CDW
CDW·NASDAQ
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CDW fundamentals
CDW (CDW) released its earnings on Feb 4, 2026: revenue was 5.51B (YoY +6.27%), beat estimates; EPS was 2.57 (YoY +3.63%), beat estimates.
Revenue / YoY
5.51B
+6.27%
EPS / YoY
2.57
+3.63%
Report date
Feb 4, 2026
CDW Earnings Call Summary for Q4,2025
- Record Financials: 2025 non-GAAP EPS of $10.02 (+5% YoY), $1.09B free cash flow, and 90% shareholder returns.
- AI-Driven Growth: Double-digit growth in software (+12%), cloud, and professional/services. Example: SMB AI IT platform reduced IT headcount needs.
- 2026 Outlook: Target 200-300bps IT market outperformance, mid-single-digit EPS growth, and 25% dividend payout ratio.
- Memory Pricing Impact: Q1 2026 may see $50M+ sales pull-forward, but services mix maintains margin resilience.
- Customer Trends: SMBs leading AI adoption (+18% YoY), while enterprises focus on cost optimization and hybrid infrastructure.
- Strategic Position: 36.1% of gross profit from netted-down revenues, reflecting services strength and AI integration across the tech stack.
EPS
Revenue
Revenue & Expenses
CDW has released its 2025 Q4 earnings report, with revenue of 5.51B, reflecting a YoY change of 6.27%, and net profit of 279.50M, showing a YoY change of 5.79%. The Sankey diagram below clearly presents CDW's revenue sources and cost distribution.
Key Indicators
CDW (CDW) key financial stats and ratios, covering profitability, financial health, and leverage.
CDW (CDW)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
CDW (CDW)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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CDW (CDW)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does CDW (CDW) generate its revenue? Explore its key revenue streams and top earning regions.
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Track CDW (CDW) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What factors drove the changes in CDW's revenue and profit?What is CDW's gross profit margin?What is CDW's latest dividend and current dividend yield?What were the key takeaways from CDW’s earnings call?What is the market's earnings forecast for CDW next quarter?What were the key takeaways from CDW's earnings call?Did CDW beat or miss consensus estimates last quarter?What does CDW do and what are its main business segments?
