,360 | 0.34% | Shares |
| STOREBRAND ASSET MANAGEMENT AS | $37,312,178 | 174,838 | 0.33% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $34,295,200 | 160,701 | 0.31% | Shares |
| RHUMBLINE ADVISERS | $34,125,699 | 159,907 | 0.31% | Shares |
| Qube Research & Technologies Ltd | $32,134,424 | 150,576 | 0.29% | Shares |
| DNB Asset Management AS | $30,880,640 | 144,701 | 0.28% | Shares |
Company insiders 64 insiders · 29 officers · 18 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| William F. Austen | Interim President and CEO | Sept. 30, 2026 F | 54,925 | 1 | 0 | $601,405 |
| Sean J Kerins | President and CEO | Aug. 1, 2025 P | 122,408 | 0 | 0 | $0 |
| Rajesh K. Agrawal | SVP, Chief Financial Officer | Sept. 14, 2026 F | 55,581 | 0 | 0 | $0 |
| Christopher Stansbury | SVP, Chief Financial Officer | March 11, 2022 F | 16,318 | 0 | 0 | $0 |
| Eric Nowak | President, Global ECS | May 20, 2026 S | 48,835 | 0 | 4 | $-2,727,620 |
| Richard John Marano | President, Global Components | Feb. 20, 2026 F | 23,548 | 0 | 1 | $-388,300 |
| Kristin Diana Russell | President, Global ECS | Feb. 22, 2024 F | 22,034 | 0 | 0 | $0 |
| Kirk Schell | President, Global Components | May 25, 2023 S | 19,549 | 0 | 0 | $0 |
| Andrew King | President, Global Components | Nov. 12, 2020 S | 52,721 | 0 | 0 | $0 |
| Eric Schuck | President, Global Components | Feb. 19, 2015 M | 30,112 | 0 | 0 | $0 |
| Peter T M Kong | President, Global Components | Feb. 25, 2014 F | 124,257 | 0 | 0 | $0 |
| Andrew S Bryant | Chief Operating Officer | June 6, 2016 M | 9,279 | 0 | 0 | $0 |
| Carine Lamercie Jean-Claude | SVP, CLCO and Secretary | Sept. 3, 2026 S | 11,626 | 0 | 5 | $-2,136,930 |
| Brandon Michael Brewbaker | VP, CAO, & CFP&A | Feb. 20, 2026 F | 5,599 | 0 | 0 | $0 |
| Yun Sung Cho | VP, Corp. Cont., & CAO | Feb. 24, 2025 S | 1,549 | 0 | 0 | $0 |
| Richard A Seidlitz | VP, Corp. Controller & PAO | Feb. 16, 2024 F | 6,877 | 0 | 0 | $0 |
| Michael J Long | Executive Chairman | March 17, 2023 S | 184,731 | 0 | 0 | $0 |
| Vincent P Melvin | SVP, Chief Information Officer | Nov. 15, 2022 S | 19,381 | 0 | 0 | $0 |
| David Alan West | SVP, Executive Advisor | May 10, 2022 M | 13,446 | 0 | 0 | $0 |
| Wei Victor Alejandro Gao | SVP, Chief Marketing Officer | May 9, 2022 F | 15,465 | 0 | 0 | $0 |
| Charles Kostalnick II | SVP, Chief Supply Chain Offr | Feb. 18, 2022 F | 16,509 | 0 | 0 | $0 |
| Mary Catherine Morris | Chief Strategy Officer | Feb. 19, 2021 M | 18,466 | 0 | 0 | $0 |
| Lily Yan Hughes | SVP & Chief Legal Officer | Aug. 6, 2020 S | 23,410 | 0 | 0 | $0 |
| Matthew R Anderson | SVP & Chief Digital Officer | Feb. 22, 2019 F | 17,200 | 0 | 0 | $0 |
| Gregory Tarpinian | SVP & Chief Legal Officer | Feb. 22, 2019 F | 23,074 | 0 | 0 | $0 |
| Paul J Reilly | Executive Vice President | June 9, 2016 M | 103,494 | 0 | 0 | $0 |
| Peter S Brown | Senior VP & General Counsel | May 22, 2014 S | 23,204 | 0 | 0 | $0 |
| Betty Jane Scheihing | Senior Vice President | May 5, 2004 S | 12,625 | 0 | 0 | $0 |
| Robert E Klatell | Executive Vice President | Oct. 29, 2003 M | 98,430 | 0 | 0 | $0 |
| Lawrence Liren Chen | Director | May 12, 2026 A | 3,289 | 0 | 0 | $0 |
| Gerry P Smith | Director | May 12, 2026 A | 9,534 | 0 | 0 | $0 |
| Mary T Mcdowell | Director | May 12, 2026 A | 5,638 | 0 | 0 | $0 |
| Gail Hamilton | Director | May 6, 2026 M | 1,795 | 0 | 0 | $0 |
| Stephen C Patrick | Director | May 17, 2023 A | 2,970 | 0 | 0 | $0 |
| Fabian T Garcia | Director | May 17, 2023 A | · | 0 | 0 | $0 |
| Laurel J Krzeminski | Director | May 16, 2023 A | 5,445 | 0 | 0 | $0 |
| Barry W Perry | Director | May 16, 2023 A | 0 | 0 | 0 | $0 |
| Richard Hill | Director | Feb. 15, 2022 A | 2,894 | 0 | 0 | $0 |
| Martha Frances Keeth | Director | May 12, 2021 A | 1,735 | 0 | 0 | $0 |
| Philip K Asherman | Director | May 9, 2019 A | · | 0 | 0 | $0 |
| HANSON JOHN NILS | Director | Feb. 15, 2018 A | 36,645 | 0 | 0 | $0 |
| John C Waddell | Director | July 30, 2013 S | 0 | 0 | 0 | $0 |
