CDW Corporation
CDW
Jodie read · what matters now
Revenue increased 9.2% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CDW, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 9.2% versus the comparable filing period.
What weakened
- Gross margin fell 0.6 percentage points.
Filing receipts
“Interest expense, net decreased $2 million, or 3.2%, primarily due to decreased interest expense on lower debt levels and a lower variable interest rate on the senior unsecured term loan, partially offset by lower interest income earned on cash balances.”
“Gross profit dollars increased $48 million, or 6.4%, primarily due to higher Net sales, partially offset by lower gross profit margin.”
“Gross profit increased $68 million, or 6.0%, primarily due to higher Net sales, partially offset by lower gross profit margin.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind CDW
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 16 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CDW is currently a Follower in the organic co-movement group Healthcare Innovation. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.