Arrow Electronics Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Arrow Electronics Inc (ARW) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Arrow Electronics Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 35,925M vs 267,460M combined for tracked competitors (11.8% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+11.3% annualized vs trailing 12 months), vs accelerating (+10.2%) for its tracked peer group.
- Growth: Arrow Electronics Inc generated 31.8% revenue growth year over year in Q2 2026, vs 26.7% for its tracked competitors combined.
- Profitability: Its 2.7% net margin compares with 2.5% for the peer group.
- Scale: Arrow Electronics Inc ranks #2 of 11 companies by market capitalization in the Electronic Parts & Equipment industry, holding 13.9% of industry market cap.
- Peer revenue share: Arrow Electronics Inc accounted for 11.9% of combined revenue among its tracked peer group, up from 11.5% a year earlier.
- Peer differentiation: Revenue per employee of $1.62M compares with $1.02M for the peer group (1.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ARW Sales vs. its Competitors, Q2 2026
Arrow Electronics Inc reported revenue growth of 31.82 % year on year in Q2 2026, above its competitors' combined revenue growth of 26.69 %.
With a net margin of 2.73 %, Arrow Electronics Inc achieved higher profitability than its competitors (2.48 %).
Arrow Electronics Inc generated 11.94 % of the combined sales of its peer group, up from 11.53 % a year earlier.
Arrow Electronics Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Arrow Electronics Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Arrow Electronics inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (4) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (5) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Arrow Electronics Inc's competitor groups requires a Commercial License.
For context: the Electronic Parts & Equipment industry grew revenue 31.1% year over year, combined, vs 31.8% for Arrow Electronics Inc. Arrow Electronics Inc's share of combined industry revenue moved from 40.64% to 40.85%, a gain of 0.22 percentage points.
Arrow Electronics Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Arrow Electronics inc | Yes | Yes | Yes | No |
| Competitors combined (16) | ||||
| High-Confidence Competitors (6) | ||||
| Similar-Size Competitors (6) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 62.50 % (5 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ARW Stock Performance relative to its Competitors
ARW Stock Performance relative to High-Confidence Competitors
ARW Stock Performance relative to Similar-Size Competitors
ARW Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Benchmark Electronics Inc | 282.9% | Outperformed |
| 2 | Flex Ltd | 282.9% | Outperformed |
| 3 | Avnet Inc | 282.9% | Outperformed |
| 4 | Sanmina Corporation | 282.9% | Outperformed |
| 5 | Plexus Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Arrow Electronics Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Arrow Electronics Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Arrow Electronics inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Arrow Electronics inc | 11,953.27 | 35,924.76 |
| Flex Ltd | 42,276.96 | 29,224.00 |
| Celestica Inc | 41,428.79 | 15,594.00 |
| Jabil Inc | 33,966.05 | 33,590.00 |
| Td Synnex Corporation | 20,477.10 | 69,767.56 |
| Sanmina Corporation | 12,132.57 | 12,764.33 |
| SUBTOTAL | 196,231.20 | 516,057.71 |
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Sources: Arrow Electronics inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Arrow Electronics inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Arrow Electronics Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Td Synnex Corporation | Named by the company | 85% |
| Climb Global Solutions Inc | Named by the company | 85% |
| Avnet Inc | Named by the company | 85% |
| Tech Data Corporation | Named by the company | 85% |
| Ingram Micro Holding Corp | Named by the company | 85% |
| Bos Better Online Solutions Ltd | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Arrow Electronics Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Arrow Electronics Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Arrow Electronics inc | Global Components 70.09 % |
| Flex Ltd | Integrated Technology Solutions 38.55 % |
| Celestica Inc | CCS, Communications 56.47 % |
| Jabil Inc | Intelligent Infrastructure 47.64 % |
| Td Synnex Corporation | Americas distribution 48.76 % |
| Sanmina Corporation | Reportable Segment - IMS 85.36 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Arrow Electronics Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Arrow Electronics inc | 11,953 | 1,616,048 | 36,513 |
| Flex Ltd | 42,277 | 197,306 | 6,569 |
| Celestica Inc | 41,429 | 526,985 | 37,728 |
| Jabil Inc | 33,966 | 248,815 | 6,378 |
| Td Synnex Corporation | 20,477 | 2,325,585 | 37,776 |
| Sanmina Corporation | 12,133 | 344,982 | 8,834 |
| PEERS TOTAL | 184,278 | 1,024,437 | 12,456 |
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Arrow Electronics Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Arrow Electronics inc | Other Foreign 42.04 % |
| Sanmina Corporation | Americas 69.06 % |
| Avnet Inc | Asia 48.58 % |
| Ingram Micro Holding Corp | North America 35.80 % |
| Benchmark Electronics Inc | US 53.60 % |
| Scansource Inc | United States 92.81 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Arrow Electronics Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 9 companies in Arrow Electronics Inc's industry classification, broader than the peer set above. Market cap in millions of $.Arrow Electronics Inc ranks #2 of 9 companies by market capitalization in its industry, holding 13.91 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 5,766, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Te Connectivity plc | 63,829 | 73.98 % |
