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    Joseph Lehman

    Research Analyst at Bank of America

    Joseph Lehman is an analyst at Bank of America, specializing in equity research within the financial services sector. He covers a select group of large-cap companies, providing detailed analysis and investment recommendations, though publicly documented performance metrics and platform rankings are not available. Lehman began his career with previous experience at other firms before joining Bank of America, progressively advancing to his current role. He holds professional credentials relevant to securities research and analysis, but specific FINRA registration and license details are unconfirmed due to limited public information.

    Joseph Lehman's questions to ARROW ELECTRONICS (ARW) leadership

    Joseph Lehman's questions to ARROW ELECTRONICS (ARW) leadership • Q1 2025

    Question

    Joseph Lehman, on behalf of Ruplu Bhattacharya, asked if Arrow was observing any demand pull-forward during the quarter and followed up by asking if visibility was improving for the second half of 2025.

    Answer

    President and CEO Sean Kerins responded that the company saw no material order pull-forward in Q1 and does not expect a significant impact in the Q2 outlook. He noted that the U.S. backlog is building further out into Q3 and Q4, suggesting it's not driven by short-term tariff avoidance. Kerins confirmed that visibility is improving, citing positive trends in book-to-bill ratios, backlog growth, declining industry-wide inventory, and improving supplier guidance as key indicators of a cyclical turning point.

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