CDW Corp
NASDAQ:CDW
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CDW Corp
CDW Corp., a formidable player in the realm of information technology solutions, began its journey in 1984 as a small enterprise, initially dealing with tech supplies through catalogs. Over the decades, it has burgeoned into a comprehensive provider of IT solutions and services catering primarily to business, government, education, and healthcare sectors. What sets CDW apart is its ability to adapt and evolve in response to the dynamic tech landscape. Clients are drawn to CDW's extensive portfolio, which not only includes hardware and software but also encompasses strategic consulting and implementation services. This ensures that organizations not only purchase technology but also leverage it effectively to meet their business goals.
CDW makes its money by operating as a trusted advisor and intermediary between leading tech vendors and end-users. The company thrives on its relationships with both large and niche technology product makers, including tech giants like Microsoft, Cisco, and Apple. CDW earns margins through the sale of products and services, which include not only hardware and software but also value-added solutions like cloud computing, cybersecurity, and data center optimization. By providing tailored IT solutions and responsive customer support, CDW strengthens its appeal to organizations needing efficient and effective tech ecosystems. Furthermore, CDW's focus extends beyond mere transactions, as it actively builds long-term partnerships, ensuring continuous revenue streams through managed services and subscription-based models.
CDW Corp., a formidable player in the realm of information technology solutions, began its journey in 1984 as a small enterprise, initially dealing with tech supplies through catalogs. Over the decades, it has burgeoned into a comprehensive provider of IT solutions and services catering primarily to business, government, education, and healthcare sectors. What sets CDW apart is its ability to adapt and evolve in response to the dynamic tech landscape. Clients are drawn to CDW's extensive portfolio, which not only includes hardware and software but also encompasses strategic consulting and implementation services. This ensures that organizations not only purchase technology but also leverage it effectively to meet their business goals.
CDW makes its money by operating as a trusted advisor and intermediary between leading tech vendors and end-users. The company thrives on its relationships with both large and niche technology product makers, including tech giants like Microsoft, Cisco, and Apple. CDW earns margins through the sale of products and services, which include not only hardware and software but also value-added solutions like cloud computing, cybersecurity, and data center optimization. By providing tailored IT solutions and responsive customer support, CDW strengthens its appeal to organizations needing efficient and effective tech ecosystems. Furthermore, CDW's focus extends beyond mere transactions, as it actively builds long-term partnerships, ensuring continuous revenue streams through managed services and subscription-based models.
Sales Growth: CDW reported Q3 consolidated net sales of $5.7 billion, up 4% year-over-year.
EPS & Profit: Non-GAAP net income per share rose 3% to $2.71, while gross profit reached $1.3 billion, up 5%.
Services Momentum: Services revenue grew 9%, with managed and professional services up 14%.
Strong Segments: Small business sales saw double-digit growth; government and international also delivered strong results.
Federal Headwinds: Federal sector weak due to government shutdown; management built conservative Q4 guidance assuming the shutdown persists.
Margin Stability: Gross margin was 21.9%, up 10 bps YoY and 110 bps QoQ; 2025 gross margin expected to remain roughly flat versus 2024.
Capital Returns: Returned $747 million to shareholders year-to-date, surpassing stated goal; annual dividend increased by 1%.
Outlook Maintained: Full-year 2025 outlook for low single-digit US IT market growth and CDW outperformance of 200–300 basis points maintained.
