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CDW CDW Data Storage and Servers — Net Sales

Other product segments

Hardware
$4.91B+10.4%
Notebooks/Mobile Devices
$1.75B+11.1%
Software
$1.11B+12.5%
Netcomm Products
$829.9M+12.1%
Other Hardware
$634M-3.0%
Services
$520.7M+1.1%
Collaboration
$472.5M+1.2%
Desktops
$372.3M+2.6%
Other
$32.2M+10.3%

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Other financials

Income statement

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Revenue$6.6B+10.0%
Gross profit$1.3B+6.3%
Operating income$428.6M+2.0%
Net income$274.4M+1.2%
EPS (diluted)$2.15+4.9%

Balance sheet

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Cash & equivalents$361.8M-24.8%
Total debt$6.0B+3.4%
Total equity$2.4B-1.0%
Total assets$17.3B+13.0%

Cash flow

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Operating cash flow$274.8M-4.3%
CapEx$27.5M+22.2%
Free cash flow$248.4M-4.6%

Valuation

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Market cap$17.9B-17.9%
Enterprise value$23.5B-13.2%
P/E16.6×-3.7×
P/S0.8×-0.2×

Profitability

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Gross margin21.4%-0.2pp
Operating margin7.1%-0.5pp
Net margin4.6%-0.3pp
FCF margin4.7%0.0pp

Returns & leverage

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Return on equity44%-2.4pp
Debt / equity2.4×+0.1×
Current ratio1.2×-0.2×

Where this comes from

Reported directly by CDW in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: CDW’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:04 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001402057-26-000065
Line itemThree Months Ended June 30, 2026 / Net SalesThree Months Ended June 30, 2026 / Percentageof Total Net SalesThree Months Ended June 30, 2025 / Net SalesThree Months Ended June 30, 2025 / Percentageof Total Net Sales
Notebooks/Mobile Devices$1,751.526.7%$1,577.126.4%
Netcomm Products829.912.6740.012.4
Collaboration472.57.2466.97.8
Data Storage and Servers844.812.9641.210.7
Desktops372.35.7363.06.1
Other Hardware634.09.5653.810.9
Total Hardware4,905.074.64,442.074.3
Software(1)1,114.317.0990.216.6

Item 1. Financial Statements

FAQ

What is CDW's data storage and servers — net sales?
CDW (CDW) reported data storage and servers — net sales of $844.8M in Q2 2026.
How has CDW's data storage and servers — net sales changed year-over-year?
CDW's data storage and servers — net sales increased by 31.8% year-over-year, from $641.2M to $844.8M.
What is the long-term trend for CDW's data storage and servers — net sales?
Over 4 years (2021 to 2025), CDW's data storage and servers — net sales has grown at a 1.3% compound annual growth rate (CAGR), from $2.04B to $2.15B.
What does data storage and servers — net sales mean?
This metric represents the total revenue generated from the sale of enterprise-grade data storage hardware and server infrastructure products. It reflects the company's ability to capture demand for core IT hardware essential for data center operations and enterprise computing environments. This revenue stream is a key indicator of corporate capital expenditure trends in IT infrastructure.

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