CDW (CDW) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $2.91
- Estimate
- $2.80
- Surprise
- +4.0%
- Revenue (period 2026-06-30)
- $6.57B
- Score at report (before → after)
- 5.2 → 5.6/10
Revenue source: xbrl.
How the report landed
CDW (CDW) beat the $2.80 estimate with adjusted EPS of $2.91 — a clear 4.0% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.2/10) to Hold at 5.6/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates CDW Sell at 5.2/10.
3 of the last 4 quarters beat the estimate; this quarter's +4.0% surprise compares with a +3.0% four-quarter average. Next scheduled report: 2026-11-03.
What supports the rating
- Strong earnings beat streak (3/4)
- Positive momentum
What argues against it
- Analyst target reached - limited upside remaining
- Near 52-week high (4.2% away)
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $154.33
- Price target
- $177.48
- Stop
- $144.15
- Upside to target
- +15.0%
The stock trades at 18.0× trailing but 12.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 72 — a level conventionally read as overbought; gains at these levels often lean on momentum.
Model outputs from TrendMatrix’s engine as of 2026-10-16 — shown for context, not personalized investment advice.
CDW at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Information Technology Services
- Market cap
- $18.77B
- P/E (fwd)
- 12.5
- P/E (ttm)
- 18.0
- 52-week range
- $97.12–$161.10
- Off 52-week high
- 4.2%
- RSI (14)
- 72
- Volume vs avg
- 1.11×
- Score today
- 5.2/10