Revenue Growth Drivers
Net sales increased 10.0%, driven by higher demand for data storage and servers, notebooks/mobile devices, software, and netcomm products across all segments.
At the archive date, CDW Corp was expected to release its Q3 2026 10-Q filing on November 2, 2026, before market open. Last quarter: CDW delivered double-digit revenue growth in Q2 FY2026, but margin compression and working capital challenges restrained net income growth to 1.2% year-over-year.
EPS Estimate
$2.96
Revenue Estimate
$6.23B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the CDW page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Net sales increased 10.0%, driven by higher demand for data storage and servers, notebooks/mobile devices, software, and netcomm products across all segments.
Gross profit margin decreased 70 basis points to 20.1%, primarily due to product mix shifting toward lower-margin hardware categories, partially offset by a higher contribution of netted-down revenue.
Selling and administrative expenses rose 8.6% to $891.2 million, driven by higher compensation including performance-based incentives, and $44.2 million in workplace optimization costs.
Revenue
$6.57B
+9.97% YoY
EPS (Diluted)
$2.15
+4.88% YoY
Gross Margin
20.1%
-0.7 pts YoY
Operating Income
$428.6M
+2.00% YoY
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