CDW Corporation · CDW · Next earnings

CDW Corporation reports Wednesday, Feb 3, 2027

CDW reports before market open with consensus EPS at $2.80 and revenue at $5.86B. Last quarter: CDW raises FY2026 outlook as AI infrastructure demand lifts Q3 sales

Reports Before market open90 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.80 Calendar consensus
Consensus revenue $5.86B Calendar consensus
Report date Feb 3, 2027 Wednesday, date estimated
Session Before market open 90 days away

Where CDW left off: FY2026 Q3

Full report

CDW raises FY2026 outlook as AI infrastructure demand lifts Q3 sales

EPS surprise — Reported — vs $2.98
Revenue surprise — Reported — vs $6.19B
Stock move +12.7% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised the full-year outlook and expects 300–400 basis points of outperformance versus the U.S. IT market.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • A mix shift toward lower-margin infrastructure projects could pressure gross margin.
  • Supply-chain constraints and hardware pricing volatility could affect growth or profitability.
  • Macro uncertainty could weigh on IT spending; the timing and scale of services growth after hardware deployments remain uncertain.

Questions analysts left open

  • How much recent hardware growth reflects higher prices versus unit volumes.
  • Whether mix changes affect gross margin and profitability.
  • When services growth will follow hardware deployments, and how Lovelytics will integrate and contribute to margins.

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Recent CDW quarters

All CDW earnings
+12.7%FY2026 Q3-9.0%FY2026 Q2-20.3%FY2026 Q1-8.5%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.