Connection’s Q4 Earnings Call: Our Top 5 Analyst QuestionsConnection’s fourth quarter results were marked by flat sales, falling short of Wall Street’s revenue expectations, but the company surpassed analyst estimates for adjusted profit. Management attributed segment-level strength to growth in cloud, cybersecurity, and endpoint device solutions, especially within business and enterprise customers. CEO Timothy McGrath highlighted that the public sector segment lagged due to a non-repeating project and delayed rollouts, but “strong execution across our business solutions and enterprise solutions segments drove gross profit performance.” Management also pointed to disciplined pricing and an improving customer mix, which supported gross margin expansion even with top-line pressures.
Connection (CNXN) Shares Skyrocket, What You Need To KnowShares of IT solutions provider Connection (
NASDAQ:CNXN) jumped 10.4% in the afternoon session after the company reported decent fourth-quarter results that saw profits surpass Wall Street's expectations even as revenue came in light.
CNXN Q4 Deep Dive: Cloud, Security, and Cost Discipline Offset Public Sector WeaknessIT solutions provider Connection (
NASDAQ:CNXN) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $702.9 million. Its non-GAAP profit of $0.91 per share was 5.8% above analysts’ consensus estimates.
Connection (NASDAQ:CNXN) Misses Q4 CY2025 Revenue EstimatesIT solutions provider Connection (
NASDAQ:CNXN) fell short of the market’s revenue expectations in Q4 CY2025, with sales flat year on year at $702.9 million. Its non-GAAP profit of $0.91 per share was 5.8% above analysts’ consensus estimates.
Connection (CNXN) Reports Fourth Quarter and Full Year 2025 Results
Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading information technology solutions provider to business, government, healthcare and education markets, today announced results for the fourth quarter and year ended December 31, 2025. The Company also announced that its Board of Directors declared a quarterly dividend of $0.20 per share of the Company’s common stock. Payment will be made on March 6, 2026, to shareholders of record on February 17, 2026. The Board of Directors also approved a $50.0 million increase to Connection’s existing share repurchase program, bringing the total available to $81.2 million for future repurchases.
Connection Earnings: What To Look For From CNXNIT solutions provider Connection (
NASDAQ:CNXN) will be reporting earnings this Wednesday after the bell. Here’s what to look for.
3 Low-Volatility Stocks We’re Skeptical OfLow-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.
Stride, Jabil, Benchmark, Knowles, and Connection Shares Are Soaring, What You Need To KnowA number of stocks jumped in the afternoon session after President Trump cooled fears of a transatlantic trade war by calling off scheduled tariffs on European allies.
PC Connection, Inc. (CNXN) to Release Fourth Quarter and Full Year Results for 2025
Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading information technology solutions provider to business, government, healthcare and education markets, will release its fourth quarter and full-year 2025 operating results after close of market on Wednesday, February 4, 2026. At 4:30 p.m. EST on that date, management will review these results during their quarterly conference call.
3 Reasons CNXN is Risky and 1 Stock to Buy InsteadOver the past six months, Connection’s shares (currently trading at $58.52) have posted a disappointing 10.3% loss, well below the S&P 500’s 10.1% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.
Unpacking Q3 Earnings: Connection (NASDAQ:CNXN) In The Context Of Other IT Distribution & Solutions StocksEarnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Connection (
NASDAQ:CNXN) and its peers.
1 Services Stock to Target This Week and 2 We Turn DownBusiness services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. But increasing competition from AI-driven upstarts has tempered enthusiasm,
limiting the industry’s gains to 5.4% over the past six months.
This return lagged the S&P 500’s 10.5% climb.
3 Russell 2000 Stocks We Approach with CautionThe Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential.
However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.
3 Cash-Heavy Stocks That Fall ShortA cash-heavy balance sheet is often a sign of strength, but not always.
Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
Pitney Bowes, CDW, Connection, Diebold Nixdorf, and Hewlett Packard Enterprise Shares Are Soaring, What You Need To KnowA number of stocks jumped in the afternoon session after comments from a key Federal Reserve official hinted at a potential interest rate cut in December.
Connection Named a Forbes America’s Dream Employer 2026
Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading provider of information technology solutions to business, government, healthcare, and education markets, is proud to announce that it has been recognized by Forbes as one of America’s Dream Employers. Connection was ranked 81 on the list of 500 recipients. The 2026 award list was announced on November 18, 2025, and can currently be viewed on Forbes’ website.
3 Cash-Producing Stocks We Steer Clear OfA company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
5 Revealing Analyst Questions From Connection’s Q3 Earnings CallConnection’s third quarter saw results below Wall Street’s expectations, with revenue declining due to weaker public sector sales. Management attributed the shortfall primarily to delayed federal projects and funding uncertainty at various government levels. CEO Timothy McGrath emphasized the company’s ability to grow gross profit and expand margins by focusing on higher-value segments such as cloud software, cybersecurity, and services. While the public sector posed challenges, Connection’s Business Solutions and Enterprise Solutions segments reported resilient demand, especially in cloud and advanced technologies.
1 Safe-and-Steady Stock Worth Investigating and 2 We IgnoreA stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance.
Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
Connection (CNXN) Stock Trades Down, Here Is WhyShares of IT solutions provider Connection (
NASDAQ:CNXN) fell 1.4% in the morning session after the company reported third-quarter 2025 financial results that missed Wall Street's expectations on both the top and bottom lines. The company's revenue fell 2.2% year over year to $709.1 million, falling short of the $743.7 million analysts had anticipated. Similarly, adjusted earnings per share came in at $0.97, missing the consensus estimate of $1.01. While the company's operating margin of 4.3% was stable compared to the same quarter last year, this was not enough to offset the dual misses. The weaker-than-expected performance in both sales and profitability signaled a challenging quarter, prompting a negative reaction from investors.
CNXN Q3 Deep Dive: Cloud, Cybersecurity Margins Offset Public Sector WeaknessIT solutions provider Connection (
NASDAQ:CNXN) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 2.2% year on year to $709.1 million. Its non-GAAP profit of $0.97 per share was 3.5% below analysts’ consensus estimates.
Connection (NASDAQ:CNXN) Misses Q3 Revenue EstimatesIT solutions provider Connection (
NASDAQ:CNXN) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 2.2% year on year to $709.1 million. Its non-GAAP profit of $0.97 per share was 3.5% below analysts’ consensus estimates.
