ARW(ARW)
ARW
Q4 2026 EPS Estimate
$4.96
Oct 29, 2026
Revenue Estimate
$9.99B
FY2026E EPS$20.45
FY2027E EPS$22.37
Analyst Sentiment
Wall St. Consensus
Hold17 analysts·Moderate coverage
56
Score
6 Buy (35%)9 Hold (53%)2 Sell (12%)
Rating Breakdown
Strong Buy
00%
Buy
635%
Hold
953%
Sell
212%
Strong Sell
00%
Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.
Price Target Expectations
Bear
$175.00
-20.6%
Consensus
$250.00
+13.5%
Bull
$250.00
+13.5%
12-Month Target Range17 analysts
$175.00$250.00$250.00
Current $220.36Consensus
Current Price
$220.36
Upside to Consensus
$29.64
Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.
Earnings & Revenue Estimates
Forward Growth Estimates (YoY)
FY2027
Rev+5.05%
EPS+9.38%
FY2028
Rev+6.71%
EPS+10.79%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
| Metric | FY2026E | FY2027E | FY2028E |
|---|---|---|---|
| Revenue Avg | $39.37B | $41.36B | $44.13B |
| Low | $37.88B | $39.66B | $43.88B |
| High | $40.85B | $43.06B | $44.39B |
| EBITDA Avg | $1.87B | $1.96B | $2.09B |
| Low | $1.80B | $1.88B | $2.08B |
| High | $1.94B | $2.04B | $2.11B |
| EBIT Avg | $1.66B | $1.74B | $1.86B |
| Low | $1.60B | $1.67B | $1.85B |
| High | $1.72B | $1.82B | $1.87B |
| Net Income Avg | $1.02B | $1.09B | $1.29B |
| Low | $959M | $952M | $1.26B |
| High | $1.13B | $1.28B | $1.34B |
| EPS Avg | $20.45 | $22.37 | $24.78 |
| Low | $18.36 | $18.22 | $24.10 |
| High | $21.54 | $24.41 | $25.61 |
| Analysts (Rev / EPS) | 3 / 3 | 3 / 3 | 1 / 1 |
Quarterly
| Metric | Q4 2026 | Q1 2027 | Q2 2027 | Q3 2027 | Q4 2027 | Q1 2028 | Q2 2028 | Q3 2028 |
|---|---|---|---|---|---|---|---|---|
| Revenue Avg | $9.79B | $10.44B | $9.69B | $10.08B | $10.12B | $10.74B | $10.44B | $10.87B |
| Low | $8.97B | $10.22B | $9.34B | $9.72B | $9.75B | $10.35B | $10.06B | $10.48B |
| High | $10.62B | $10.73B | $10.06B | $10.47B | $10.51B | $11.15B | $10.84B | $11.29B |
| EBITDA Avg | $465M | $495M | $460M | $479M | $480M | $510M | $495M | $516M |
| Low | $426M | $485M | $443M | $461M | $463M | $491M | $478M | $497M |
| High | $504M | $509M | $478M | $497M | $499M | $529M | $515M | $536M |
| EBIT Avg | $413M | $440M | $408M | $425M | $427M | $453M | $440M | $458M |
| Low | $378M | $431M | $394M | $410M | $411M | $436M | $424M | $442M |
| High | $448M | $452M | $424M | $442M | $443M | $470M | $457M | $476M |
| Net Income Avg | $246M | $305M | $256M | $267M | $268M | $318M | $298M | $305M |
| Low | $203M | $271M | $244M | $255M | $256M | $304M | $284M | $291M |
| High | $289M | $321M | $269M | $281M | $282M | $334M | $313M | $320M |
| EPS Avg | $4.75 | $5.89 | $4.93 | $5.15 | $5.17 | $6.14 | $5.75 | $5.88 |
| Low | $3.91 | $5.23 | $4.70 | $4.91 | $4.93 | $5.85 | $5.48 | $5.60 |
| High | $5.58 | $6.20 | $5.18 | $5.41 | $5.43 | $6.45 | $6.04 | $6.18 |
| Analysts (Rev / EPS) | 3 / 3 | 4 / 4 | 3 / 2 | 3 / 2 | 3 / 2 | 2 / 3 | 2 / 3 | 2 / 3 |