PC Connection, Inc. (CNXN)

In the past six months, PC Connection, Inc. (CNXN) stock has been impacted by its earnings reports. On February 4, 2026, the company announced its fourth-quarter and full-year 2025 operating results, reporting adjusted diluted EPS of $0.91, surpassing estimates, and declared a quarterly dividend of $0.20 per share. On October 29, 2025, PC Connection reported Q3 2025 earnings with an EPS of $0.97, slightly missing the analyst estimate of $1.00. On July 30, 2025, the company reported Q2 2025 earnings with an EPS of $0.97, beating the analyst estimate of $0.93. On April 30, 2025, PC Connection reported Q1 2025 earnings with an EPS of $0.60, significantly beating the analyst estimate of $0.41. Overall, the stock has shown positive movement in response to stronger-than-expected earnings beats, particularly in EPS, despite some revenue misses.

The demand for PC Connection, Inc.'s products and services could be influenced by government and educational institutions' budget cycles, businesses' fiscal year-ends, technology refresh cycles, and project-based demand. Demand might fluctuate based on broader economic and institutional purchasing behaviors.

PC Connection, Inc. (CNXN), operating as Connection, is a leading provider of information technology (IT) solutions, focusing on high-volume distribution of hardware and software, value-added IT services, cloud solutions, and advanced technology consulting. It operates in the Technology sector, primarily in the Computers, Parts and Peripherals industry, and also in IT Consulting and Outsourcing. The company serves diverse markets through three segments: Connection Business Solutions for SMBs, Connection Enterprise Solutions for corporate technology buyers, and Connection Public Sector Solutions for government and educational institutions. Its offerings include computer systems, software, peripherals, networking, data center solutions, and professional IT services like Cloud and Cybersecurity. PC Connection offers over 460,000 brand-name products from more than 2,500 suppliers.

PC Connection, Inc. is headquartered in Merrimack, New Hampshire, with sales and support offices in Keene, New Hampshire; Rockville, Maryland; Dakota Dunes, South Dakota; Boca Raton, Florida; Schaumburg, Illinois; and Exton, Pennsylvania. It operates a distribution and fulfillment complex in Wilmington, Ohio. Through its GlobalServe subsidiary, PC Connection services international customers and offers IT supply chain optimization across 174 countries.

In the past year, PC Connection, Inc. has maintained a positive brand reputation, being recognized twice by Newsweek as one of "America's Most Trustworthy Companies." Strong performance in its Business Solutions and Enterprise Solutions segments has positively reinforced its reputation. The decline in the Public Sector Solutions segment due to a non-repeating project and delays in K-12 rollouts presented a challenge, impacting overall revenue.

PC Connection, Inc. (CNXN) is a publicly held company with 447 institutional owners and shareholders holding 13,155,659 shares. Major institutional owners include BlackRock, Inc., Dimensional Fund Advisors LP, and Vanguard Group Inc. Patricia Gallup, co-founder and Chairman of the Board, holds a substantial stake, with 54.51% of equities. Insiders held approximately 56.71% of the company's ownership as of July 2025, indicating a significant concentration of voting power.