Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+2.47%
$85.02
100% positive prob.
5-Day Prediction
+6.40%
$88.28
100% positive prob.
20-Day Prediction
+7.00%
$88.78
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q2 2026 | BUY | +2.47% | +6.40% | +7.00% | 100.0% | Pending |
| Q4 2025 | BUY | +1.94% | +6.65% | +7.47% | 100.0% | +8.31% |
SEC 8-K filings with transcript text
Jul 29, 2026 · 100% conf.
1D
+2.47%
$85.02
Act: -0.58%
5D
+6.40%
$88.28
20D
+7.00%
$88.78
2 cnxn-20260729xex99d1.htm
Exhibit 99.1
Investor Relations Contact:
Thomas Baker, 603.683.2505
Senior Vice President, CFO, and Treasurer
tom@connection.com
●Net sales: $854.0 million, up 12.4% y/y
●Gross billings: $1.2 billion, up 14.0% y/y1
●Gross profit: $157.5 million, up 14.3% y/y
●Gross margin: 18.4%, up 30 basis points y/y
●Net income: $33.2 million, up 33.8% y/y
●Diluted EPS: $1.31, compared to $0.97 y/y
●Adjusted Diluted EPS: $1.31, compared to $0.972
●Net sales: $1.6 billion, up 7.9% y/y
●Gross billings: $2.2 billion, up 9.3% y/y1
●Gross profit: $290.2 million, up 9.5% y/y
●Gross margin: 18.4%, up 30 basis points y/y
●Net income: $50.4 million, up 31.7% y/y
●Diluted EPS: $1.99, compared to $1.48 y/y
●Adjusted Diluted EPS: $2.08, compared to $1.562
Merrimack, NH—July 29, 2026—Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading information technology solutions provider to business, government, healthcare and education markets, today announced results for the second quarter ended June 30, 2026. 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 August 28, 2026, to shareholders of record on August 11, 2026.
"Our record financial performance reflects more than strong execution—it reflects the value that our customers are placing on their enterprise technology," said Timothy McGrath, President and Chief Executive Officer. McGrath continued, "As organizations increasingly operationalize AI, they need trusted partners like Connection who can modernize infrastructure, strengthen security, integrate cloud and data platforms, and deliver measurable business outcomes."
Second Quarter of 2026 Results:
Net sales for the quarter ended June 30, 2026 increased by 12.4%, year over year. Gross billings increased by 14.0% to $1.2 billion, compared to $1.0 billion in the second quarter of 20251. Gross profit increased by 14.3% to $157.5 million, compared to $137.8 million for the second quarter of 2025, and gross margin increased 30 basis points to 18.4%, compared to the prior year quarter. Net income increased 33.8% to $33.2 million, or $1.31 per diluted share, compared to $24.8 million, or $0.97 per diluted share, for the second quarter of 2025.
Performance by Segment:
●Net sales for the Business Solutions segment increased by 17.3% to $343.9 million in the second quarter of 2026, compared to $293.2 million in the prior year quarter. Gross billings increased by 16.7% to $496.1 million, compared to $425.1 million in the prior year quarter1. Gross profit increased by 14.9%
1 Gross billings is the total dollar value of goods and services billed during the period, net of customer returns, credit memos, and any applicable sales or other taxes and include agency fees, and freight. As certain transactions are recognized on a net basis, gross billings include amounts not recognized in net sales.
2 Adjusted Diluted Earnings per Share and Adjusted EBITDA are non-GAAP measures. See page 10 for definitions and reconciliations of these measures.
to $79.1 million, compared to $68.9 million in the prior year quarter. Gross margin decreased by 50 basis points to 23.0% for the second quarter of 2026.
●Net sales for the Public Sector Solutions segment remained consistent at $140.5 million for the second quarter of 2026 and 2025. Gross billings increased by 1.7% to $197.1 million, compared to $193.8 million in the prior year quarter1. Gross profit increased by 9.2% to $23.2 million, compared to $21.3 million in the prior year quarter. Gross margin increased by 130 basis points to 16.5% for the second quarter of 2026.
