Avnet Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $1.33 |
| EPS actual | $1.48 |
| EPS Surprise | 11.28% |
| Revenue estimate | 6.454B |
| Revenue actual | 7.12B |
| Revenue Surprise | 10.31% |
| Release date | Jan 28, 2026 |
| EPS estimate | $0.95 |
| EPS actual | $1.05 |
| EPS Surprise | 10.53% |
| Revenue estimate | 6.047B |
| Revenue actual | 6.319B |
| Revenue Surprise | 4.49% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.82 |
| EPS actual | $0.84 |
| EPS Surprise | 2.82% |
| Revenue estimate | 5.745B |
| Revenue actual | 5.899B |
| Revenue Surprise | 2.67% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.720 |
| EPS actual | $0.81 |
| EPS Surprise | 12.50% |
| Revenue estimate | 5.573B |
| Revenue actual | 5.618B |
| Revenue Surprise | 0.81% |
Last 4 Quarters for Avnet
Below you can see how AVT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $49.46 |
| EPS estimate | $0.720 |
| EPS actual | $0.81 |
| EPS surprise | 12.50% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $52.94 |
| Aug 01, 2025 | $51.87 |
| Aug 04, 2025 | $52.54 |
| Aug 05, 2025 | $51.89 |
| Aug 06, 2025 | $49.46 |
| Aug 07, 2025 | $51.23 |
| Aug 08, 2025 | $51.97 |
| Aug 11, 2025 | $51.74 |
| Aug 12, 2025 | $53.34 |
| 4 days before | -6.57% |
| 4 days after | 7.84% |
| On release day | 3.58% |
| Change in period | 0.756% |
| Release date | Oct 29, 2025 |
| Price on release | $48.64 |
| EPS estimate | $0.82 |
| EPS actual | $0.84 |
| EPS surprise | 2.82% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $52.14 |
| Oct 24, 2025 | $51.49 |
| Oct 27, 2025 | $51.14 |
| Oct 28, 2025 | $50.54 |
| Oct 29, 2025 | $48.64 |
| Oct 30, 2025 | $48.22 |
| Oct 31, 2025 | $48.45 |
| Nov 03, 2025 | $48.15 |
| Nov 04, 2025 | $47.31 |
| 4 days before | -6.71% |
| 4 days after | -2.73% |
| On release day | -0.86% |
| Change in period | -9.26% |
| Release date | Jan 28, 2026 |
| Price on release | $59.96 |
| EPS estimate | $0.95 |
| EPS actual | $1.05 |
| EPS surprise | 10.53% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $51.20 |
| Jan 23, 2026 | $50.83 |
| Jan 26, 2026 | $51.38 |
| Jan 27, 2026 | $52.68 |
| Jan 28, 2026 | $59.96 |
| Jan 29, 2026 | $62.74 |
| Jan 30, 2026 | $62.39 |
| Feb 02, 2026 | $63.31 |
| Feb 03, 2026 | $62.99 |
| 4 days before | 17.11% |
| 4 days after | 5.05% |
| On release day | 4.64% |
| Change in period | 23.03% |
| Release date | Apr 29, 2026 |
| Price on release | $81.53 |
| EPS estimate | $1.33 |
| EPS actual | $1.48 |
| EPS surprise | 11.28% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $78.11 |
| Apr 24, 2026 | $78.66 |
| Apr 27, 2026 | $78.60 |
| Apr 28, 2026 | $78.28 |
| Apr 29, 2026 | $81.53 |
| Apr 30, 2026 | $82.51 |
| May 01, 2026 | $80.53 |
| May 04, 2026 | $80.42 |
| May 05, 2026 | $82.40 |
| 4 days before | 4.38% |
| 4 days after | 1.07% |
| On release day | 1.20% |
| Change in period | 5.49% |
Avnet Earnings Call Transcript Summary of Q1 2026
Avnet reported a solid start to fiscal 2026 with Q1 sales of $5.9 billion (above guidance) and adjusted EPS of $0.84 (near the high end). Key growth drivers were Asia and Farnell (both double-digit year-over-year growth) and the Americas returning to year-over-year growth for the first time since FY2023. Demand strength was notable in transportation, compute and communications; semiconductor lead times and pricing are broadly stable but extended in memory/storage and certain interconnects tied to data center/AI builds. Book-to-bill improved across regions and backlog is growing. Gross margin was 10.4%, down modestly year-over-year and sequentially (pressure from Western regions and regional mix shift to Asia); Farnell margins improved. SG&A increased modestly driven by higher sales volume and salary increases. Working capital rose (receivables and inventory increases), cash used for ops was $145M, gross leverage ended at 4.0x with ~$1.7B undrawn capacity. Management expects to reduce leverage to ~3.0x over the next year, raised the quarterly dividend ~6%, and repurchased ~2.6M shares ($138M) in the quarter. Q2 guidance: sales $5.85B–$6.15B and EPS $0.90–$1.00, assuming continued growth in Asia and the Americas and flat Europe. Management emphasized inventory quality, continued focus on margin/mix improvement, and selective inventory investments to support recovery and supply chain opportunities.
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