Electronics & computer distribution
7 companies · $196B combined revenue · $7.3B operating profit
The typical US-listed electronics & computer distribution company grew revenue 9.5% and earnings 24.1% in its latest year, at a 2.7% operating margin, and 1 of 7 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.
Growth engines: the 4 Cylinders
All four working: 0% of companiesA company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.
- Sales growth · Revenue up 10% or more43%
- Operating leverage · Operating income growing faster than a growing revenue57%
- Margin expansion · Operating margin up 1 point or more14%
- Debt reduction · Debt down 5% or more, or net cash0%
Combined revenue · 7 companies reporting in US dollars
Combined operating margin
All 7 companies
| Median | – | 9.5% | 24.1% | 2.7% | 10.7% | 0.55x |
| TELTE Connectivity | $17.3B | 8.9%▼ | -42.3%▼ | 18.6%▲ | 16.1%▲ | 0.45x▲ |
| SNXTD Synnex | $62.5B | 6.9%▼ | 20.1%▼ | 2.3%▼ | 10.6%▼ | 0.55x |
| ARWArrow Electronics | $30.9B | 10.5%▲ | 45.7%▲ | 2.7% | 8%▼ | 0.47x▲ |
| AVTAVNET | $27.6B | 24.5%▲ | 39.2%▲ | 2.6%▼ | 9.1%▼ | 0.64x▼ |
| INGMIngram Micro | $52.6B | 9.5% | 24.1% | 1.7%▼ | 11.6%▲ | 0.75x▼ |
| PLUSEPLUS | $2.4B | 22.1%▲ | 26.8%▲ | 6.8%▲ | 14.3%▲ | – |
| CNXNPC Connection | $2.9B | 2.5%▼ | -3.9%▼ | 3.5%▲ | 10.7% | – |
▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).