For the quarter ended March 2026, CDW (CDW Quick QuoteCDW - Free Report) reported revenue of $5.68 billion, up 9.3% over the same period last year. EPS came in at $2.28, compared to $2.15 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $5.4 billion, representing a surprise of +5.17%. The company delivered an EPS surprise of +0.15%, with the consensus EPS estimate being $2.28.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how CDW performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net sales- Other: $802.5 million versus $695.77 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +18% change.
• Net sales- Corporate: $2.37 billion versus the three-analyst average estimate of $2.24 billion. The reported number represents a year-over-year change of +6.2%.
• Net sales- Public- Healthcare: $766.7 million versus the three-analyst average estimate of $709.43 million. The reported number represents a year-over-year change of +11.5%.
• Net sales- Public- Education: $675 million versus the three-analyst average estimate of $668.7 million. The reported number represents a year-over-year change of +3.5%.
• Net sales- Public- Government: $632.9 million versus the three-analyst average estimate of $541.15 million. The reported number represents a year-over-year change of +17.7%.
• Net Sales- Major Product and Services- Hardware- Collaboration: $431.3 million versus $402.16 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.1% change.
• Net Sales- Major Product and Services- Hardware- Data Storage and Servers: $687.2 million versus the two-analyst average estimate of $513.44 million. The reported number represents a year-over-year change of +32%.
• Net sales- Major Product and Services- Hardware- Other Hardware: $578.8 million versus the two-analyst average estimate of $586.85 million. The reported number represents a year-over-year change of 0%.
• Net sales- Major Product and Services- Hardware- Netcomm Products: $675.3 million versus the two-analyst average estimate of $593.42 million. The reported number represents a year-over-year change of +23.3%.
• Net sales- Major Product and Services- Services: $480.5 million versus $495.57 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.3% change.
• Net sales- Major Product and Services- Software: $1.05 billion versus the two-analyst average estimate of $1 billion. The reported number represents a year-over-year change of +11.2%.
• Net sales- Major Product and Services- Hardware: $4.11 billion versus the two-analyst average estimate of $3.82 billion. The reported number represents a year-over-year change of +9.9%.

View all Key Company Metrics for CDW here>>>

Shares of CDW have returned -14% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.