CDW Corp
No SEC Form 4 filings for $CDW in the last 30 days.
See all $CDW insider activity →CDW Corporation’s Q2 2026 earnings call said record net sales and EPS were driven by demand for AI readiness and infrastructure modernization, with 10% hardware revenue growth attributed to a “full stack” approach. Management guided for 2026 U.S. IT market growth in the mid-single digits and projected CDW to outperform by 200 to 300 bps, plus $100m to $200m savings from “Geared for Growth.”
Stocks rose as strong Q2 earnings expectations supported the S&P 500 hitting a new record high. Bloomberg Intelligence projects Q2 earnings up about 23% and AI spending driving nearly 60% of EPS growth. Of 372 S&P 500 firms reporting, 86% beat estimates, per Bloomberg. The article also cites company movers and rate-hike odds for the FOMC and ECB.
CDW (NASDAQ:CDW) reported Q2 CY2026 results. Revenue rose 10% year over year to $6.57 billion, exceeding Wall Street’s estimate by 5.2%, and non-GAAP EPS was $2.91, up from $2.60, beating consensus by 4%. Adjusted operating margin was 6.5%, down 2.2 points. Shares fell 12.3% to $135.00 after the release.
Over the past 7 days, alphai's AI scored 6 news stories mentioning CDW (CDW Corp). Coverage has skewed bullish: 3 bullish, 2 neutral, and 1 bearish.
Recent CDW coverage spans earnings, financial news and market movers.
Earnings call summary signals improving operating leverage and cost savings, with gross margin modestly below 2025 due to mix.
Margin miss is a quality-of-earnings negative, often leading to further cost and pricing scrutiny.
Beat on revenue and adjusted EPS was offset by weaker margin and cautious forward expectations, driving a sharp post-earnings selloff.
Earnings beat on net income directionally supports CDW sentiment, but the excerpt provides no guidance or margin details to size the move.
The filing is a governance and succession update that can affect near-term investor sentiment around finance leadership continuity, but it does not include a named successor or financial guidance.
alphai scores every news story that mentions CDW with an AI model for sentiment and relevance, and aggregates insider trades from CDW Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
CDW Corporation’s Q2 2026 earnings call said record net sales and EPS were driven by demand for AI readiness and infrastructure modernization, with 10% hardware revenue growth attributed to a “full stack” approach. Management guided for 2026 U.S. IT market growth in the mid-single digits and projected CDW to outperform by 200 to 300 bps, plus $100m to $200m savings from “Geared for Growth.”
7 min readStocks rose as strong Q2 earnings expectations supported the S&P 500 hitting a new record high. Bloomberg Intelligence projects Q2 earnings up about 23% and AI spending driving nearly 60% of EPS growth. Of 372 S&P 500 firms reporting, 86% beat estimates, per Bloomberg. The article also cites company movers and rate-hike odds for the FOMC and ECB.
7 min readCDW (NASDAQ:CDW) reported Q2 CY2026 results. Revenue rose 10% year over year to $6.57 billion, exceeding Wall Street’s estimate by 5.2%, and non-GAAP EPS was $2.91, up from $2.60, beating consensus by 4%. Adjusted operating margin was 6.5%, down 2.2 points. Shares fell 12.3% to $135.00 after the release.
4 min readCDW Corp. (CDW) reported higher net income in Q2 versus the prior year, according to the company. CDW also said CFO Albert J. Miralles plans to retire in 2027. The updates affect investors tracking CDW’s earnings performance and management succession.
2 min readCDW Corp (CDW) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. cdw-20260803 0001402057 Vernon Hills Illinois False August 3, 2026 001-35985 0001402057 2026-08-03 2026-08-03 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ FORM 8-K _________________ CURRENT REPORT Pursuant to Section 13 or 15(d) of the
2 min readCDW Corp (CDW) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 cdw-2026630earningsrelease.htm EX-99.1 Document EXHIBIT 99.1 CDW Reports Second Quarter 2026 Earnings (Dollars in millions, except per share amounts) Three Months Ended June 30, Six Months Ended June 30, 2026 2025 Percent Change 2026 2025 Percent Change Net sales $ 6,57
6 min readNELMS DAVID W purchased 18,000 shares of CDW Corp (CDW) at $111.43 ($2.01M total) on 2026-05-27.
2 min readAnalysts issued multiple rating and price-target changes across Wall Street. JPMorgan upgraded Openlane to overweight and raised its Dec 2026 PT to $38; UBS upgraded Ecolab to buy with a $325 PT; Barclays upgraded SanDisk to overweight. Micron’s PT was raised to $1,175 by Barclays. JPMorgan upgraded FedEx to overweight ahead of late-June earnings.
6 min readCDW Corp. is an IT solutions provider for North American enterprise and public-sector customers, offering hardware, software, and services. The company's business model is tied to technology spending and refresh cycles, making it a proxy for broader IT infrastructure investment. Investors should understand that its revenue can be impacted by procurement timing and macro forces affecting enterprise capital expenditures, although its diversified services provide some resilience.
3 min readCDW Corp. is gaining investor attention due to its upcoming dividend, a significant share repurchase program, and a recent insider stock purchase by CEO Christine Leahy. This comes despite a challenging year for its stock performance, driven by softer hardware demand and tighter IT budgets. The company's business model as an IT solutions provider, its capital allocation strategy, and the CEO's recent purchase are key points of interest for investors assessing its future prospects amidst market skepticism.
4 min read
