CDW · 10-Q · 2026Q3 · Full report

Government Funding Uncertainty

CDW Corp · 2026-11-04 · Importance 10 · Surprise 6

CDW identifies changes and uncertainty in spending policies, budget priorities, timing, and funding levels as factors influencing government, healthcare, and education customer purchases. It warns that current or future funding and budget priorities could be adversely affected as the duration and impact of economic conditions remain uncertain, including through any US government shutdowns. The filing does not estimate the resulting effect on IT spending or provide a timeframe beyond this ongoing uncertainty.

Key facts

• CDW stated that changes and uncertainty in spending policies, budget priorities, timing, and funding levels influence government, healthcare, and education customer purchasing levels. source
• CDW stated that current and future budget priorities and funding levels for government, healthcare, and education customers may be adversely affected by uncertain economic conditions, including any U.S. government shutdowns, leading to lower IT spending. source
• CDW faces potential decreases, delays, or changes in spending on technology products and services, including from adverse changes in government spending and funding policies, federal procurement policies, and U.S. government shutdowns. source