CDW (US:CDW) ZACKS·2025-02-04 15:20Core Viewpoint - Analysts expect CDW to report quarterly earnings of $2.33 per share, reflecting a year-over-year decline of 9.3%, with revenues projected at $4.96 billion, down 1.2% from the previous year [1] Earnings Projections - The consensus EPS estimate has been adjusted downward by 0.1% over the past 30 days, indicating a reassessment by analysts [1][2] Revenue Estimates by Segment - The consensus estimate for 'Public- Government' is $611.01 million, a decrease of 7.5% year-over-year [4] - 'Net sales- Public' is estimated at $1.78 billion, showing a slight increase of 0.5% from the prior year [4] - 'Public- Healthcare' is projected to reach $564.70 million, reflecting a year-over-year increase of 5.4% [4] - 'Net sales- Small Business' is expected to be $371.93 million, indicating a 0.5% increase from the previous year [5] - 'Public- Education' is forecasted at $608.59 million, with a year-over-year change of 5.1% [5] - 'Net sales- Corporate' is projected to be $2.15 billion, reflecting a decline of 5.7% year-over-year [5] Major Product and Services Estimates - 'Net sales- Other' is estimated at $635.66 million, indicating an 8.3% increase year-over-year [6] - 'Net sales- Major Product and Services- Other' is expected to be $25.97 million, reflecting a decrease of 5.9% [6] - 'Net sales- Major Product and Services- Hardware- Notebooks/Mobile Devices' is projected at $1.14 billion, showing a year-over-year increase of 5.6% [6] - 'Net sales- Major Product and Services- Hardware- Netcomm Products' is estimated at $620.43 million, indicating a decline of 4.2% [7] - 'Net sales- Major Product and Services- Hardware- Desktops' is expected to reach $254.36 million, reflecting a 5.2% increase from the prior year [7] - Overall, 'Net sales- Major Product and Services- Hardware' is projected at $3.47 billion, indicating a year-over-year decline of 2.2% [8] Stock Performance - Over the past month, CDW shares have returned +10.7%, outperforming the Zacks S&P 500 composite's +1% change [8]