| CDW |
Report |
Net sales |
BEAT |
pred ~$6.34B vs. cons $6.250B |
MEDIUM |
| CDW |
Report |
Gross profit |
IN-LINE |
pred ~$1.319B vs. cons $1.309B |
MEDIUM |
| CDW |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$2.84 vs. cons $2.804 |
MEDIUM |
| CDW |
Guide |
FY26 gross profit |
UNCHANGED |
guide low to mid-single digits growth vs. FY consensus $5.090B |
LOW |
| CDW |
Guide |
FY26 non-GAAP EPS |
UNCHANGED |
guide high end of mid-single digits growth vs. FY consensus $10.67 |
MEDIUM |
| CDW |
Guide |
2H mix / services |
UNCHANGED |
guide hardware moderation and services/netted-down reacceleration vs. UNVERIFIED numeric consensus |
LOW |
| CDW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| CDW |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY guide caps forward revisions after a hardware-led beat |
LOW |