CDW公司（NASDAQ: CDW）在报告了好于预期的第四季度业绩后，其股价上涨。净销售额同比增长3.3%至51.86亿美元，超出市场预期的49.54亿美元。 公司部门净销售额同比增长4.2%至23.5亿美元，小企业部门净销售额同比增长4.4%至3.8亿美元。 公共部门净销售额同比增长6.1%至18.54亿美元，其中医疗保健客户的净销售额在本季度增长了29.5%。CDW在英国和加拿大的业务净销售额同比增长5.1%至6.07亿美元。日均销售额同比增长5.0%至8360万美元。 毛利率从23.0%下降到22.3%。 调整后运营利润率为9.6%，去年同期为10.3%。 调整后每股收益2.48美元，高于市场预期的2.32美元。 截至2024年12月，CDW持有7.177亿美元的现金及等价物。 董事会批准将股票回购授权增加7.5亿美元。公司宣布季度现金股息为每股0.625美元（同比增加1％），将于2025年3月11日支付给截至2025年2月25日的所有股东。 董事会主席兼首席执行官Christine A. Leahy表示：“在这个动态环境中，我们的价值主张比以往任何时候都更强，因为客户转向CDW帮助他们解决关键的IT和运营需求，贯穿整个IT解决方案堆栈和生命周期，并指导他们走向AI之旅。” “展望2025年，我们继续目标超越美国IT市场增长200到300个基点。为了实现这一目标，我们将继续专注于满足全球超过25万名客户不断变化的需求，并成为超过1000家领先和新兴技术品牌的首选合作伙伴。” 投资者可以通过ProShares标普科技股息贵族ETF（BATS: TDV）和First Trust NASDAQ-100-Technology Sector Index Fund（NASDAQ: QTEC）获得对该股票的投资。 CDW股价在周三最后一次检查时上涨4.32%至207.95美元。

以上内容来自Benzinga Earnings专栏，原文如下：

CDW Corporation (NASDAQ:CDW) shares are trading higher after the company reported better-than-expected fourth-quarter results.

Net sales rose 3.3% year-over-year to $5.186 billion, beating the consensus of $4.954 billion. Net sales from the Corporate segment increased 4.2% Y/Y to $2.35 billion, and the Small Business segment increased 4.4% Y/Y to $380 million.

Public segment net sales rose 6.1% Y/Y to $1.854 billion, led by higher net sales to Healthcare customers of 29.5% in the quarter. Net sales for CDW’s U.K. and Canadian operations rose 5.1% Y/Y to $607 million.

Average daily sales surged 5.0% Y/Y to $83.6 million. Gross margin contracted to 22.3% from 23.0% in the quarter.

The adjusted operating margin was 9.6% vs. 10.3% a year ago. Adjusted EPS of $2.48 beat the consensus of $2.32. 

CDW held $717.7 million in cash and equivalents as of December 2024.

Buyback: CDW Board of Directors approved a $750 million increase to its share repurchase authorization.

The company declared a quarterly cash dividend of $0.625 per share (+1% vs. prior year period) payable on March 11, 2025, to all stockholders of record as of February 25, 2025.

Christine A. Leahy, chair and chief executive officer, said, “In this dynamic environment, our value proposition is stronger than ever as customers turn to CDW to help them address mission-critical IT and operational needs across the full IT solutions stack and lifecycle and guide them through their AI journey.”

”For 2025, we continue to target exceeding US IT market growth by 200 to 300 basis points. To achieve this, we will maintain our laser focus on meeting the evolving needs of our more than 250,000 customers around the globe and remaining the partner of choice for more than 1,000 leading and emerging technology brands.” 

Investors can gain exposure to the stock via ProShares S&P Technology Dividend Aristocrats ETF (BATS:TDV) and First Trust NASDAQ-100-Technology Sector Index Fund (NASDAQ:QTEC).

Price Action: CDW shares are up 4.32% at $207.95 at the last check Wednesday. 

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