(CDW) CDW Corporation News & Weekly Analysis

Editorial review: Oleksii RyzhkovIndependent educational resourceEditorial standards

Market cap$20.335B
P/E ratio19.55
Earnings / share8.32
Dividend yield1.55%
Beta0.94
Employees14,800

Company overview

CDW Corporation (CDW) at a glance

The week in numbers

7.4%
Trailing twelve-month revenue growth

Reported revenue growth is a favorable demand signal, although it does not establish proportional profit growth.

Trefis reported that CDW revenue rose 7.4% to $23.5 billion over the twelve months to June 2026.

Source report
$23.5B
Trailing twelve-month revenue

This is an absolute reported revenue level without an independently stated directional comparison in the metric itself.

Trefis reported CDW revenue of $23.5 billion over the twelve months to June 2026.

Source report
10%
June-quarter hardware revenue growth

The reported increase is a favorable hardware-demand signal, while remaining distinct from total company revenue or profit.

Trefis reported that CDW hardware revenue climbed 10% during the June quarter.

Source report
1%
Second-quarter services revenue growth

The report indicates growth, but characterizes it as limited amid customer budget allocation away from implementation work.

Simply Wall St reported that services revenue grew only 1% in Q2 2026 as customers focused budgets on hardware and cloud.

Source report
Sector
Technology
Headquarters
Vernon Hills, Illinois
Chief executive
Christine A Leahy
Employees
14,800
Founded
1984
Exchange
NASDAQ
Industry
Information Technology Services
Country
US
Trading currency
USD
Official website
cdw.com
Company Overview
Read company overview

CDW Corporation is an information technology solutions provider headquartered in Vernon Hills, Illinois. Founded in 1984, the company operates in the United States, the United Kingdom, and Canada, supporting business, government, education, and healthcare customers. Christine A. Leahy is chief executive officer, and CDW has 14,800 employees.

The company supplies IT hardware, software, and integrated solutions for on-premise, cloud, and hybrid environments. Its hardware offerings include servers, data storage, network communications equipment, desktop computers, notebooks, mobile devices, tablets, and collaboration equipment. Its software portfolio includes cloud offerings, security and virtualization tools, operating systems, application suites, and productivity and network-management applications.

CDW provides advisory and design work, software development, implementation, managed services, warranties, and software assurance. Its operations are organized around Commercial, Government, and Education segments. The company previously operated as CDW Computer Centers, Inc.; in June 2003, it adopted the name CDW Corporation.

Ownership & major shareholders

CDW Corporation shares trade on NASDAQ under CDW. A verified breakdown of major shareholders is not included in this profile.

Weekly briefing

This week’s coverage points to demand in hardware and modernization-related technology, but weak profit momentum and slower services activity temper the picture. The assessment reflects reported commentary rather than verified current-quarter results or a demonstrated change in CDW’s operating trajectory.

News balance

3 Mixed17 Context

Positive signals

Trefis reported revenue growth and stronger hardware demand tied by management to modernization, AI readiness and resilience. Separately, Simply Wall St said a board addition brings experience relevant to AI, cloud and cybersecurity, which could support strategic execution; it also described expanded data-and-AI implementation capabilities following Lovelytics.

Risks to watch

Profit growth reportedly lagged revenue, while Simply Wall St said services revenue rose only modestly as customer budgets favored hardware and cloud. A forthcoming-results revenue figure is only an estimate. Many other items are headline-only ownership or market reports, so they provide no detailed evidence on contracts, margins, realized earnings or outlook.

Latest news

MarketBeat

Apollon Wealth Management share purchase

Headline-only coverage says Apollon Wealth Management bought 20,236 CDW shares; no article detail was supplied.

The reported purchase may indicate investor interest, but it does not establish CDW demand, earnings or strategy.

TradingView

Reported third-quarter revenue estimate

Headline-only coverage identifies a revenue estimate for CDW’s third quarter; the supporting article was not supplied.

The estimate may frame expectations ahead of results, but cannot be treated as realized revenue or management guidance.

