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ARARW

What Arrow Electronics promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

21 of 23 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Effective Tax Rate23% to 25%Mar 2026Jun 2026:and our non-GAAP effective tax rate was 23%.
Call transcript, Jun 2026 · no direct link
Achieved
Effective Tax Rate23% to 25%Jun 2026Jun 2026:We're estimating a tax rate in the range of 23% to 25%
Call transcript, Jun 2026 · no direct link
New

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Arrow Electronics’s full ledger

A free account opens 5 company ledgers a month. All 41 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 41 tracked commitments for Arrow Electronics

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.