●Net sales for the Enterprise Solutions segment increased by 13.4% to $369.6 million in the second quarter of 2026, compared to $326.0 million in the prior year quarter. Gross billings increased by 17.0% to $477.0 million, compared to $407.5 million in the prior year quarter1. Gross profit increased by 15.8% to $55.2 million, compared to $47.6 million in the prior year quarter. Gross margin increased by 30 basis points to 14.9% for the second quarter of 2026.
Sales by Product Mix:
●Notebook/mobility and desktop sales increased by 19% year over year and accounted for 51% of net sales in the second quarter of 2026, compared to 48% of net sales in the second quarter of 2025.
●Software sales increased by 15% year over year and accounted for 9% of net sales in the second quarter of both 2026 and 2025.
●Servers/storage sales decreased by 18% year over year and accounted for 7% of net sales in the second quarter of 2026, compared to 9% of net sales in the second quarter of 2025.
●Networking sales increased by 12% year over year and accounted for 7% of net sales in the second quarte
Apr 29, 2026
2 cnxn-20260429xex99d1.htm
Exhibit 99.1
Investor Relations Contact:
Thomas Baker, 603.683.2505
Senior Vice President, CFO, and Treasurer
tom@connection.com
●Net sales: $721.9 million, up 3.0% y/y
●Gross billings: $1.0 billion, up 4.3%1
●Gross profit: $132.7 million, up 4.3% y/y
●Gross margin: 18.4%, up 20 basis points y/y
●Net income: $17.2 million, up 27.8% y/y
●Diluted EPS: $0.68, compared to $0.51 y/y
●Adjusted Diluted EPS: $0.77, compared to $0.602
Merrimack, NH—April 29, 2026—Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading information technology solutions provider to business, government, healthcare and education markets, today announced results for the first quarter ended March 31, 2026. 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 May 29, 2026, to shareholders of record on May 12, 2026.
“Our financial performance was strong as we experienced solid demand in Q1 for both our Enterprise and Business Solutions segments, driven in part by our customers moving from AI experimentation to AI production,” said Timothy McGrath, President and Chief Executive Officer. McGrath continued, “We believe that our experienced team is well positioned to help our customers navigate through the waves of technology.”
First Quarter of 2026 Results:
Net sales for the quarter ended March 31, 2026 increased by 3.0%, year over year. Gross billings increased by 4.3% to $1.0 billion, compared to $978.9 million in the first quarter of 20251. Gross profit increased by 4.3% to $132.7 million, compared to $127.3 million for the first quarter of 2025, and gross margin increased 20 basis points to 18.4%, compared to the prior year quarter. Net income increased 27.8% to $17.2 million, or $0.68 per diluted share, compared to $13.5 million, or $0.51 per diluted share, for the first quarter of 2025. Adjusted Diluted Earnings per Share2 was $0.77 for the quarter ended March 31, 2026, compared to $0.60 per share for the quarter ended March 31, 2025.
Performance by Segment:
●Net sales for the Business Solutions segment increased by 6.6% to $275.6 million in the first quarter of 2026, compared to $258.4 million in the prior year quarter. Gross billings increased by 9.3% to $446.0 million, compared to $408.0 million in the prior year quarter1. Gross profit increased by 3.2% to $67.5
1 Gross billings is the total dollar value of goods and services billed during the period, net of customer returns, credit memos, and any applicable sales or other taxes and include agency fees, and freight. As certain transactions are recognized on a net basis, gross billings include amounts not recognized in net sales.
2 Adjusted Diluted Earnings per Share and Adjusted EBITDA are non-GAAP measures. See page 9 for definitions and reconciliations of these measures.
million, compared to $65.4 million in the prior year quarter. Gross margin decreased by 80 basis points to 24.5% for the first quarter of 2026.
