Zacks Investment Research
22 Jul 2026, 15:51 UTC · 2h ago
Can Margin Expansion Sustain Avnet's Earnings Growth in FY26?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Zacks Investment Research
22 Jul 2026, 15:51 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Avnet reported an adjusted operating margin of 3.1% for Q3 FY2026, marking its third consecutive quarter of expansion. — Consistent operating margin expansion suggests improving operational efficiency and execution, which is typically bullish for the stock.
+0.40Avnet's gross margin declined 68 basis points year-over-year to 10.4% due to a lower-margin sales mix in Asia and memory price pass-throughs. — Declining gross margins indicate pricing pressure or unfavorable shifts in product mix that could cap profit growth.
-0.30Management expects the Electronic Components (EC) segment operating margins to reach a 4% target within the next fiscal year. — Providing a specific, achievable target for its largest segment gives investors a clear benchmark for near-term growth.
+0.20Continue reading
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Farnell's operating margin improved to 5.2% with a management target to return to double-digit margins by the second half of 2027. — While a positive trend, the target is long-term (2027), limiting immediate market impact.
+0.20Which stocks this story touches
The company showed improved profitability, operating margin expansion, and strong cost management.
Mentioned only as a competitor in the distribution market without specific positive or negative news.
Mentioned only as a competitor in the distribution market without specific positive or negative news.
[mutual] Arrow Electronics competes directly with Avnet in electronic component distribution, semiconductor supply, embedded computing and engineering services.
[mutual] Both companies are identified as global component and IT distributors competing in the same market as Avnet.
[mutual] Avnet operates in a competitive technology distribution market where it competes with TD SYNNEX.
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Zacks Investment Research
2h ago
