CENTENNIAL, Colo. & MUNICH--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) and its engineering services company, eInfochips, are working with Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) to help eInfochips’ customers accelerate the development of electric vehicle (EV) chargers. Development of EV chargers, especially DC “fast chargers,” is becoming increasingly challenging to equipment manufacturers due to several factors, such as lack of prior experience, stringent functional safety and reliabili ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-4482 ARROW ELECTRONICS, INC. (Exact name of registrant as specified in its charter) New York 11-1806155 (State or other jurisdiction of (I.R.S. Em ...

Arrow Electronics (ARW) reported fourth-quarter 2023 adjusted earnings of $3.98 per share, which beat the Zacks Consensus Estimate by 7.57%. However, the bottom line declined 30% on a year-over-year basis (down 31% in cc) due to lower revenues and unfavorable foreign currency exchange rates. In the fourth quarter, ARW reported revenues of $7.84 billion, down 16% from the year-ago quarter's level (down 31% at cc). The top line beat the Zacks Consensus Estimate by 0.41% due to the adverse impact of foreign ex ...

财务数据和关键指标变化 - 2023年全年收入为331亿美元,同比下降11% [26] - 全年毛利率为12.5%,同比下降50个基点 [28] - 全年非GAAP营业利润率为4.8%,全年非GAAP每股收益为17.12美元 [29] - 第四季度收入为78亿美元,符合中值指引,同比下降16% [30][31] - 第四季度毛利率为12.6%,同比下降30个基点,环比上升40个基点 [32] - 第四季度非GAAP营业利润率为4.6%,非GAAP每股收益为3.98美元 [34][35] 各条业务线数据和关键指标变化 全球元器件业务 - 2023年全年销售额为254亿美元,同比下降12% [26] - 第四季度销售额为56亿美元,符合中值指引,同比下降17% [30] - 毛利率和营业利润率保持相对稳定 [54][55] - 订单重新安排活动持续,但公司专注于消化订单积压,库存环比下降超过6亿美元 [15] 全球企业计算解决方案业务 - 2023年全年销售额为77亿美元,同比下降8% [26][27] - 第四季度销售额为22亿美元,同比下降11% [31] - 欧洲市场实现营收和毛利同比增长,北美市场受到IT支出疲软的影响 [19][20] - 软件基础设施和云解决方案等业务占比提升,带来更高的经常性收入和贡献毛利 [18] 各个市场数据和关键指标变化 欧洲和美洲市场 - 客户继续收缩供应,不愿意下新订单 [16] - 工业市场疲软,但航空航天、医疗设备等领域相对较强 [16] 亚洲市场 - 结果有望恢复正常的季节性变化 [17] - 数据中心计算和运输等领域实现环比增长 [17] 公司战略和发展方向及行业竞争 - 公司保持对需求创造、工程服务、供应链服务等增长举措的关注和投入 [22][23][24] - 专注于互连、被动和电子机械元件等利润率较高的领域 [23] - 加强ECS业务的IT即服务转型,提升经常性收入和贡献毛利 [18][24] - 尽管当前周期性调整和宏观需求疲软,但对行业长期趋势保持乐观 [21] 管理层对经营环境和未来前景的评论 - 行业范围内的库存修正似乎比预期更长,但预计市场最终将改善 [14][15] - 短期内可能出现低于季节性表现,工业市场持续疲软,但设计活动和某些垂直领域保持相对强劲 [16][17] - 虽然当前环境具有挑战性,但公司将继续审慎管理成本结构和营运资本,以在市场环境改善时更强大地崛起 [24] 问答环节重要的提问和回答 问题1 **Matt Sheerin 提问** 客户库存何时能够消化完毕?公司未来几个季度的库存目标是什么? [46][47] **Sean Kerins 回答** - 公司专注于消化订单积压,帮助第四季度库存大幅下降 [47][48][49][50][51] - 各地区库存已接近历史正常水平,预计本季度和下季度还需要一些时间才能完全正常化 [49][50][51] 问题2 **Melissa Fairbanks 提问** 供应商是否试图通过推动更多库存流向公司来管理自身营运资本? [62] **Sean Kerins 回答** - 没有看到供应商有这种行为,相反,随着交货期基本恢复正常,供应商态度更加灵活,允许公司根据需求调整订单 [63][64] 问题3 **Joe Quatrochi 提问** IP&E业务的订单增长接近平衡,对公司组件业务整体复苏有何影响? [70][71] **Sean Kerins 回答** - IP&E业务未经历半导体那样严重的供给短缺和产能挑战,因此修正周期不同 [71][72] - IP&E业务毛利率较高,是公司组件业务的重点发展领域 [72][73]

For the quarter ended December 2023, Arrow Electronics (ARW) reported revenue of $7.85 billion, down 15.8% over the same period last year. EPS came in at $3.98, compared to $5.69 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $7.82 billion, representing a surprise of +0.41%. The company delivered an EPS surprise of +7.57%, with the consensus EPS estimate being $3.70. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Wall Street analysts forecast that Arrow Electronics (ARW) will report quarterly earnings of $3.70 per share in its upcoming release, pointing to a year-over-year decline of 35%. It is anticipated that revenues will amount to $7.82 billion, exhibiting a decline of 16.2% compared to the year-ago quarter. The current level reflects a downward revision of 2.5% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) has again been named to FORTUNE’s World’s Most Admired Companies list, topping the “Wholesalers: Electronics and Office Equipment” category for the 11th consecutive year. This marks the 24th time Arrow has appeared on the listing that is based on input from industry executives, directors and analysts. Arrow topped all nine key attributes in the World’s Most Admired Companies list, including innovation, people management, use of corporate ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW), a global provider of technology solutions, and its engineering services company, eInfochips, have announced the expansion of its Automotive Centre of Excellence (CoE) in Egypt to assist customers in the development of next-gen automotive products. Arrow’s Automotive CoE addresses the opportunities and helps resolve the challenges associated with connected, autonomous and electrification technologies in the automotive industry. The compl ...

Arrow Electronics盈利预期 - Arrow Electronics 预计在2023年12月报告的季度中，每股收益将同比下降，预期为3.68美元，同比下降35.3%[4] - Arrow Electronics 最准确的估计高于Zacks共识估计，表明分析师最近对公司的盈利前景变得乐观，导致盈利预期差异为+0.33%[13] - Arrow Electronics 在过去四个季度中四次击败共识EPS估计[18]

Arrow Electronics (ARW) announced that it is helping its long-time client, Oyika, in rolling out battery charging stations in Southeast Asian cities to enable a new generation of clean and silent electric motorcycles. Arrow has helped Oyika to develop a smart battery exchange system at convenience stores, which is managed with a mobile application. It will help Oyika to replace millions of petroleum-powered motorbikes in less time. Arrow is working on multiple areas of Oyika's integrated solution, such as d ...