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CDW CDW Notebooks/Mobile Devices — Net Sales

Other product segments

Hardware
$4.91B+10.4%
Software
$1.11B+12.5%
Data Storage and Servers
$844.8M+31.8%
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
Hardware:
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

Item 1. Financial Statements

FAQ

What is CDW's notebooks/mobile devices — net sales?
CDW (CDW) reported notebooks/mobile devices — net sales of $1.75B in Q2 2026.
How has CDW's notebooks/mobile devices — net sales changed year-over-year?
CDW's notebooks/mobile devices — net sales increased by 11.1% year-over-year, from $1.58B to $1.75B.
What is the long-term trend for CDW's notebooks/mobile devices — net sales?
Over 4 years (2021 to 2025), CDW's notebooks/mobile devices — net sales has grown at a -4.1% compound annual growth rate (CAGR), from $6.66B to $5.64B.
What does notebooks/mobile devices — net sales mean?
This metric represents the total revenue generated from the sale of portable computing hardware, including laptops, tablets, and mobile workstations. It reflects the company's ability to capture demand for mobile productivity solutions within its broader technology hardware portfolio. Fluctuations in this figure indicate shifts in enterprise and public sector refresh cycles for end-user computing devices.

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