Revenue by quarter
US$ · last 8| Quarter | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $854.0M | $33.2M | 1.31 |
| Q1 FY2026 | $721.9M | $17.2M | 0.68 |
| Q4 FY2025 | $702.9M | $20.7M | 0.82 |
| Q3 FY2025 | $709.1M | $24.7M | 0.97 |
Newest filings
All 421| Form | Filed | Accepted (ET) | |
|---|---|---|---|
| 8-K | 14 Oct 2026 | 14 Oct, 9:15 AM | |
| 10-Q | 29 Jul 2026 | ||
| 8-K | 29 Jul 2026 | ||
| 8-K | 13 May 2026 | ||
| 10-Q | 29 Apr 2026 | ||
| 8-K | 29 Apr 2026 | ||
| ARS | 27 Mar 2026 | ||
| DEF 14A | 27 Mar 2026 |
Description
- Ticker
- CNXN-US
- Exchange
- Nasdaq
- Index
- S&P SmallCap 600
- Industry
- Wholesale-Computers & Peripheral Equipment & Software
- SIC division
- Wholesale trade
- CIK
- 0001050377
- LEI
- 5299005WPRNIXDV2KM73
- FIGI
- BBG000BX74M4
- Share class FIGI
- BBG001S96MG5
- Fiscal year ends
- Dec
- Filings held
- 421 since 1997
- 8-K events
- 164
- Shares short
- 0.5M, 30 Sep 2026
Financial statements
The income statement, balance sheet and cash flow by year and by quarter, line by line as the company reports them. Each column names the filing it comes from.
| Fiscal period | FY2009 | FY2010 | FY2011 | FY2012 | FY2013 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Period ending | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
| Source filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
| Filed | 28 Feb 2012 | 4 Mar 2013 | 10 Mar 2014 | 6 Mar 2015 | 3 Mar 2016 | 3 Mar 2017 | 9 Mar 2018 | 7 Feb 2019 | 6 Feb 2020 | 16 Mar 2021 | 14 Mar 2022 | 6 Mar 2023 | 7 Mar 2024 | 24 Feb 2025 | 24 Feb 2026 | 24 Feb 2026 | 24 Feb 2026 |
| +Net sales | 1,570M | 1,974M | 2,103M | 2,159M | 2,222M | 2,463M | 2,574M | 2,693M | 2,912M | 2,700M | 2,820M | 2,590M | 2,893M | 3,125M | 2,851M | 2,802M | 2,873M |
| −Cost of sales | 1,385M | 1,744M | 1,838M | 1,877M | 1,929M | 2,140M | 2,233M | 2,321M | 2,530M | 2,288M | 2,369M | 2,172M | 2,428M | 2,599M | 2,339M | 2,282M | 2,333M |
| Gross profit | 185M | 230M | 265M | 282M | 293M | 323M | 341M | 371M | 382M | 411M | 451M | 419M | 465M | 526M | 512M | 520M | 539M |
| % of net sales | 11.8% | 11.6% | 12.6% | 13.1% | 13.2% | 13.1% | 13.2% | 13.8% | 13.1% | 15.2% | 16.0% | 16.2% | 16.1% | 16.8% | 18.0% | 18.6% | 18.8% |
| −Selling, general and administrative expenses | 173M | 191M | 217M | 226M | 234M | 252M | 263M | 287Mr | 301Mr | 324M | 339M | 346M | 368M | 406M | 406M | 422M | 434M |
| −Severance expenses and other charges | – | – | – | – | – | – | – | 3.4M | 3.6M | 1M | 0.7M | 1M | 0M | 0M | 2.7M | 0.4M | 6M |
| Income from operations | -0.7M | 39M | 48M | 55M | 59M | 72M | 79M | 81M | 78M | 86M | 112M | 72M | 97M | 121M | 103M | 97M | 99M |
| % of net sales | -0.0% | 2.0% | 2.3% | 2.5% | 2.7% | 2.9% | 3.1% | 3.0% | 2.7% | 3.2% | 4.0% | 2.8% | 3.3% | 3.9% | 3.6% | 3.5% | 3.5% |
| Interest expense | 0.5M | 0.5M | 0.4M | 0.2M | 0.1M | 0.1M | – | – | – | 0.1M | 0.1M | 0.1M | – | – | – | – | – |
| Interest income | – | – | – | – | -0.1M | -0.1M | -0.1M | -0.1M | 0.1M | 3.1M | 0.8M | 0.2M | – | – | – | – | – |
| Gain from life insurance | – | – | – | – | – | – | – | – | – | – | – | 1.1M | – | – | – | – | – |
| +Interest income, net | 0.5M | 0.2M | 0.2M | 0M | – | – | – | -0.1M | 0.1M | 3M | 0.7M | 1.1M | 0M | 1.1M | 10M | 19M | 14M |
| +Other income | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.7M | 0.1M |
| Income before taxes | -0.7M | 38M | 47M | 55M | 59M | 71M | 79M | 81M | 78M | 89M | 113M | 73M | 97M | 122M | 113M | 118M | 114M |
| % of net sales | -0.0% | 1.9% | 2.3% | 2.5% | 2.7% | 2.9% | 3.0% | 3.0% | 2.7% | 3.3% | 4.0% | 2.8% | 3.3% | 3.9% | 4.0% | 4.2% | 4.0% |
| −Income tax provision | 0.5M | 15M | 19M | 21M | 24M | 29M | 32M | 32M | 23M | 24M | 31M | 17M | 27M | 32M | 30M | 30M | 30M |
| Net income | -1.2M | 23M | 29M | 33M | 36M | 43M | 47M | 48M | 55M | 65M | 82M | 56M | 70M | 89M | 83M | 87M | 84M |
| % of net sales | -0.1% | 1.2% | 1.4% | 1.5% | 1.6% | 1.7% | 1.8% | 1.8% | 1.9% | 2.4% | 2.9% | 2.2% | 2.4% | 2.9% | 2.9% | 3.1% | 2.9% |
