CDW - CDW Corporation
CDW NASDAQ: CDW executives said customers are moving beyond artificial intelligence experimentation and are increasingly asking for help deploying AI “safely, economically, and at scale,” during a JPMorgan fireside chat featuring Chair and CEO Christine Leahy and CFO Albert Miralles.
CDW Corporation (CDW) remains a hold as revenue growth improved in Q1 2026, but quality of growth and margin trends remain concerning. Hardware demand, especially from AI inferencing in Financial Services, drove top-line gains, while netted-down revenue was flat and gross margin fell 60 bps. Corporate segment showed signs of recovery, but pull-forward sales and weak higher-margin mix cloud the sustainability of growth.
CDW Corporation (CDW) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) announced today that its Board of Directors has authorized a $1 billion increase to the Company's share repurchase program. "Share repurchases represent an important component of our capital allocation priorities, along with dividends, strategic M&A, and managing our capital structure," said Albert J. Miralles, chief financial officer, CDW. "Since our IPO in June 2013 we have returned approximately $8.4 billion to stockholde.
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The headline numbers for CDW (CDW) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CDW (CDW) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
CDW Corporation (CDW) shares have declined nearly 40% since last July, underperforming the S&P 500 by a wide margin. Q1 2026 saw revenue up 9% YoY to $5.68B, but gross margins contracted, particularly in the Government segment, pressuring the stock post-earnings. Management maintained cautious 2026 guidance due to supply chain variability and memory constraints, despite broad-based segment growth.
CDW Corporation (CDW) Q1 2026 Earnings Call Transcript
CDW posts solid Q1 2026 with rising sales and steady EPS, as strong demand across segments and AI investments shape its 2026 outlook.
CDW (CDW) came out with quarterly earnings of $2.28 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $2.15 per share a year ago.
CDW topped Wall Street expectations for first-quarter revenue on Wednesday, helped by resilient demand for its information technology solutions as businesses ramp up spending on artificial intelligence and cloud technology.
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) announced today that its Board of Directors declared a quarterly cash dividend of $0.630 per common share to be paid on June 10, 2026 to all stockholders of record as of the close of business on May 25, 2026. "Dividends represent an important component of our capital allocation priorities, along with share repurchases, strategic M&A, and managing our capital structure," said Albert J. Miralles, chief financial officer, CDW.
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW): (Dollars in millions, except per share amounts) Three Months Ended March 31, 2026 2025 Percent Change Net sales $ 5,679.8 $ 5,199.1 9.2 % Gross profit $ 1,190.0 $ 1,122.3 6.0 Gross profit margin 21.0 % 21.6 % Operating income $ 376.0 $ 361.4 4.0 Operating income margin 6.6 % 7.0 % Non-GAAP operating income1 $ 451.9 $ 444.0 1.8 Non-GAAP operating income margin1 8.0 % 8.5 % Net inco.
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) today announced that Christine A. Leahy, chair and chief executive officer, and Albert J. Miralles, chief financial officer and executive vice president, enterprise business operations, CDW, will participate in a question and answer session at the J.P. Morgan 2026 Global Technology, Media and Communications Conference in Boston, Massachusetts on Tuesday, May 19, 2025, at 10:25 a.m. CT/11:25 a.m. ET. The session will be webcast l.
CDW heads into Q1 2026 earnings with mid-single-digit EPS growth outlook, strong cloud and software demand, and margin focus amid cautious spending.
CDW (CDW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The consensus price target hints at a 25% upside potential for CDW (CDW). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
MPWR heads into Q1 results with AI data center and automotive demand fueling growth across key segments, likely resulting in higher revenues.