CDW (NASDAQ:CDW) Beats Estimates with 6.3% Revenue Growth, EPS Up 5.1%, Stock Rises 5%

CDW (NASDAQ:CDW) reports Q4 CY2025 results exceeding expectations, with revenue up 6.3% YoY to $5.51B and non-GAAP EPS of $2.57, 5.1% ahead of consensus. The stock surged 5% to $132.53 in after-hours trading. Key highlights: - Revenue surpassed Street estimates by $388M, with EPS outperforming by 5.1%. - Non-GAAP operating margin 7.8%, in line with last year. - Recent two-year revenue CAGR of 1.6% and EPS CAGR of 4.8% (next 12 months). Background: CDW, a 42-year-old IT solutions provider, serves businesses and public sector clients with hardware, software, and IT services. The company benefits from scale and has a strong balance sheet, but growth may slow as it captures a large share of the addressable market. Analysts project CY2026 revenue of $5.58B and full-year EPS of $10.03, reflecting cautious outlooks ahead.