ARW as of Oct 31 · 23:23 ET

ARWNYSEWholesale-Electronic Parts & Equipment, NEC

Arrow Electronics, Inc. · Brief

Next report

4 days

Nov 5 · after closeest.Q3 FY26

Earnings

Expected move

Inputs

±6.9%implied · report alone

193.88222.80

straddle ±9.7%

spot 208.34exp Nov 20ATM strike 210ATM straddle 23.75IV 59%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

—≥ implied

Feb 6 '25—▼−4.52%—

May 1 '25—▲+1.54%—

Q2 FY25—▼−10.62%—

Q3 FY25—▲+3.16%—

Oct 30 '25—▼−1.48%—

Q4 FY25—▲+12.40%—

Q1 FY26—▼−1.05%—

Q2 FY26—▼−8.45%—

quarterimplied−15%0+15%realized×

Q2 FY26—▼−8.45%—

Q1 FY26—▼−1.05%—

Q4 FY25—▲+12.40%—

Oct '25—▼−1.48%—

Q3 FY25—▲+3.16%—

Q2 FY25—▼−10.62%—

2 older reports

May '25—▲+1.54%—

Feb '25—▼−4.52%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 5 report · est.

—

Linked exposure

ARW report session

Suppliers 4

SITMSitime×1.09 VICRVicor×0.95 MCHPMicrochip Technology×0.81 NXPINXP Semiconductors N.V×0.71

Customers 1

PLUSEplus×0.45

× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 30impliedImplied move: ±9.7% into Nov 5 earnings (Oct 30 close).Source

Oct 21impliedImplied move: ±9.5% into Oct 29 earnings (Oct 21 close).Source

Oct 19impliedImplied move: ±9.9% into Nov 2 earnings (Oct 19 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.