CDW (CDW) reported earnings 30 days ago. What's next for the stock?
CDW Corp is downgraded to Hold as near-term earnings outlook weakens despite a compelling 13.5x forward PE valuation. PC refresh cycle and AI-driven services remain intact growth drivers, but broader infrastructure spending momentum is lacking, especially in corporate segments. CDW's Q3 results showed mixed quality: Small Business segment excelled, but Corporate and Public segments lagged, and EBIT margins contracted despite revenue growth.
CDW, CRC, XOM and ETR lifted their dividends, offering investors income stability amid ongoing market volatility.
CDW Corporation ( CDW ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Steven O'Brien - Vice President of Investor Relations Christine Leahy - Chair of the Board, President & CEO Albert Miralles - CFO & Executive VP of Enterprise Business Operations Conference Call Participants Amit Daryanani - Evercore ISI Institutional Equities, Research Division Keith Housum - Northcoast Research Partners, LLC Erik Woodring - Morgan Stanley, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Harry Read - Rothschild & Co Redburn, Research Division David Vogt - UBS Investment Bank, Research Division Adam Tindle - Raymond James & Associates, Inc., Research Division Presentation Operator Good morning, all, and thank you for joining us for the CDW Third Quarter 2025 Earnings Call. My name is Carlie and I'll be coordinating the call today.
CDW posts higher Q3 2025 earnings and revenues, fueled by strong notebook, software and networking demand despite macro headwinds.
While the top- and bottom-line numbers for CDW (CDW) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
CDW (CDW) came out with quarterly earnings of $2.71 per share, beating the Zacks Consensus Estimate of $2.62 per share. This compares to earnings of $2.63 per share a year ago.
Reiterating my buy rating on CDW, as the hardware refresh cycle is broadening into higher-value infrastructure, supporting a stronger growth outlook. AI is now a tangible revenue driver for CDW, with real customer wins and complex, service-led deals deepening client relationships and stickiness. At 16x forward PE, CDW is undervalued given accelerating growth and margin expansion potential from complex infrastructure and AI solutions.
Although the revenue and EPS for CDW (CDW) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
CDW posts strong Q2 2025 with 10.2% sales growth and EPS beat, driven by robust demand and segmental strength.
CDW Corporation (NASDAQ:CDW ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Albert Joseph Miralles - CFO & Executive VP of Enterprise Business Operations Christine A. Leahy - Chair of the Board, President & CEO Steven J O'Brien - Vice President of Investor Relations Conference Call Participants Amit Jawaharlaz Daryanani - Evercore ISI Institutional Equities, Research Division Asiya Merchant - Citigroup Inc., Research Division David Vogt - UBS Investment Bank, Research Division Erik William Richard Woodring - Morgan Stanley, Research Division Harry Laurence Read - Redburn (Europe) Limited, Research Division Keith Michael Housum - Northcoast Research Partners, LLC Ruplu Bhattacharya - BofA Securities, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Operator Good morning, all, and thank you for joining us for the CDW Second Quarter 2025 Earnings Call.
CDW (CDW) came out with quarterly earnings of $2.6 per share, beating the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.5 per share a year ago.