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CDW Q2 Earnings Call Highlights
MarketBeat2h agoneutral
CDW Q2 Earnings Call Highlights

CDW (NASDAQ:CDW) reported record second-quarter results for 2026, as demand for infrastructure modernization, artificial intelligence readiness and security helped lift net sales 10% to $6.6 billion. The technology solutions provider said gross profit increased 6% to $1.3 billion, while non-GAAP op

CDW shares fall despite second-quarter earnings and revenue beat
InvestorsHub3h agoneutral
CDW shares fall despite second-quarter earnings and revenue beat

CDW Corporation (NASDAQ:CDW) reported second-quarter results that exceeded Wall Street expectations for both earnings and revenue, but shares dropped more than 8% in pre-market trading as investors focused on weaker margins and higher restructuring costs. The technology solutions provider posted adjusted earnings of $2.

Here’s Why This Fund Divested CDW Corporation (CDW)
Insider Monkey16d agoneutral
Here’s Why This Fund Divested CDW Corporation (CDW)

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]

CDW (CDW): Buy, Sell, or Hold Post Q1 Earnings?
StockStory49d agoneutral
CDW (CDW): Buy, Sell, or Hold Post Q1 Earnings?

Over the past six months, CDW’s stock price fell to $130.14. Shareholders have lost 10.3% of their capital, which is disappointing considering the S&P 500 has climbed by 9.3%. This may have investors wondering how to approach the situation.

5 Insightful Analyst Questions From CDW’s Q1 Earnings Call
StockStory81d agoneutral
5 Insightful Analyst Questions From CDW’s Q1 Earnings Call

CDW’s first quarter was marked by robust top-line growth, driven by heightened demand for infrastructure hardware and ongoing AI investments, yet accompanied by market disappointment due to margin pressures and expense patterns. Management attributed revenue gains to agility in securing hardware supply and adapting to customer priorities, particularly as organizations accelerated AI adoption and infrastructure modernization. CEO Christine Leahy noted, “Customers navigated the operational challen

CDW (CDW) Q1 2026 Earnings Transcript
Motley Fool90d agoneutral
CDW (CDW) Q1 2026 Earnings Transcript

This conference call is property of CDW and may not be recorded or rebroadcast without specific written permission from the company. Christine Leahy: Thank you, Steve, and good morning, everyone. Excellent top line performance reflected agility both in securing supply and capturing demand for AI investment and ongoing infrastructure modernization.

CDW Q1 Earnings Call Highlights
MarketBeat91d agoneutral
CDW Q1 Earnings Call Highlights

CDW (NASDAQ:CDW) reported a “strong start” to fiscal 2026, citing robust demand tied to AI investment and infrastructure modernization as customers worked through memory supply and pricing constraints, according to executives on the company’s first-quarter earnings call. Chair and CEO Chris Leahy s