CDW

CDW

Market cap $16B

VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) today announced that Albert J. Miralles, chief financial officer and executive vice president, enterprise business operations, CDW, will participate in a question and answer session at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, California on Monday, March 2, 2026, at 12:00 p.m. CT/10:00 a.m. PT. The session will be webcast live on investor.cdw.com. An archived copy of the webcast will be avai.

CDW Corp. remains a hold as near-term growth catalysts are lacking, despite Q4 2025 results exceeding expectations. CDW's shift toward higher-value solutions, services, and cloud/AI offerings is driving margin durability and a more resilient growth outlook. Corporate segment weakness and pull-forward demand dynamics limit overall growth visibility and weigh on potential re-acceleration.

CDW Corporation (CDW) Q4 2025 Earnings Call Transcript

CDW beat Q4 2025 EPS and sales estimates as small business demand surged, margins expanded and management returned $982M to shareholders.

The headline numbers for CDW (CDW) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CDW (CDW) came out with quarterly earnings of $2.57 per share, beating the Zacks Consensus Estimate of $2.44 per share. This compares to earnings of $2.48 per share a year ago.

CDW beat fourth-quarter sales and profit estimates on Wednesday, as clients continue to invest in artificial intelligence and cloud adoption.

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 will be paid on March 10, 2026 to all stockholders of record as of the close of business on February 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.

VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW): (Dollars in millions, except per share amounts) Three Months Ended December 31, Year Ended December 31,   2025     2024   Percent Change   2025     2024   Percent Change Net sales $ 5,511.0   $ 5,186.0   6.3 % $ 22,424.1   $ 20,998.7   6.8 % Gross profit $ 1,254.4   $ 1,155.3   8.6   $ 4,873.4   $ 4,602.4   5.9   Gross profit margin   22.8 %   22.3 %     21.7 %   21.9 %   Operating income $ 430.7   $ 408.6   5.4   $ 1,655.6   $.

CDW is set to report Q4 2025 results with management guiding a slight EPS decline as government and education demand stay weak amid uncertainty.