| Basic | -0.05 | 0.85 | 1.08 | 1.25 | 1.37 | 1.63 | 1.77 | 1.81 | 2.05 | 2.42 | 3.12 | 2.13 | 2.67 | 3.40 | 3.17 | 3.31 | 3.28 |
| Diluted | -0.05 | 0.85 | 1.07 | 1.24 | 1.35 | 1.61 | 1.76 | 1.80 | 2.04 | 2.41 | 3.10 | 2.12 | 2.65 | 3.37 | 3.15 | 3.29 | 3.27 |
| Basic | 27M | 27M | 27M | 26M | 26M | 26M | 26M | 27M | 27M | 27M | 26M | 26M | 26M | 26M | 26M | 26M | 26M |
| Diluted | 27M | 27M | 27M | 27M | 26M | 27M | 27M | 27M | 27M | 27M | 27M | 26M | 26M | 26M | 26M | 27M | 26M |
Hover a figure for its source.r restated in a later filing– not reported in that period
Lines in the order and wording of the 10-K filed 24 Feb 2026. 244 of 244 subtotals add up to the company's own totals, and the balance sheet balances in 77 of 77 periods. Newest filing read: 29 Jul 2026.
Free for personal research, with credit (Data by Shikshan Nivesh) and a link. API access, bulk files and commercial use need a licence: the data licence.
Charts
Any figure or ratio in the record, by year, by quarter or on a trailing twelve months, as a value or as growth, against a peer if you like. Hover for the figures.
Revenue · quarterly · US$
Latest Jun 2026: $854M
Revenue = rev
Method. Each month-end, the trailing-twelve-month diluted EPS known that month (from filings filed by then) at the 10th, 50th and 90th percentile of this stock's own month-end P/E from 2014-03 to 2026-10. Months with the figure at or below zero are left out. A summary of the multiples the stock has traded at, not a value.
Ratios
Every ratio, worked out the same way for every company, by year or on a trailing twelve months. Hover a ratio for its formula.
| Fiscal year ending | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return on common equity | – | – | 10.8% | 11.7% | 11.7% | 12.7% | 12.5% | 11.7% | 12.0% | 12.8% | 14.6% | 9.0% | 10.6% | 12.3% | 10.4% | 9.9% | 9.2% |
| Return on assets | – | – | 6.5% | 7.1% | 7.4% | 8.2% | 7.9% | 7.3% | 7.7% | 8.3% | 9.4% | 5.7% | 6.7% | 8.2% | 7.3% | 7.0% | 6.3% |
| Return on capital | – | – | 10.7% | 11.6% | 11.7% | 12.7% | 12.6% | 11.7% | 12.0% | 12.4% | 14.5% | 8.9% | 10.6% | 12.2% | 9.5% | 8.2% | 8.0% |
| Return on invested capital | – | – | 11.5% | 12.5% | 13.5% | 15.0% | 15.5% | 13.8% | 13.4% | 14.4% | 17.3% | 10.5% | 12.5% | 14.5% | 12.8% | 14.2% | 15.0% |
| Gross margin | 11.8% | 11.6% | 12.6% | 13.1% | 13.2% | 13.1% | 13.2% | 13.8% | 13.1% | 15.2% | 16.0% | 16.2% | 16.1% | 16.8% | 18.0% | 18.6% | 18.8% |
| EBITDA margin | 0.4% | 2.2% | 2.5% | 2.8% | 3.0% | 3.2% | 3.4% | 3.3% | 3.0% | 3.6% | 4.4% | 3.3% | 3.7% | 4.2% | 4.0% | 3.9% | 3.8% |
| Operating margin | −0.0% | 2.0% | 2.3% | 2.5% | 2.7% | 2.9% | 3.1% | 3.0% | 2.7% | 3.2% | 4.0% | 2.8% | 3.3% | 3.9% | 3.6% | 3.5% | 3.5% |
| Incremental operating margin | – | 9.7% | 6.9% | 12.6% | 7.6% | 5.0% | 6.4% | 1.7% | −1.4% | −3.8% | 21.8% | 17.4% | 8.1% | 10.3% | 6.3% | 12.6% | 3.1% |
| Pretax margin | −0.0% | 1.9% | 2.3% | 2.5% | 2.7% | 2.9% | 3.0% | 3.0% | 2.7% | 3.3% | 4.0% | 2.8% | 3.3% | 3.9% | 4.0% | 4.2% | 4.0% |
| Profit margin | −0.1% | 1.2% | 1.4% | 1.5% | 1.6% | 1.7% | 1.8% | 1.8% | 1.9% | 2.4% | 2.9% | 2.2% | 2.4% | 2.9% | 2.9% | 3.1% | 2.9% |
| Net income to common margin | −0.1% | 1.2% | 1.4% | 1.5% | 1.6% | 1.7% | 1.8% | 1.8% | 1.9% | 2.4% | 2.9% | 2.2% | 2.4% | 2.9% | 2.9% | 3.1% | 2.9% |
| Effective tax rate | n/m | 40.2% | 39.3% | 39.3% | 39.8% | 40.2% | 40.3% | 40.2% | 29.3% | 27.1% | 27.1% | 23.8% | 27.6% | 26.7% | 26.4% | 25.9% | 26.4% |
| Dividend payout ratio | – | – | 36.8% | 30.5% | 29.4% | 24.7% | 22.6% | 18.8% | 16.6% | 13.1% | 10.3% | 15.0% | 37.5% | 10.0% | 10.1% | 12.1% | 18.3% |
| Sustainable growth rate | – | – | 6.9% | 8.1% | 8.2% | 9.5% | 9.7% | 9.5% | 10.0% | 11.1% | 13.1% | 7.7% | 6.6% | 11.1% | 9.3% | 8.7% | 7.5% |
What the company said with its results
The key points, guidance and management's own words from each of the last four results releases.
