The earnings call presented a balanced view with both positive aspects such as consistent revenue growth, strong performance in business and enterprise solutions, and recognition from partners, alongside challenges like margin pressure, decreased net income, and declines in public sector sales. Encouraging market trends and a strong backlog provide optimism for the future.

Company Guidance

During the Second Quarter 2025 Connection Earnings Conference Call, the company reported net sales of $759.7 million, reflecting a 3.2% increase compared to the same period last year. Mobility and desktop sales showed strong momentum, with a 6% year-over-year increase, largely driven by demand for Windows 11 and AI PCs. Advanced technologies and integrated solutions also saw a 3% revenue increase, attributed to investments in server storage, networking solutions, and data center upgrades. However, gross margins decreased by 40 basis points to 18.1% due to changes in partner subscription licensing programs, although gross profit hit a record $137.8 million. Operating income remained stable at $30.9 million, but net income fell by 5.2% to $24.8 million. The Business Solutions segment experienced a 5.4% rise in net sales to $293.2 million, while the Public Sector Solutions segment saw a 11.9% decrease in net sales to $140.5 million. The Enterprise Solutions segment achieved a 9.1% increase in net sales to $326 million. Connection also announced a $0.15 per share quarterly dividend and reported a $26.1 million use of cash flow in operations for the first half of 2025, with significant investments in inventory and accounts receivable. Despite challenges, the company remains optimistic about the second half of the year, expecting to outperform the U.S. IT market growth by 200 basis points, supported by a strong backlog and increased investments in sales and AI initiatives.

Fifth Consecutive Quarter of Revenue Growth

Net sales were $759.7 million in Q2 2025, an increase of 3.2% over last year, marking the fifth consecutive quarter of year-over-year revenue growth.

Strong Performance in Business and Enterprise Solutions

Business Solutions segment net sales were $293.2 million, an increase of 5.4%. Enterprise Solutions segment net sales grew 9.1% to $326 million, driven by advanced technologies and endpoint devices.

Recognition and Awards

Connection was recognized as Lenovo 360 Nationals Partner of the Year and Veeam's U.S. Value-added Reseller Growth Partner of the Year, demonstrating strong partner relationships and innovation.

Positive Market Trends and Strong Backlog

Encouraging trends such as demand for AI PCs, data center modernization, Edge AI, and AI-enabled endpoints driving pipeline growth. Backlog is at its highest level in nearly two years.

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	$63.87	$61.44	-3.80%
Apr 30, 2025	$61.76	$66.08	+6.99%
Feb 05, 2025	$71.24	$63.53	-10.82%
Oct 30, 2024	$66.79	$63.12	-5.49%

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.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing