NASDAQ$CDW

CDW Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

CDW delivered record net sales and excellent profitability.

CDW Corporation reported strong first quarter 2022 results, with record net sales and excellent profitability. Total Net sales in the first quarter of 2022 were $5,949 million, compared to $4,838 million for the first quarter of 2021, an increase of 23.0 percent.

  • Total Net sales increased by 23.0 percent compared to Q1 2021, reaching $5,949 million.
  • Gross profit increased by 38.8 percent to $1,104 million, with a gross profit margin of 18.6 percent.
  • Operating income rose by 19.6 percent to $387 million.
  • Net income per diluted share increased by 12.6 percent to $1.83.

Headline financials

Total Revenue

$5.95B

Previous: $4.84B+23.0%
EPS (adj)

$2.20

Previous: $1.74+26.4%
Average Daily Sales

$194.40

Previous: $177M-100.0%
Capital Expenditures

-$41.3M

Previous: -$20.7M-99.5%
Free Cash Flow

$209M

Previous: $212M-1.4%
Net Income

$250M

Previous: $233M+7.6%
Operating Income

$387M

Previous: $323M+19.6%
Gross Profit

$1.1B

Previous: $795M+38.8%
Cash & Equivalents

$387M

Previous: $879M-56.0%
Total Assets

$13.5B

Previous: $9.05B+49.3%

Revenue & EPS history

CDW · Revenue · Quarterly

$5.95B

Q1 2022+23%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

CDW · $5.95B total across 4 segments · Q1 2022

  • Corporate
    $2.63B+45.5%
  • Public
    $2.03B+5.8%
  • Other (UK and Canada)
    $765M+12.8%
  • Small Business
    $524M+21.1%

Forward guidance

CDW expects to exceed its initial 2022 outlook to outpace US IT market growth by 200 to 300 basis points on a constant currency basis.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.1%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+1.5%

Avg return

30 days after

61%

31 / 51 earnings

Positive

+11.2%

Q3 2018

Best reaction

-14.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.2%-25.0%-2.7%
Q4 2025+9.4%+13.7%-2.2%
Q3 2025-8.7%-8.0%-6.6%
Q1 2025+7.1%+15.2%+8.7%
Q4 2024+3.4%-3.9%-15.5%
Q3 2024-14.4%-13.1%-20.0%
Q2 2024-8.1%-11.1%-2.9%
Q1 2024-9.7%-8.3%-7.5%
Q4 2023+5.8%+5.0%+7.6%
Q3 2023+3.1%+5.3%+6.1%
Q2 2023+6.4%+8.3%+13.8%
Q1 2023-2.4%-1.0%+3.8%
Q4 2022+2.0%+6.0%-4.4%
Q3 2022+0.1%-0.2%+10.1%
Q2 2022-0.2%-1.0%-6.6%
Q1 2022+2.1%-1.7%+4.7%
Q4 2021-5.8%-9.6%-12.7%
Q3 2021-2.2%-2.1%+1.3%
Q2 2021+2.9%+2.3%+9.4%
Q1 2021-2.1%-2.8%-5.0%
Q4 2020+3.5%+2.5%+5.6%
Q3 2020+6.6%+12.6%+7.0%
Q2 2020-4.0%-5.5%-4.4%
Q1 2020-3.0%-4.6%+14.0%
Q4 2019-2.5%-0.1%-18.0%
Q3 2019+3.0%+6.6%+6.0%
Q2 2019+4.3%-5.3%+1.7%
Q1 2019+2.0%+3.3%-6.8%
Q4 2018+5.8%+8.6%+8.1%
Q3 2018+11.2%+9.3%+15.5%
Q2 2018+1.6%+2.5%+4.4%
Q1 2018+2.9%+5.5%+11.9%
Q4 2017-5.7%-6.7%+1.6%
Q3 2017+0.0%+0.3%-1.2%
Q2 2017-0.8%+0.0%-2.7%
Q1 2017+0.2%-0.0%+3.7%
Q4 2016+7.0%+9.9%+11.5%
Q3 2016-2.5%+0.3%+17.0%
Q2 2016+3.9%+5.5%+5.0%
Q1 2016+5.6%
Q4 2015-1.6%
Q3 2015+4.0%
Q2 2015+8.8%
Q1 2015-5.0%
Q4 2014-0.2%
Q3 2014+4.0%
Q2 2014-1.0%
Q1 2014+5.6%
Q4 2013+2.7%
Q3 2013+4.3%
Q2 2013+5.2%
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q4 2010
Q2 2011
Q1 2011
Q3 2010
Q2 2010
Q1 2010

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