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

Net revenue · Q2 2025
$759.7M
EX-99 · Jul 30, 2025
Adjusted EPS · Q2 2025
$0.97
EX-99 · Jul 30, 2025
Gross margin · Q2 2025
0.9%
EX-99 · Jul 30, 2025
Net income · Q2 2025
$24.8M
EX-99 · Jul 30, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Net revenue$759.7 million——
Growthup 3.2%——
Gross margin0.9%——
Net income$24.8 million——
EPS5.2%——
Adjusted EPS$0.97——

EX-99 · Jul 30, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin0.9%

Capital allocation

Dividend$0.15

The Company also announced that its Board of Directors declared a quarterly dividend of $0.15 per share of the Company s common stock.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

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

Documents

Filings

30 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for Pc Connection Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Pc Connection Inc. are held in this edition of the library.

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