Key points
Net sales rose 12.4% in quarter
Net sales were $854.0 million in the second quarter, up 12.4% from a year earlier. For the first half, net sales rose 7.9% to $1.6 billion.
Net income and EPS grew
Net income rose 33.8% to $33.2 million, or $1.31 per diluted share, against $0.97 a year earlier. Adjusted diluted EPS was also $1.31, with no severance adjustment in the quarter.
Gross profit and margin rose
Gross profit rose 14.3% to $157.5 million. Gross margin rose 30 basis points to 18.4% in the quarter and in the first half, when gross profit rose 9.5% to $290.2 million.
First-half net income and EPS
For the six months, net income rose 31.7% to $50.4 million, or $1.99 per diluted share, against $1.48 a year earlier.
Gross billings rose 14.0%
Gross billings rose 14.0% to $1.2 billion in the quarter, from $1.0 billion. In the first half they rose 9.3% to $2.2 billion.
Billings include amounts not in sales
Gross billings include agency fees and freight, and amounts for transactions recognized on a net basis that do not appear in net sales.
Business Solutions sales rose 17.3%
Business Solutions net sales were $343.9 million, up 17.3%. Gross billings rose 16.7% to $496.1 million and gross profit rose 14.9% to $79.1 million; gross margin fell 50 basis points to 23.0%.
Enterprise Solutions sales and billings grew
Enterprise Solutions net sales rose 13.4% to $369.6 million, and gross billings rose 17.0% to $477.0 million. Gross profit rose 15.8% to $55.2 million, and gross margin rose 30 basis points to 14.9%.
Public Sector sales flat, margin higher
Public Sector net sales were $140.5 million, flat year over year, after a 31.0% first-quarter decline. Gross billings rose 1.7% to $197.1 million, gross profit rose 9.2% to $23.2 million, and gross margin rose 130 basis points to 16.5%.
Notebooks and desktops grew 19%
Notebook, mobility and desktop sales rose 19% and made up 51% of net sales, up from 48% a year earlier.
Servers and storage fell 18%
Servers and storage sales fell 18%, and their share of net sales dropped to 7% from 9%.
Software sales rose 15%
Software sales rose 15% and held at 9% of net sales in both years.
Networking sales rose 12%
Networking sales rose 12% and held at 7% of net sales in both years.
Accessories sales rose 10%
Accessories sales rose 10% and held at 10% of net sales in both years.
In their words
“Our record financial performance reflects more than strong execution—it reflects the value that our customers are placing on their enterprise technology” Timothy McGrath, President and Chief Executive Officer
“As organizations increasingly operationalize AI, they need trusted partners like Connection who can modernize infrastructure, strengthen security, integrate cloud and data platforms, and deliver measurable business outcomes.” Timothy McGrath, President and Chief Executive Officer
Coming up
Dividend payment dates set. The Board declared a $0.20 quarterly dividend per share. Payment is set for August 28, 2026, to holders of record on August 11, 2026.
Revenue by segment
As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.
- Enterprise Solutions$1.3B 44.6%
- Business Solutions$1.1B 37.7%
- Public Sector Solutions$508.5M 17.7%
- Notebooks/Mobility$993.3M 34.6%
- Desktops$351.8M 12.2%
- Software$321.1M 11.2%
- Accessories$319.1M 11.1%
- Displays and Sound$250.4M 8.7%
- Servers/Storage$220.4M 7.7%
- Other Hardware/Services$214.6M 7.5%
- Net/Com Products$202.0M 7.0%
Company events
Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.
