CDW Corp (CDW) — Current Report

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This analysis covers the filing from 2026-05-06. New 10-K, 10-Q and 8-K filings are analyzed the moment they are released — exclusively in the app.

Earlier Current Report filings

Filed: 2026-05-01
  • CDW realigned its reportable segments effective January 1, 2026 from previous structure to Commercial, Government, and Education segments, plus Other (CDW UK/Canada), which is a structural change for better operational alignment rather than a material business event.
  • Commercial segment dominates revenue (~63% of Q4 2025 net sales at $3.45B) and shows consistent profitability, while Government and Education segments contribute meaningfully but Government segment operating margins appear compressed relative to Commercial.
  • The company updated cost allocation methodology for headquarters functions, distinguishing between direct operating costs and enterprise-wide costs, which affects segment expense reporting but does not restate previously reported consolidated financial statements.
  • Education segment shows volatility in quarterly performance with operating income ranging from $25.3M to $123.0M across periods, suggesting this segment may face seasonal or market-specific challenges requiring investor monitoring.
Filed: 2026-03-27
  • Sanjay Mehrotra, a director at CDW Corporation, has decided not to stand for re-election at the company's 2026 Annual Meeting of Stockholders. This is a notable leadership change that investors should monitor.
  • Mehrotra's departure does not appear to be related to any disagreements with the company, suggesting an amicable transition.
  • Investors should watch for any updates on the search for a new director to replace Mehrotra and how this may impact the board's composition and strategic direction.

Other reports for CDW Corp

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