CDW · 10-Q · 2026Q2 · Full report

End-Market Demand Trends

CDW Corp · 2026-08-05 · Importance 49 · Surprise 32

Six-month net sales increased 9.6%, with customer demand concentrated in data storage and servers, notebooks and mobile devices, software, and netcomm products. Commercial demand increased 9.4%, led by data storage and servers across all customer channels, with netcomm products and software particularly strong in corporate and healthcare. Government demand increased 9.6%, primarily in data storage and servers, software, and netcomm products, while Education demand rose 1.5% as notebook and software demand was partly offset by weakness in other hardware categories.

Key facts

• The company identified decreases, delays, or changes in spending on technology products and services, including impacts of adverse changes in government spending and funding policies, federal procurement policies, and US government shutdowns, as important factors that could cause actual results or events to differ from expectations. source