Inferra AI / Company / CNXN
Pc Connection Inc.
CNXN · Information Technology
Last earnings Jul 29, 2026
Key results
Net revenuequarter
$759.7 million
com CONNECTION (CNXN) REPORTS SECOND QUARTER 2025 RESULTS SECOND QUARTER SUMMARY : Net sales: $759.7 million, up 3.2% y/y Gross profit: $137.8 million, up 0.9% y/y Gross margin: 18.1%, down 40 basis points y/y Net income: $24.8 million, down 5.2% y/y Diluted EPS: $0.97, compared to $0.99 y/y Merrimack, NH July 30, 2025 Connection (PC Connection, Inc.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Growthquarter
up 3.2%
com CONNECTION (CNXN) REPORTS SECOND QUARTER 2025 RESULTS SECOND QUARTER SUMMARY : Net sales: $759.7 million, up 3.2% y/y Gross profit: $137.8 million, up 0.9% y/y Gross margin: 18.1%, down 40 basis points y/y Net income: $24.8 million, down 5.2% y/y Diluted EPS: $0.97, compared to $0.99 y/y Merrimack, NH July 30, 2025 Connection (PC Connection, Inc.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Gross marginquarter
0.9%
com CONNECTION (CNXN) REPORTS SECOND QUARTER 2025 RESULTS SECOND QUARTER SUMMARY : Net sales: $759.7 million, up 3.2% y/y Gross profit: $137.8 million, up 0.9% y/y Gross margin: 18.1%, down 40 basis points y/y Net income: $24.8 million, down 5.2% y/y Diluted EPS: $0.97, compared to $0.99 y/y Merrimack, NH July 30, 2025 Connection (PC Connection, Inc.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Net incomequarter
$24.8 million
com CONNECTION (CNXN) REPORTS SECOND QUARTER 2025 RESULTS SECOND QUARTER SUMMARY : Net sales: $759.7 million, up 3.2% y/y Gross profit: $137.8 million, up 0.9% y/y Gross margin: 18.1%, down 40 basis points y/y Net income: $24.8 million, down 5.2% y/y Diluted EPS: $0.97, compared to $0.99 y/y Merrimack, NH July 30, 2025 Connection (PC Connection, Inc.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
EPSquarter
5.2%
com CONNECTION (CNXN) REPORTS SECOND QUARTER 2025 RESULTS SECOND QUARTER SUMMARY : Net sales: $759.7 million, up 3.2% y/y Gross profit: $137.8 million, up 0.9% y/y Gross margin: 18.1%, down 40 basis points y/y Net income: $24.8 million, down 5.2% y/y Diluted EPS: $0.97, compared to $0.99 y/y Merrimack, NH July 30, 2025 Connection (PC Connection, Inc.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Net income decreased by 5.2% to $24.8 million, or $0.97 per diluted share, compared to net income of $26.2 million, or $0.99 per diluted share, for the second quarter of 2024.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Adjusted EPSquarter
$0.97
Adjusted Diluted Earnings per Share 1 was $0.97 for the quarter ended June 30, 2025, compared to $1.00 per share for the quarter ended June 30, 2024.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Performance by Segment : Net sales for the Business Solutions segment increased by 5.4% to $293.2 million in the second quarter of 2025, compared to $278.2 million in the prior year quarter.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Gross margin decreased by 30 basis points to 23.5% for the second quarter of 2025.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Net sales for the Public Sector Solutions segment decreased by 11.9% to $140.5 million in the second quarter of 2025, compared to $159.5 million in the prior year quarter.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Gross margin remained flat year over year at 15.2%.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Net sales for the Enterprise Solutions segment increased by 9.1% to $326.0 million in the second quarter of 2025, compared to $298.8 million in the prior year quarter.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
AI analysis
Q2 2025 · reported Jul 30, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Net revenue | $759.7 million | — | — |
| Growth | up 3.2% | — | — |
| Gross margin | 0.9% | — | — |
| Net income | $24.8 million | — | — |
| EPS | 5.2% | — | — |
| Adjusted EPS | $0.97 | — | — |
Guidance · company-stated
No guidance located in the held release
Margin
Capital allocation
The Company also announced that its Board of Directors declared a quarterly dividend of $0.15 per share of the Company s common stock.
