ARWARROW ELECTRONICS, INC.
Wholesale-Electronic Parts & Equipment, NEC
- Revenue
- $30.9B
- 10% YoY
- Operating margin
- 2.7%
- 3.2% YoY
- EBITDA
- $960M
- 3.1% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.9×
- $1.8B net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired11% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowFired252% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear5% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $34.5B | $37.1B | $33.1B | $27.9B | $30.9B | 10% |
| Operating income | $1.6B | $2.1B | $1.5B | $769M | $822M | 7.0% |
| Net income | $1.1B | $1.4B | $904M | $392M | $571M | 46% |
| Operating cash flow | $419M | −$33M | $705M | $1.1B | $64M | 94% |
| Capex | $83M | $79M | $83M | $93M | $101M | 9.2% |
| Stock-based comp | $36M | $43M | $42M | $35M | $28M | 19% |
| Buybacks | $912M | $1.0B | $770M | $265M | $162M | 39% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.