The earnings call highlights several positive aspects such as consistent revenue growth and strong performance in the Enterprise Solutions segment. However, these are tempered by challenges like decreased net income, a decline in Public Sector Solutions, and cash flow issues. Despite the optimistic outlook for the second half of the year, the mixed results in Q2 suggest a balanced sentiment.

Company Guidance -

Q3 2025

During Connection's second quarter 2025 earnings call, the company reported a 3.2% year-over-year increase in net sales, reaching $759.7 million. The mobility and desktop categories saw a 6% sales increase, while advanced technologies and integrated solutions rose by 3%. Despite a record gross profit of $137.8 million, gross margins fell to 18.1%, a 40 basis point decline due to changes in subscription licensing programs. Operating income remained stable at $30.9 million, but net income decreased by 5.2% to $24.8 million. In the Business Solutions segment, net sales grew 5.4% to $293.2 million, while the Public Sector Solutions segment experienced an 11.9% decline in net sales to $140.5 million. Enterprise Solutions saw a 9.1% increase in net sales to $326 million. SG&A expenses rose by 1.6%, with an effective tax rate increase to 27.3%. The company ended the quarter with $346.1 million in cash, cash equivalents, and short-term investments. Connection remains optimistic about the second half of 2025, with plans to continue investing in sales tools and AI initiatives to enhance productivity and long-term growth.

Fifth Consecutive Quarter of Revenue Growth

Net sales increased by 3.2% year-over-year to $759.7 million in Q2 2025, marking the fifth consecutive quarter of revenue growth.

Strong Enterprise Solutions Segment

The Enterprise Solutions segment saw net sales growth of 9.1% to $326 million, driven by advanced technologies and endpoint devices.

Record Gross Profit

Gross profit reached a record $137.8 million despite a decrease in gross margin to 18.1%.

Recognition and Awards

Connection received several awards including Lenovo 360 Nationals Partner of the Year and Veeam's U.S. Value-added Reseller Growth Partner of the Year.

PC Connection (CNXN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CNXN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.00 / -	0.97	―	―	―
Jul 30, 2025	2025 (Q2)	0.91 / 0.97	1	-3.00% (-0.03)	―
Apr 30, 2025	2025 (Q1)	0.41 / 0.60	0.5	20.00% (+0.10)	―
Feb 05, 2025	2024 (Q4)	0.90 / 0.78	0.9	-13.33% (-0.12)	―
Oct 30, 2024	2024 (Q3)	1.00 / 0.97	0.97	0.00% (0.00)	―
Jul 31, 2024	2024 (Q2)	0.83 / 1.00	0.8	25.00% (+0.20)	―
May 01, 2024	2024 (Q1)	0.64 / 0.50	0.56	-10.71% (-0.06)	―
Feb 14, 2024	2023 (Q4)	0.88 / 0.90	0.71	26.76% (+0.19)	―
Nov 01, 2023	2023 (Q3)	0.81 / 0.97	0.88	10.23% (+0.09)	―
Aug 02, 2023	2023 (Q2)	0.60 / 0.80	0.96	-16.67% (-0.16)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CNXN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$64.03	$61.59	-3.81%
Apr 30, 2025	$61.91	$66.25	+7.01%
Feb 05, 2025	$71.41	$63.69	-10.81%
Oct 30, 2024	$66.96	$63.28	-5.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does PC Connection (CNXN) report earnings?

PC Connection (CNXN) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is PC Connection (CNXN) earnings time?

PC Connection (CNXN) earnings time is at Oct 30, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CNXN EPS forecast?

CNXN EPS forecast for the fiscal quarter 2025 (Q3) is 1.01.

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