IT Solutions and Services / Technology Distribution
Strategic Profile
CDW is shifting toward higher-value solutions, services, and cloud/AI offerings as enterprise customers increase tech budgets for AI and cloud adoption. Recent strategic moves include the acquisition of Mission Cloud Services in November 2024, expanding its managed services and cloud capabilities. The company maintains strong market positioning as a value-added reseller and IT advisor for enterprise and mid-market segments.
Cyborg Score Rationale
CDW beat Q4 2025 earnings as clients increased investment in AI and cloud adoption. Revenue grew 6.79% year-over-year to $22.42 billion in 2025. The company maintains a 7.2% operating margin with 48.7% return on equity. However, analyst sentiment remains cautiously optimistic with limited near-term growth catalysts beyond AI/cloud trends.
Top Insights
Enterprise customers are actively increasing technology budgets with strong focus on AI and cloud adoption initiatives.
CDW generates $21.33B in trailing twelve-month revenue with a 5.1% profit margin and 6.7% quarter-over-quarter revenue growth.
Strategic M&A activity demonstrates focus on expanding managed services through Mission Cloud Services acquisition in November 2024.
Analyst consensus shows 7 Buy ratings and 4 Hold ratings with no Sell recommendations from 11 analysts.
Named Competitors
IBM — Enterprise IT solutions and services
SoftwareOne — Software licensing and cloud solutions
Insight Enterprises — IT services and digital transformation
Arrow Electronics — IT distribution and services
Recent Developments
(February 2026) Q4 2025 earnings exceeded Wall Street expectations with strong AI and cloud demand
(November 2024) Acquired Mission Cloud Services to expand managed services and cloud capabilities