CDW Corporation

CDW

$153.62

-0.19%

2026-09-04 10:40:17 EDT-$0.30

Technology

Information Technology Services

NASDAQ

Negociación activa

CDW Corporation specializes in delivering comprehensive information technology services and products across North America and the United Kingdom. It strategically targets three ...

Evolución del precio de CDW

$153.62

-0.19%-$0.30

Máximo—

Mínimo—

Máx. 52s-8.6%

Vol. rel.—

Intervalo

Rango6.5h

Volumen—SMA5SMA10

—

CDW Corporation is a Fortune 500 company founded in 1984 by Michael Krasny, headquartered in Vernon Hills, Illinois. With over 14,800 employees, CDW provides comprehensive IT solutions, including hardware (laptops, desktops, networking, storage), software (security, virtualization, management), and services (advisory, implementation, managed services, configuration). The company serves three core divisions: ...CDW Corporation is a Fortune 500 company founded in 1984 by Michael Krasny, headquartered in Vernon Hills, Illinois. With over 14,800 employees, CDW provides comprehensive IT solutions, including hardware (laptops, desktops, networking, storage), software (security, virtualization, management), and services (advisory, implementation, managed services, configuration). The company serves three core divisions: corporate enterprises, small-to-medium businesses, and public sector organizations (government, education, healthcare). With a revenue of approximately $23.5 billion (TTM) and a market cap of around $17.35 billion, CDW generates gross margins of about 21.4% and net margins of 4.6%, with an EBITDA margin of 7.8%. The company's financial strategy includes a debt-to-equity ratio of 2.44, a current ratio of 1.17, and a free cash flow yield of 6.4%. Key leadership includes CEO Christine Leahy and founder Michael Krasny. CDW emphasizes partnerships with leading vendors, a customer-centric approach, and expanding capabilities in cloud, security, and managed services, aiming for long-term growth and shareholder value through dividends and reinvestment.ExpandirContraer

Fundación

1984

Empleados

14800

CEO

Christine A. Leahy

Nombre completo

CDW Corporation

Sector

Technology

Industria

Information Technology Services

ROE

42.60%

Capitalización

$19.21B

Ratio corriente

1.17

WACC

7.64%

ROIC

15.64%

Información de contacto

https://www.cdw.com

847 465 6000

200 North Milwaukee Avenue, Vernon Hills, IL 60061

Métricas clave de CDW

Instantánea

Último / TTM · 6 periodos

Capitalización

$19.21B

ROCE

18.7%

EV / EBITDA

13.84x

-0.1% YoY

Rendimiento FCF

5.6%

-0.4% YoY

Ciclo de conversión de efectivo

40.9d

Ratio corriente

1.17

Resumen rápido

TTM —

Positive CCC

Aspectos financieros de CDW

Tendencia de rentabilidad

Último / TTM · 6 periodos

Margen bruto

21.4%

Margen neto

4.6%

PER

18.43x

n/d

Deuda / capital

2.44

n/d

Ratio corriente

1.17

Rendimiento del dividendo

1.6%

Comprensión

TTM —

La deuda sobre patrimonio es alta

Calendario de CDW

Próximamente

10 sept 2026En 6 días
Pago de dividendo
$2.52 por acción
30 sept 2026En 26 días
Q3 FY2026 · Resultados estimados
BPA est. $2.94 · Ingresos $6.17B · 7 analistas
30 dic 2026
Q4 FY2026 · Resultados estimados
BPA est. $2.83 · Ingresos $5.82B · 7 analistas
31 dic 2026
FY2026 · Resultados anuales estimados
BPA est. $10.93 · Ingresos $24.24B · 7 analistas

Historial reciente

25 ago 2026
Fecha ex-dividendo
$2.52 por acción
5 ago 2026
Q2 FY2026 · Resultados publicados
BPA $2.15 · Ingresos $6.57B
Ver documento
6 may 2026
Q1 FY2026 · Resultados publicados
BPA $1.82 · Ingresos $5.68B
Ver documento
20 feb 2026
FY2025 · Resultados anuales
BPA $8.08 · Ingresos $22.42B
Ver documento
4 nov 2025
Q3 FY2025 · Resultados publicados
BPA $2.21 · Ingresos $5.74B
Ver documento
6 ago 2025
Q2 FY2025 · Resultados publicados
BPA $2.05 · Ingresos $5.98B
Ver documento