| William Mitchell | Director | Dec. 31, 2009 S | 28,902 | 0 | 0 | $0 |
| Steven Henry Gunby | · | Aug. 14, 2026 A | 20,676 | 0 | 0 | $0 |
| Michael D Hayford | · | Aug. 14, 2026 A | 4,119 | 0 | 0 | $0 |
| Andrew Charles Kerin | · | Aug. 14, 2026 A | 14,490 | 0 | 1 | $-228,985 |
| Lowe Carol P | · | Aug. 14, 2026 A | 8,004 | 0 | 0 | $0 |
| Gretchen Zech | · | June 2, 2026 M | 21,670 | 0 | 4 | $-9,166,469 |
| DUVAL DANIEL W | · | May 31, 2012 A | 23,200 | 0 | 0 | $0 |
| John Philip Mcmahon | · | Aug. 5, 2011 M | 9,135 | 0 | 0 | $0 |
| Roger King | · | May 15, 2011 A | 3,000 | 0 | 0 | $0 |
| Karen G Mills | · | June 18, 2009 X | 22,743 | 0 | 0 | $0 |
| Cathy M Morris | · | March 9, 2007 M | 0 | 0 | 0 | $0 |
| Kevin Gilroy | · | Feb. 28, 2007 A | 10,000 | 0 | 0 | $0 |
| Philippe Combes | · | Sept. 25, 2006 A | 20,000 | 0 | 0 | $0 |
| Keryn H Green | · | March 13, 2006 M | 2,375 | 0 | 0 | $0 |
| Germano Fanelli | · | Feb. 28, 2006 M | 22,000 | 0 | 0 | $0 |
| Bhawnesh Mathur | · | Feb. 27, 2006 A | 10,000 | 0 | 0 | $0 |
| Brian Mcnally | · | Feb. 27, 2006 M | 33,800 | 0 | 0 | $0 |
| Susan M Suver | · | Feb. 27, 2006 A | · | 0 | 0 | $0 |
| Mark F Settle | · | Feb. 27, 2006 A | 18,450 | 0 | 0 | $0 |
| John Edward Coleman | · | Feb. 27, 2006 A | 20,000 | 0 | 0 | $0 |
| Jan Salsgiver | · | Feb. 27, 2006 A | 25,975 | 0 | 0 | $0 |
| Richard S Rosenbloom | · | Nov. 12, 2004 G | 5,575 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 87 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RFV · Invesco Exchange-Traded Fund Trust | 4.36% | 61,384 SH | Oct. 1, 2026 | Daily |
| EPSB · Harbor ETF Trust | 2.34% | 516 NS | July 31, 2026 | N-PORT |
| AZTD · Tidal Trust I | 2.28% | 3,989 NS | July 31, 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 2.24% | 471 NS | July 31, 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 1.95% | 42,596 SH | Oct. 1, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 1.58% | 87,551 SH | Oct. 1, 2026 | Daily |
| XMMO · Invesco Exchange-Traded Fund Trust | 1.36% | 418,497 SH | Oct. 1, 2026 | Daily |
| PAMC · Pacer Funds Trust | 1.15% | 2,841 NS | July 31, 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0.92% | 1,498 NS | July 31, 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0.83% | 4,188 NS | July 31, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.83% | 49,294 NS | July 31, 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0.82% | 576 NS | July 31, 2026 | N-PORT |
| FFLV · FIDELITY COVINGTON TRUST | 0.75% | 568 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.69% | 260,116 NS | July 31, 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 0.67% | 79,700 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.63% | 43,904 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.54% | 360,631 NS | July 31, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.42% | 6,427 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.36% | 6,482 SH | Oct. 1, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.31% | 5,627 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.30% | 82,629 SH | Aug. 19, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.29% | 11,447 SH | Aug. 19, 2026 | Daily |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.29% | 3,037 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.27% | 8,003 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.24% | 751 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.23% | 26,981 NS | July 31, 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.23% | 7,557 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.23% | 744,482 SH | Aug. 19, 2026 | Daily |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.23% | 14,480 NS | July 31, 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 8,526 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.22% | 156,411 NS | July 31, 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 25,183 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.20% | 18,839 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.18% | 1,096 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.17% | 22,920 SH | Sept. 11, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.16% | 223,000 | Oct. 1, 2026 | Daily |
