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CDW (CDW)
NASDAQ:CDW
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.49Last Year’s EPS
2.5Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 9.16%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a balanced sentiment with strong first quarter financial performance and growth in key segments such as healthcare and commercial markets. However, challenges such as tariff-related uncertainties, subdued government market growth, and expected frictional impacts in education and government channels temper the overall outlook.Company Guidance
During CDW's first quarter 2025 earnings call, the company reported strong financial metrics, illustrating robust performance and strategic execution amid dynamic market conditions. Key metrics included net sales of $5.2 billion, representing an 8% increase on an average daily sales basis compared to the prior year, and gross profit of $1.1 billion, marking a 7% rise. Non-GAAP operating income reached $444 million, a 10% increase, while non-GAAP net income per share was $2.15, up 12%. CDW attributed its success to strong expense management, effective capital utilization, and strategic investments in high-growth areas such as cloud adoption, cybersecurity, and AI expertise. Despite tariff uncertainties impacting major infrastructure investments, commercial market growth remained consistent, and the education sector saw accelerated growth driven by Chromebook demand. The company's diverse end-markets, including corporate, small business, healthcare, government, and education, all posted sales growth, with healthcare achieving a standout performance with a 20% increase in net sales. CDW maintained its 2025 outlook, projecting US IT market growth in the low-single-digits, with CDW expecting to outperform the market by 200 to 300 basis points.Strong Start to Fiscal Year 2025
Net sales for the first quarter were $5.2 billion, representing an 8% increase compared to the same period last year on an average daily sales basis. Gross profit was $1.1 billion, up 7% year-over-year.
Healthcare Segment Outperformance
Healthcare net sales increased by 20%, driven by client devices, cloud, and services.
Commercial Market Strength
Corporate and small business channels saw strong performance with a 68% increase in sales respectively.
Balanced Portfolio Performance
Hardware, software, and services each increased by high-single-digits or better, with hardware up 7% and software up 10%.
Solid Gross Profit Margin
Gross margin remained relatively stable at 21.6%, down only 20 basis points year-over-year despite product mix changes.
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CDW Earnings History
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
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CDW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 07, 2025 | $163.93 | $175.52 | +7.07% |
| Feb 05, 2025 | $198.67 | $205.44 | +3.41% |
| Oct 30, 2024 | $218.40 | $193.73 | -11.30% |
| Jul 31, 2024 | $230.26 | $216.04 | -6.18% |
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.
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FAQ
When does CDW (CDW) report earnings?
CDW (CDW) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is CDW (CDW) earnings time?
CDW (CDW) earnings time is at Jul 30, 2025, TBA Not 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 CDW EPS forecast?
CDW EPS forecast for the fiscal quarter 2025 (Q2) is 2.49.
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