Monitor for additional option-year exercises or new contract awards from the Department of Transportation, but this single modification is too small to drive a material change in CDW's revenue or earnings trajectory.
Price Chart
Executive Summary
CDW Government LLC received a $30.5M modification from the Department of Transportation to exercise the first option year of a Red Hat Enterprise subscription agreement. The award represents approximately 0.12% of CDW's annualized revenue and is a routine follow-on to an existing contract, with no material impact on the company's financials.
Key Financial Metrics
Key Facts
- Modification P00001 to contract 697DCK25F00817 valued at $30,480,388
- Awarding agency: Department of Transportation
- Description: Red Hat Enterprise Subscription Agreement Exercise Option Year One
- Recipient: CDW Government LLC, a subsidiary of CDW Corp
- Award represents ~0.12% of CDW's annualized revenue of $26.29B
Financial Impact
$30.5M modification, approximately 0.12% of annualized revenue
Risk Factors
- Government contract subject to funding availability and continuing resolutions
- Option year exercise does not guarantee future option periods will be exercised
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-697DCK25F00817 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G | $160.76 | awaiting T+20 | — | $161.41 (+0.40%) |
Oct 19, 2026 8d ago | 8-K | $154.99 | awaiting T+20 | — | $161.41 (+4.14%) |
Aug 26, 2026 8w ago | Institutional Cluster | $148.97 $139.46 | ▼ −6.38% | ▼ −5.88% | $161.41 (+8.35%) |
Aug 21, 2026 9w ago | GOVT-CONTRACT | $132.51 $147.43 | ▲ +11.26% | ▲ +9.96% | $161.41 (+21.81%) |
Aug 5, 2026 11w ago | 8-K | $139.52 $148.67 | ▲ +6.56% | ▲ +7.16% | $161.41 (+15.69%) |
Aug 5, 2026 11w ago | 8-K | $139.52 $148.67 | ▲ +6.56% | ▲ +7.16% | $161.41 (+15.69%) |
May 13, 2026 23w ago | 8-K | $100.11 $129.13 | ▲ +28.99% | ▲ +29.60% | $161.41 (+61.23%) |
May 6, 2026 24w ago | 8-K | $108.43 $137.30 | ▲ +26.63% | ▲ +23.85% | $161.41 (+48.86%) |
May 1, 2026 25w ago | 8-K | $135.25 $140.98 | ▲ +4.24% | ▼ −1.41% | $161.41 (+19.34%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers