CDW Corp

CDW Corporation capped fiscal 2025 with a stronger-than-expected fourth quarter, reporting earnings per share of $2.57 against a consensus estimate of $2.44 — a 5.33% beat — while revenue climbed 6.3% year-over-year to $5.51 billion, topping the $5.34 billion Wall Street expected by 3.17%. The standout driver was a broad-based recovery in customer spending, particularly in software, notebooks, and services, with the Small Business segment surging 18.4% on an average daily sales basis and the Public segment adding 7.0%. Gross profit margin expanded to 22.8% from 22.3% a year ago, aided by a higher mix of netted-down revenue, helping offset rising selling and administrative expenses tied to performance-based compensation. The results land even as CDW's stock has touched 52-week lows near $123, a disconnect that analysts say may signal undervaluation relative to fundamentals. Looking ahead, CEO Christine Leahy reaffirmed the company's target of exceeding U.S. IT market growth by 200 to 300 basis points in 2026, with particular emphasis on guiding its 250,000-plus customers through <a href="https://247wallst.com/investing/2026/02/23/dominion-energy-q4-earnings-what-the-results-mean-for-the-ai-power-boom/">rapidly evolving AI demands</a>.