Estados financieros de CDW

Tendencia de 5 años (ingresos, beneficios, FCF)

Métrica	Último	InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.	TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).	$22.4B	+6.8%	+15.7%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.	$1.1B	-1.0%	+16.6%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.	+21.7%	-0.8%	-4.2%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).	+7.4%	-6.1%	-1.7%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.	+4.8%	-7.3%	+0.7%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.	$1.1B	-5.8%	-33.3%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.	+4.9%	-11.8%	-42.3%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.	242.9%	-4.6%	+1.5%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.	1.18x	-12.7%	+0.2%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.	$16.0B	+9.2%	+4.9%

Real vs estimado

A Dec 31Q Sep 30

Métrica	Anual (real vs estimado)	Sorpresa anual	Trimestral (real vs estimado)	Sorpresa trimestral
EPS Surprise	8.08 vs 9.89	-18.3%	2.15 vs 2.94	-26.8%
Revenue Surprise	$22.4B vs $22.3B	+0.8%	$6.6B vs $6.2B	+6.6%

Transacciones de insiders de CDW

Compras (A)

Since Jun 10, 2026

Ventas (D)

Since Jun 10, 2026

Acciones mensuales compradas/vendidas con tendencia del precio de cierre (fuente diaria compartida)

Resumen de trading de insiders

Fecha	Ejecutivo	Cargo	Valor	Lado	Acciones	Precio
Aug 17, 2026	Kumar Mukesh	officer: See Remarks	Common Stock, par value $0.01	D	1,147	$139.42
Aug 7, 2026	CONNELLY ELIZABETH H.	officer: See Remarks	Common Stock, par value $0.01	A	14,900	$98.21
Aug 7, 2026	CONNELLY ELIZABETH H.	officer: See Remarks	Common Stock, par value $0.01	A	11,795	$95.57
Aug 7, 2026	CONNELLY ELIZABETH H.	officer: See Remarks	Common Stock, par value $0.01	D	26,695	$137.62
Aug 7, 2026	CONNELLY ELIZABETH H.	officer: See Remarks	Employee Stock Option (Right to Buy)	D	11,795	$95.57

Transcripción de la llamada de resultados de CDW

1 segmentos de transcripción

Q2 2026

Ponente desconocido

Operator: Hello, everyone. Thank you for joining us, and welcome to the CDW Second Quarter Earnings Call. [Operator Instructions] I will now hand the conference over to Steve O'Brien with Investor Relations. Steve, please go ahead. Steven O'Brien: Thank you, Joel. Good morning, everyone. Joining me today to review our second quarter 2026 results are Chris Leahy, our Chair and Chief Executive Officer; and Al Miralles, our Chief Financial Officer. Our earnings release was distributed this morning and is available on our website, investor.cdw.com, along with supplemental slides that you can use to follow along during the call. I'd like to remind you that certain comments made in this presentation are considered forward-looking statements under the Private Securities Litigation Reform Act of 1995. Those statements are subject to a number of risks and uncertainties that could cause actual results to differ materially. Additional information concerning these risks and uncertainties is contained in the earnings release we furnished to the SEC today and in the company's other filings with the SEC. CDW assumes no obligation to update the information presented during this webcast. Our presentation also includes certain non-GAAP financial measures, for instance, non-GAAP operating income, non-GAAP operating income margin, non-GAAP net income and non-GAAP earnings per diluted share, non-GAAP selling and administrative expenses, non-GAAP effective tax rate, net sales on a constant currency basis, free cash flow and adjusted free cash flow. Non-GAAP measures have been reconciled to the most directly comparable GAAP measures in accordance with SEC rules. You'll find reconciliation charts in the slides made available on our website and in our earnings release. Please note, all references to growth rates or dollar amount changes in our remarks today are versus the comparable period in 2025, with net sales growth rates described on an average daily basis, unless otherwise indicated. Replay of this webcast will be posted to our website later today. This conference call is property of CDW and may not be recorded or rebroadcast without specific written permission from the company. With that, let me turn the call over to Chris. Christine Leahy: Thank you, Steve, and good morning, everyone. Before we begin our review of the quarter, I want to briefly address the announcement we issued this morning regarding Al's planned retirement. We shared that Al plans to retire in 2027 after an extensive career following the completion of an orderly transition. He'll remain in his current role until his successor is appointed, and we will then continue to serve in an advisory capacity to ensure continuity. The search for his successor is currently underway. On a personal note, I want to thank Al for his many contributions to CDW's success. He has been a trusted partner to me, an exceptional leader for our coworkers and a driving force behind the growth and evolution of our …

