Connection (NASDAQ:CNXN) Misses Q4 Revenue Outlook; EPS Surpasses Estimates

Connection (NASDAQ:CNXN) reported Q4 CY2025 revenue of $702.9 million, flat year-on-year and below analyst expectations, while non-GAAP EPS of $0.91 per share beat the consensus by 5.8%. Sales declined 0.8% in the quarter, with a $2.87B trailing-12mo revenue base and a 3.4% operating margin in Q4. Sell-side analysts project 5.7% revenue growth over the next 12 months and a 10% annualized full-year EPS to $3.45 in 2026, up from $3.14 in 2025. The stock closed at $60.24 on February 4, 2026, after the earnings release.