CDW Corporation (CDW)

AI Infrastructure Demand and Commercial Growth Drive CDW’s Q1 Revenue IncreaseMay 6, 2026 10:48 AM
IH Market News CDW reported higher first-quarter sales and earnings as enterprise customers increased spending on infrastructure hardware, software, and AI-related technology deployments. Key Investor Takeaways CDW Corporation (NASDAQ:CDW) posted 9.2% first-quarter revenue growth, supported by stronger demand across commercial, government, and international markets. AI infrastructure demand, including servers, storage, networking products, and software, contributed to sales growth during the quarter. The company continued investing in AI-focused initiatives while positioning itself as an integration and lifecycle management partner for enterprise customers. Margins narrowed as higher operating costs and a changing revenue mix weighed on profitability. Management reiterated confidence in outperforming broader U.S. IT market growth despite ongoing macroeconomic and geopolitical uncertainty. Why CDW Stock Is in Focus CDW Corporation (NASDAQ:CDW) reported first-quarter 2026 earnings results that showed accelerating customer demand for infrastructure technology and AI-related deployments.Net sales rose 9.2% year over year to $5.68 billion, while non-GAAP earnings per diluted share increased 6.3% to $2.28.The company said growth was driven primarily by higher demand for data storage systems, servers, networking products, software, and notebooks and mobile devices.Commercial segment sales increased 9.6% to $3.57 billion, helped by stronger spending from financial services, corporate, and healthcare customers.Government segment sales rose 4.6%, while education sales increased 2.5%. International operations in the U.K. and Canada posted combined growth of 17.9%.CEO Christine Leahy said enterprise customers are increasingly moving beyond AI experimentation into production deployments.“CDW delivered a strong first quarter, reflecting outcome-driven execution in a complex and fast-moving environment,” Leahy said.“As customers move from AI exploration into real, production environments, they are increasingly relying on partners with the integration, governance, and lifecycle expertise to execute at scale.”Gross profit increased 6.0% to $1.19 billion, although gross margin declined to 21.0% from 21.6% a year earlier.Operating income rose 4.0% to $376 million, while non-GAAP operating income increased 1.8% to $451.9 million.The company also announced a quarterly cash dividend of $0.63 per share payable in June. Margin Pressure and AI Investment Remain Key Themes While revenue growth accelerated, profitability margins narrowed during the quarter as CDW increased spending on compensation, AI initiatives, and coworker-related investments.Selling and administrative expenses rose 7.0% year over year to $814 million.Gross margin compression was partially tied to a lower contribution from netted-down revenue.CFO Albert Miralles said the company continues focusing on working capital discipline while supporting customers through evolving technology spending cycles.“We continue to prioritize disciplined working capital management while supporting our customers in a dynamic environment, enabling strong cash flow and capital flexibility,” Miralles said.Interest expense declined modestly due to lower debt balances and lower variable borrowing costs.Net income increased 4.7% to $235 million, while diluted earnings per share rose 7.9% to $1.82, helped in part by lower share count. Why This Matters for Investors The results may reinforce investor confidence that enterprise IT spending remains resilient despite broader macroeconomic uncertainty.Strong demand for servers, storage, networking, and AI infrastructure could indicate that businesses are continuing to prioritize digital transformation and AI deployment projects.CDW’s positioning across the full IT stack may also support its role as a strategic implementation and services partner as companies scale AI adoption.At the same time, margin pressure from higher operating expenses and AI-related investments may remain an area investors watch closely over coming quarters.The company’s ability to sustain growth above broader IT market trends could become an important part of the valuation narrative if enterprise AI spending continues accelerating. What To Watch Next Investors may monitor: Enterprise AI infrastructure spending trends Demand for servers, storage, networking, and software products Margin performance as AI-related investments continue Growth across government and education end markets International sales momentum Progress toward outperforming broader U.S. IT market growth CDW Corporation stock price Original: AI Infrastructure Demand and Commercial Growth Drive CDW’s Q1 Revenue Increase

