CDW公司（NASDAQ: CDW）在報告了好於預期的第四季度業績後，其股價上漲。淨銷售額同比增長3.3%至51.86億美元，超出市場預期的49.54億美元。 公司部門淨銷售額同比增長4.2%至23.5億美元，小企業部門淨銷售額同比增長4.4%至3.8億美元。 公共部門淨銷售額同比增長6.1%至18.54億美元，其中醫療保健客戶的淨銷售額在本季度增長了29.5%。CDW在英國和加拿大的業務淨銷售額同比增長5.1%至6.07億美元。日均銷售額同比增長5.0%至8360萬美元。 毛利率從23.0%下降到22.3%。 調整後運營利潤率爲9.6%，去年同期爲10.3%。 調整後每股收益2.48美元，高於市場預期的2.32美元。 截至2024年12月，CDW持有7.177億美元的現金及等價物。 董事會批准將股票回購授權增加7.5億美元。公司宣佈季度現金股息爲每股0.625美元（同比增加1％），將於2025年3月11日支付給截至2025年2月25日的所有股東。 董事會主席兼首席執行官Christine A. Leahy表示：“在這個動態環境中，我們的價值主張比以往任何時候都更強，因爲客戶轉向CDW幫助他們解決關鍵的IT和運營需求，貫穿整個IT解決方案堆棧和生命週期，並指導他們走向AI之旅。” “展望2025年，我們繼續目標超越美國IT市場增長200到300個基點。爲了實現這一目標，我們將繼續專注於滿足全球超過25萬名客戶不斷變化的需求，併成爲超過1000家領先和新興技術品牌的首選合作伙伴。” 投資者可以通過ProShares標普科技股息貴族ETF（BATS: TDV）和First Trust NASDAQ-100-Technology Sector Index Fund（NASDAQ: QTEC）獲得對該股票的投資。 CDW股價在週三最後一次檢查時上漲4.32%至207.95美元。

以上內容來自Benzinga Earnings專欄，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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