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Avnet AVT

Avnet scores weak on business quality (4.1 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$99.36Oct 10, 2026
Business qualityWeak
Next earningsNov 4, 2026
Insiders, 90 daysSelling

Why it matters

  1. What Avnet does

    Avnet distributes electronic components and computer products, acting as a vital middleman connecting semiconductor manufacturers with industrial and enterprise tech buyers.

  2. What it does best

    Avnet excels at global electronic component distribution, generating $27.6B in revenue with a revenue growth rate of 24.5%. This scale allows it to secure supply agreements that smaller peers like SNX at 6.9% cannot easily match.

  3. The main risk

    Net debt sits at $3.0B with an interest coverage ratio of just 3.4x, leaving earnings vulnerable to any tightening in credit conditions or a slowdown in component demand.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin stands at 3.1% with an FCF margin of -1.3%, showing that high revenue scale fails to translate into strong cash conversion.

MoatWeak

Avnet relies on scale advantages to lock in global component suppliers and enterprise buyers, sitting in the bottom quartile for gross margins at 10.4%.

GrowthSteady

Revenue grew 24.5% to $27.6B, marking a sharp acceleration compared to the prior year's dip, driven by high demand across electronic component markets.

Financial healthWeak

Total debt of $3.2B outweighs cash of $155M, while free cash flow dropped to -$355M as working capital absorbed cash, leaving the balance sheet softer.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

2 sold $8.0M outside pre-planned sales.

Our sealed record on AVT

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is AVT a good business?

Avnet scores weak on the Cluenex quality check (4.1 of 10), measured against its own industry. Profitability is weak, moat weak, growth steady and financial health weak.

Are insiders buying AVT?

In the last 90 days of SEC Form 4 filings: 2 sold $8.0M outside pre-planned sales.

When does AVT report earnings?

Nov 4, 2026.

For members

See AVT today

  • Today's verdict on AVT, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Avnet (AVT)”, https://cluenex.com/stocks/avt/, data as of Oct 10, 2026.