Information Technology·Technology Distributors·$17.3B
CDW Corp is a leading provider of technology solutions and services, primarily serving businesses, government, and education sectors. As a key player in the Information Technology sector, CDW is positioned to benefit from ongoing trends in digital transformation, cloud computing, and increased IT spending.
Earnings Per Share (EPS)
EPS is a critical measure of profitability and will indicate how well CDW managed costs and revenue growth during the quarter.
Revenue Growth
Revenue growth is essential to assess the company's ability to expand its market share and capitalize on technology demand.
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EPS Beat Streak
5Q
EPS Beat Rate
75%
Avg EPS Surprise
+6.19%
Avg Stock Reaction
-2.14%
In the last quarter, CDW reported an EPS of $2.57, exceeding expectations by 11.06%. The stock reacted positively, gaining 9.45% the following day.
Management Promises & Guidance
Analysts are cautiously optimistic about CDW's upcoming earnings, given its strong track record of beating EPS estimates. However, the lack of revenue guidance raises some concerns.
Bull Case
If CDW continues its trend of beating EPS estimates, it could signal robust demand for its services and a strong operational performance.
Bear Case
Conversely, any signs of slowing revenue growth or rising costs could lead to a negative reaction from investors, especially given the competitive landscape.
Earnings Per Share (EPS)
N/AEPS is a critical measure of profitability and will indicate how well CDW managed costs and revenue growth during the quarter.
Revenue Growth
N/ARevenue growth is essential to assess the company's ability to expand its market share and capitalize on technology demand.
Gross Margin
N/AGross margin reflects the efficiency of CDW's operations and pricing strategy, which is vital in a competitive market.
The print will turn on these two things.
Q1
What is the expected revenue growth rate for the upcoming quarter?
Revenue growth will be a key indicator of CDW's market position and ability to capture demand in the technology sector.
Q2
How is CDW managing its costs and gross margins in the current economic environment?
Understanding cost management will help investors gauge the company's operational efficiency and profitability outlook.
Why consensus could be wrong
The Street may be underestimating CDW's ability to leverage its cloud solutions, which could drive stronger-than-expected revenue growth this quarter.
Supporting Evidence
CDW has consistently beaten EPS estimates, indicating strong operational execution.
The options market is pricing a larger move than historical averages, suggesting heightened expectations.
Recent trends in IT spending suggest a robust demand environment that CDW could capitalize on.
Key Risk
If revenue growth significantly exceeds expectations, it could challenge the current cautious consensus.
Pre-commit to what would confirm each case.
This quarter, the focus will be on how well CDW can maintain its growth trajectory amidst economic uncertainties.
Bull Confirmed If
A revenue growth rate exceeding 10% would confirm strong demand and operational success.
Bear Confirmed If
A revenue growth rate below 5% would raise concerns about market competitiveness and demand.
Implied Move
±8.60%
Historical Avg
±7.2%
The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.
Options are pricing ±8.6% while CDW has averaged ±7.2% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If CDW beats expectations and raises guidance, history suggests the stock could rise by around 0.9% on the following day, confirming strong operational performance.
In-Line / Cautious
If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement as investors reassess growth prospects.
Miss
If CDW misses estimates, history suggests a potential decline of about 11.28%, indicating significant market disappointment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
PARAMOUNT SKYDANCE C Class B
May 4, 2026