Event summary
The Company also announced that its Board of Directors declared a quarterly dividend of $0.15 per share of the Company s common stock
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
The Company also announced that its Board of Directors declared a quarterly dividend of $0.15 per share of the Company s common stock.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
During the second quarter of 2025, the Company repurchased 254,695 shares of stock at an aggregate purchase price of $15.5 million.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
We believe that EBITDA and Adjusted EBITDA provide helpful information with respect to our operating performance including our ability to fund our future capital expenditures and working capital requirements.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Treasury Stock, at Cost The total repurchases for the six months ended June 30, 2026 and 2025 were recorded as treasury stock of $ 2,423 and $ 60,863 , respectively.
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
Such costs reflect the applicable one percent excise tax imposed by the Inflation Reduction Act of 2022 on the net value of certain stock repurchases made after December 31, 2022.
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
The Company s capital expenditures consist largely of IT hardware and software purchased to maintain or upgrade its management information systems.
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
Strategy & priorities
Despite a dynamic economic environment, customers continued to invest in data center refresh initiatives and in the transition to Windows 11, which resulted in positive momentum in advanced technologies and end point devices.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Such assumptions are based upon internal estimates and other analysis of current market conditions and trends, management s expectations, plans and strategies, economic conditions and other factors.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
In some cases, you can identify forward-looking statements because they contain words such as may, will, would, should, expects, plans, could, intends, target, projects, believes, estimates, anticipates, potential or continue or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions.
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
Such assumptions are based upon internal estimates and other analyses of current market conditions and trends, management expectations, plans, and strategies, economic conditions, and other factors.
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
We generate sales through (i) outbound inside sales and field sales contacts by sales representatives focused on the business, educational, healthcare, retail, manufacturing, and government markets, (ii) our websites, and (iii) direct responses from customers responding to our advertising media.
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
Risks & headwinds
These statements are subject to known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from expectations or results projected or implied by forward-looking statements.
SEC original ↗Pc Connection Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Legal Proceedings 31 ITEM 1A .
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
By nature, estimates are subject to an inherent degree of uncertainty.
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
Note 2 Revenue The Company disaggregates revenue from its arrangements with customers by type of products and services, as it believes this method best depicts how the nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factors.
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
Note 8 Commitments and Contingencies The Company is subject to various legal proceedings and claims, which have arisen during the ordinary course of business.
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
The primary challenges we continue to face in effectively managing our business are (1) increasing our product and service revenues while at the same time improving our gross margin in all three segments, (2) recruiting, retaining, and improving the productivity of our sales and technical support personnel, and (3) effectively controlling our selling, general and administrative, or SG&A, expenses while making major investments in our IT systems and solution selling personnel, especially in relation to changing revenue levels.
SEC original ↗Pc Connection Inc. — 10-Q Quarterly report10-QJul 29, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-KCNXN
Oct 14, 2026
- Q2 2026
- 8-KCNXN
Jul 29, 2026
- 10-QCNXN
Jul 29, 2026
- Q1 2026
- 8-KCNXN
May 13, 2026
- 8-KCNXN
Apr 29, 2026
- 10-QCNXN
Apr 29, 2026
- Q4 2025
- 10-KCNXN
Feb 24, 2026
- 8-KCNXN
Feb 4, 2026
- Q3 2025
- 8-KCNXN
Oct 29, 2025
- 10-QCNXN
Oct 29, 2025
- Q2 2025
- 8-KCNXN
Jul 30, 2025
- 10-QCNXN
Jul 30, 2025
- 8-K/ACNXN
Jul 22, 2025
- Q1 2025
- 8-KCNXN
May 14, 2025
- 8-KCNXN
Apr 30, 2025
- 10-QCNXN
Apr 30, 2025
- Q4 2024
- 10-KCNXN
Feb 24, 2025
- 8-KCNXN
Feb 5, 2025
- Q3 2024
- 8-KCNXN
Oct 30, 2024
- 10-QCNXN
Oct 30, 2024
- Q2 2024
- 8-KCNXN
Jul 31, 2024
- 10-QCNXN
Jul 31, 2024
- Q1 2024
- 8-KCNXN
May 16, 2024
- 8-KCNXN
May 1, 2024
- 10-QCNXN
May 1, 2024
- Q4 2023
- 10-KCNXN
Mar 7, 2024
- 8-KCNXN
Feb 14, 2024
- Q3 2023
- 8-KCNXN
Nov 1, 2023
- 10-QCNXN
Nov 1, 2023
- Q2 2023
- 10-QCNXN
Aug 2, 2023
Earnings releases
13 documentsPresentations
0 documentsNo presentations for Pc Connection Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Pc Connection Inc. are held in this edition of the library.
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