Core Insights - CDW Corporation is set to release its fourth-quarter 2025 results on February 4, 2026, with revenue expectations of $5.3 billion, reflecting a 1.6% growth year-over-year [1] - The earnings consensus estimate is $2.44 per share, indicating a slight 1.6% decline from the previous year, attributed to weak demand in government and education sectors, potential healthcare funding gaps, and economic uncertainty [2][7] Financial Performance - CDW has consistently beaten earnings estimates in the last four quarters, with an average surprise of 6% [3] - The company anticipates low- to mid-single-digit gross profit growth year-over-year, with a sequential decline due to seasonality [5][7] - Operating expenses are expected to decrease modestly quarter-over-quarter, but with some reinvestment leading to higher non-GAAP SG&A as a percentage of gross profit [5] Revenue Breakdown - Estimated revenues for the fourth quarter from various sectors include: Small Business at $350.8 million, Government at $653.5 million, Education at $613.8 million, Healthcare at $609.3 million, and Corporate at $2.4 billion, which is a 1% increase [8] Strategic Initiatives - CDW is focusing on high-growth areas such as cloud, cybersecurity, and AI, with strong demand for services contributing significantly to profit growth [9] - The company plans to increase its annual dividend to $2.52, maintain a solid balance sheet, and prioritize mergers and acquisitions along with share buybacks [6] Market Conditions - Despite mixed performance in recent quarters, CDW's diversified customer base across the U.S., U.K., and Canada supports its growth, driven by technology investments in small businesses and healthcare [7] - Ongoing macroeconomic challenges, including trade wars and geopolitical tensions, are impacting the technology supply chain and customer spending [10]