CDW · 8-K · 20260805PR000062

Revenue Performance and Mix

CDW Corp · 2026-08-05 · Importance 47 · Surprise 22 · From source text

Second-quarter 2026 net sales increased 10.0% year over year to $6,572.2 million from $5,976.6 million, while constant-currency sales increased 9.9%. Average daily sales also increased 10.0% to $102.7 million because both periods had 64 selling days. Growth was primarily driven by data storage and servers, notebooks and mobile devices, software, and netcomm products. Six-month net sales increased 9.6% to $12,252.0 million from $11,175.7 million.

Key facts

• Net sales in the second quarter of 2026 were $6,572 million, compared to $5,977 million in the second quarter of 2025, an increase of 10.0 percent. source
• Net sales on a constant currency basis increased 9.9 percent in the second quarter of 2026 compared to the second quarter of 2025. source
• Three months ended June 30, 2026 net sales transferred at a point in time where CDW is principal: Commercial $3,401.6, Government $723.5, Education $858.5, Other $715.3, Total $5,698.9. source
• Total Net sales for the three months ended June 30, 2026 were $6,572.2 million as shown in the consolidated statement of operations. source
• Non-GAAP net income per diluted share for the second quarter of 2026 was $2.91, compared to $2.60 for the second quarter of 2025, representing an increase of 11.9 percent. source
• Average daily sales for the three months ended June 30, 2026 were $102.7, compared to $93.4 for the three months ended June 30, 2025. source
• Average daily sales for the six months ended June 30, 2026 were $96.5, compared to $88.0 for the six months ended June 30, 2025. source
• Operating income was $429 million in the second quarter of 2026, compared to $420 million in the second quarter of 2025, representing an increase of 2.0 percent. source

Impact estimates