●Net sales for the Public Sector Solutions segment decreased by 31.0% to $99.8 million in the first quarter of 2026, compared to $144.6 million in the prior year quarter. Gross billings decreased by 21.2% to $135.7 million, compared to $172.2 million in the prior year quarter1. Gross profit decreased by 23.4% to $15.0 million, compared to $19.6 million in the prior year quarter. Gross margin increased by 140 basis points to 15.0% for the first quarter of 2026.
●Net sales for the Enterprise Solutions segment increased by 16.3% to $346.5 million in the first quarter of 2026, compared to $298.0 million in the prior year quarter. Gross billings increased by 10.3% to $439.6 million, compared to $398.8 million in the prior year quarter1. Gross profit increased by 18.7% to $50.2 million, compared to $42.3 million in the prior year quarter. Gross margin increased by 30 basis points to 14.5% for the first quarter of 2026.
Sales by Product Mix:
●Notebook/mobility and desktop sales increased by 1% year over year and accounted for 49% of net sales in the first quarter of 2026, compared to 50% of net sales in the first quarter of 2025.
●Software sales increased by 6% year over year and accounted for 11% of net sales in the first quarter of both 2026 and 2025.
●Servers/storage sales decreased by 10% year over year and accounted for 6% of net sales in the first quarter of 2026, compared to 7% of net sales in the first quarter of 2025.
●Networking sales increased by 8% year over year and accounted for 7% of net sales in the first quarter of both 2026 and 2025.
●Accessories sales increased by 1% year over year and accounted for 11% of net sales in the first quarter of both 2026 and 2025.
Selling, general and administrative (“SG&A”) expenses decreased slightly in the fir
Feb 4, 2026 · 100% conf.
1D
+1.94%
$61.32
Act: +9.14%
5D
+6.65%
$64.15
Act: +8.31%
20D
+7.47%
$64.64
Act: +2.54%
PC Connection, Inc._February 4, 2026 0001050377false00010503772026-02-042026-02-04
PURSUANT TO SECTION 13 OR 15(d) OF
Date of Report (Date of earliest event reported): February 4, 2026
PC Connection, Inc.
(Exact name of registrant as specified in charter)
Delaware 0-23827 02-0513618
(State or other juris- diction of incorporation (Commission File Number) (IRS Employer Identification No.)
730 Milford Road Merrimack, NH 03054
(Address of principal executive offices) (Zip Code)
Registrant’s telephone number, including area code: (603) 683-2000 N/A
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:
Title of each class Trading Symbol(s) Name of each exchange on which registered
Common Stock, $0.01 par value
Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02. Results of Operations and Financial Condition On February 4, 2026, PC Connection, Inc. (“Connection”) announced its financial results for the quarter and year ended December 31, 2025. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information in Item 2.02 of this Form 8-K (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 (the “Securities Act”), except as expressly set forth by specific reference in such a filing. Item 7.01. Regulation FD Disclosure On February 4, 2026, Connection also announced in the press release attached as Exhibit 99.1 hereto that its Board of Directors had declared a quarterly cash dividend. Connection also announced that its Board of Directors approved a $50.0 million increase to Connection’s existing share repurchase program, bringing the aggregate size authorized to $220.0 million, of which approximately $81.2 million is available after giving effect to the increase. The information in Item 7.01 of this Form 8-K (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Exchange Act or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such a filing. Item 9.01. Financial Statements and Exhibits (d)Exhibits
Exhibit No. Description
99.1 Press Release issued by PC Connection, Inc. on February 4, 2026.
104 Cover Page Interactive Data File (embedded within the Inline XBRL document).
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: February 4, 2026
By: /s/ Thomas C. Baker
Thomas C. Baker
Senior Vice President, Chief Financial Officer & Treasurer
This page provides PC Connection Inc. (CNXN) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on CNXN's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.