PC Connection Q2 net sales rise

PC Connection

30/07/2025 21:21

Overview

PC Connection Q2 net sales rise 3.2% y/y to $759.7 mln

Net income for Q2 declines 5.2% y/y to $24.8 mln

Diluted EPS falls to $0.97 from $0.99 y/y

Result Drivers

DATA CENTER INVESTMENTS - Customers' investments in data center refresh initiatives contributed to sales growth, per CEO Timothy McGrath

WINDOWS 11 TRANSITION - Transition to Windows 11 drove demand for advanced technologies and endpoint devices, supporting sales

SEGMENT VARIATION - Business and Enterprise Solutions segments saw sales growth, while Public Sector Solutions segment sales declined

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 EPS
$0.97
Q2 Net Income
$86.05 mln


Analyst Coverage

The one available analyst rating on the shares is "hold"

The average consensus recommendation for the integrated hardware & software peer group is "buy."

Wall Street's median 12-month price target for PC Connection Inc is $76.00, about 15.5% above its July 29 closing price of $64.22

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nBw6T2CN4a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)