New: Introducing the Finviz Crypto Map

Learn More

Compared to Estimates, CDW (CDW) Q2 Earnings: A Look at Key Metrics

By Zacks Equity Research | August 07, 2025, 9:30 AM

CDW (CDW) reported $5.98 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 10.2%. EPS of $2.60 for the same period compares to $2.50 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $5.51 billion, representing a surprise of +8.51%. The company delivered an EPS surprise of +4.42%, with the consensus EPS estimate being $2.49.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how CDW performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Public- Healthcare: $728.5 million versus the three-analyst average estimate of $651.52 million. The reported number represents a year-over-year change of +24.2%.
  • Public- Education: $906.7 million versus $966.87 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -10.9% change.
  • Public- Government: $656.5 million versus the three-analyst average estimate of $615.07 million. The reported number represents a year-over-year change of +2.7%.
  • Net sales- Public: $2.29 billion compared to the $2.23 billion average estimate based on three analysts. The reported number represents a change of +2.2% year over year.
  • Net sales- Corporate: $2.58 billion compared to the $2.26 billion average estimate based on three analysts. The reported number represents a change of +17.6% year over year.
  • Net sales- Other: $672.1 million versus the three-analyst average estimate of $620.53 million. The reported number represents a year-over-year change of +11.6%.
  • Net sales- Small Business: $431.3 million versus the three-analyst average estimate of $384.99 million. The reported number represents a year-over-year change of +12.6%.
  • Net Sales- Major Product and Services- Hardware- Collaboration: $466.9 million versus the two-analyst average estimate of $457.62 million. The reported number represents a year-over-year change of -4.6%.
  • Net Sales- Major Product and Services- Hardware- Data Storage and Servers: $641.2 million compared to the $545 million average estimate based on two analysts. The reported number represents a change of +17.3% year over year.
  • Net sales- Major Product and Services- Hardware- Other Hardware: $653.8 million versus the two-analyst average estimate of $630.37 million. The reported number represents a year-over-year change of +0.2%.
  • Net sales- Major Product and Services- Hardware- Desktops: $363 million versus $306.41 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +22.8% change.
  • Net sales- Major Product and Services- Hardware- Netcomm Products: $740 million versus the two-analyst average estimate of $644.48 million. The reported number represents a year-over-year change of +15.7%.

View all Key Company Metrics for CDW here>>>

Shares of CDW have returned -8.4% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report


 
CDW Corporation (CDW): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Mentioned In This Article

Latest News