CDWCDW Corporation
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $3.09Beat
- vs $2.77 expected on Nov 4
- Stock move on it
- +12.67%
- one session
- Typical move
- ±10.8%
- average over 2 reports
- Price
- $172.79
- −0.17% today · $16.5B cap
Past and upcoming reports
2
| Nov 4, 2026 | Sep 30, 2026 | Time not given | $2.77 | Beat$3.09 | +12.67% |
| Aug 5, 2026 | Jun 30, 2026 | Time not given | $2.77 | Missed$2.73 | −9.03% |
After the report
Aug 5, 2026 report
This covers the Aug 5, 2026 report. The Nov 4, 2026 numbers are in the table above.
CDW beat EPS estimates, but a 4.35% decline kept margin recovery as the key investment test.
CDW reported second-quarter EPS of $2.73 versus the $2.66 estimate, a 2.6% beat, while shares closed at $135.79 on August 7, down 4.35%. The post-earnings thesis remained constructive on AI demand, but product-mix deterioration and workplace costs threatened margins and cash conversion. Valuation was supportive at 16.32x trailing earnings, though leverage remained elevated at 2.41x debt-to-equity.
Reported against expected
BeatReported EPS was $2.73 for the quarter ended June 30, 2026, versus the $2.66 estimate. the $0.07 or 2.6% beat was labeled a beat.
Guidance
RaisedNo explicit guidance figures were provided. The available post-earnings assessment described the earnings outlook as raised, but warned that weak margins and cash conversion could force investors to discount it.
How the stock reacted
The event-day, first-day, and second-day reaction fields were unavailable. the latest price was $135.79 on August 7, down $6.18 or 4.35%, with price below the $137.01 200-day SMA.
What changed
CDW reported $2.73 EPS, beating $2.66 estimates by 2.6%, but shares fell 4.35% by August 7.
What the price now assumes
The decline below the $137.01 200-day SMA suggests investors prioritized margin and cash-conversion risks over the EPS beat.
What it means for the business
Keep a constructive-but-unconfirmed bias. upgrade only after the next margin update demonstrates recovery without worsening product mix or workplace costs.
The next one to three months, as we saw it then
Better case30%
A margin recovery alongside intact AI demand could validate the raised earnings outlook and support re-rating from 16.32x trailing earnings.
Base case45%
The EPS beat and 9.22% next-year EPS growth support valuation, but mixed growth and below-average 7.32% operating margin limit near-term upside.
Worse case25%
Further margin or cash-conversion deterioration could offset the 2.6% EPS beat and pressure a stock already below its 200-day average.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.