Post-earnings recap
Reported
Wed, Nov 3, 2021
Est. EPS
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Est. revenue
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Implied move
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EPS beat rate
88%
CDW's earnings report shows a solid EPS beat, indicating better-than-expected profitability. However, the stock fell by nearly 2% likely due to the lack of revenue details and no forward guidance. Investors may be cautious given the ongoing supply chain challenges mentioned by management.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $2.13 | N/A | +8.51% |
| Revenue | N/A | N/A | N/A |
Management expressed confidence in their market position but acknowledged external challenges. They are focused on navigating supply chain issues while capitalizing on demand.
Management highlighted strong demand in the IT solutions sector.
They noted ongoing challenges in supply chain logistics.
There was an emphasis on maintaining operational efficiency.
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Est. EPS
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Est. Rev
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Impl. Move
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