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PC Connection
PC Connection (CNXN) investor relations material
PC Connection Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
Gross profit reached a record in Business and Enterprise Solutions, offset by underperformance in Public Sector due to a non-repeating project and delayed K-12 rollouts.
Gross billings rose 2.9% year-over-year to $1.06 billion in Q4, reflecting customer demand growth.
Gross profit increased 4.5% to $135.6 million in Q4, with gross margin expanding 100 basis points to 19.3%.
Net sales for Q4 declined 0.8% to $702.9 million; full year net sales were $2.9 billion, up 2.5%.
Net income for Q4 was $20.7 million (flat year-over-year); full year net income was $83.7 million, down 3.9%.
Financial highlights
Diluted EPS for Q4 increased 5.1% to $0.82; adjusted diluted EPS up 16.7% to $0.91.
Adjusted EBITDA for the trailing twelve months was $126.4 million, up 6% year-over-year.
SG&A increased 1.7% year-over-year, with headcount down 2% and payroll costs flat; SG&A as a percentage of sales was 15.5%.
Operating income up 4.2% to $23.6 million; excluding severance, up 17.8% to $26.7 million.
Q4 included $3.1 million in severance expenses related to cost reduction initiatives.
Outlook and guidance
Expect to outperform the U.S. IT market by 200 basis points in 2026, with internal growth budget above the 4% market estimate.
Operating leverage expected to improve, targeting operating margins of 3.7%-3.9% by year-end.
Public sector headwinds to persist in Q1 2026, with improvement anticipated from Q2 onward.
Management confident in strategy to drive profitable growth in an AI-first IT environment.
Demand drivers include AI-enabled endpoints, cloud, and edge solutions.
Public Sector recovery drivers for 2026
How does AI impact future headcount strategy?
What is the inventory build strategy given market outlook?
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Next PC Connection earnings date
Q1 202629 Apr, 2026
PC Connection
Next PC Connection earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
PC Connection Inc, doing business as Connection, provides IT solutions and services including hardware, software, networking, and cloud services. The company serves business, government, and educational customers across the United States. It is headquartered in Merrimack, New Hampshire, and its shares are listed on the NASDAQ.
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