CDW · CDW Corporation
The AI's read
The results leave CDW positioned to benefit from demand from businesses, government agencies, and overseas customers, especially for AI systems. The company expects to grow faster than the U.S. IT market. Gross profit grew more slowly than sales, and CDW cited pricing swings and memory challenges. Still, per-share profit rose and the higher full-year forecast make the positive signs stronger. The CFO's planned 2027 retirement includes an orderly handoff and a search for a successor.