EarningsQ2 2026 Earnings Report
DE:PCC Q2 2026 EPS Results
Actual EPS€1.17
Consensus EPS€0.89
Beat/MissBeat by +€0.28
One Year Ago EPS€0.87
DE:PCC Q2 2026 Revenue Results
Actual Revenue€762.19M
Expected Revenue€682.58M
Beat/MissBeat by +€79.62M
YoY Revenue Growth+12.41%
Earnings Announcement Details
QuarterQ2 2026
Date07/29/2026
TimeAfter Close
Conference CallWednesday, July 29, 2026
DE:PCC Upcoming Earnings
PC Connection's next earnings date is estimated for November 4, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:PCC Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted multiple record financial outcomes — revenue, gross billings, gross profit, operating income, net income, and EPS — driven by broad-based demand (notebooks/endpoints, software, networking) and strong vertical performance. Management emphasized elevated backlog and strong liquidity, while acknowledging near-term timing variability (pull-ins, supply dynamics), elevated working capital (inventory and receivables), and an expected slight sequential revenue decline in Q3. Overall, the positive operational and financial momentum and record metrics materially outweigh the manageable working-capital and timing headwinds.Company Guidance
Record Net Sales, Gross Billings, and Gross Profit
Net sales $854.0M, up 12.4% year-over-year; gross billings $1.2B, up 14%; gross profit $157.5M, up 14.3%; gross margin expanded 30 basis points to 18.4%.
Strong Segment Performance — Business Solutions
Business Solutions net sales $343.9M, up 17.3% (record); gross profit $79.1M, up 14.9% (record); gross billings $496.1M, up 16.7%. Backlog at highest level in three years.
Strong Segment Performance — Enterprise Solutions
Enterprise Solutions net sales $369.6M, up 13.4%; gross profit $55.2M, up 15.8%; gross billings $477.0M, up 17%; gross margin expanded 30 basis points to 14.9%. Ended quarter with record backlog.
Product Category Strength
Notebooks, mobility, and desktops grew 19.5% with unit volumes up 3%; software grew 15%; networking grew 11.5% — driven by higher ASPs and continued endpoint/data center demand.
Record Operating and Net Income, EPS Growth
Operating income $43.0M, up 39.2% (record); operating margin 5.0% vs 4.1% prior year; net income $33.2M, up 33.8% (record); diluted EPS $1.31, up 35.1% ($0.34).
Improved Adjusted EBITDA and Capital Returns
Trailing 12-month adjusted EBITDA $144.5M, up 18% vs $122.5M prior year. Returned capital via quarterly dividend $0.20 paid and a $0.27 per share dividend declared; $81.2M remaining on repurchase authorization.
Strong Liquidity Position
Ended quarter with $340.7M in cash, cash equivalents, and short-term investments, providing flexibility for strategic priorities and returns to shareholders.
Vertical Market Momentum and External Recognition
Retail net sales +31% (gross profit +29%); financial services net sales +23% (gross profit +17%); healthcare net sales +15% (gross profit +14%); manufacturing net sales +27% (gross profit +8%). Company recognized as Dell's 2026 North America Channel Services Sales Partner of the Year and named to TIME Magazine's 2026 list of America's Best Companies.
DE:PCC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed