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PC Connection, Inc.

NASDAQ•CNXN
CEO: Ms. Patricia Gallup
セクター: Technology
業種: Technology Distributors
上場日: 1998-03-03
PC Connection, Inc., together with its subsidiaries, provides various information technology (IT) solutions worldwide. The company operates through three segments: Business Solutions, Enterprise Solutions, and Public Sector Solutions. It offers IT solutions, including computer systems, data center solutions, software and peripheral equipment, networking communications, and other products and accessories; and portfolio of managed services and professional services, as well as provides services related to design, configuration, and implementation of IT solutions. The company markets its products and services through its websites comprising connection.com, connection.com/enterprise, connection.com/publicsector, and macconnection.com. It serves small to medium-sized businesses that include small office/home office customers; federal, state, and local government and educational institutions; enterprise sutomers; medium-to-large sorporations through outbound inside and field sales; digital, web, and print media advertising; and targeted marketing program to specific customer populations. The company was founded in 1982 and is headquartered in Merrimack, New Hampshire.
連絡先情報
730 Milford Road, Merrimack, NH, 03054-4631, United States
603-683-2000
www.connection.com
時価総額
$1.51B
PER (TTM)
18.0
19.9
配当利回り
1.1%
52週高値
$71.17
52週安値
$54.97
52週レンジ
30%
順位25Top 11.9%
5.6
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$702.94M+0.00%
直近4四半期の推移

EPS

$0.82+0.00%
直近4四半期の推移

フリーCF

$25.23M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Sales Growth Total net sales $2,872.7M for 2025, marking 2.5% growth driven by Enterprise and Business Solutions.
Gross Margin Improvement Overall gross margin increased 20 basis points to 18.8% due to higher-margin software sales recognition.
Operating Income Stability Income from operations $99.3M, maintaining 3.5% margin despite $6.0M in 2025 severance expenses.
Segment Sales Mix Shift Enterprise Solutions grew to 44.6% of net sales in 2025, while Public Sector Solutions decreased to 17.7%.

リスク要因

Cash Flow Decline Net cash from operations fell $108.4M to $65.5M, driven by inventory purchases and accounts receivable timing.
Inventory Obsolescence Risk Rapid IT changes and increased first-to-market purchases raise risk of inventory obsolescence losses.
Vendor Supply Chain Concentration Top vendors TD Synnex, Ingram Micro, and Microsoft account for 59% of total product purchases.
Public Sector Sales Contraction Public Sector Solutions net sales decreased 11.1% ($63.3M) due to reduced state and local government spending.

見通し

AI and Service Expansion Investing in AI capabilities via CNXN Helix effort and expanding higher-margin IT solution service offerings.
Sales Productivity Focus Increasing sales force productivity through significant investment in training and technical support personnel.
Cloud Solution Migration Plan to expand cloud-based solution sales, leveraging Microsoft Azure Expert MSP designation.
Capital Allocation Strategy Expect cash flow to fund working capital, CapEx, dividends, and potential accretive acquisitions moving forward.

同業比較

売上高 (TTM)

SCSC stock ticker logoSCSC
$3.02B
+0.1%
CNXN stock ticker logoCNXN
$2.87B
+2.5%
PLTK stock ticker logoPLTK
$2.76B
+8.1%

粗利益率 (最新四半期)

ADEA stock ticker logoADEA
92.2%
-0.4pp
PRCH stock ticker logoPRCH
77.0%
+16.0pp
PLTK stock ticker logoPLTK
72.5%
+0.6pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
LASR$3.49B-135.9-10.7%11.4%
ADEA$2.50B22.426.3%41.9%
PLAB$1.98B14.211.8%0.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.1%
緩やかな成長
4四半期純利益CAGR
15.4%
収益性の大幅な改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月28日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし