PC CONNECTION INC
The article reviews Q2 earnings for seven IT distribution and solutions stocks, noting the group’s revenues beat analysts’ consensus by 8.6% and next-quarter guidance was 10.4% above. It highlights Insight Enterprises (NSIT) revenue $2.40B (+14.7% YoY), Avnet (AVT) $8.30B (+47.7%), and others, with average share prices down 2.7% since results.
PC Connection, Inc. (CNXN) reported Q2 2026 sales of $854 million and net income of $33.17 million, with year-on-year EPS growth, and declared a $0.20 quarterly dividend payable Aug. 28, 2026. The company attributed record results to enterprise AI demand, technology modernization, and Windows 11 migrations, supported by record backlogs.
GALLUP PATRICIA (Chairman & Chief Admin Officer) sold 14,284 indirectly-held shares of PC CONNECTION INC (CNXN) at an average of $85.41 ($84.09–$87.47, $1.22M total) across 6 trades over 2026-08-04 to 2026-08-05 under a Rule 10b5-1 trading plan.
Over the past 7 days, alphai's AI scored 2 news stories mentioning CNXN (PC CONNECTION INC). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent CNXN coverage spans insider activity, earnings and sector analysis.
In the last 30 days, CNXN insiders filed 19 SEC Form 4 transactions — no purchases and 19 sales ($8.5M). The most active reporter was GALLUP PATRICIA, Chairman & Chief Admin Officer, with 11 filings. 58% of those filings were made under pre-arranged Rule 10b5-1 plans.
Market reaction appears muted, implying the beat was largely in line with expectations or already priced.
Record AI and modernization demand narrative, reinforced by a declared dividend, but the article is largely interpretive versus a fresh guidance or contract disclosure.
The filing is a routine insider sale, not a fundamental company update, but it can slightly affect near-term sentiment if traders treat it as a signal.
This is a routine insider sale with no stated 10b5-1 plan, but it does not disclose new company fundamentals.
The article provides fresh Q2 results and specific Q3 directional guidance (sequential decline but YoY growth), which can drive near-term positioning.
alphai scores every news story that mentions CNXN with an AI model for sentiment and relevance, and aggregates insider trades from PC CONNECTION INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
The article reviews Q2 earnings for seven IT distribution and solutions stocks, noting the group’s revenues beat analysts’ consensus by 8.6% and next-quarter guidance was 10.4% above. It highlights Insight Enterprises (NSIT) revenue $2.40B (+14.7% YoY), Avnet (AVT) $8.30B (+47.7%), and others, with average share prices down 2.7% since results.
6 min readPC Connection, Inc. (CNXN) reported Q2 2026 sales of $854 million and net income of $33.17 million, with year-on-year EPS growth, and declared a $0.20 quarterly dividend payable Aug. 28, 2026. The company attributed record results to enterprise AI demand, technology modernization, and Windows 11 migrations, supported by record backlogs.
7 min readGALLUP PATRICIA (Chairman & Chief Admin Officer) sold 14,284 indirectly-held shares of PC CONNECTION INC (CNXN) at an average of $85.41 ($84.09–$87.47, $1.22M total) across 6 trades over 2026-08-04 to 2026-08-05 under a Rule 10b5-1 trading plan.
2 min readMCGRATH TIMOTHY J (President & CEO) sold 50,000 shares of PC CONNECTION INC (CNXN) at an average of $85.88 ($84.17–$87.00, $4.29M total) across 5 trades over 2026-08-03 to 2026-08-04.
2 min readConnection (CNXN) reported Q2 CY2026 revenue of $854M versus $767.6M estimates, with adjusted EPS $1.31 vs $1.04 and adjusted EBITDA $48.4M vs $34.86M. Management attributed results to higher endpoint device sales, pricing, and enterprise AI demand. Analysts asked about monthly trends, pricing vs units, inventory and receivables, and backlog effects on gross profit and EPS.
6 min readBaker Thomas C (Sr. VP, CFO & Treasurer) sold 20,000 shares of PC CONNECTION INC (CNXN) at an average of $83.19 ($83.17–$83.89, $1.66M total) across 2 trades on 2026-07-31.
1 min readDuckett Barbara sold 2,000 shares of PC CONNECTION INC (CNXN) at $83.86 ($0.17M total) on 2026-07-31.
1 min readBusiness Solutions: Net sales increased 17.3% to a record $343.9 million, while gross billings grew 16.7% to $496.1 million. Gross margin was 23%, compared with 23.5% a year earlier, reflecting a higher mix of endpoint devices and changes in customer mix. Backlog reached its highest level in three years. Public Sector Solutions: Net sales were $140.5 million, consistent with the prior-year quarter, while gross billings increased 1.7% to $197.1 million.
4 min readConnection (NASDAQ:CNXN) reported Q2 CY2026 revenue of $854 million, above analysts’ $767.6 million estimate. Adjusted EPS was $1.31 versus $1.04 expected, and adjusted EBITDA was $48.4 million versus $34.86 million. Operating margin was 5%. Free cash flow was -$65.74 million, down from $24.64 million a year earlier.
1 min readPC CONNECTION INC (CNXN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 cnxn-20260729xex99d1.htm EX-99.1 Exhibit 99.1 Investor Relations Contact: Thomas Baker, 603.683.2505 Senior Vice President, CFO, and Treasurer tom@connection.com CONNECTION (CNXN) REPORTS SECOND QUARTER 2026 RESULTS SECOND QUARTER SUMMA
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