CDWCDW Corporation
CDW Corporation sells IT hardware, software, and services to businesses, with a focus on cloud, AI, and data center solutions. The next catalyst is Nov 4, 2026 — Q3 2026 Earnings Release, which will test the durability of recent margin expansion and the ability to sustain revenue growth amid rising costs.
- CDW has a $23.97B revenue base with $1.07B net income and $1.50B free cash flow (TTM)
- Net margin is 4.5% with a debt-to-equity ratio of 2.16x
- Share repurchases and dividends remain central to shareholder returns
The Read
CDW's stock rose about 11% after Q4 2025 earnings beat driven by record margins and AI/cloud demand but fell about 8% after Q2 2026 as margin compression and operating leverage concerns overshadowed revenue growth.
The schedule
- Wed4Nov
- Tue9Feb
- Wed5May
- Wed4Aug
Past
- Wed5Aug
Actual outcome: Bear · $135.81 at outcome
CDW reported an EPS of $1.82, matching estimates, but faced margin pressure and margin compression, which muted the positive impact of strong revenue growth. The stock fell due to concerns over operating leverage erosion and gross profit margin below expectations, leading to a bearish price reaction.
CDW reports Q2 2026 results amidst resilient enterprise IT demand and early AI monetization efforts.
- Fri20Feb
Actual outcome: Mixed · $123.13 at outcome
CDW reported EPS actual of 2.15, matching the estimate, with positive guidance for 2026. The stock rebounded to exceed the bull target of $138.00, reflecting strong forward-looking optimism around the company's strategic direction and operational performance.
