8-K ·Filed May 1, 2026

CDW

CDW Corp
NEUTRAL
Impact 2/10
Horizonimmediate Processed5mo ago SEC0001402057-26-000019
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

This is a routine segment reporting change with no immediate trading implications. Monitor the next earnings release for initial results under the new segment structure.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
CDW ▲ +9.37% at T+60d
NEUTRAL call ✓ call won +9.37% · α vs SPY +7.77% · entry $135.25 → $147.92
Entry anchored
May 1, 2026
via day open
T+1d
+0.73%
call +0.73% · α -0.06%
$136.24
settled 5mo ago
T+5d
-24.26%
call -24.26% · α -27.19%
$102.44
settled 5mo ago
T+20d
+4.24%
call +4.24% · α -1.41%
$140.98
settled 4mo ago
T+60d
+9.37%
call +9.37% · α +7.77%
$147.92
settled 2mo ago

Price Chart

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Executive Summary

CDW filed an 8-K to disclose a realignment of its segment reporting structure effective January 1, 2026, creating three new segments: Commercial, Government, and Education. Historical financial data for 2024 and 2025 have been recast to reflect the new structure with no impact on consolidated results. No new financial guidance or performance data was provided.

Key Facts

  • CDW realigned into three reportable segments: Commercial, Government, and Education, effective January 1, 2026.
  • Recast unaudited segment data for fiscal 2024 and 2025 quarters show no change to previously reported consolidated financials.
  • No new guidance, preliminary results, or material financial information was disclosed.

Financial Impact

No financial impact; recast data is for comparability only.

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Catalog & Mail-Order Houses
Analyst Consensus
59% bullish (17 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001402057-26-000019
Document: 0001402057-26-000019-index-headers.html0001402057-26-000019
Document: 0001402057-26-000019-index.html0001402057-26-000019
Document: 0001402057-26-000019.txt0001402057-26-000019
6 reports for CDW
Performance horizon
Filters
Rows
Reports for CDW — sortable, filterable
TypeNow
Aug 26, 2026
5w ago
Institutional Cluster
MIXED ★ 6/10
$148.97 $139.46▼ −6.38%▼ −5.88%$134.51 (−9.71%)
Aug 5, 2026
8w ago
8-K
NEUTRAL ★ 2/10
$139.52 $148.67▲ +6.56%▲ +7.16%$134.51 (−3.59%)
Aug 5, 2026
8w ago
8-K
MIXED ★ 5/10
$139.52 $148.67▲ +6.56%▲ +7.16%$134.51 (−3.59%)
May 13, 2026
20w ago
8-K
NEUTRAL ★ 3/10
$100.11 $129.13▲ +28.99%▲ +29.60%$134.51 (+34.36%)
May 6, 2026
21w ago
8-K
NEUTRAL ★ 4/10
$108.43 $137.30▲ +26.63%▲ +23.85%$134.51 (+24.05%)
May 1, 2026
21w ago
8-K
NEUTRAL ★ 2/10
$135.25 $140.98▲ +4.24%▼ −1.41%$134.51 (−0.55%)
Showing 6 of 6

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