CDW · News · 20260805N
Revenue Performance and Mix
CDW Corp · 2026-08-05 · Importance 38 · Surprise 40 · From source text
CDW reported second-quarter 2026 net sales of $6,572.2 million, up 10.0% year over year from $5,976.6 million. Six-month net sales reached $12,252.0 million, up 9.6% from $11,175.7 million. Growth was driven by infrastructure modernization, artificial-intelligence readiness, cloud technologies, and demand for data storage, servers, and networking equipment. Hardware revenue growth outpaced services, contributing to a lower-margin sales mix.
Key facts
- CDW reported Q2 2026 revenues of $6.57 billion, exceeding the consensus estimate of $6.2 billion. source
- Q2 2026 net sales: $6,572.2 million vs $5,976.6 million in Q2 2025, a 10.0% increase. source
- Six months ended June 30, 2026 net sales: $12,252.0 million vs $11,175.7 million in 2025, a 9.6% increase. source
- Q2 2026 operating income: $428.6 million vs $420.2 million in Q2 2025, a 2.0% increase. source
- CDW reported adjusted earnings per share of $2.91 for Q2 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +16.4% | Six months ended June 30, 2026 net sales: $12,252.0 million vs $11,175.7 million in 2025, a 9.6% increase. |
| revenue | positive | realized | +9.1% | Q2 2026 net sales: $6,572.2 million vs $5,976.6 million in Q2 2025, a 10.0% increase. |