| 14 Oct 2026 | 14 Oct, 9:15 AM ET | 8-K | Leadership change | 5.02, 9.01 | |
| 29 Jul 2026 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 13 May 2026 | 8-K | Shareholder vote | 5.07 | ||
| 29 Apr 2026 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 4 Feb 2026 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 29 Oct 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 30 Jul 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 22 Jul 2025 | 8-K/A | Leadership changeShareholder vote | 5.02, 5.07, 9.01 | ||
| 14 May 2025 | 8-K | Shareholder vote | 5.07 | ||
| 30 Apr 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 5 Feb 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 30 Oct 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 31 Jul 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 16 May 2024 | 8-K | Shareholder vote | 5.07 | ||
| 1 May 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 14 Feb 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 1 Nov 2023 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 2 Aug 2023 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 13 Jun 2023 | 8-K | Material agreement | 1.01, 9.01 | ||
| 18 May 2023 | 8-K | Leadership changeShareholder vote | 5.02, 5.07, 9.01 | ||
| 4 May 2023 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 20 Apr 2023 | 8-K | Results | 2.02, 9.01 | ||
| 9 Feb 2023 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 22 Nov 2022 | 8-K | Other events | 8.01, 9.01 | ||
| 3 Nov 2022 | 8-K | Results | 2.02, 9.01 | ||
| 4 Aug 2022 | 8-K | Results | 2.02, 9.01 | ||
| 19 May 2022 | 8-K | Leadership changeShareholder vote | 5.02, 5.07, 9.01 | ||
| 5 May 2022 | 8-K | Results | 2.02, 9.01 | ||
| 28 Mar 2022 | 8-K | Leadership change | 5.02 | ||
| 7 Feb 2022 | 8-K | Results | 2.02, 9.01 | ||
| 4 Nov 2021 | 8-K | Other events | 8.01, 9.01 | ||
| 4 Nov 2021 | 8-K | Results | 2.02, 9.01 | ||
| 5 Aug 2021 | 8-K | Results | 2.02, 9.01 | ||
| 27 May 2021 | 8-K | Shareholder vote | 5.07 | ||
| 6 May 2021 | 8-K | Results | 2.02, 9.01 | ||
| 24 Feb 2021 | 8-K | Results | 2.02, 9.01 | ||
| 29 Dec 2020 | 8-K | Other events | 8.01, 9.01 | ||
| 18 Nov 2020 | 8-K | Other events | 8.01 | ||
| 9 Nov 2020 | 8-K | Results | 2.02, 9.01 | ||
| 10 Aug 2020 | 8-K | Results | 2.02, 9.01 | ||
| 28 May 2020 | 8-K | Leadership changeShareholder vote | 5.02, 5.07, 9.01 | ||
| 29 Apr 2020 | 8-K | Results | 2.02, 9.01 | ||
| 4 Feb 2020 | 8-K | Results | 2.02, 9.01 | ||
| 18 Dec 2019 | 8-K | Other events | 8.01, 9.01 | ||
| 30 Oct 2019 | 8-K | Results | 2.02, 9.01 | ||
| 1 Aug 2019 | 8-K | Results | 2.02, 9.01 | ||
| 24 May 2019 | 8-K | Leadership changeShareholder vote | 5.02, 5.07, 9.01 | ||
| 2 May 2019 | 8-K | Results | 2.02, 9.01 | ||
| 1 Mar 2019 | 8-K | Leadership change | 5.02, 9.01 | ||
| 7 Feb 2019 | 8-K | Results | 2.02, 9.01 |
Every filing
The company's filings with the SEC, newest first: 421 held. Insider, fund and large-holder filings have their own tables below.
| 14 Oct 2026 | 8-K | 8 Oct 2026 | 14 Oct, 9:15 AM ET | |
| 29 Jul 2026 | 10-Q | 30 Jun 2026 | ||
| 29 Jul 2026 | 8-K | 29 Jul 2026 | ||
| 13 May 2026 | 8-K | 13 May 2026 | ||
| 29 Apr 2026 | 10-Q | 31 Mar 2026 | ||
| 29 Apr 2026 | 8-K | 29 Apr 2026 | ||
| 27 Mar 2026 | ARS | 31 Dec 2025 | ||
| 27 Mar 2026 | DEF 14A | 13 May 2026 | ||
| 24 Feb 2026 | 10-K | 31 Dec 2025 | ||
| 4 Feb 2026 | 8-K | 4 Feb 2026 | ||
| 20 Nov 2025 | UPLOAD | – | ||
| 29 Oct 2025 | 10-Q | 30 Sep 2025 | ||
| 29 Oct 2025 | 8-K | 29 Oct 2025 | ||
| 10 Oct 2025 | CORRESP | – | ||
| 29 Sep 2025 | UPLOAD | – | ||
| 30 Jul 2025 | S-8 | – | ||
| 30 Jul 2025 | 10-Q | 30 Jun 2025 | ||
| 30 Jul 2025 | 8-K | 30 Jul 2025 | ||
| 22 Jul 2025 | 8-K/A | 14 May 2025 | ||
| 14 May 2025 | 8-K | 14 May 2025 | ||
| 30 Apr 2025 | 10-Q | 31 Mar 2025 | ||
| 30 Apr 2025 | 8-K | 30 Apr 2025 | ||
| 28 Mar 2025 | ARS | 31 Dec 2024 | ||
| 28 Mar 2025 | DEF 14A | 14 May 2025 | ||
| 24 Feb 2025 | 10-K | 31 Dec 2024 | ||
| 5 Feb 2025 | 8-K | 5 Feb 2025 | ||
| 30 Oct 2024 | 10-Q | 30 Sep 2024 | ||