| 2 | Arrow Electronics inc | 11,997 | 13.91 % |
| 3 | Avnet Inc | 8,525 | 9.88 % |
| 4 | Ituran Location And Control Ltd | 1,017 | 1.18 % |
| 5 | Eaco Corporation | 1,234 | 5.2% |
| 6 | Richardson Electronics Ltd | 1,234 | 5.2% |
| 7 | Surge Components Inc | 1,234 | 5.2% |
| 8 | Universal Safety Products inc | 1,234 | 5.2% |
| 9 | Taitron Components Inc | 1,234 | 5.2% |
| 0 | First America Resources Corporation | 1,234 | 5.2% |
Market cap and industry share for the rest of Arrow Electronics Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Arrow Electronics Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Te Connectivity plc | 63,829 | 1.57 % |
| 2 | Arrow Electronics inc | 11,997 | 94.63 % |
| 3 | Avnet Inc | 8,525 | 98.17 % |
| 4 | Ituran Location And Control Ltd | 1,234 | 12.3% |
| 5 | Eaco Corporation | 1,234 | 12.3% |
| 6 | Richardson Electronics Ltd | 1,234 | 12.3% |
| 7 | Surge Components Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Arrow Electronics Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Arrow Electronics Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Electronic Parts & Equipment industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (14 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 11.30 % | 27.20 % (avg) | -15.9 pp |
| Operating Margin | 3.37 % | industry median | +0.6 pp |
| EBITDA Margin | 2.90 % | -1.52 % (avg) | +4.4 pp |
| Capital Intensity (Capex / Revenue) | 0.31 % | 1.82 % (avg) | -1.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Arrow Electronics Inc's Valuation vs Competitive Position
Valuation multiples vs the Electronic Parts & Equipment industry average (14 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 13.6x | 19.0x | -5.5x |
| EV / EBITDA | 12.9x | 14.2x | -1.4x |
| P/B | 1.6x | 2.1x | -0.5x |
| Return on Equity | 12.01 % | industry aggregate | -4.83 % |
| Return on Invested Capital | 7.41 % | 11.06 % (avg) | -3.65 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Arrow Electronics Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 10.68 % | -2.56 % | -0.84 % | 20.24 % | 7.68 % | -10.82 % | -15.66 % | 10.49 % |
| Operating Margin | 3.87 % | 0.37 % | 3.12 % | 4.52 % | 5.57 % | 4.44 % | 2.75 % | 2.66 % |
| Return on Invested Capital | 7.93 % | 0.78 % | 7.15 % | 11.76 % | 14.52 % | 10.18 % | 5.35 % | 5.28 % |
| P/E | 8.9x | - | 12.7x | 8.3x | 5.0x | 7.5x | 16.1x | 10.4x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Arrow Electronics Inc's Strategic Group Map
Every company in Arrow Electronics Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Arrow Electronics Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Arrow Electronics Inc's BCG Growth-Share Matrix
Relative market share (vs Arrow Electronics Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Arrow Electronics Inc falls in the Question Mark quadrant: relative market share of 0.19x vs its largest competitor, in an industry growing revenue 14.5% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Te Connectivity plc alone holds 74% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Arrow Electronics Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 5,766 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.31 % vs industry average 1.82 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Arrow Electronics Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Arrow Electronics Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Arrow Electronics Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Arrow Electronics Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Arrow Electronics Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+11.3% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.19x).
Opportunities
- Industry revenue growing at a healthy 14.5% median pace.
Threats
- Industry dominated by Te Connectivity plc, holding 73.98 % of industry market cap.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Arrow Electronics Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Arrow Electronics inc | 0.01 | 1.29 | 0.40 |
| Flex Ltd | 0.21 | 1.35 | 0.79 |
| Celestica Inc | 0.10 | 1.33 | 0.71 |
| Jabil Inc | 0.11 | 0.99 | 2.44 |
| Td Synnex Corporation | 0.07 | 1.20 | 0.53 |
| Sanmina Corporation | 0.36 | 1.74 | 0.50 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Arrow Electronics Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Arrow Electronics inc | Q2 2026 | +31.8 % | +45.9 % |
| Flex Ltd | Q2 2026 | +20.9 % | +48.4 % |
| Celestica Inc | Q2 2026 | +62.4 % | +74.8 % |
| Jabil Inc | Q2 2026 | +11.8 % | +23.9 % |
| Td Synnex Corporation | Q2 2026 | +31.0 % | +79.1 % |
| Sanmina Corporation | Q2 2026 | +69.7 % | +71.9 % |
| PEERS TOTAL | +32.5 % | +66.8 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Arrow Electronics Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Arrow Electronics inc | Q2 2026 | +31.7 % | +13.5 % |
| Flex Ltd | Q2 2026 | +19.9 % | +77.4 % |
| Celestica Inc | Q2 2026 | +63.4 % | - |
| Jabil Inc | Q2 2026 | +10.9 % | +114.0 % |
| Td Synnex Corporation | Q2 2026 | +31.2 % | +121.0 % |
| Sanmina Corporation | Q2 2026 | +66.7 % | +172.0 % |
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Arrow Electronics Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Arrow Electronics inc | 2.54% | 8.45% | 12.01% |
| Flex Ltd | 4.57% | 8.09% | 18.82% |
| Celestica Inc | 14.01% | 21.88% | 50.61% |
| Jabil Inc | 4.19% | 15.49% | 62.17% |
| Td Synnex Corporation | 3.25% | 7.97% | 13.09% |
| Sanmina Corporation | 4.20% | 8.08% | 12.51% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Arrow Electronics Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Arrow Electronics inc | 14.75 | 0.33 |
| Flex Ltd | 43.81 | 1.45 |
| Celestica Inc | 37.10 | 2.66 |
| Jabil Inc | 39.92 | 1.01 |
| Td Synnex Corporation | 18.44 | 0.29 |
| Sanmina Corporation | 39.44 | 0.95 |
| PEERS AVERAGE | 29.51 | 0.38 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.