AVTAVNET INC
Wholesale-Electronic Parts & Equipment, NEC
- Revenue
- $27.6B
- 24% YoY
- Operating margin
- 2.6%
- 13% YoY
- EBITDA
- $802M
- 37% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.8×
- $3.1B net debt
- AI in 10-K
- —
Red flags 1 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 cashFired-84% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear-90% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear5% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $24.3B | $26.5B | $23.8B | $22.2B | $27.6B | 24% |
| Operating income | $939M | $1.2B | $844M | $514M | $725M | 41% |
| Net income | $692M | $771M | $499M | $240M | $334M | 39% |
| Operating cash flow | −$219M | −$714M | $690M | $725M | −$281M | 139% |
| Capex | $49M | $195M | $226M | $147M | $74M | 50% |
| Stock-based comp | $37M | $39M | $33M | $36M | $49M | 34% |
| Buybacks | $184M | $222M | $163M | $303M | $138M | 54% |
| Dividends | $98M | $106M | $112M | $113M | $114M | 0.9% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 245 | 202 |
| FY2025 | — | — | 146 | 128 |
| FY2024 | — | — | 139 | 127 |
| FY2023 | — | — | 133 | 109 |
| FY2022 | — | — | 108 | 89 |