| 30 Oct 2024 | 8-K | 30 Oct 2024 | ||
| 31 Jul 2024 | 10-Q | 30 Jun 2024 | ||
| 31 Jul 2024 | 8-K | 31 Jul 2024 | ||
| 16 May 2024 | 8-K | 15 May 2024 | ||
| 1 May 2024 | 10-Q | 31 Mar 2024 | ||
| 1 May 2024 | 8-K | 1 May 2024 | ||
| 29 Mar 2024 | ARS | 31 Dec 2023 | ||
| 29 Mar 2024 | DEF 14A | 10 May 2024 | ||
| 7 Mar 2024 | 10-K | 31 Dec 2023 | ||
| 14 Feb 2024 | 8-K | 14 Feb 2024 | ||
| 1 Nov 2023 | 10-Q | 30 Sep 2023 | ||
| 1 Nov 2023 | 8-K | 1 Nov 2023 | ||
| 3 Aug 2023 | S-8 | – | ||
| 2 Aug 2023 | 10-Q | 30 Jun 2023 | ||
| 2 Aug 2023 | 8-K | 2 Aug 2023 | ||
| 13 Jun 2023 | 8-K | 13 Jun 2023 | ||
| 18 May 2023 | 8-K | 17 May 2023 | ||
| 4 May 2023 | 10-Q | 31 Mar 2023 | ||
| 4 May 2023 | 8-K | 4 May 2023 | ||
| 20 Apr 2023 | 8-K | 20 Apr 2023 | ||
| 7 Apr 2023 | ARS | 31 Dec 2022 | ||
| 7 Apr 2023 | DEF 14A | – | ||
| 6 Mar 2023 | 10-K | 31 Dec 2022 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.
| 21 Oct 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 6,084 | $87.12 | $530.0K | 6,900,299 | 22 Oct 2026 |
| 21 Oct 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 1,108 | $87.64 | $97.1K | 6,899,191 | 22 Oct 2026 |
| 20 Oct 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 7,925 | $86.56 | $686.0K | 6,906,462 | 22 Oct 2026 |
| 20 Oct 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 79 | $87.33 | $6.9K | 6,906,383 | 22 Oct 2026 |
| 6 Oct 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 6,174 | $92.07 | $568.4K | 6,914,443 | 7 Oct 2026 |
| 6 Oct 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 56 | $92.95 | $5.2K | 6,914,387 | 7 Oct 2026 |
| 5 Oct 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 5,570 | $92.42 | $514.8K | 6,922,189 | 7 Oct 2026 |
| 5 Oct 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 1,572 | $93.06 | $146.3K | 6,920,617 | 7 Oct 2026 |
| 14 Aug 2026 | Beffa Negrini DavidDirector | Sale outside a trading plan | 5,000 | $81.05 | $405.3K | 60,875 | 7 Oct 2026 |
| 15 Sep 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 5,124 | $85.01 | $435.6K | 6,929,777 | 16 Sep 2026 |
| 15 Sep 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 2,018 | $85.61 | $172.8K | 6,927,759 | 16 Sep 2026 |
| 14 Sep 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 1,799 | $84.42 | $151.9K | 6,940,244 | 16 Sep 2026 |
| 14 Sep 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 3,551 | $85.62 | $304.0K | 6,936,693 | 16 Sep 2026 |
| 14 Sep 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 1,792 | $86.04 | $154.2K | 6,934,901 | 16 Sep 2026 |
| 2 Sep 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 4,458 | $80.40 | $358.4K | 6,944,727 | 3 Sep 2026 |
| 2 Sep 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 2,684 | $80.88 | $217.1K | 6,942,043 | 3 Sep 2026 |
| 1 Sep 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 4,872 | $78.76 | $383.7K | 6,951,455 | 3 Sep 2026 |
| 1 Sep 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 2,270 | $79.39 | $180.2K | 6,949,185 | 3 Sep 2026 |
| 18 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 3,922 | $78.36 | $307.3K | 6,959,547 | 19 Aug 2026 |
| 18 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 3,220 | $78.83 | $253.8K | 6,956,327 | 19 Aug 2026 |
| 17 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 5,066 | $78.16 | $396.0K | 6,965,545 | 19 Aug 2026 |
| 17 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 1,358 | $79.61 | $108.1K | 6,964,187 | 19 Aug 2026 |
| 17 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 718 | $80.21 | $57.6K | 6,963,469 | 19 Aug 2026 |
| 5 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 3,383 | $84.09 | $284.5K | 6,974,370 | 6 Aug 2026 |
| 5 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 3,559 | $84.77 | $301.7K | 6,970,811 | 6 Aug 2026 |
| 5 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 200 | $85.82 | $17.2K | 6,970,611 | 6 Aug 2026 |
| 4 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 3,968 | $85.79 | $340.4K | 6,980,927 | 6 Aug 2026 |
| 4 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 3,041 | $87.01 | $264.6K | 6,977,886 | 6 Aug 2026 |
