US · Technology · Information Technology Services
EPS came in at 2.73 against a street estimate of 2.66 — a beat of 2.6%.
Analysts rate CDW Corp a buy (8 buy, 4 hold, 0 sell out of 12) with an average price target of $158.89.
CONFIDENT CDW posted 10% revenue growth and 12% EPS growth on strong AI infrastructure demand. Full-year outlook raised; mid-single-digit gross profit growth expected. Services inflection delayed but anticipated. Q2 2026 International led by Canada record performance and UK momentum across all categories. Analysts pressed AI revenue granularity (CDW declined to isolate dollars, emphasized full-stack approach), margin sustainability (confirmed pricing discipline, attributed compression to mix not elasticity), and free cash flow timing (inventory build deliberate; normalization expected H2). Management consistent on durability of underlying demand vs. pulled-forward pricing effects. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.77% |
| Vanguard Capital Management, LLC | 6.74% |
| Vanguard Portfolio Management, LLC | 6.55% |
| State Street Corp | 4.58% |
| Harris Associates L.P. | 4.43% |
| Boston Partners Global Investors, Inc | 4.20% |
| Geode Capital Management, LLC | 3.03% |
| JPMorgan Chase & Co | 2.56% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 CDW CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • CDW issued $1.5 billion in senior notes across three tranches on September 14, 2026 • $600 million | 2026-09-15 |
| Quarterly report · Q2 2026 CDW CORPORATION QUARTERLY REPORT SUMMARY HEADLINE NUMBERS • Net sales (6 months ended June 30, 2026): $12,252.0 million, up 9.6% from $11,175.7 mill | 2026-08-05 |
| Board / officer change · Q3 2026 CDW CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • CFO Retirement Timeline: Albert J. Miralles, Chief Financial Officer and Executive Vice Presid | 2026-08-05 |
| Results announced · Q3 2026 CDW CORPORATION - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net sales Q2 2026: $6,572.2 million, up 10.0% YoY ($5,976.6 million in Q2 2025) • Net | 2026-08-05 |
| Charter / bylaws change · Q2 2026 CDW CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held on May 21, 2026 • Total votes cast for director elections: | 2026-05-26 |
| Reg FD disclosure · Q2 2026 CDW CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Board of Directors authorized a $1 billion increase to the company's share repurchase program • | 2026-05-13 |
| Quarterly report · Q1 2026 CDW CORPORATION - Q1 2026 QUARTERLY REPORT SUMMARY HEADLINE NUMBERS • Net sales Q1 2026: $5,679.8 million (up 9.2% vs Q1 2025: $5,199.1 million) • G | 2026-05-06 |
| Proxy statement · Q2 2026 CDW CORPORATION PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine director nominees for one-year terms expiring | 2026-04-10 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.63 / share ex-date Aug 25, 2026 · pay Sep 10, 2026 | 2026-08-25 |
| Dividend | $0.63 / share ex-date May 22, 2026 · pay Jun 10, 2026 | 2026-05-22 |
| Dividend | $0.63 / share ex-date Feb 25, 2026 · pay Mar 10, 2026 | 2026-02-25 |
| Dividend | $0.63 / share ex-date Nov 25, 2025 · pay Dec 10, 2025 | 2025-11-25 |
| Dividend | $0.62 / share ex-date Aug 25, 2025 · pay Sep 10, 2025 | 2025-08-25 |
| Announcement | Date |
|---|---|
| Board authorizes $1 billion increase to share repurchase program CDW Corporation's Board of Directors authorized a $1 billion increase to its share repurchase program on May 13, 2026. This means the company can now buy back up to $1 billion of its own sto | 2026-05-13 |
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Google PlayApp StoreData updated 2026-09-18.