CDW Declares Quarterly Cash Dividend of $0.630 Per ShareMay 6, 2026 7:05 AM
Business Wire Reinforces Ongoing Commitment to Delivering Value to Stockholders CDW Corporation (Nasdaq: CDW) announced today that its Board of Directors declared a quarterly cash dividend of $0.630 per common share to be paid on June 10, 2026 to all stockholders of record as of the close of business on May 25, 2026. "Dividends represent an important component of our capital allocation priorities, along with share repurchases, strategic M&A, and managing our capital structure," said Albert J. Miralles, chief financial officer, CDW. "Since our IPO in June 2013, our dividend has increased nearly fifteen-fold, with twelve consecutive years of increases, and we have returned approximately $8.4 billion to stockholders through share repurchases and dividends. Our capital allocation strategy has enabled us to deliver value to our stockholders, just as we have delivered value to our customers and partners for over 40 years." Future dividends and share repurchase authorizations will be at the discretion of and subject to approval by CDW's Board of Directors. The payment of any future dividends will be at the discretion of our Board of Directors and will depend upon our results of operations, financial condition, business prospects, capital requirements, contractual restrictions (including in current or future agreements governing our indebtedness), restrictions imposed by applicable law, tax considerations, and other factors that our Board of Directors deems relevant. Share repurchases under the program will be made from time to time in private transactions, open market purchases, or other transactions as permitted by securities laws and other legal requirements. The timing and amounts of any purchases will be based on market conditions and other factors including but not limited to price, regulatory requirements, and capital availability. The program does not require the purchase of any minimum dollar amount or number of shares and the program may be modified, suspended, or discontinued at any time. As of March 31, 2026, the Company has approximately $484 million remaining under the program. About CDW CDW Corporation (Nasdaq: CDW) is a leading multi-brand provider of information technology solutions to business, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. For more information about CDW, please visit www.CDW.com. Forward-Looking Statements Statements in this release that are not statements of historical fact are forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including without limitation statements regarding the future dividends, share repurchases, earnings growth, capital allocation, leverage ratio, and other strategic plans of CDW. These forward-looking statements are subject to risks and uncertainties that may cause actual results or events to differ materially from those described in such statements. Although CDW believes that its plans, intentions, and other expectations reflected in or suggested by such forward-looking statements are reasonable, it can give no assurance that it will achieve those plans, intentions, or expectations. Reference is made to a more complete discussion of forward-looking statements and applicable risks contained under the captions "Forward-Looking Statements" and "Risk Factors" in CDW's Annual Report on Form 10-K for the year ended December 31, 2025 and in CDW's subsequent filings with the Securities and Exchange Commission. CDW undertakes no obligation to update or revise any of its forward-looking statements, whether as a result of new information, future events or otherwise, except as otherwise required by law. View source version on businesswire.com: https://www.businesswire.com/news/home/20260506861424/en/ Investor Inquiries
Steven O’Brien
Senior Vice President, Investor Relations
(847) 968-0238
investorrelations@cdw.com Media Inquiries
Kelly Caraher
Director, Corporate Communications
(847) 968-0729
mediarelations@cdw.com Original: CDW Declares Quarterly Cash Dividend of $0.630 Per Share

CDW jumps as fourth-quarter profit and sales come in ahead of forecastsFebruary 4, 2026 10:21 AM
IH Market News
CDW Corporation (NASDAQ:CDW) reported stronger-than-expected fourth-quarter results on Wednesday, helped by solid demand across most of its customer groups, lifting the stock sharply in early trading.Shares of the IT solutions provider climbed 7.06% in pre-market action following the release.Adjusted earnings for the quarter came in at $2.57 per share, beating the analyst consensus of $2.44. Revenue totaled $5.51 billion, ahead of expectations of $5.33 billion and up 6.3% from the same quarter last year. On an average daily sales basis—adjusted for one additional selling day—net sales rose 4.6% year over year.“The team delivered a strong finish to a dynamic year, driving value and mission critical outcomes for customers across the full IT stack and lifecycle,” said Christine A. Leahy, chair and chief executive officer at CDW. “Our position as a trusted advisor remains a clear differentiator, and our results highlight the resilience of our diversified customer base.”Growth was led by the small business segment, where average daily sales surged 18.4% year over year. Public sector sales increased 7.0%, with education customers posting particularly strong growth of 12.9%. International operations in the UK and Canada expanded 8.4%, while the corporate segment was the only area to decline, slipping 0.6%.Profitability also improved, with gross margin rising to 22.8% from 22.3% a year earlier, largely reflecting a higher contribution from netted-down revenue. CDW’s board also approved a quarterly cash dividend of $0.63 per share.“While customers continued to experience uncertain business conditions, our ability to deliver outcomes across the hardware, software, and services continuum drove strong gross profit growth and margin,” said Albert J. Miralles, chief financial officer.Looking ahead, CDW reiterated its ambition for 2026 to outperform growth in the U.S. IT addressable market by 200 to 300 basis points, as it continues to serve the evolving needs of more than 250,000 customers worldwide.CDW Corporation stock price

