CDW Earnings Preview: What to Expect

Core Insights - CDW Corporation, based in Vernon Hills, Illinois, is set to announce its fiscal Q4 earnings for 2025, with a current market cap of $17.3 billion [1] Financial Performance - Analysts anticipate a profit of $2.30 per share for the upcoming quarter, reflecting a 4.2% decrease from $2.40 per share in the same quarter last year [2] - For the current fiscal year ending in December, CDW is expected to report a profit of $9.36 per share, which is a 1.3% increase from $9.24 per share in fiscal 2024, with further growth projected to $10.03 per share in fiscal 2026, representing a 7.2% year-over-year increase [3] Stock Performance - CDW shares have declined by 26.6% over the past 52 weeks, significantly underperforming the S&P 500 Index's 17.5% return and the State Street Technology Select Sector SPDR ETF's 24.8% increase during the same period [4] - On November 4, despite reporting better-than-expected Q3 results with an adjusted EPS of $2.71 and revenue of $5.7 billion, CDW's shares fell by 8.5%, likely due to a 12.9% rise in selling and administrative expenses and decreased demand in data storage and server sectors [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for CDW, with six out of twelve analysts recommending "Strong Buy," one suggesting "Moderate Buy," and five advising "Hold." The average price target for CDW is $180.60, indicating a potential upside of 35.6% from current levels [6]