Unpacking Q4 Earnings: CDW (NASDAQ:CDW) In The Context Of Other IT Distribution & Solutions Stocks

Unpacking Q4 Earnings: CDW (NASDAQ:CDW) In The Context Of Other IT Distribution & Solutions Stocks

Radek Strnad

Thu, February 26, 2026 at 3:16 AM GMT+9 4 min read

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CDW

-2.16%

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at CDW (NASDAQ:CDW) and the best and worst performers in the it distribution & solutions industry.

IT Distribution & Solutions will be buoyed by the increasing complexity of IT ecosystems, rising cloud adoption, and demand for cybersecurity solutions. Enterprises are less likely than ever to embark on these complicated journeys solo, and companies in the sector boast expertise and scale in these areas. However, cloud migration also means less need for hardware, which could dent demand for large portions of the product portfolio and hurt margins. Additionally, planning for potentially supply chain disruptions is ongoing, as the COVID-19 pandemic showed how damaging a pause in global trade could be in areas like semiconductor procurement.

The 7 it distribution & solutions stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was 0.6% below.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

CDW (NASDAQ:CDW)

Serving as a crucial bridge between technology manufacturers and end users since 1984, CDW (NASDAQ:CDW) is a multi-brand provider of information technology solutions that helps businesses and public sector organizations select, implement, and manage hardware, software, and IT services.

CDW reported revenues of $5.51 billion, up 6.3% year on year. This print exceeded analysts’ expectations by 3.1%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.

“The team delivered a strong finish to a dynamic year, driving value and mission critical outcomes for customers across the full IT stack and lifecycle,” said Christine A. Leahy, chair and chief executive officer, CDW.

CDW Total Revenue

Unsurprisingly, the stock is down 2.8% since reporting and currently trades at $122.56.

Is now the time to buy CDW? Access our full analysis of the earnings results here, it’s free.

Best Q4: ePlus (NASDAQ:PLUS)

Starting as a financing company in 1990 before evolving into a full-service technology provider, ePlus (NASDAQ:PLUS) provides comprehensive IT solutions, professional services, and financing options to help organizations optimize their technology infrastructure and supply chain processes.

ePlus reported revenues of $614.8 million, up 24.6% year on year, outperforming analysts’ expectations by 11.4%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.

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ePlus Total Revenue

ePlus scored the biggest analyst estimates beat and fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 9.7% since reporting. It currently trades at $77.77.

Is now the time to buy ePlus? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: ScanSource (NASDAQ:SCSC)

Operating as a crucial link in the technology supply chain since 1992, ScanSource (NASDAQ:SCSC) is a hybrid distributor that connects hardware, software, and cloud services from technology suppliers to resellers and business customers.

ScanSource reported revenues of $766.5 million, up 2.5% year on year, falling short of analysts’ expectations by 2%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and a significant miss of analysts’ revenue estimates.

As expected, the stock is down 17.4% since the results and currently trades at $36.63.

Read our full analysis of ScanSource’s results here.

Avnet (NASDAQ:AVT)

With a century-long history of adapting to technological evolution, Avnet (NASDAQ:AVT) is a global electronic components distributor that connects manufacturers of semiconductors and other electronic parts with businesses that need these components.

Avnet reported revenues of $6.32 billion, up 11.6% year on year. This result surpassed analysts’ expectations by 4.5%. It was a stunning quarter as it also logged revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.

The stock is up 27.2% since reporting and currently trades at $67.01.

Read our full, actionable report on Avnet here, it’s free.

TD SYNNEX (NYSE:SNX)

Serving as the crucial middleman in the technology supply chain, TD SYNNEX (NYSE:SNX) is a global technology distributor that connects thousands of IT manufacturers with resellers, helping businesses access hardware, software, and technology solutions.

TD SYNNEX reported revenues of $17.38 billion, up 9.7% year on year. This print beat analysts’ expectations by 2.6%. Overall, it was a strong quarter as it also recorded a solid beat of analysts’ revenue estimates and an impressive beat of analysts’ EPS guidance for next quarter estimates.

The stock is up 5.2% since reporting and currently trades at $158.75.

Read our full, actionable report on TD SYNNEX here, it’s free.

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