| 4 Aug 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 133 | $87.47 | $11.6K | 6,977,753 | 6 Aug 2026 |
| 4 Aug 2026 | Mcgrath Timothy JPresident & CEO | Sale outside a trading plan | 12,479 | $86.20 | $1.1M | 242,185 | 5 Aug 2026 |
| 4 Aug 2026 | Mcgrath Timothy JPresident & CEO | Sale outside a trading plan | 1,842 | $87.00 | $160.3K | 240,343 | 5 Aug 2026 |
| 3 Aug 2026 | Mcgrath Timothy JPresident & CEO | Sale outside a trading plan | 1,000 | $84.17 | $84.2K | 289,343 | 5 Aug 2026 |
| 3 Aug 2026 | Mcgrath Timothy JPresident & CEO | Sale outside a trading plan | 22,049 | $85.49 | $1.9M | 267,294 | 5 Aug 2026 |
| 3 Aug 2026 | Mcgrath Timothy JPresident & CEO | Sale outside a trading plan | 12,630 | $86.23 | $1.1M | 254,664 | 5 Aug 2026 |
| 31 Jul 2026 | Baker Thomas CSr. VP, CFO & Treasurer | Sale outside a trading plan | 19,394 | $83.17 | $1.6M | 36,698 | 3 Aug 2026 |
| 31 Jul 2026 | Baker Thomas CSr. VP, CFO & Treasurer | Sale outside a trading plan | 606 | $83.89 | $50.8K | 36,092 | 3 Aug 2026 |
| 31 Jul 2026 | Duckett BarbaraDirector | Sale outside a trading plan | 2,000 | $83.86 | $167.7K | 16,252 | 3 Aug 2026 |
| 23 Jul 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 6,575 | $80.52 | $529.4K | 6,985,462 | 24 Jul 2026 |
| 23 Jul 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 567 | $81.15 | $46.0K | 6,984,895 | 24 Jul 2026 |
| 22 Jul 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 3,667 | $79.28 | $290.7K | 6,995,512 | 24 Jul 2026 |
| 22 Jul 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 1,990 | $80.59 | $160.4K | 6,993,522 | 24 Jul 2026 |
| 22 Jul 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 1,485 | $81.21 | $120.6K | 6,992,037 | 24 Jul 2026 |
| 7 Jul 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 7,142 | $74.11 | $529.3K | 6,999,179 | 8 Jul 2026 |
| 6 Jul 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 1,245 | $72.17 | $89.9K | 7,012,218 | 8 Jul 2026 |
| 6 Jul 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 5,897 | $73.00 | $430.5K | 7,006,321 | 8 Jul 2026 |
| 24 Jun 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 6,576 | $70.04 | $460.6K | 7,014,029 | 25 Jun 2026 |
| 24 Jun 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 566 | $70.52 | $39.9K | 7,013,463 | 25 Jun 2026 |
| 23 Jun 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 2,275 | $69.23 | $157.5K | 7,025,472 | 25 Jun 2026 |
| 23 Jun 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 4,867 | $69.96 | $340.5K | 7,020,605 | 25 Jun 2026 |
| 9 Jun 2026 | Gallup PatriciaChairman & Chief Admin Officer | Sale under a trading plan | 3,692 | $71.63 | $264.5K | 7,031,439 | 10 Jun 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| 14 Sep 2026 | Patricia GallupOfficer | 85,704 | $7.3M | 14 Sep 2026 |
| 3 Aug 2026 | MCGRATH TIMOTHY JOfficer | 50,000 | $4.2M | 3 Aug 2026 |
| 31 Jul 2026 | BARBARA R DUCKETTDirector | 2,000 | $167.7K | 31 Jul 2026 |
| 31 Jul 2026 | THOMAS C. BAKEROfficer | 20,000 | $1.7M | 31 Jul 2026 |
| 8 Jun 2026 | Patricia GallupOfficer | 100,012 | $7.2M | 8 Jun 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
No 13D or 13G filings in the last 12 months.
Trades by members of the House
From each member's periodic transaction report: the amount is the band the report gives.
No House trades in this company.
Short interest
Shares sold short and not yet bought back, on every FINRA settlement date.
| 30 Sep 2026 | 532.9K | -2.57% | 3.24 |
| 15 Sep 2026 | 546.9K | +4.29% | 4.8 |
| 31 Aug 2026 | 524.4K | +6.81% | 4.27 |
| 14 Aug 2026 | 491.0K | +1.58% | 2.84 |
| 31 Jul 2026 | 483.3K | +12.66% | 3.18 |
| 15 Jul 2026 | 429.0K | +7.52% | 3.08 |
| 30 Jun 2026 | 399.0K | -14.15% | 1.94 |
| 15 Jun 2026 | 464.8K | +11.98% | 3.24 |
| 29 May 2026 | 415.1K | +5.48% | 4.45 |
| 15 May 2026 | 393.5K | +1.8% | 4.14 |
Funds that hold it
Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.
Funds holding
211
quarter to 30 Jun 2026
Added or new
93
since 31 Mar 2026
Trimmed
61
in the quarter
Largest holder
BlackRock, Inc.