Equipo directivo de CDW

11 directivos

Nombre	Cargo	Remuneración	Género	Año de nacimiento	Estado
Christine A. Leahy	Chair of the Board, President & Chief Executive Officer	USD 3,249,570	Female	1965	Active
Albert Joseph Miralles Jr.	Chief Financial Officer & Executive Vice President of Enterprise Business Operations	USD 1,589,188	Male	1970	Active
Elizabeth H. Connelly	Executive VP & Chief Commercial Officer	USD 1,365,215	Female	1965	Active
Mukesh Kumar	Executive VP and Chief Services & Solutions Officer	USD 1,322,921	Male	1976	Active
Frederick J. Kulevich	Chief Legal Officer, Executive Vice President of Risk & Compliance and Corporate Secretary	USD 733,905	Male	1966	Active
Peter Richard Locy	Senior VP, Controller & Chief Accounting Officer	—	Male	1980	Active
Sanjay Sood	Chief Technology Officer & Senior Vice President	—	—	—	Active
Michael S. Drory	Senior Vice President of Digital, Strategy & Corporate Development	—	Male	—	Active
Steven O'Brien	Vice President of Investor Relations	—	Male	—	Active
Sara Granack	Vice President of Corporate Communications & Reputation	—	—	—	Active
Anand J. Rao	Senior VP and Chief Marketing Officer	—	Male	—	Active

Noticias recientes de CDW

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Income Investors Have Small Window To Collect These Dividend Payments

Income investors have a narrow window to capture a wave of dividend payments locking in this month.

Zacks Investment Research7/8/2026Neutral

Here's Why CDW (CDW) is a Strong Momentum Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Seeking Alpha7/8/2026Neutral

CDW Corporation: Operating Leverage Fading As The Sales Shift

CDW Corporation delivered 9.9% YoY top-line growth, but margin compression and operating leverage erosion muted the positive impact. EPS rose 4.8%, primarily driven by aggressive buybacks reducing share count by 3.5% YoY, not by core operating improvements. COGS outpaced revenue growth, with hardware sales up 10% YoY but service revenues stagnating, deepening margin pressure.

Seeking Alpha5/8/2026Neutral

CDW Corporation (CDW) Q2 2026 Earnings Call Transcript

Zacks Investment Research5/8/2026Neutral

CDW Q2 Earnings & Sales Beat, Soar Y/Y on AI & Infrastructure Spending

CDW's second-quarter sales rose 10% as broad technology demand and international strength lifted adjusted EPS 12% despite margin pressure.

Evolución del número de empleados de CDW

Actual

14,800

Cambio

-1.99%

Mínimo

13,900

Máximo

15,100

Presentaciones recientes

Fecha del informe	Empleados	Tipo de formulario	Fecha de presentación	Archivo SEC
31 dic 2025	14,800	10-K	20 feb 2026	Ver
31 dic 2024	15,100	10-K	21 feb 2025	Ver
31 dic 2023	15,100	10-K	26 feb 2024	Ver
31 dic 2022	15,100	10-K	24 feb 2023	Ver
31 dic 2021	13,900	10-K	28 feb 2022	Ver

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CDW Corporation