Gross profit increased 32.6%
Gross profit changed +32.6% from the comparable as-filed period.
$848.7M→$1.1B2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →ARW financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Free-cash-flow proxy changed across a sign change
Free-cash-flow proxy changed +232.4% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$224.5M→$297.2M3 prior comparisons
Receivables / revenue moved 7883 bp higher
Receivables / revenue changed +7883 basis points from the comparable as-filed period.
201.47%→280.30%2 prior comparisons
Operating cash flow changed across a sign change
Operating cash flow changed +254.6% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$205.9M→$318.3M3 prior comparisons
Current ratio decreased 12.5%
Current ratio changed -12.5% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
1.39→1.224 prior comparisons
Gross margin moved 6 bp higher
Gross margin changed +6 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
11.20%→11.26%2 prior comparisons
Operating cash-flow margin moved 590 bp higher
Operating cash-flow margin changed +590 basis points from the comparable as-filed period.
-2.72%→3.19%2 prior comparisons
Free-cash-flow margin moved 594 bp higher
Free-cash-flow margin changed +594 basis points from the comparable as-filed period.
-2.96%→2.97%2 prior comparisons
Noncurrent long-term debt decreased 13.2%
Noncurrent long-term debt changed -13.2% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
$2.4B→$2.1B4 prior comparisons
Stock-based compensation increased 10.1%
Stock-based compensation changed +10.1% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$11.6M→$12.8M3 prior comparisons
Cash & equivalents increased 10.2%
Cash & equivalents changed +10.2% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$222.0M→$244.6M4 prior comparisons
Shares outstanding decreased 1.2%
Shares outstanding changed -1.2% from the comparable as-filed period. The change ranks at the 0th percentile of 8 prior comparable changes.
51,501,705→50,905,4238 prior comparisons
Capital expenditure increased 13.5%
Capital expenditure changed +13.5% from the comparable as-filed period.
$18.6M→$21.1M3 prior comparisons
Working capital increased 6.5%
Working capital changed +6.5% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$5.9B→$6.2B4 prior comparisons
Selling, general & administrative increased 14.5%
Selling, general & administrative changed +14.5% from the comparable as-filed period.
$601.0M→$688.1M2 prior comparisons
Capex / revenue moved 3 bp lower
Capex / revenue changed -3 basis points from the comparable as-filed period.
0.25%→0.21%2 prior comparisons
SBC / revenue moved 3 bp lower
SBC / revenue changed -3 basis points from the comparable as-filed period.
0.15%→0.13%2 prior comparisons
Method Importance combines metric-family relevance, magnitude, issuer-history unusualness, persistence, and financial-statement significance. It is analytical prioritization, not a legal materiality conclusion or investment signal.