CDW Corporation is set to report its first-quarter 2026 financial results on May 6 before the market opens. The Zacks Consensus Estimate anticipates revenues of $5.4 billion, representing a 3.9% increase from the previous year, and earnings per share of $2.28, up 6% from the same quarter last year. CDW’s performance is critical as it operates at the nexus of IT spending, cloud adoption, and digital transformation.
For the first quarter, revenues from key sectors are projected as follows: Small Business at $418.5 million, Government at $576.8 million, Education at $675.5 million, and Healthcare at $658.4 million. The Corporate sector estimates a decline to $2.1 billion, down 5.8%. Despite cautious spending in the public sector and macroeconomic pressures, CDW anticipates steady demand driven by software, cloud, and services, with operating expenses predicted to decline sequentially.
CDW expects to maintain a robust balance sheet, with net leverage at 2.4x, alongside a modest increase in its annual dividend to $2.52. The company aims to exceed its goal of returning 50-75% of adjusted free cash flow to shareholders by 2026, having returned approximately $982 million in dividends and buybacks in 2025.
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