CDW

The Madison Mid Cap Fund (Class I) returned -2.09% in the third quarter, compared to the Russell Midcap Index return of -3.00%. The top five contributors for the quarter were Gartner, Medpace Holdings, Ross Stores, Revvity, and Waters Corporation. The bottom five detractors for the quarter were MKS, Floor & Decor Holdings, Carlisle Companies, Moelis and Co., and Glacier Bancorp.

After years of raises so small they barely registered, CDW just delivered a bigger check, but rising debt and shrinking margins complicate the story. Retirees weighing a spot on their dividend list should look past the headline number.

CDW Corporation ( CDW ) Q3 2026 Earnings Call November 4, 2026 8:30 AM EST Company Participants Steven O'Brien - Vice President of Investor Relations Christine Leahy - Chair of the Board, President & CEO Albert Miralles - CFO & Executive VP of Enterprise Business Operations Conference Call Participants David Vogt - UBS Investment Bank, Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division Keith Housum - Northcoast Research Partners, LLC Ruplu Bhattacharya - BofA Securities, Research Division Guy Drummond Hardwick - Barclays Bank PLC, Research Division Joseph Cardoso - JPMorgan Chase & Co, Research Division Presentation Operator Hello, everyone. Thank you for joining us, and welcome to the CDW Third Quarter 2026 Earnings Call.

CDW NASDAQ: CDW reported record third-quarter performance as demand for AI-ready infrastructure, data center modernization and cloud solutions drove double-digit sales and profit growth. The company also raised its full-year outlook, citing healthy customer engagement, written orders exceeding invoicing and a growing backlog, particularly in enterprise infrastructure.

CDW's Q3 earnings and sales beat on strong enterprise AI adoption and broad-based demand, while margin pressure and rising expenses remain key watchpoints.

CDW (CDW) came out with quarterly earnings of $3.26 per share, beating the Zacks Consensus Estimate of $2.92 per share. This compares to earnings of $2.71 per share a year ago.

LOS ANGELES--(BUSINESS WIRE)--Interlock Equity (“Interlock”), a Los Angeles-based private equity firm focused on knowledge-based, people-driven businesses, is pleased to announce the sale of Lovelytics, a leading data and AI services firm and member of the Databricks Brickbuilder Partner Network, to CDW Corporation.Founded in 2017 by Scott Love and headquartered in Arlington, Virginia, Lovelytics advises enterprise-level customers and engineers solutions for the modernization, governance, and ut.

CDW expects Q3 earnings growth at the high end of its target range, but margin woes, cautious spending and buyout-led AI expansion are key factors to watch.

VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW (Nasdaq: CDW), the strategic end-to-end technology partner that turns customer ambition into outcomes, today announced the appointment of Sam Balaji to its Board of Directors, effective October 15, 2026. Balaji brings more than three decades of experience in technology, advisory and global business leadership. Most recently, he served as Global Chief Executive Officer of Consulting & Advisory at Deloitte, where he helped build and scale multibillion-.

ETOBICOKE, Ontario--(BUSINESS WIRE)--CDW Canada, a leading provider of end-to-end technology solutions and services for Canadian organizations, announced today that it has been recognized for the fifth consecutive year with the 2026 Canadian Partner of Excellence Award by Dell Technologies at the Toronto Technology Forum. The award recognizes CDW Canada's success helping customers cut through complexity and turn technology investments into business outcomes. “Our customers look to CDW to bring.