| CDW |
Report |
Gross Profit (Q2 2026) |
BEAT |
pred ~$1,345M vs. cons $1,309M (+2.8%) |
MEDIUM |
| CDW |
Report |
Net Revenue (Q2 2026) |
BEAT |
pred ~$6,450M vs. cons $6,250M (+3.2%) |
MEDIUM |
| CDW |
Report |
Non-GAAP EPS (Q2 2026) |
BEAT |
pred ~$2.87 vs. cons $2.804 (+2.4%) |
MEDIUM |
| CDW |
Guide |
FY 2026 Non-GAAP EPS (FY2026) |
BETTER |
guide ~$10.80-10.90 vs. cons $10.673 (+1.2%) |
MEDIUM |
| CDW |
Guide |
Q3 2026 Gross Profit growth (Q3 2026) |
BETTER |
guide mid-single-digit YoY vs. cons $1,309M (+1-2% above) |
MEDIUM |
| CDW |
Guide |
H2 Mix / Geared for Growth (H2 2026) |
BETTER |
confirms services/netted-down reaccel; Geared for Growth savings begin flowing |
MEDIUM |
| CDW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
MEDIUM |
| CDW |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions on FY raise drive follow-through; partially offset by multiple compression from elevated starting valuation |
MEDIUM |