The company operates through three segments: Enterprise Solutions, Business Solutions, and Public Sector Solutions. With improved gross profit, expanding margins, and a growing base of recurring and solutions-driven revenue, the company enters 2026 with confidence and strong strategic positioning. Connection differentiates through expertise in AI adoption, data center modernization, and end-to-end service delivery.
Cyborg Score Rationale
Q4 2025 gross profit of $135.6 million was up 4.5% year-over-year with gross margin at 19.3%, up 100 basis points. Backlog remains strong, at its highest level since 2022. The company faces some public sector headwinds but maintains positive momentum in enterprise and cloud solutions.
Top Insights
Management expects to outperform the US IT market by 200 basis points in 2026
PC refresh cycles continue into 2026 as customers modernize aging fleets and increasingly adopt AI-enabled solutions
Connection was ranked 81 on Forbes' list of 500 America's Dream Employers in 2026
Enterprise Solutions delivered 11.9% net sales growth to $338.7 million in Q4 2025 with gross billings increasing 16.1%
Named Competitors
IT Distribution and Solutions — Global IT distributor and solutions provider
IT Solutions and Services — Technology solutions and managed services provider
Government IT Solutions — Software and IT solutions provider
Recent Developments
(February 2026) Fourth quarter 2025 results released with $702.9M net sales and strong gross margin expansion of 100 basis points
(February 2026) Company announced highest backlog since 2022, signaling strong demand momentum heading into 2026
(November 2025) Named one of America's Dream Employers by Forbes, ranking 81st among 500 companies
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