CDW Reports Solid Q4 & Full Year 2025 Results, Declares Dividend, and Provides Positive 2026 Outlook

summarizeSummary

CDW Corporation announced solid fourth quarter and full year 2025 financial results, alongside a quarterly cash dividend declaration and positive guidance for 2026.

check_boxKey Events

• Strong Q4 2025 Financial Performance

  Net sales increased 6.3% to $5,511 million, and GAAP diluted EPS rose 8.8% to $2.14, with Non-GAAP diluted EPS up 3.8% to $2.57, driven by improved customer spending across segments.

• Solid Full Year 2025 Results

  Full year net sales grew 6.8% to $22,424 million, and Non-GAAP diluted EPS increased 5.2% to $10.02, reflecting broad customer demand in IT products and services.

• Positive 2026 Outlook

  The company targets exceeding US IT addressable market growth by 200 to 300 basis points in 2026, indicating confidence in continued expansion.

• Quarterly Cash Dividend Declared

  The Board of Directors declared a quarterly cash dividend of $0.630 per common share, payable on March 10, 2026, continuing its long-standing commitment to shareholder returns.

auto_awesomeAnalysis

CDW Corporation reported a strong finish to 2025, with both fourth-quarter and full-year results showing healthy growth in net sales and diluted earnings per share. The company's ability to drive value across the IT stack and lifecycle, coupled with a diversified customer base, contributed to these positive outcomes despite uncertain business conditions. Management's outlook for 2026, targeting market outperformance, suggests continued confidence in its strategic positioning and operational execution. The declaration of a quarterly cash dividend reinforces the company's consistent commitment to shareholder returns.