CDW Corporation is scheduled to release second-quarter 2026 results before market open on August 5, with the Zacks Consensus Estimate for revenues set at $6.3 billion, representing a 4.7% increase from the prior-year quarter. The consensus estimate for earnings is pegged at $2.80 per share, up 1.3% in the past 60 days and indicating a 7.7% increase from the year-ago quarter's reported figure, while management expects second-quarter non-GAAP net income per share to be in the high single digits year over year. CDW's earnings beat the Zacks Consensus Estimate in each of the last four quarters, with the average surprise being 3.3%. The company's second-quarter performance is expected to have been driven by customer demand across corporate, government, education and healthcare markets, as well as its ability to capitalize on AI-driven infrastructure investment, despite ongoing macroeconomic uncertainty. CDW expects strong performance in the to-be-reported quarter and beyond, driven by backlog and customer activity, and anticipates a more balanced demand environment in the second half, with no significant demand destruction expected.
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