| CDW |
Report |
2Q26 net sales |
BEAT |
pred ~$6.36B vs. cons $6.28B |
MEDIUM |
| CDW |
Report |
2Q26 non-GAAP diluted EPS |
BEAT |
pred ~$2.86 vs. cons $2.81 |
MEDIUM |
| CDW |
Report |
2Q26 gross margin |
MISS |
pred ~20.45% vs. cons 20.75% |
HIGH |
| CDW |
Guide |
FY26 non-GAAP diluted EPS outlook |
LOWER |
guide ~$10.65 vs. cons $10.74 (FY26) |
MEDIUM |
| CDW |
Guide |
FY26 gross-profit growth outlook |
LOWER |
guide ~3.0% vs. cons 3.5% (FY26) |
MEDIUM |
| CDW |
Guide |
FY26 gross-margin outlook |
LOWER |
guide ~21.5% vs. cons 21.7% (FY26) |
HIGH |
| CDW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.5% |
— |
MEDIUM |
| CDW |
Return |
5-day cumulative residual |
-8.0% (FOLLOW-THROUGH) |
A ~$2.86 Q2 EPS beat versus ~$2.81 consensus is outweighed by a ~20.45% gross margin versus ~20.75% consensus and FY26 EPS guide of ~$10.65 versus ~$10.74 consensus; investors should cut out-period estimates as hardware pull-forward converts into lower-margin mix and management retains a cautious second-half framework. |
MEDIUM |