earnings
confidence high
sentiment positive
materiality 0.85
Avnet reports record Q4 sales of $8.3B, up 48% YoY; adjusted EPS $2.28, up 182%
AVNET INC
- Record Q4 sales $8.3B (+48% YoY, +17% QoQ); GAAP EPS $1.49 vs $0.07; adjusted EPS $2.28 (+182% YoY).
- EC segment sales $7.8B (+49% YoY) with operating margin 4.1% (up 107 bps); Farnell sales $500M (+29%) with margin 9.0% (up 468 bps).
- FY2026 sales $27.6B (+25% YoY); adjusted EPS $5.67 (+65% YoY); returned $138M in buybacks and $114M in dividends.
- Inventory days down 6 days QoQ to 71; EC inventory days under 65; Farnell inventory days under 200.