US · Technology · Electronics & Computer Distribution
EPS came in at 1.24 against a street estimate of 1.04 — a beat of 19.2%.
Analysts rate PC Connection Inc a hold (0 buy, 1 hold, 0 sell out of 1) with an average price target of $91.00.
CONFIDENT Connection delivered record Q3 sales, billings and gross profit, with strong AI-related demand and operating leverage. Management expects Q4 to decline seasonally 3%-4% sequentially and remains optimistic for 2027 despite softer endpoint demand. Q3 FY26 Healthcare net sales grew 34%, Financial Services 12%, and manufacturing 26%; no geographic regional breakdown was discussed. Analysts focused on Q3’s upside, public-sector execution, 2027 sustainability, pricing, partner programs and Q4 budget trends. Management cited strong September enterprise demand, federal rebuilding, AI investment and no specific budget flush. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.62% |
| Dimensional Fund Advisors, Inc. | 6.10% |
| Vanguard Portfolio Management, LLC | 2.01% |
| Vanguard Capital Management, LLC | 1.99% |
| State Street Corp | 1.84% |
| Geode Capital Management, LLC | 1.64% |
| Two Sigma Investments LLC | 1.03% |
| Morgan Stanley - Brokerage Accounts | 0.90% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $874,313 thousand, up from $709,068 thousand in the third quarter of 2025. • Third-quarter gros | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Connection reported record third-quarter net sales, gross billings, and gross profit for the quarter ended September 30, 2026. • | 2026-10-28 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • PC Connection appointed Matthew Zafirovski as President and Chief Operating Officer, effective October 12, 2026. • Zafirovski’s a | 2026-10-14 |
| Quarterly report · Q2 2026 PC CONNECTION, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales (6 months): $1,575,862 thousand (up from $1,460,739 thousand in 2025) — 7.9% | 2026-07-29 |
| Results announced · Q3 2026 CONNECTION (CNXN) - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Net Sales: $854.0 million, up 12.4% year-over-year • Q2 2026 Gross Profit: $ | 2026-07-29 |
| Shareholder vote results · Q2 2026 PC CONNECTION, INC. - 8-K SUMMARY (May 13, 2026) HEADLINE NUMBERS • Annual Meeting of Stockholders held on May 13, 2026 with quorum present • Six di | 2026-05-13 |
| Quarterly report · Q1 2026 PC CONNECTION, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales: $721.9 million (Q1 2026) vs. $701.0 million (Q1 2025) — up 2.9% • Gross Pro | 2026-04-29 |
| Results announced · Q2 2026 CONNECTION (CNXN) - Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net sales: $721.9 million, up 3.0% year-over-year • Gross profit: $132.7 million, u | 2026-04-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.20 / share ex-date Nov 10, 2026 · pay Nov 27, 2026 | 2026-11-10 |
| Dividend | $0.20 / share ex-date Aug 11, 2026 · pay Aug 28, 2026 | 2026-08-11 |
| Dividend | $0.20 / share ex-date May 12, 2026 · pay May 29, 2026 | 2026-05-12 |
| Dividend | $0.20 / share ex-date Feb 17, 2026 · pay Mar 6, 2026 | 2026-02-17 |
| Dividend | $0.15 / share ex-date Nov 10, 2025 · pay Nov 28, 2025 | 2025-11-10 |
| Announcement | Date |
|---|---|
| $50 million share repurchase program increase and quarterly dividend declared PC Connection announced its Q4 2025 and full-year 2025 financial results on February 4, 2026. While the 8-K filing itself doesn't include the actual financial numbers (those are in the attac | 2026-02-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.