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CDW Corporation

NASDAQ•CDW
CEO: Ms. Christine A. Leahy J.D.
セクター: Technology
業種: Information Technology Services
上場日: 2013-06-27
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Corporate, Small Business, and Public. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. It also provides hardware products comprising notebooks/mobile devices, tablets, network communications, desktop computers, collaboration, data storage and servers, and others; and software products, such as cloud solutions, software assurance, application suites, security, virtualization, operating systems, and network management. In addition, the company offers advisory and design, software development, implementation, managed, professional, configuration, partner, and telecom services, as well as warranties; delivers and manages mission critical software, systems, and network solutions; and implementation and installation, and repair services to its customers through various third-party service providers. It serves government, education, and healthcare customers; and small, medium, and large business customers. CDW Corporation was formerly known as CDW Computer Centers, Inc. and changed its name to CDW Corporation in June 2003. The company was founded in 1984 and is based in Vernon Hills, Illinois.
連絡先情報
200 North Milwaukee Avenue, Vernon Hills, IL, 60061, United States
847-465-6000
www.cdw.com
時価総額
$16.07B
PER (TTM)
15.0
16.9
配当利回り
2.0%
52週高値
$192.30
52週安値
$118.44
52週レンジ
7%
順位23Top 9.4%
5.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.8 / 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

$5.51B+0.00%
直近4四半期の推移

EPS

$2.15+0.00%
直近4四半期の推移

フリーCF

$395.90M+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 Strong Net sales reached $22.42B USD, marking 6.8% growth, driven by strong demand across all operating segments.
Gross Profit Dollars Increased Gross profit grew 5.9% to $4.87B USD, despite gross margin contracting 20 basis points to 21.7%.
Small Business Segment Leads Small Business segment sales showed strong 13.3% growth, reaching $1.73B USD in the fiscal year.
Cash Cycle Efficiency Improved Cash conversion cycle improved to 16 days, down 2 days from 2024, due to lower inventory stocking positions.

リスク要因

Vendor Partner Dependency Risks Business relies heavily on vendor agreements; reduction in funding or changes in terms could adversely impact operations.
Cybersecurity Threat Escalation Increasing sophistication of cyberattacks poses risks to proprietary data, potentially causing disruption, liability, and reputational harm.
Macroeconomic Spending Uncertainty Global economic uncertainty and inflation may cause customers, especially public sector, to delay technology spending.
Key Personnel Retention Costs Attracting and retaining specialized talent is competitive, risking higher labor costs or ineffective workforce management.

見通し

IT Demand Driven by AI Expect IT demand to outpace general growth, fueled by hybrid cloud adoption, security needs, and Artificial Intelligence.
New Segment Structure Adopted Effective January 2026, organization realigned into Commercial, Government, and Education segments for better market alignment.
Strengthened Liquidity Position Entered new $2.25B Revolving Facility and $634.5M Term Loan in December 2025, increasing borrowing capacity.
Focus on Integrated Solutions Strategy centers on providing integrated IT solutions across hybrid infrastructure, digital experience, and security capabilities.

同業比較

売上高 (TTM)

CDW stock ticker logoCDW
$22.42B
+6.8%
LDOS stock ticker logoLDOS
$17.17B
+3.1%
J stock ticker logoJ
$12.39B
+39.9%

粗利益率 (最新四半期)

CHKP stock ticker logoCHKP
85.1%
-2.1pp
FFIV stock ticker logoFFIV
81.5%
-0.1pp
CPAY stock ticker logoCPAY
69.8%
-7.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
WIT$24.30B15.415.5%14.0%
UMC$23.95B18.611.4%13.5%
ON$22.88B188.41.5%27.7%

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
2.0%
緩やかな成長
4四半期純利益CAGR
7.5%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5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