Connection
Supplies IT products, integration, and managed services to business and public-sector customers.
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Profile
Sells hardware, software, cloud-linked infrastructure, and services through account-managed channels. Revenue is concentrated in the US, with customer coverage split across enterprise, small-business, and public-sector segments.
Provides IT procurement, configuration, integration, deployment, support, professional services, and managed services for commercial and public-sector customers. Product lines span notebooks, desktops, software, accessories, servers, storage, networking, and related services sourced from manufacturers, distributors, and other suppliers.
Revenue is concentrated in the US. The three segment brands, Connection Enterprise Solutions, Connection Business Solutions, and Connection Public Sector Solutions, map the customer base across large enterprises, smaller businesses, government, and education.
Execution depends on account-managed selling, technical service capability, and integration and distribution infrastructure. The business also depends on major supplier and manufacturer relationships, while some manufacturers sell directly to end users.
Company facts
Categories
Key statistics
Year to date +40.3% · Average volume (30d) 151.7K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $1.00 | $1.31 | +31.7% | $764.8M | $854.0M | +11.7% | −0.58% |
| Apr 29, 2026Q1 FY26 | $0.62 | $0.77 | +24.2% | $696.1M | $721.9M | +3.7% | +0.57% |
| Feb 4, 2026Q4 FY25 | $0.86 | $0.91 | +5.8% | $735.5M | $702.9M | −4.4% | +9.14% |
| Oct 29, 2025Q3 FY25 | $1.01 | $0.97 | −4.0% | $735.5M | $709.1M | −3.6% | −1.51% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $701.0M | $759.7M | $709.1M | $702.9M | $721.9M | $854.0M | |
| Gross profit | $127.3M | $137.8M | $138.6M | $135.6M | $132.7M | $157.5M | |
| Operating income | $14.5M | $30.9M | $30.3M | $26.7M | $24.6M | $44.6M | |
| Net income | $13.5M | $24.8M | $24.7M | $20.7M | $17.2M | $33.2M | |
| Diluted EPS | $0.51 | $0.97 | $0.97 | $0.82 | $0.68 | $1.31 | |
| Gross margin | 18.2% | 18.1% | 19.6% | 19.3% | 18.4% | 18.4% | |
| Operating margin | 2.1% | 4.1% | 4.3% | 3.8% | 3.4% | 5.2% |
Fiscal years (4-quarter sums)FY21 $2.89B · FY22 $3.12B · FY23 $2.85B · FY24 $2.80B · FY25 $2.87B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $340.7M · Total debt $7.5M · Total assets $1.43B · Shareholders' equity $952.7M
Dividends
Raised for 2 straight years — most recently to $0.20 from $0.15 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 11, 2026 | Aug 11 | Aug 28 | $0.20 | |
| May 12, 2026 | May 12 | May 29 | $0.20 | |
| Feb 17, 2026 | Feb 17 | Mar 6 | $0.20 | raised from $0.15 |
| Nov 10, 2025 | Nov 11 | Nov 28 | $0.15 | |
| Aug 12, 2025 | Aug 12 | Aug 29 | $0.15 | |
| May 13, 2025 | May 13 | May 30 | $0.15 | |
| Feb 25, 2025 | Feb 25 | Mar 14 | $0.15 | raised from $0.10 |
| Nov 12, 2024 | Nov 12 | Nov 29 | $0.10 |
Ownership
Shares outstanding 25.24M · Float 9.14M · 36.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Patricia Gallup · director, 10 percent owner, officer: Chairman & Chief Admin Officer | 9.49M | 37.60% | Form 4 | Aug 19, 2026 |
| BlackRock, Inc. | 2.18M | 8.62% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.54M | 6.10% | 13F | Aug 11, 2026 |
| Vanguard Portfolio Management LLC | 507.8K | 2.01% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 502.3K | 1.99% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Patricia Gallup | director, 10 percent owner, officer: Chairman & Chief Admin Officer | −7,142 | $78.57 |
| Aug 17, 2026 | Patricia Gallup | director, 10 percent owner, officer: Chairman & Chief Admin Officer | −7,142 | $78.64 |
| Aug 5, 2026 | Patricia Gallup | director, 10 percent owner, officer: Chairman & Chief Admin Officer | −7,142 | $84.48 |
| Aug 4, 2026 | Patricia Gallup | director, 10 percent owner, officer: Chairman & Chief Admin Officer | −7,142 | $86.34 |
| Aug 4, 2026 | Timothy J. Mcgrath | officer: President & CEO | −14,321 | $86.30 |
Peers
- CDW
National IT solutions leader across hardware, software, and services
- Insight Enterprises
Solutions integrator spanning hardware, software, cloud, and services
- ePlus
Services-led VAR focused on cloud, security, networking, and financing
- TD SYNNEX
Global IT distributor and solutions aggregator for resellers
- Dell Technologies
Direct OEM channel for commercial PCs, servers, storage, and services
- HP
Commercial PC and print OEM with direct and channel routes
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Connection | $79.67 | −0.14% | $2.01B | 21.1 | 18.4 | 0.7 | +12.4% |
| CDW | $147.88 | +0.15% | $18.87B | 17.8 | 13.1 | 0.8 | +10.0% |
| Insight Enterprises | $155.65 | −0.05% | $4.70B | 22.8 | 12.3 | 0.5 | +14.7% |
| ePlus | $87.28 | −0.03% | $2.28B | 18.3 | 16.4 | 0.9 | +1.9% |
| TD SYNNEX | $253.97 | +0.06% | $20.31B | 18.2 | 12.9 | 0.3 | +31.0% |
| Dell Technologies | $456.09 | +0.00% | $302.80B | 36.2 | 23.7 | 2.3 | +87.5% |
| HP | $30.49 | −0.04% | $27.91B | 11.6 | 10.8 | 0.5 | +12.5% |
| Median | 18.2 | 13.0 | 0.7 | +13.6% |