For the quarter ended March 2026, CDW (CDW) reported revenue of $5.68 billion, up 9.3% over the same period last year. EPS came in at $2.28, compared to $2.15 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $5.4 billion, representing a surprise of +5.17%. The company delivered an EPS surprise of +0.15%, with the consensus EPS estimate being $2.28.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how CDW performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net sales- Other: $802.5 million versus $695.77 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +18% change. Net sales- Corporate: $2.37 billion versus the three-analyst average estimate of $2.24 billion. The reported number represents a year-over-year change of +6.2%. Net sales- Public- Healthcare: $766.7 million versus the three-analyst average estimate of $709.43 million. The reported number represents a year-over-year change of +11.5%. Net sales- Public- Education: $675 million versus the three-analyst average estimate of $668.7 million. The reported number represents a year-over-year change of +3.5%. Net sales- Public- Government: $632.9 million versus the three-analyst average estimate of $541.15 million. The reported number represents a year-over-year change of +17.7%. Net Sales- Major Product and Services- Hardware- Collaboration: $431.3 million versus $402.16 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.1% change. Net Sales- Major Product and Services- Hardware- Data Storage and Servers: $687.2 million versus the two-analyst average estimate of $513.44 million. The reported number represents a year-over-year change of +32%. Net sales- Major Product and Services- Hardware- Other Hardware: $578.8 million versus the two-analyst average estimate of $586.85 million. The reported number represents a year-over-year change of 0%. Net sales- Major Product and Services- Hardware- Netcomm Products: $675.3 million versus the two-analyst average estimate of $593.42 million. The reported number represents a year-over-year change of +23.3%. Net sales- Major Product and Services- Services: $480.5 million versus $495.57 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.3% change. Net sales- Major Product and Services- Software: $1.05 billion versus the two-analyst average estimate of $1 billion. The reported number represents a year-over-year change of +11.2%. Net sales- Major Product and Services- Hardware: $4.11 billion versus the two-analyst average estimate of $3.82 billion. The reported number represents a year-over-year change of +9.9%.View all Key Company Metrics for CDW here>>>
Shares of CDW have returned -14% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
CDW Corporation (CDW): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).