CDW (CDW) Beats Q3 Earnings and Revenue Estimates

Core Insights - CDW reported quarterly earnings of $2.71 per share, exceeding the Zacks Consensus Estimate of $2.62 per share, and showing an increase from $2.63 per share a year ago, resulting in an earnings surprise of +3.44% [1] - The company achieved revenues of $5.74 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.86% and up from $5.52 billion year-over-year [2] - CDW has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Earnings and Revenue Performance - The earnings surprise for the previous quarter was +4.42%, with actual earnings of $2.60 per share compared to an expected $2.49 per share [1] - The current consensus EPS estimate for the upcoming quarter is $2.51, with projected revenues of $5.16 billion, while the estimate for the current fiscal year is $9.86 on $22.03 billion in revenues [7] Market Position and Outlook - CDW shares have underperformed the market, losing about 11% since the beginning of the year, while the S&P 500 has gained 16.5% [3] - The company's Zacks Rank is currently 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [6] - The Computers - IT Services industry, to which CDW belongs, is currently in the top 28% of Zacks industries, indicating a favorable industry outlook [8]