CDW (CDW) Q3 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 · Editorial policy
Key numbers
- Adjusted EPS
- $3.26
- Estimate
- $2.98
- Surprise
- +9.4%
- Revenue (period 2026-09-30)
- $6.75B
- Score at report (before → after)
- 5.0 → 5.0/10
Revenue source: xbrl.
How the report landed
CDW (CDW) beat the $2.98 estimate with adjusted EPS of $3.26 — a clear 9.4% upside surprise. TrendMatrix's engine moved from Sell (5.0/10) to Hold at 5.0/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates CDW Hold at 5.0/10.
3 of the last 4 quarters beat the estimate; this quarter's +9.4% surprise compares with a +4.6% four-quarter average.
What supports the rating
- Strong earnings beat streak (3/4)
- Positive news sentiment (+0.90)
What argues against it
- Analyst target reached - limited upside remaining
- Near 52-week high (2.2% 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
- $168.75
- Stop
- $156.94
The stock trades at 19.7× trailing but 14.0× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: trading volume is running 2.0× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-05 — 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
- $21.10B
- P/E (fwd)
- 14.0
- P/E (ttm)
- 19.7
- 52-week range
- $97.12–$172.47
- Off 52-week high
- 2.2%
- RSI (14)
- 62
- Volume vs avg
- 1.98×
- Score today
- 5.0/10