CDW Corporation (CDW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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CDW Corp. remains a hold as near-term growth catalysts are lacking, despite Q4 2025 results exceeding expectations. CDW's shift toward higher-value solutions, services, and cloud/AI offerings is driving margin durability and a more resilient growth outlook. Corporate segment weakness and pull-forward demand dynamics limit overall growth visibility and weigh on potential re-acceleration.
CDW Corporation (CDW) Q4 2025 Earnings Call Transcript
CDW beat Q4 2025 EPS and sales estimates as small business demand surged, margins expanded and management returned $982M to shareholders.
The headline numbers for CDW (CDW) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CDW (CDW) came out with quarterly earnings of $2.57 per share, beating the Zacks Consensus Estimate of $2.44 per share. This compares to earnings of $2.48 per share a year ago.
CDW is set to report Q4 2025 results with management guiding a slight EPS decline as government and education demand stay weak amid uncertainty.
CDW (CDW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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CDW (CDW) reported earnings 30 days ago. What's next for the stock?