NASDAQ$CDW

CDW Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

CDW reported a solid finish to a challenging year with a commitment to customers during uneven market conditions. The company delivered strong gross margin and excellent cash flow, while certain end-markets displayed signs of stability.

CDW Corporation reported a 3.3% increase in net sales for the fourth quarter of 2024, reaching $5,186 million. While customers remained cautious, certain end-markets displayed signs of stability, and the company delivered strong gross margin and excellent cash flow.

  • Net sales increased by 3.3% to $5,186 million compared to Q4 2023.
  • Corporate segment Net sales increased 4.2% higher than 2023.
  • Small Business segment Net sales increased 4.4% higher than 2023.
  • Public segment Net sales increased 6.1% higher than 2023, driven by Healthcare.

Headline financials

Total Revenue

$5.19B

Previous: $5.02B+3.3%
EPS (adj)

$2.48

Previous: $2.57-3.5%
Non-GAAP Operating Income Margin

9.6%

Previous: 10.3%-6.8%
Gross Profit Margin

22.3%

No prior period
Operating Income Margin

7.9%

Previous: 8.7%-9.2%
Average Daily Sales

$83.6M

Previous: $179.70+46521881.1%
Effective Income Tax Rate

24.8%

No prior period
Capital Expenditures

-$28.6M

Previous: -$33.5M+14.6%
Net Income

$264M

Previous: $296M-10.8%
Operating Income

$409M

Previous: $435M-6.1%
Gross Profit

$1.16B

Previous: $1.15B+0.1%

Revenue & EPS history

CDW · Revenue · Quarterly

$5.19B

Q4 2024+3.3%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

CDW · $5.63B total across 4 segments · Q3 2023

  • Public
    $2.42B-0.1%
  • Corporate
    $2.23B-13.6%
  • Other (UK and Canada)
    $601M-16.7%
  • Small Business
    $378M-23.0%

Forward guidance

For 2025, CDW continues to target exceeding US IT market growth by 200 to 300 basis points. To achieve this, they will maintain focus on meeting the evolving needs of their customers and remaining the partner of choice for technology brands.

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 Q4 2024

Historical avgQ4 2024

+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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