PC Connection Q4 gross profit rises 4.5%

PC Connection

04/02/2026 21:21

Overview

IT solutions provider's Q4 net sales fell 0.8% y/y, gross profit rose 4.5%

Adjusted EPS for Q4 rose to $0.91 from $0.78 y/y

Company increased share repurchase program by $50 mln

Outlook

Company did not provide specific financial guidance for future periods in press release

Result Drivers

BUSINESS SOLUTIONS GROWTH - Business Solutions segment net sales rose 4.2% to $273.5 mln, with gross profit up 11.4% and margin increasing 160 basis points

ENTERPRISE SOLUTIONS PERFORMANCE - Enterprise Solutions segment net sales grew 11.9% to $338.7 mln, with gross billings up 16.1%

PUBLIC SECTOR DECLINE - Public Sector Solutions segment net sales fell 36.8% to $90.8 mln, with gross billings down 23.7%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
$0.82
Q4 Net Income
$83.72 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 29.3% above its February 3 closing price of $58.79

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBw1SY7Pga

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)