Avnet and Arrow earnings highs
Two major electronics distributors posted earnings beats that sent their stocks to record highs after the quarter. Avnet reported $1.05 EPS on $6.3 billion revenue versus expectations of $0.95 and $6.02 billion respectively (investing.com). Arrow also surprised with a strong quarter, reporting $4.39 EPS versus a $3.56 forecast as its stock reached an all‑time high (in.investing.com).
Avnet and Arrow Electronics both posted quarterly earnings above Wall Street estimates, and both stocks climbed to record highs after the reports. (avnet.com) (arrow.com) Avnet said on January 28, 2026, that fiscal second-quarter sales reached $6.319 billion and adjusted diluted earnings per share were $1.05 for the quarter ended December 27, 2025. The company said sales rose 11.6% from a year earlier, and adjusted earnings per share rose 20.7%. (avnet.com) Arrow said on February 5, 2026, that fourth-quarter 2025 sales were $8.746 billion and non-GAAP diluted earnings per share were $4.39 for the quarter ended December 31, 2025. Arrow said quarterly sales increased 20% year over year, while non-GAAP earnings per share increased 48% from $2.97 a year earlier. (arrow.com) Both companies sit in the middle of the electronics supply chain, buying chips and other parts from manufacturers and reselling them to device makers, industrial customers, and engineers. Avnet says it distributes semiconductors, interconnect, passive, and electromechanical components, while Arrow reported momentum in both its Global Components and enterprise computing businesses. (finance.yahoo.com) (arrow.com) Avnet’s report pointed to growth across all regions, with Asia posting record quarterly revenue of $3.2 billion and Farnell logging its third straight quarter of year-over-year sales growth. The company also said it reduced inventories by $126 million and cut days of inventory to 86. (avnet.com) Arrow tied its quarter to stronger activity in cloud, artificial intelligence, and datacenters, and said foreign exchange added about $232 million to fourth-quarter sales growth and $0.23 to diluted earnings per share. The company reported full-year 2025 sales of $30.853 billion, up 10% from 2024. (arrow.com) The stock move followed a stretch in which both distributors had already been showing firmer demand after a slower period for parts orders. Avnet’s investor page lists its next earnings date as April 29, 2026, and Arrow’s investor materials show quarterly financial results through fiscal 2025. (finance.yahoo.com) (arrow.com) For investors, the reports suggested that a recovery in electronics distribution was broad enough to lift sales, margins, and inventory efficiency at the same time. That combination was enough to push Avnet shares near $70 on April 13, 2026, after the company’s January report, while Arrow’s February results had already sent its shares to an all-time high. (finance.yahoo.com) (arrow.com)
