NASDAQ$CDW

CDW Corp · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

CDW's financial results reflected variances across diversified customer end markets due to the COVID-19 pandemic, with customer priorities including remote enablement, business continuity, security, optimization, and digital transformation.

CDW Corporation reported a decrease in net sales by 5.7 percent, while public segment net sales increased by 9.9 percent. The company's financial results reflected variances across diversified customer end markets related to the impact of the COVID-19 pandemic.

  • Total Net sales decreased by 5.7 percent compared to the second quarter of 2019.
  • Corporate segment Net sales decreased by 17.3 percent compared to the second quarter of 2019.
  • Small Business segment Net sales decreased by 19.9 percent compared to the second quarter of 2019.
  • Public segment Net sales increased by 9.9 percent compared to the second quarter of 2019, driven by Government and Education customers.

Headline financials

Total Revenue

$4.37B

Previous: $4.63B-5.7%
EPS (adj)

$1.56

Previous: $1.60-2.5%
Capital Expenditures

-$100M

Previous: -$43.9M-127.8%
Free Cash Flow

$89.1M

Previous: $153M-41.7%
Net Income

$189M

Previous: $197M-3.8%
Operating Income

$283M

Previous: $300M-5.6%
Gross Profit

$747M

Previous: $774M-3.4%
Cash & Equivalents

$958M

Previous: $195M+392.8%
Total Assets

$8.75B

Previous: $7.92B+10.4%

Revenue & EPS history

CDW · Revenue · Quarterly

$4.37B

Q2 2020-5.7%vs Q2 2019
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

CDW · $4.37B total across 4 segments · Q2 2020

  • Public
    $2.02B+9.9%
  • Corporate
    $1.56B-17.3%
  • Other (UK and Canada)
    $484M-8.4%
  • Small Business
    $302M-20.0%

Forward guidance

While the depth and duration of the impact from COVID-19 remain unknowable, CDW is confident that technology will continue to be essential throughout this health and economic crisis and the recovery beyond.

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 Q2 2020

Historical avgQ2 2020

+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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