CDW · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

CDW Corp · 2026-08-05 · Importance 49 · Surprise 32 · No source text

Six-month net sales increased 9.6% year over year to $12,252.0 million from $11,175.7 million, while second-quarter sales increased 10.0% to $6,572.2 million. Growth was driven primarily by data storage and servers, notebooks/mobile devices, software, and netcomm products. Six-month sales increased across all operating segments, led by Commercial at $7,534.8 million, Other at $1,628.2 million, Education at $1,608.1 million, and Government at $1,480.9 million. Other sales, comprising CDW UK and CDW Canada, grew 20.4% and increased its mix to 13.3% from 12.1%, while Education’s mix declined to 13.1% from 14.2%.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+5.1%Segment Commercial three months ended June 30, 2026 Net sales: $3,965.4 million (60.3% of total net sales), up $334.1 million or 9.2%
revenuepositiverealized+1.5%Segment Government three months ended June 30, 2026 Net sales: $848.0 million (12.9% of total), up $101.4 million or 13.6%
revenuepositiverealized+0.1%Segment Education three months ended June 30, 2026 Net sales: $933.1 million (14.2% of total), up $6.5 million or 0.7%
revenuepositiverealizedThree months ended June 30, 2026 Net sales: $6,572.2 million
revenuepositiverealizedSix months ended June 30, 2026 Net sales: $12,252.0 million