CDW is experiencing a growth reacceleration, with Q2 2026 revenue up 10.0% year-over-year, driven by AI infrastructure and cloud investments. However, this growth is accompanied by significant margin pressure, as gross margin fell to 20.1% in Q2 2026 from 22.8...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 10.0% in Q2 2026, but gross margin dipped to 20.1% and operating margin to 6.5%, indicating mix shift toward lower-margin hardware and rising SG&A costs.
CDW increased its equity buyback authorization by US$1.00 billion to US$7.50 billion, signaling strong capital returns and confidence in financial health.
Recent strong quarterly results and healthier IT demand highlight CDW's ability to capitalize on growing technology needs across sectors.
Management's guidance emphasizes targeted execution and leveraging structural advantages to improve operating margins, not just top-line growth.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $2.91+3.9% vs $2.80 | $6.6B+5.9% vs $6.2B |
Q2 2026 May 6, 2026 | $2.28+0.0% vs $2.28 | $5.7B+3.6% vs $5.5B |
Q1 2026 Feb 4, 2026 | $2.57+5.3% vs $2.44 | $5.5B+3.4% vs $5.3B |
Q4 2025 Nov 4, 2025 | $2.71+3.4% vs $2.62 | $5.7B-0.2% vs $5.7B |
Bank of America Corp DE acquired a new stake in CDW Corporation (NASDAQ: CDW) during the undefined quarter, according to its most recent filing with the SEC. The institutional investor acquired 1,813,551 shares of the information technology services provider's stock, valued at approximately $255,058,000. Bank of America Corp DE owned 1.45% of CDW
CDW (NASDAQ: CDW - Get Free Report) and Kimball Electronics (NASDAQ: KE - Get Free Report) are both technology companies, but which is the superior stock? We will compare the two companies based on the strength of their risk, valuation, profitability, earnings, dividends, analyst recommendations and institutional ownership. Profitability This table compares CDW and Kimball Electronics' net
CDW's $525M Lovelytics deal targets rising AI demand, adding data and AI expertise to help enterprises move from pilots to production.
Amundi decreased its holdings in CDW Corporation (NASDAQ: CDW) by 49.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 270,264 shares of the information technology services provider's stock after selling 259,463 shares during the period. Amundi owned about 0.22%
Benchmark CDW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CDW Corporation (CDW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $147.43 | $18.83B | 18.25 | 6.79% | 4.76% | 43.02% | 1.69% | |
| $156.25 | $4.72B | 32.15 | -5.22% | 2.45% | 13.08% | — | |
| $9.40 | $188M | -19.65 | -0.96% | — | — | — | |
| $57.75 | $1.17B | 19.25 | -6.72% | 2.44% | 8.66% | — | |
| $283.25 | $22.66B | 28.47 | 6.94% | 1.63% | 13.12% | — | |
| $98.25 | $8.06B | 24.50 | 24.47% | 1.21% | 6.77% | — |
CDW Corporation (CDW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
CDW Corporation (CDW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Aug 5, 2026·SEC
May 26, 2026·SEC
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CDW Corporation (CDW) stock FAQ — growth, dividends, profitability & financials explained
CDW Corporation (CDW) reported $23.50B in revenue for fiscal year 2025. This represents a 5586% increase from $413.3M in 1994.
CDW Corporation (CDW) grew revenue by 6.8% over the past year. This is steady growth.
Yes, CDW Corporation (CDW) is profitable, generating $1.08B in net income for fiscal year 2025 (4.8% net margin).
Yes, CDW Corporation (CDW) pays a dividend with a yield of 1.69%. This makes it attractive for income-focused investors.
CDW Corporation (CDW) has a return on equity (ROE) of 43.0%. This is excellent, indicating efficient use of shareholder capital.
CDW Corporation (CDW) generated $1.11B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
