CDW (US:CDW) ZACKS·2026-02-04 15:31Core Insights - CDW reported revenue of $5.51 billion for the quarter ended December 2025, reflecting a year-over-year increase of 6.3% and exceeding the Zacks Consensus Estimate by 4.6% [1] - Earnings per share (EPS) for the quarter was $2.57, up from $2.48 in the same quarter last year, surpassing the consensus estimate of $2.44 by 5.54% [1] Revenue Breakdown - Small Business net sales reached $457 million, exceeding the average estimate of $408.83 million by analysts, representing a year-over-year increase of 20.3% [4] - Other net sales were reported at $668.9 million, slightly above the estimated $653.99 million, marking a 10.2% increase year-over-year [4] - Corporate net sales totaled $2.37 billion, falling short of the $2.41 billion estimate, but still showing a 1.1% year-over-year growth [4] - Public Healthcare net sales were $725.8 million, surpassing the estimate of $659.85 million, with a year-over-year increase of 6.3% [4] - Public Government net sales reached $650.5 million, exceeding the average estimate of $591.84 million, reflecting a 6% year-over-year change [4] - Public Education net sales were reported at $639.3 million, above the estimate of $528.22 million, indicating a 14.7% year-over-year increase [4] - Total Public net sales amounted to $2.02 billion, significantly higher than the $1.78 billion estimate, representing an 8.7% year-over-year growth [4] Stock Performance - CDW shares have returned -6.1% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]