bullbear.ninja

Industry top-down

Electronics & Computer Distribution

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

12 companiesMedian revenue YoY: +11.7%EPS beat rate:

AI industry top-down

The electronics and computer distribution industry experienced mixed results overall. Many companies observed year-over-year declines in both revenue and EPS, with some firms, in particular, recording substantial double-digit drops in performance. Conversely, some companies reported positive performance, achieving profitability improvements alongside robust revenue growth. This was further complicated by instances where EPS declined despite significant revenue growth, and conversely, where EPS increased despite a drop in revenue, indicating divergent profitability trends across individual firms.

  • Many companies observed a year-over-year decline in revenue.
  • Some companies experienced a significant decrease in EPS, leading to a deterioration in profitability.
  • Industry median revenue YoY turned negative, signaling a slowdown in growth.
Where companies diverge: Stark differences in company-specific revenue growth rates (decline vs. double-digit growth) · Divergent correlation between revenue growth and EPS changes (revenue up, EPS down vs. revenue down, EPS up)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
ARWARROW ELECTRONICS, INC.FY2026 Q1$6.81B-1.6%$1.51-1.3%
AVTAVNET INCFY2026 Q3$16.58B-8.9%$2.65-41.4%
NSITINSIGHT ENTERPRISES INCFY2026 Q1$2.1B-11.6%$0.22-87.4%
CNXNPC CONNECTION INCFY2026 Q1$701.05M+10.9%$0.51+2.0%
EACOEACO CORPFY2026 Q2$194.05M+18.6%$2.79+88.5%
CLMBClimb Global Solutions, Inc.FY2026 Q1$138.04M+49.4%$0.20-66.7%
077500UNIQUEST COPORATIONFY2026 Q1₩169.05B-4.4%₩416.00+36.4%
045510ZUNGWON EN-SYS INC.FY2026 Q1₩75.26B+87.7%₩23.00
017250IntermCorporationFY2026 Q2₩17.81B+31.4%₩-5.00
051380PC Direct, Inc.FY2026 Q1₩105.39B+12.5%₩101.00+65.6%
031330SAMT CO.,LTD.FY2026 Q1₩1.8T+134.9%₩2481.00
033320JCH Systems, Inc.FY2026 Q1₩74.27B+5.2%₩138.00-26.2%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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