PC Connection, Inc. (CNXN)

Over the past six months, PC Connection, Inc. (CNXN) stock has declined. As of December 24, 2025, the share price was $59.55, a 15.50% decrease from December 26, 2024. In Q3 2025, PC Connection reported an EPS of $0.97, missing analysts' estimates, with revenue also below expectations. In Q2 2025, the company reported an EPS of $0.97, exceeding analysts' expectations. Shares traded higher in early December 2025 due to investor interest in potential benefits from increased U.S. infrastructure and IT modernization spending.

Demand seasonality for PC Connection, Inc.'s products and services is influenced by factors within its Public Sector Solutions segment. Expiring Emergency Connectivity Fund (ECF) funds were expected to provide momentum for Q2. The company anticipates gradual improvement in demand for endpoint devices in the latter half of the year. Investments in advanced technologies have shown growth as customers prioritize projects that enhance productivity and reduce costs. PC Connection aims to outperform the market and gain market share through its segmented sales model.

PC Connection, Inc., known as Connection, is a Fortune 1000 global IT solutions provider, primarily focused on Computers, Parts, and Peripherals within the Technology sector. They offer a range of IT solutions, including computer systems, software, and data center solutions, alongside managed and professional services. The company serves SMBs through Connection Business Solutions, medium-to-large corporations via Connection Enterprise Solutions, and government/educational institutions through Connection Public Sector Solutions. They distribute products from over 2,500 suppliers, including major manufacturers.

PC Connection, Inc. is headquartered in Merrimack, New Hampshire, and has sales/support offices in multiple U.S. locations. They operate a distribution and fulfillment complex in Wilmington, Ohio. Globally, Connection's GlobalServe provides IT procurement solutions across 174 countries through a network of 500 suppliers.

PC Connection has been recognized by Newsweek as one of "America's Most Trustworthy Companies" twice in the past year, indicating a positive brand reputation. The company emphasizes its vision to simplify IT for customers and its brand purpose to guide the connection between people and technology.

PC Connection, Inc. has 449 institutional owners and shareholders holding 13,316,729 shares. Major institutional owners include BlackRock, Inc., Dimensional Fund Advisors Lp, and Vanguard Group Inc. Significant individual owners include the Estate of David Mclellan Hall, owning 56.50% of the company, and Patricia Gallup, holding 52.40% of the company.