CDW (CDW) Q2 Revenue Jumps 10%

(NASDAQ:CDW), a provider of integrated information technology (IT) solutions, released its second quarter 2025 earnings on August 6, 2025. The company reported GAAP revenue and Non-GAAP earnings per share that exceeded analyst estimates, driven by strong demand in its commercial businesses and significant gains in its healthcare channel. Revenue (GAAP) reached $5,976.6 million, outpacing the consensus of $5,512.35 million. Non-GAAP earnings per share came in at $2.60, topping the $2.49 Non-GAAP estimate. However, gross profit margin (GAAP) dipped to 20.8% due to decreased rates in certain hardware categories and lower contribution from netted down revenue, and reported net income softened year over year. The quarter showed robust topline growth but also highlighted the impact of changing sales mix and rising expenses on profitability.

CDW’s core business is providing IT products and services to a wide range of customers, including corporations, small businesses, and public sector entities such as healthcare, government, and education. IT operates as a multi-brand reseller and solutions provider, offering products like notebooks, servers, software, cloud solutions, cybersecurity, and consulting services.

The company’s success relies on its network of over 1,000 technology vendors and more than 250,000 customers. CDW’s ability to deliver integrated solutions, act as a trusted advisor, and adapt its offerings to customer needs is central to its business model. Investments in its workforce, logistics infrastructure, and strategic partnerships are key to maintaining its market position and delivering complex IT solutions that cover advisory, implementation, and managed services.

Continue reading

Source Fool.com