CDW Corporation · CDW · Next earnings

CDW Corporation reports Tuesday, Nov 3, 2026

CDW reports before market open with consensus EPS at $2.92 and revenue at $6.17B. Last quarter: CDW Q1 2026: Revenue Beats on AI Infrastructure Demand; Shares Dropped 20%

Reports Before market open44 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.92 Calendar consensus
Consensus revenue $6.17B Calendar consensus
Report date Nov 3, 2026 Tuesday, date estimated
Session Before market open 44 days away

Where CDW left off: FY2026 Q1

Full report

CDW Q1 2026: Revenue Beats on AI Infrastructure Demand; Shares Dropped 20%

EPS surprise 0.0% Reported $2.28 vs $2.28
Revenue surprise +3.6% Reported $5.68B vs $5.48B
Stock move -20.3% Event window
Subsequent drift +27.9% Up to 20 sessions

Management maintained its full-year outlook: low-single-digit market growth with gross profit expected to grow low-to-mid single digits. Guidance sentiment was unchanged. The Geared for Growth initiative was newly highlighted as a structural cost-reduction driver, targeting $100-$200 million in annual run-rate savings by 2027-2028.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Memory pricing volatility and supply-chain constraints
  • Geopolitical risks and potential macroeconomic recession
  • Pressure from OEM partners on pricing and channel margins
  • Higher inventory levels and potential demand normalization in the back half

Questions analysts left open

  • Impact of AI deals on gross margin and services attach rate
  • Future trajectory of netted-down revenue across SaaS, cloud, and warranties
  • Backlog composition and inventory buildup
  • Hardware pricing trends and supply-chain lead times
  • Timing and magnitude of Geared for Growth cost savings

Ask FN2 about CDW next report

Transcript, numbers and history already loaded
What should I watch for in CDW's next earnings report?How did CDW guide last quarter, and is consensus above or below that?Give me the bull and bear case going into CDW earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the CDW recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent CDW quarters

All CDW earnings
-20.3%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.