CDW is a giant IT middleman that sells hardware, software, and tech services to businesses, schools, and government agencies across North America and the UK. Think of it as a one-stop shop that helps organizations buy and manage their entire technology stack.
CDW makes money by reselling tech products and services with a gross margin around 21% and a net margin near 4.6%. Revenue is recurring through ongoing service contracts and repeat hardware purchases, though it's not subscription-heavy.
CDW's scale and deep vendor relationships with companies like Dell, HP, and Microsoft give it pricing power and logistics advantages that smaller resellers can't match. However, cloud providers like Amazon Web Services and Microsoft Azure are pushing customers
Buy (sector percentile 76) — value A, growth C-, profitability C+, momentum B-, revisions A-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Prominent investor's Q2 13F shows new stake, signaling institutional confidence
CFO plans to retire in 2027; board declares $0.630 per share quarterly dividend
Q2 revenue and adjusted EPS beat, but gross margin missed, shares fell 14% premarket
Earnings imminent per M3; M1/M2 are same-day company announcements, advancing the event line
Multiple analyst actions on same day signal positive shift
2026年第一季度净销售额同比增长9%，毛利润增长6%，非GAAP每股摊薄收益增长6.3%至2.28美元。
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