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.
CDW Corp is 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
$2.91
Revenue Estimate
$6.01B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the CDW page.
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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