Original: CDW jumps as fourth-quarter profit and sales come in ahead of forecasts

CDW Declares Quarterly Cash Dividend of $0.630 Per ShareFebruary 4, 2026 7:05 AM
Business Wire
Reinforces Ongoing Commitment to Delivering Value to Stockholders


CDW Corporation (Nasdaq: CDW) announced today that its Board of Directors declared a quarterly cash dividend of $0.630 per common share will be paid on March 10, 2026 to all stockholders of record as of the close of business on February 25, 2026.


“Dividends represent an important component of our capital allocation priorities, along with share repurchases, strategic M&A and managing our capital structure," said Albert J. Miralles, chief financial officer, CDW. "Since our IPO in June 2013, our dividend has increased nearly fifteen-fold, with twelve consecutive years of increases, and we have returned approximately $8.1 billion to stockholders through share repurchases and dividends. Our capital allocation strategy has enabled us to deliver value to our stockholders, just as we have delivered value to our customers and partners for 40 years.”


Future dividends and share repurchase authorizations will be subject to approval by CDW's Board of Directors. Share repurchases under the program will be made from time to time in private transactions, open market purchases or other transactions as permitted by securities laws and other legal requirements. The timing and amounts of any purchases will be based on market conditions and other factors including but not limited to price, regulatory requirements and capital availability. The program does not require the purchase of any minimum dollar amount or number of shares and the program may be modified, suspended or discontinued at any time. As of December 31, 2025, the Company has approximately $685 million remaining under the program.


About CDW


CDW Corporation (Nasdaq: CDW) is a leading multi-brand provider of information technology solutions to business, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers navigate an increasingly complex IT market and maximize return on their technology investments. For more information about CDW, please visit www.CDW.com.


Forward-Looking Statements


Statements in this release that are not statements of historical fact are forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including without limitation statements regarding the future dividends, share repurchases, earnings growth, capital allocation, leverage ratio, and other strategic plans of CDW. These forward-looking statements are subject to risks and uncertainties that may cause actual results or events to differ materially from those described in such statements. Although CDW believes that its plans, intentions, and other expectations reflected in or suggested by such forward-looking statements are reasonable, it can give no assurance that it will achieve those plans, intentions, or expectations. Reference is made to a more complete discussion of forward-looking statements and applicable risks contained under the captions "Forward-Looking Statements" and "Risk Factors" in CDW's Annual Report on Form 10-K for the year ended December 31, 2024 and subsequent filings with the SEC. CDW undertakes no obligation to update or revise any of its forward-looking statements, whether as a result of new information, future events or otherwise, except as otherwise required by law.


CDWPR-FI

View source version on businesswire.com: https://www.businesswire.com/news/home/20260204673977/en/
Investor Inquiries

Steven O’Brien

Senior Vice President, Investor Relations

(847) 968-0238

investorrelations@cdw.com


Media Inquiries

Sara Granack

Vice President, Corporate Communications

(847) 419-7411

mediarelations@cdw.com


Original: CDW Declares Quarterly Cash Dividend of $0.630 Per Share

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Fundamental analysis implies $CDW Corp is 9% undervalued before earnings Tuesday:

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