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CDW Corp. remains a hold as near-term growth catalysts are lacking, despite Q4 2025 results exceeding expectations. CDW's shift toward higher-value solutions, services, and cloud/AI offerings is driving margin durability and a more resilient growth outlook. Corporate segment weakness and pull-forward demand dynamics limit overall growth visibility and weigh on potential re-acceleration.
Fourth Quarter Net Sales: $5.5 billion, up 5% year-over-year.Fourth Quarter Gross Profit: $1.25 billion, up 9% year-over-year.Fourth Quarter Non-GAAP Operating
CDW Corporation (CDW) Q4 2025 Earnings Call Transcript
CDW beat Q4 2025 EPS and sales estimates as small business demand surged, margins expanded and management returned $982M to shareholders.
The headline numbers for CDW (CDW) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CDW (CDW) came out with quarterly earnings of $2.57 per share, beating the Zacks Consensus Estimate of $2.44 per share. This compares to earnings of $2.48 per share a year ago.
CDW beat fourth-quarter sales and profit estimates on Wednesday, as clients continue to invest in artificial intelligence and cloud adoption.
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) announced today that its Board of Directors declared a quarterly cash dividend of $0.630 per common share will be paid on March 10, 2026 to all stockholders of record as of the close of business on February 25, 2026. “Dividends represent an important component of our capital allocation priorities, along with share repurchases, strategic M&A and managing our capital structure," said Albert J. Miralles, chief financial officer.
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW): (Dollars in millions, except per share amounts) Three Months Ended December 31, Year Ended December 31, 2025 2024 Percent Change 2025 2024 Percent Change Net sales $ 5,511.0 $ 5,186.0 6.3 % $ 22,424.1 $ 20,998.7 6.8 % Gross profit $ 1,254.4 $ 1,155.3 8.6 $ 4,873.4 $ 4,602.4 5.9 Gross profit margin 22.8 % 22.3 % 21.7 % 21.9 % Operating income $ 430.7 $ 408.6 5.4 $ 1,655.6 $.
CDW is set to report Q4 2025 results with management guiding a slight EPS decline as government and education demand stay weak amid uncertainty.
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Oakmark U.S. Large Value Strategy portfolio's return was 4.79% (net) for the reporting period vs. Russell 1000 Value Index that returned 3.81% for the same period.
CDW (CDW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Allstate Corp acquired a new position in shares of CDW Corporation (NASDAQ: CDW) in the undefined quarter, according to its most recent filing with the SEC. The fund acquired 5,169 shares of the information technology services provider's stock, valued at approximately $823,000. Other hedge funds and other institutional investors have also made changes
Online travel agency Expedia, our top overall contributor in Q4, drove performance in the consumer discretionary sector. Our top performers in the energy and financials sectors were NOV, a provider of oilfield equipment, technology and expertise, and First Citizens, a North Carolina-based bank. Our largest new purchase was Houston-headquartered Prosperity BancShares, the fifth-largest bank in Texas.
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) announced today that it will host a webcast conference call to discuss its fourth quarter and full year 2025 results on Wednesday, February 4, 2026, at 7:30 a.m. CT/8:30 a.m. ET. A live webcast (audio with slides) of the conference call will be accessible at investor.CDW.com. The press release and presentation slides will be posted on this website prior to the call. Please visit the website at least fifteen minutes prior to the.
Logitech (LOGI), NetApp (NTAP), and CDW (CDW) downgraded by Morgan Stanley amid a pronounced IT hardware spending slowdown and forecasted multi-quarter down-cycle. NYSE, under ICE (ICE), is developing a 24/7 tokenized securities trading platform, integrating blockchain for instant settlement and expanding digital market infrastructure.
Alphabet continued to make significant contributions to performance during the quarter. Taiwan Semiconductor Manufacturing also contributed to performance during the quarter. Old Dominion Freight Line contributed to performance as investors rotated into more economically sensitive sectors late in the year. Meta Platforms was a leading detractor from performance during the quarter despite reporting +26% revenue growth.
As the calendar has already turned to 2026, many leading Wall Street firms have released their top stock picks for the new year.
Shares of CDW Corporation (NASDAQ: CDW - Get Free Report) reached a new 52-week low on Thursday. The company traded as low as $128.78 and last traded at $129.54, with a volume of 1512461 shares changing hands. The stock had previously closed at $134.34. Analysts Set New Price Targets A number of equities analysts have