$158.8M
| BlackRock, Inc. | $158.8M | 2.2M | -45.6K | Trimmed | 0.00% | Filing ↗ |
| Dimensional Fund Advisors LP | $112.4M | 1.5M | +13.4K | Added | 0.02% | Filing ↗ |
| Vanguard Portfolio Management LLC | $37.1M | 507.8K | +17.1K | Added | 0.00% | Filing ↗ |
| Vanguard Capital Management LLC | $36.7M | 502.3K | -6.3K | Trimmed | 0.00% | Filing ↗ |
| State Street Corp. | $34.0M | 465.6K | +15.5K | Added | 0.00% | Filing ↗ |
| Geode Capital Management, LLC | $30.2M | 414.2K | +23.3K | Added | 0.00% | Filing ↗ |
| Two Sigma Investments, LP | $18.9M | 259.5K | +75.7K | Added | 0.01% | Filing ↗ |
| Morgan Stanley | $16.7M | 228.4K | +5.9K | Added | 0.00% | Filing ↗ |
| Goldman Sachs Group Inc. | $16.5M | 225.8K | +9.4K | Added | 0.00% | Filing ↗ |
| Northern Trust Corp. | $15.1M | 206.6K | +3.8K | Added | 0.00% | Filing ↗ |
| Qube Research & Technologies Ltd | $14.9M | 204.3K | +76.4K | Added | 0.02% | Filing ↗ |
| Charles Schwab Investment Management Inc. | $14.1M | 193.1K | -27.0K | Trimmed | 0.00% | Filing ↗ |
| American Century Companies Inc. | $13.5M | 184.8K | +44.7K | Added | 0.01% | Filing ↗ |
| Invesco Ltd. | $10.6M | 145.5K | -72.3K | Trimmed | 0.00% | Filing ↗ |
| Bank of New York Mellon Corp | $10.0M | 136.8K | -1.5K | Trimmed | 0.00% | Filing ↗ |
| Allspring Global Investments Holdings, LLC | $9.6M | 130.3K | +69.3K | Added | 0.01% | Filing ↗ |
| FMR LLC | $8.4M | 115.0K | +9.6K | Added | 0.00% | Filing ↗ |
| AQR Capital Management LLC | $8.4M | 115.0K | -1.1K | Trimmed | 0.00% | Filing ↗ |
| JPMorgan Chase & Co. | $7.9M | 109.1K | +48.6K | Added | 0.00% | Filing ↗ |
| Oberweis Asset Management Inc. | $7.6M | 104.3K | +8.1K | Added | 0.16% | Filing ↗ |
| Denali Advisors LLC | $7.2M | 99.2K | +15.9K | Added | 0.73% | Filing ↗ |
| Man Group plc | $6.9M | 94.9K | +94.9K | New | 0.01% | Filing ↗ |
| Teacher Retirement System of Texas | $6.9M | 94.4K | -9.2K | Trimmed | 0.02% | Filing ↗ |
| Rhumbline Advisers | $6.7M | 92.5K | -5.3K | Trimmed | 0.01% | Filing ↗ |
| First Trust Advisors LP | $5.9M | 81.4K | +27.4K | Added | 0.00% | Filing ↗ |
| Vanguard Fiduciary Trust Co. | $5.5M | 75.1K | +1.7K | Added | 0.00% | Filing ↗ |
| Millennium Management LLC | $5.3M | 72.7K | -13.9K | Trimmed | 0.00% | Filing ↗ |
| Jacobs Levy Equity Management, Inc. | $5.1M | 69.4K | -42.8K | Trimmed | 0.02% | Filing ↗ |
| Royce & Associates LP | $5.0M | 68.5K | -7.8K | Trimmed | 0.04% | Filing ↗ |
| Nuveen, LLC | $4.9M | 67.0K | +28.3K | Added | 0.00% | Filing ↗ |
| Jane Street Group, LLC | $4.2M | 56.9K | +30.6K | Added | 0.00% | Filing ↗ |
| Principal Financial Group Inc. | $4.0M | 54.9K | -347 | Trimmed | 0.00% | Filing ↗ |
| Ameriprise Financial Inc. | $3.8M | 51.5K | +5.7K | Added | 0.00% | Filing ↗ |
| Hotchkis & Wiley Capital Management LLC | $3.7M | 50.7K | +370 | Added | 0.01% | Filing ↗ |
| PDT Partners, LLC | $3.6M | 48.7K | +10.1K | Added | 0.19% | Filing ↗ |
| Renaissance Technologies LLC | $3.5M | 48.0K | -10.0K | Trimmed | 0.01% | Filing ↗ |
| O'shaughnessy Asset Management, LLC | $3.4M | 46.9K | +18.5K | Added | 0.02% | Filing ↗ |
| D. E. Shaw & Co., Inc. | $3.4M | 46.0K | -14.8K | Trimmed | 0.00% | Filing ↗ |
| HRT Financial LP | $3.4M | 45.9K | +2.2K | Added | 0.01% | Filing ↗ |
| Martingale Asset Management L P | $3.2M | 43.7K | +21.6K | Added | 0.07% | Filing ↗ |
| Bank of America Corp. | $3.1M | 42.2K | +12.5K | Added | 0.00% | Filing ↗ |
| Public Sector Pension Investment Board | $2.8M | 39.0K | -1.7K | Trimmed | 0.01% | Filing ↗ |
| Allianz Asset Management GmbH | $2.7M | 37.5K | -4.3K | Trimmed | 0.00% | Filing ↗ |
| Citadel Advisors LLC | $2.7M | 37.4K | -12.8K | Trimmed | 0.00% | Filing ↗ |
| Seizert Capital Partners, LLC | $2.7M | 36.8K | +36.8K | New | 0.11% | Filing ↗ |
| James Investment Research, Inc. | $2.6M | 35.1K | 0 | Held | 0.26% | Filing ↗ |
| UBS Group AG | $2.5M | 34.1K | -61.4K | Trimmed | 0.00% | Filing ↗ |
| Moran Wealth Management, LLC | $2.4M | 32.3K | -2.6K | Trimmed | 0.06% | Filing ↗ |
| New York State Common Retirement Fund | $2.1M | 28.6K | +4.7K | Added | 0.00% | Filing ↗ |
| Creative Planning | $2.0M | 27.7K | +8.0K | Added | 0.00% | Filing ↗ |
Executive pay and performance
What the chief executive and the other named officers were paid, as reported and as actually paid, next to the shareholder return and net income, from each proxy's pay-versus-performance table.
