CDW (US:CDW) ZACKSยท2025-05-07 14:36Core Insights - CDW reported revenue of $5.2 billion for the quarter ended March 2025, reflecting a year-over-year increase of 6.7% and exceeding the Zacks Consensus Estimate by 6.25% [1] - Earnings per share (EPS) for the quarter was $2.15, up from $1.92 in the same quarter last year, representing a surprise of 9.69% over the consensus estimate of $1.96 [1] Financial Performance Metrics - Public-Government segment generated $537.80 million, surpassing the average estimate of $497.84 million, with a year-over-year change of -1% [4] - Public-Education segment reported $652.40 million, exceeding the average estimate of $601.26 million, with a year-over-year increase of 9.3% [4] - Public-Healthcare segment achieved $687.90 million, compared to the average estimate of $630.71 million, marking a year-over-year growth of 17.7% [4] - Total net sales for the Public segment were $1.88 billion, above the average estimate of $1.73 billion, reflecting an 8.9% year-over-year increase [4] - Other net sales reached $680.40 million, exceeding the average estimate of $637.67 million, with a year-over-year change of 7.8% [4] - Corporate net sales amounted to $2.24 billion, surpassing the average estimate of $2.16 billion, indicating a year-over-year increase of 4.7% [4] - Small Business segment reported $404.60 million, exceeding the average estimate of $380.47 million, with a year-over-year growth of 6.2% [4] Stock Performance - CDW shares have returned +12.3% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]