PC Connection (CNXN) Q4 Earnings Surpass Estimates

Core Viewpoint - PC Connection (CNXN) reported quarterly earnings of $0.91 per share, exceeding the Zacks Consensus Estimate of $0.86 per share, and showing an increase from $0.78 per share a year ago, representing an earnings surprise of +5.81% [1] Financial Performance - The company posted revenues of $702.94 million for the quarter ended December 2025, which missed the Zacks Consensus Estimate by 4.43% and decreased from $708.9 million year-over-year [2] - Over the last four quarters, PC Connection has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2] Stock Performance - PC Connection shares have increased by approximately 1.8% since the beginning of the year, outperforming the S&P 500's gain of 1.1% [3] Future Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.62 on revenues of $709.95 million, and for the current fiscal year, it is $3.80 on revenues of $3.04 billion [7] Industry Context - The Retail - Computer Hardware industry, to which PC Connection belongs, is currently ranked in the top 40% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]