CDW · News · 20260805N

Guidance / Outlook

CDW Corp · 2026-08-05 · Importance 62 · Surprise 68 · In source text

Management raised its full-year 2026 outlook and expects the U.S. IT addressable market to grow in the mid-single digits. CDW expects to outperform that market by 200 to 300 basis points. Analysts and management identified continued infrastructure modernization, cloud adoption, and AI-readiness spending as key second-half growth drivers.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobableManagement expects to outperform U.S. IT market growth by 200 to 300 basis points for 2026.