By I Need An Analyst : Company overview Avnet (NYSE: AVT ) is a global distributor of electronic components, enterprise computer and storage products, IT solutions and services and embedded subsystems. It has two primary operating groups: Electronic Marketing (60% of revenue) and Technology ...
profitability benefit, consolidation will boost Flextronics' power to negotiate lower component prices from suppliers such as Arrow ARW or Avnet AVT. We believe smaller firms with differentiated manufacturing strategies could attract buyers interested in expanding
added services, resulting in increased competition for Arrow . Arrow ’s computing solutions business is not present in Asia ..... expected.The ITAD business is a strain on margins, and Arrow can alternatively invest in another profitable venture
Arrow Electronics reported solid fourth-quarter results which were slightly ahead of our ..... positive standout. We still expect EC to be a leading growth driver for Arrow as the value-added services gain traction with customers. Adjusted
Arrow Electronics posted third-quarter results which were ..... continue to be a leading growth driver for Arrow as the value-added services gain traction ..... its "financial metrics." We like that Arrow isn't chasing growth just for the sake
distributors are experiencing similar frustrations. We continue believe Avnet possesses global scale advantages over its competitors (save Arrow ARW ), but we would like to see a larger margin of safety before suggesting an investment in Avnet.
value estimate and no-moat rating for Arrow ARW after the company’s second-quarter ..... better-than-expected performance from Arrow ’s Global Components, or GC, segment ..... continue to be a leading growth driver for Arrow as the value-added services gain traction
fair value estimate and moat rating of Arrow ARW as revenue and profitability declined in the first quarter. Arrow ’s sales fell to $4.8 billion, a ..... 11%) to weigh down the GC segment. Arrow ’s results also provide an interesting
sales of $3.7 billion - $4.0 billion. We believe Avnet possesses global scale advantages over its competitors (save Arrow ARW ), but distribution is a cyclical industry with low barriers to entry. We'd like to see a larger margin of safety before
Arrow ARW reported stronger-than-expected fourth ..... estimate and moat rating for the firm. Arrow ’s sales dropped 1% relative to the fourth ..... by management in October. Specifically, Arrow ’s Global Components (GC) segment was