| Fiscal year | CEO pay, as reported | CEO pay, actually paid | Other officers, as reported (average) | Other officers, actually paid (average) | Shareholder return, $100 | Peer return, $100 | Net income | SG&A percentage of billings | Proxy |
|---|---|---|---|---|---|---|---|---|---|
| FY ending 31 Dec 2025 | $7.5M | $5.7M | $3.4M | $2.8M | $129 | $187 | $83.7M | – | DEF 14A 27 Mar 2026 |
| FY ending 31 Dec 2024 | $5.1M | $5.7M | $2.1M | $2.2M | $153 | $154 | $87.1M | 11 | DEF 14A 27 Mar 2026 |
| FY ending 31 Dec 2023 | $1.9M | $5.4M | $0.6M | $1.1M | $148 | $119 | $83.3M | 11 | DEF 14A 27 Mar 2026 |
| FY ending 31 Dec 2022 | $4.8M | $5.5M | $1.3M | $1.4M | $103 | $82 | $89.2M | 10 | DEF 14A 27 Mar 2026 |
| FY ending 31 Dec 2021 | $3.2M | $2.3M | $1.8M | $1.6M | $94 | $122 | $69.9M | 10 | DEF 14A 27 Mar 2026 |
| FY ending 31 Dec 2020 | $1.4M | $0.5M | $0.5M | $0.4M | $95 | $145 | $55.8M | 11 | DEF 14A 28 Mar 2025 |
Each year from the newest proxy that reports it. Pay actually paid follows the SEC's definition and can be below zero when share awards fall in value. n the proxy's net income differs from the 10-K or was tagged without its scale: hover for which.
Shareholder votes
The vote count on every proposal at each meeting, from the company's 8-K.
| Proposal | For | Against or withheld | Abstain | Broker non-votes | For, % of for and against | Result |
|---|---|---|---|---|---|---|
| (2) The ratification of the selection by the Audit Committee of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2026. | ||||||
| Election of Patricia Gallup | 19,709,432 | 3,514,023 | – | 477,236 | 84.9% | – |
| Election of David Beffa-Negrini | 20,198,324 | 3,025,131 | – | 477,236 | 87.0% | – |
| Election of Jay Bothwick | 22,905,110 | 318,345 | – | 477,236 | 98.6% | – |
| Election of Barbara Duckett | 22,714,582 | 508,873 | – | 477,236 | 97.8% | – |
| Election of Jack Ferguson | 22,828,979 | 394,476 | – | 477,236 | 98.3% | – |
| Election of Gary Kinyon | 22,916,316 | 307,139 | – | 477,236 | 98.7% | – |
| | 23,559,144 | 133,268 | 8,279 | – | 99.4% | – |
Counts as the company reports them in its 8-K. A result shows when the filing states one. Meetings since 2023.
Dividends and buybacks
Dividend per share, the cash paid and the shares bought back, each fiscal year.
| FY2025 | – | $15.3M | $76.3M |
| FY2024 | – | $10.5M | $12.4M |
| FY2023 | – | $8.4M | $5.4M |
| FY2022 | $0.34 | $8.9M | – |
| FY2021 | $1.00 | $26.2M | – |
| FY2020 | $0.32 | $8.4M | $10.2M |
| FY2019 | $0.32 | $8.4M | $4.5M |
| FY2018 | $0.32 | $8.5M | $15.4M |
| FY2017 | $0.34 | $9.1M | – |
| FY2016 | $0.34 | $9.0M | – |
Peers
Companies in the same industry, largest first, on the same measures.
| Company | Market value | Revenue, 12 months | Revenue growth | Operating margin | Net margin | ROE | P/E | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|
| PC Connection Inc.this company | $2.2B | $3.0B | 3.2% | 3.9% | 3.2% | 10.1% | 23.5× | 16.5× |
| TD Synnex Corp. | $19.7B | $75.7B | 24.1% | 2.7% | 1.8% | 14.3% | 15.1× | 9.9× |
| Eplus Inc. | $2.5B | – | – | – | – | – | – | – |
| Scansource, Inc. | $1.2B | $3.2B | 6.1% | 3.1% | 2.4% | 8.7% | 16.7× | 10.2× |
What the company does
The description for this company is being written.
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