| SMMD · iShares Trust | 0.15% | 27,112 SH | Sept. 11, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.13% | 1,172,775 SH | Aug. 19, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.12% | 586,844 SH | Aug. 19, 2026 | Daily |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0.12% | 3,447,000 | Sept. 30, 2026 | Daily |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.11% | 4,062,000 | Oct. 1, 2026 | Daily |
| IWS · iShares Trust | 0.11% | 75,592 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.10% | 3,227 SH | Sept. 11, 2026 | Daily |
| FTEC · FIDELITY COVINGTON TRUST | 0.10% | 92,668 NS | July 31, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.10% | 9,777 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.09% | 709,373 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.09% | 9,006 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.09% | 671 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.08% | 208,197 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.08% | 34,330 SH | Oct. 1, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.07% | 3,011 SH | Oct. 1, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.07% | 1,769 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.07% | 2,365 SH | Oct. 1, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.07% | 7,027 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.06% | 43,074 NS | July 31, 2026 | N-PORT |
| IYW · iShares Trust | 0.05% | 62,987 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.05% | 111,946 NS | July 31, 2026 | N-PORT |
| IGM · iShares Trust | 0.05% | 24,034 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.05% | 7,169 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.03% | 44,704 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 30,708 SH | Aug. 19, 2026 | Daily |
| IWD · iShares Trust | 0.03% | 112,920 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.02% | 12,617 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 1,624,322 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 8,412 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 11,502 SH | Aug. 19, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.02% | 15,818 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.02% | 14,753 SH | Sept. 10, 2026 | Daily |
| IWB · iShares Trust | 0.02% | 35,122 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.02% | 2,145 SH | Sept. 10, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 65,567 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 41,960 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 4,281 SH | Aug. 19, 2026 | Daily |
| DFLV · Dimensional ETF Trust | 0.00% | 40 NS | July 31, 2026 | N-PORT |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
| IJH · iShares Trust | · | 1,794,283 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 260,732 SH | Aug. 21, 2026 | Daily |
| XJH · iShares Trust | · | 6,986 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 1,936 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 9,578 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 39,206 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 1,328 SH | Aug. 19, 2026 | Daily |
ARW Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
4 analysts · 2026-09-20Mean target $235.00 -2.9%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| SNX | $15.10B | 15.3 | 6.9% | 1.3% | 10.0% | 7.0% |
| CDW | $17.62B | 16.9 | 6.8% | 4.8% | 42.0% | 21.7% |
| AVT | · | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | · | 18.6 | 9.5% | · | · | · |
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| ADIG | · | · | · | · | · | · |
| SCSC | $1.05B | 14.3 | 6.1% | 2.4% | 8.7% | 13.6% |
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