CDW

CDW

Market cap $19.5B

Alphabet was a top contributor to portfolio performance during the quarter, as the Company's AI initiatives are driving strong growth in their advertising and cloud computing businesses. Taiwan Semiconductor Manufacturing Company was also a leading contributor to performance during the third quarter (as well as the past few years). Copart detracted from performance despite +12% growth in gross profit dollars and a +24% increase in earnings per share.

TORONTO--(BUSINESS WIRE)--Today, CDW Canada, a leading provider of technology solutions and services for Canadian organizations, released new research exploring how artificial intelligence (AI) is reshaping Canadian workplaces. Unlocking AI's Potential: How to Build Trust and Capability in the Canadian Workplace contains research conducted among members of the Angus Reid Forum, including 1,005 office workers across organizations of varying sizes and industries throughout Canada. AI use accelera.

CDW Corporation (NASDAQ:CDW ) Corporation Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 8:10 AM EDT Company Participants Christine Leahy - Chair of the Board, President & CEO Albert Miralles - CFO & Executive VP of Enterprise Business Operations Conference Call Participants Asiya Merchant - Citigroup Inc., Research Division Presentation Asiya Merchant VP & Analyst Good morning, everyone. Asiya Merchant.

Reiterating my buy rating on CDW, as the hardware refresh cycle is broadening into higher-value infrastructure, supporting a stronger growth outlook. AI is now a tangible revenue driver for CDW, with real customer wins and complex, service-led deals deepening client relationships and stickiness. At 16x forward PE, CDW is undervalued given accelerating growth and margin expansion potential from complex infrastructure and AI solutions.

VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, 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 Cit.

Although the revenue and EPS for CDW (CDW) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

CDW (CDW) Q2 Revenue Jumps 10%

CDW posts strong Q2 2025 with 10.2% sales growth and EPS beat, driven by robust demand and segmental strength.

CDW Corporation (NASDAQ:CDW ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Albert Joseph Miralles - CFO & Executive VP of Enterprise Business Operations Christine A. Leahy - Chair of the Board, President & CEO Steven J O'Brien - Vice President of Investor Relations Conference Call Participants Amit Jawaharlaz Daryanani - Evercore ISI Institutional Equities, Research Division Asiya Merchant - Citigroup Inc., Research Division David Vogt - UBS Investment Bank, Research Division Erik William Richard Woodring - Morgan Stanley, Research Division Harry Laurence Read - Redburn (Europe) Limited, Research Division Keith Michael Housum - Northcoast Research Partners, LLC Ruplu Bhattacharya - BofA Securities, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Operator Good morning, all, and thank you for joining us for the CDW Second Quarter 2025 Earnings Call.

CDW (CDW) came out with quarterly earnings of $2.6 per share, beating the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.5 per share a year ago.