News Corp

Reported relative stock underperformance

Headline-only coverage says CDW stock underperformed competitors in a trading session; no underlying article was supplied.

This market-performance report does not by itself demonstrate a deterioration in CDW’s business operations.

Yahoo! Finance Canada

CDW market-information page listing

Headline-only coverage identifies a CDW quote, news and history page, with no company development described.

The listing supplies no evidence on CDW’s operating performance or business outlook.

Trefis

Revenue growth paired with limited profit progress

Trefis reported higher trailing revenue and double-digit June-quarter hardware growth, attributing hardware demand to modernization, AI readiness and resilience. It also said trailing net income increased only marginally.

Hardware demand could support revenue, but limited profit progress suggests that sales growth may not automatically translate into stronger earnings.

News Corp

CDW shares lagged peers in Monday trading

A headline-only report indicated that CDW stock trailed competitors during Monday’s session. No article details or operating information were provided.

This relative trading result alone does not establish a negative change in CDW’s business fundamentals.

MarketBeat

Signaturefd reported to increase CDW stake

Headline-only coverage reports that Signaturefd increased its CDW holding, without transaction context or article detail.

The reported position change may reflect investor positioning but does not verify a company operating development.

Zacks

CDW’s year-to-date share return versus sector

The article says CDW’s share return outpaced its sector year to date and that the current-year consensus EPS estimate increased over three months. It also notes the Computers - IT Services industry declined over the same period.

Improved consensus expectations and relative market performance may signal favorable sentiment, but neither confirms future earnings or business execution.

TradingView

Results webcast and board appointment recap

Headline-only coverage says CDW planned a third-quarter results webcast and that Sam Balaji joined its board; no further details were supplied.

The board addition could broaden relevant expertise, while the webcast may provide further information, but neither proves an operating outcome.

MarketBeat

Mondrian reported to sell CDW shares

Headline-only coverage reports that Mondrian Investment Partners sold CDW stock, without the transaction’s rationale or detailed context.

A reported sale reflects one investor’s activity and does not establish a business setback for CDW.

MarketBeat

Sterling Capital reported to buy CDW shares

Headline-only coverage reports that Sterling Capital Management bought CDW shares, without further transaction detail.

The reported purchase may indicate investor positioning but offers no direct evidence about CDW operations.

Source report

AI and services opportunity weighed against slower services growth

Simply Wall St said Sam Balaji’s background covers AI, cloud and cybersecurity, and described Lovelytics as adding more than 600 data and AI professionals. It also reported only 1% second-quarter services-revenue growth as customers prioritized hardware and cloud.

Broader AI implementation capabilities could expand services work, but subdued services growth may delay realization of that opportunity.

MarketBeat

Yousif Capital reported to buy CDW stock

Headline-only coverage reports that Yousif Capital Management bought CDW stock, without supporting transaction detail.

This ownership report provides no direct indication of CDW’s commercial performance.

MarketBeat

Farmers & Merchants reported to lift CDW stake

Headline-only coverage reports that Farmers & Merchants Investments increased its CDW stake, with no article details provided.

The reported holding increase may reflect investor interest but cannot establish a change in CDW fundamentals.

MarketBeat

Diversify Advisory reported to purchase CDW stock

Headline-only coverage reports a CDW stock purchase by Diversify Advisory Services, without additional context.

The transaction report alone does not provide evidence of revenue, earnings or customer-demand changes.

TradingView

CDW estimates page listing

Headline-only coverage identifies a CDW estimates page, but provides no estimate values or underlying analysis.

No conclusion on CDW’s expected financial performance is supported by the listing alone.

MarketBeat

SBI Securities reported CDW share purchase

Headline-only coverage says SBI Securities purchased 38,501 CDW shares; no fuller story content was supplied.

The reported purchase may reflect portfolio activity but does not verify a positive company operating development.

MarketBeat

E. Ohman J or reported to raise CDW position

Headline-only coverage reports that E. Ohman J or Asset Management raised its CDW position, without transaction details.

The reported position increase offers no direct evidence about CDW’s sales, profitability or strategic progress.

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