MarketBeat
09 May 2026, 12:08 UTC · 19w ago
Verdict
Headline takes no side. We score ARW +1.00 across five claims — strongly bullish.
+1.00strongly bullish
More positive than 98% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish
Arrow Electronics reported Q1 2026 revenue of $9.5 billion, a 39% year-over-year increase that exceeded guidance.
More positive than 99% of claims this week
Non-GAAP diluted EPS increased 190% year-over-year to $5.22, with operating margins expanding by 160 basis points.
So whatThe sharp increase in profitability indicates strong operating leverage and improved pricing/mix as the cycle turns.
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Scored by the NIS engine · methodology.
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More positive than 97% of claims this week
The Global Components segment saw book-to-bill ratios 'well above 1' across all three regions, with accelerating recovery in the latter half of Q1.
So whatBook-to-bill ratios over 1.0 are a leading indicator of future revenue growth and signal a broad-based cyclical rebound.
More positive than 92% of claims this week
Global ECS sales rose 39% year-over-year to $2.8 billion, driven by AI workloads, cloud infrastructure, and data center spending.
More positive than 85% of claims this week
Memory shortages led customers to place advance orders to secure deliveries and avoid price increases.
More positive than 49% of claims this week
Which stocks this story touches
More positive than 98% of ticker scores this week
Reported sharply higher first-quarter results with revenue exceeding guidance and significant growth in EPS and operating margins.
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4h ago
+11.9%
Price agrees with the score
$218.12 vs $194.95 close before publication (May 8) · not market-adjusted
ARW chart →