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Arrow Electronics, Inc. ARW

Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates in two segments, Global Components and Global Enterprise Computing Solutions.

Company profile

Business mix

  • It operates in two segments, Global Components and Global Enterprise Computing Solutions.
  • Its Global Enterprise Computing Solutions segment offers computing solutions, such as datacenter, cloud, security, and analytics solutions, as well as engineering and integration support, warehousing and logistics, marketing resources.
  • The company serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial customers.
  • Arrow Electronics, Inc. was founded in 1935 and is based in Centennial, Colorado.

Current key questions

  • Can demand for the company's products and platforms keep growing within electronics & computer distribution?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Lyrical Asset Management 2.8% $182.1M 2026-03-31
Tweedy, Browne Company 0.1% $1.7M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $593,718 Estimated from net added shares
Reduction amount $20.3M Estimated from net reduced shares
Net share change / base shares -9.7% -137,530 / 1,419,212
Lyrical Asset Management 2 filing periods
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -5.9% 13F value change -$24.4M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -4.4% 13F value change +$35.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 1,411,682 Last 2 periods -141,670 (-10.0%) Total shares 1,270,012 Value $182.1M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Major increase Shares 55.0% 13F value change +$843,940
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 7,530 Last 2 periods +4,140 (+55.0%) Total shares 11,670 Value $1.7M

Recent mentions

No public mentions.