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.
CDW's AI push, cloud deals and smart cost strategies may drive Q2 2025 profit growth despite macro pressures.
Get a deeper insight into the potential performance of CDW (CDW) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
CDW (CDW) possesses 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) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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