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8-K ·Filed Oct 15, 2026

ARW

ARROW ELECTRONICS, INC.
NEUTRAL
Impact 2/10
Horizonmonths Processed15d 7h ago SEC0001104659-26-116236
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor the next quarterly earnings call for any commentary on the leadership transition's impact on the Global Enterprise Computing Solutions segment. No immediate stock catalyst.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled: T+5d
ARW ▼ -2.26% at T+5d
NEUTRAL call -2.26% · α vs SPY -1.83% · entry $214.61 → $209.76
Next anchor: T+20d in 12d
Latest observation: T+8 +1.53% FF3 residual α
Entry = T+0 close
Oct 15, 2026
via day close
T+1d
+0.77%
call +0.77% · α +0.35%
$216.27
settled 15d ago
T+5d
-2.26%
call -2.26% · α -1.83%
$209.76
settled 9d ago
T+20d
Pending
in 12d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Arrow Electronics announced the planned retirement of Eric Nowak, President of Global Enterprise Computing Solutions, effective December 31, 2026, with full retirement in March 2027. Rodney Clark has been identified as his successor and will begin employment on November 9, 2026. This is a routine leadership transition with a named successor and no indication of disagreement, making it a neutral event.

Key Facts

  • Eric Nowak will retire at end of March 2027 after 22 years with the company
  • Rodney Clark named as successor, employment expected to begin November 9, 2026
  • Nowak steps down as President, Global Enterprise Computing Solutions effective December 31, 2026
  • Nowak will remain in advisory capacity until retirement to assist transition
  • Retirement is for personal reasons, not due to any disagreement with the company

Financial Impact

No financial impact disclosed

Risk Factors

  • Transition execution risk if Clark's onboarding is delayed or fails to meet expectations
  • Potential loss of institutional knowledge with Nowak's departure

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-116236
Document: 0001104659-26-116236-index-headers.html0001104659-26-116236
Document: 0001104659-26-116236-index.html0001104659-26-116236
Document: 0001104659-26-116236.txt0001104659-26-116236
5 reports for ARW
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ARW, sortable and filterable
TypeNow
Oct 23, 2026
7d ago
Institutional Cluster
BULLISH ★ 4/10
$209.76 $208.34▼ −0.68%▼ −0.12%$208.34 (−0.68%)
Oct 15, 2026
15d ago
8-K
NEUTRAL ★ 2/10
$214.61 $209.76▼ −2.26%▼ −1.83%$208.34 (−2.92%)
Aug 19, 2026
10w ago
Institutional Cluster
MIXED ★ 5/10
$206.64 $208.96▲ +1.12%▲ +0.01%$208.34 (+0.82%)
May 22, 2026
23w ago
Insider Cluster
NEUTRAL ★ 2/10
$221.89 $228.14▲ +2.82%▲ +1.61%$208.34 (−6.11%)
May 22, 2026
23w ago
Insider Cluster
NEUTRAL ★ 3/10
$221.89 $228.14▲ +2.82%▲ +1.61%$208.34 (−6.11%)
Showing 5 of 5

US Market Status

Market Closed · Opens Mon (33h 46m)

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Report published Oct 15, 2026