| CDW |
Report |
Net sales |
BEAT |
pred ~$6.52B vs. cons $6.43B |
MEDIUM |
| CDW |
Report |
Gross profit |
IN-LINE |
pred ~$1.31B vs. cons $1.30B |
MEDIUM |
| CDW |
Report |
Non-GAAP EPS |
BEAT |
pred ~$2.84 vs. cons $2.80 |
MEDIUM |
| CDW |
Guide |
Full-year gross-profit growth |
LOWER |
guide ~5.0% vs. cons 5.2% (FY2026) |
MEDIUM |
| CDW |
Guide |
Full-year non-GAAP EPS growth |
UNCHANGED |
guide ~7.0% vs. cons 7.1% (FY2026) |
MEDIUM |
| CDW |
Guide |
Implied second-half gross profit |
LOWER |
guide ~$2.54B vs. cons $2.59B (2H2026) |
MEDIUM |
| CDW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| CDW |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
A backlog-driven Q2 beat is likely outweighed by cautious full-year guidance: implied 2H2026 gross profit of ~$2.54B versus consensus of ~$2.59B would pull forward estimates and revisions lower after the print. |
MEDIUM |