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CDW (CDW) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
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For the quarter ended September 2026, CDW (CDW - Free Report) reported revenue of $6.75 billion, up 17.7% over the same period last year. EPS came in at $3.26, compared to $2.71 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $6.12 billion, representing a surprise of +10.4%. The company delivered an EPS surprise of +11.64%, with the consensus EPS estimate being $2.92.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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- Government: $912.8 million versus $825.04 million estimated by three analysts on average.
Net sales- Other: $880.1 million versus $742.88 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +26% change.
Sales by Customer Channel- Healthcare: $801.6 million compared to the $801.42 million average estimate based on three analysts.
Sales by Customer Channel- Financial Services: $571.5 million versus the three-analyst average estimate of $427.58 million.
Net sales- Total Commercial: $3.98 billion versus $3.7 billion estimated by three analysts on average.
Net sales- Corporate: $2.61 billion compared to the $2.47 billion average estimate based on three analysts. The reported number represents a change of +15.6% year over year.
Net sales- Education: $982.2 million compared to the $812.53 million average estimate based on three analysts.
Net sales- Major Product and Services- Other: $32.5 million versus $30.01 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.4% change.
Net sales- Major Product and Services- Services: $526.1 million compared to the $523.76 million average estimate based on two analysts. The reported number represents a change of +0.1% year over year.
Net sales- Major Product and Services- Software: $1.25 billion versus $1.16 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14.3% change.
Net sales- Major Product and Services- Hardware: $4.95 billion compared to the $4.36 billion average estimate based on two analysts. The reported number represents a change of +21% year over year.
Operating income (loss)- Education: $100.5 million compared to the $67.96 million average estimate based on two analysts.
Shares of CDW have returned +10.4% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
View the Zacks #1 Rank List
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CDW (CDW) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
For the quarter ended September 2026, CDW (CDW - Free Report) reported revenue of $6.75 billion, up 17.7% over the same period last year. EPS came in at $3.26, compared to $2.71 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $6.12 billion, representing a surprise of +10.4%. The company delivered an EPS surprise of +11.64%, with the consensus EPS estimate being $2.92.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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:View all Key Company Metrics for CDW here>>>
Shares of CDW have returned +10.4% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.