Here's What Key Metrics Tell Us About CDW (CDW) Q4 Earnings

For the quarter ended December 2025, CDW (CDW) reported revenue of $5.51 billion, up 6.3% over the same period last year. EPS came in at $2.57, compared to $2.48 in the year-ago quarter.

The reported revenue represents a surprise of +4.6% over the Zacks Consensus Estimate of $5.27 billion. With the consensus EPS estimate being $2.44, the EPS surprise was +5.54%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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:

• Net sales- Small Business: $457 million compared to the $408.83 million average estimate based on three analysts. The reported number represents a change of +20.3% year over year.
• Net sales- Other: $668.9 million versus $653.99 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.2% change.
• Net sales- Corporate: $2.37 billion versus the three-analyst average estimate of $2.41 billion. The reported number represents a year-over-year change of +1.1%.
• Public- Healthcare: $725.8 million versus the three-analyst average estimate of $659.85 million. The reported number represents a year-over-year change of +6.3%.
• Public- Government: $650.5 million compared to the $591.84 million average estimate based on three analysts. The reported number represents a change of +6% year over year.
• Public- Education: $639.3 million compared to the $528.22 million average estimate based on three analysts. The reported number represents a change of +14.7% year over year.
• Net sales- Public: $2.02 billion versus the three-analyst average estimate of $1.78 billion. The reported number represents a year-over-year change of +8.7%.

View all Key Company Metrics for CDW here>>>

Shares of CDW have returned -6.1% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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

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