Press Release: Pc Connection, Inc. (Cnxn) To Release Fourth Quarter And Full Year Results For 2025

What Happened?

A number of stocks jumped in the afternoon session after President Trump cooled fears of a transatlantic trade war by calling off scheduled tariffs on European allies. 

The rally followed a productive meeting in Davos with NATO Secretary General Mark Rutte, where a "framework of a future deal" regarding Greenland and the Arctic region was established. By explicitly ruling out the use of military force and suspending the 10% tariffs previously set for February 1st, the administration provided the "sigh of relief" the market desperately needed after Tuesday's sharp sell-off.Technology and semiconductor leaders like Nvidia and AMD spearheaded the recovery as investors quickly pivoted back into growth stocks. The "Sell America" trade from the prior session reversed sharply, with the Nasdaq Composite jumping 1.5% and the S&P 500 erasing its 2026 losses. This rebound was further supported by a stabilization in the bond market; as tariff-related inflation fears subsided, the 10-year Treasury yield retreated from its recent highs, creating a more favorable backdrop for equity valuations across the board.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Digital Media & Content Platforms company Stride jumped 2.8%. Is now the time to buy Stride? Access our full analysis report here, it’s free.
• Electronic Components & Manufacturing company Jabil jumped 2.5%. Is now the time to buy Jabil? Access our full analysis report here, it’s free.
• Electronic Components & Manufacturing company Benchmark jumped 4%. Is now the time to buy Benchmark? Access our full analysis report here, it’s free.
• Electronic Components & Manufacturing company Knowles jumped 3.5%. Is now the time to buy Knowles? Access our full analysis report here, it’s free.
• IT Distribution & Solutions company Connection jumped 3%. Is now the time to buy Connection? Access our full analysis report here, it’s free.

Zooming In On Benchmark (BHE)

Benchmark’s shares are not very volatile and have only had 9 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 9 months ago when the stock dropped 14.7% on the news that the company reported weak first quarter 2025 results: its revenue missed and its revenue and EPS guidance for the next quarter fell slightly short of Wall Street's estimates. Sales declined 6% year over year, driven by broad-based weakness across key sectors like Medical, Industrial, and Advanced Computing, with only the Aerospace and Semiconductor units posting growth.On the other hand, Benchmark beat analysts' EPS expectations this quarter. Still, this was a weaker quarter.

Benchmark is up 16.3% since the beginning of the year, and at $51.05 per share, has set a new 52-week high. Investors who bought $1,000 worth of Benchmark’s shares 5 years ago would now be looking at an investment worth $1,896.

Looking back on it distribution & solutions stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Insight Enterprises and its peers.

IT Distribution & Solutions will be buoyed by the increasing complexity of IT ecosystems, rising cloud adoption, and demand for cybersecurity solutions. Enterprises are less likely than ever to embark on these complicated journeys solo, and companies in the sector boast expertise and scale in these areas. However, cloud migration also means less need for hardware, which could dent demand for large portions of the product portfolio and hurt margins. Additionally, planning for potentially supply chain disruptions is ongoing, as the COVID-19 pandemic showed how damaging a pause in global trade could be in areas like semiconductor procurement.

The 8 it distribution & solutions stocks we track reported a mixed Q3. As a group, revenues beat analysts’ consensus estimates by 1.1% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.3% since the latest earnings results.

Insight Enterprises

With over 35 years of IT expertise and partnerships with more than 8,000 technology providers, Insight Enterprises provides end-to-end digital transformation solutions that help businesses modernize their IT infrastructure and maximize the value of technology.

Insight Enterprises reported revenues of $2.00 billion, down 4% year on year. This print fell short of analysts’ expectations by 5.9%. Overall, it was a softer quarter for the company with a significant miss of analysts’ revenue and EPS estimates.

The stock is down 23% since reporting and currently trades at $79.85.

Read our full report on Insight Enterprises here, it’s free.

Best Q3: ePlus

Starting as a financing company in 1990 before evolving into a full-service technology provider, ePlus provides comprehensive IT solutions, professional services, and financing options to help organizations optimize their technology infrastructure and supply chain processes.

ePlus reported revenues of $608.8 million, up 23.4% year on year, outperforming analysts’ expectations by 17.5%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.

ePlus pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 17% since reporting. It currently trades at $85.83.

Weakest Q3: Connection

Starting as a small computer products seller in 1982 and evolving into a Fortune 1000 company, Connection is a technology solutions provider that helps businesses and government agencies design, purchase, implement, and manage their IT infrastructure and systems.

Connection reported revenues of $709.1 million, down 2.2% year on year, falling short of analysts’ expectations by 4.7%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and EPS estimates.

As expected, the stock is down 8.3% since the results and currently trades at $55.81.

Read our full analysis of Connection’s results here.

Ingram Micro

Operating as the crucial link in the global technology supply chain with a presence in 57 countries, Ingram Micro is a global technology distributor that connects manufacturers with resellers, providing hardware, software, cloud services, and logistics expertise.

Ingram Micro reported revenues of $12.6 billion, up 7.2% year on year. This result topped analysts’ expectations by 3%. Overall, it was a strong quarter as it also logged revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ revenue estimates.

The stock is down 5.2% since reporting and currently trades at $20.92.

Read our full, actionable report on Ingram Micro here, it’s free.

Avnet

With a century-long history of adapting to technological evolution, Avnet is a global electronic components distributor that connects manufacturers of semiconductors and other electronic parts with businesses that need these components.

Avnet reported revenues of $5.90 billion, up 5.3% year on year. This print surpassed analysts’ expectations by 3%. It was a strong quarter as it also produced revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.

The stock is down 2.8% since reporting and currently trades at $49.13.

Read our full, actionable report on Avnet here, it’s free.

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the it distribution & solutions stocks, including CDW and its peers.

IT Distribution & Solutions will be buoyed by the increasing complexity of IT ecosystems, rising cloud adoption, and demand for cybersecurity solutions. Enterprises are less likely than ever to embark on these complicated journeys solo, and companies in the sector boast expertise and scale in these areas. However, cloud migration also means less need for hardware, which could dent demand for large portions of the product portfolio and hurt margins. Additionally, planning for potentially supply chain disruptions is ongoing, as the COVID-19 pandemic showed how damaging a pause in global trade could be in areas like semiconductor procurement.

The 8 it distribution & solutions stocks we track reported a satisfactory Q3. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was in line.

While some it distribution & solutions stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.7% since the latest earnings results.

CDW

Serving as a crucial bridge between technology manufacturers and end users since 1984, CDW is a multi-brand provider of information technology solutions that helps businesses and public sector organizations select, implement, and manage hardware, software, and IT services.

CDW reported revenues of $5.74 billion, up 4% year on year. This print was in line with analysts’ expectations, but overall, it was a mixed quarter for the company with a beat of analysts’ EPS estimates but revenue in line with analysts’ estimates.

"The team delivered resilient performance in Q3 as we continued to guide customers through evolving market dynamics and deliver mission critical outcomes across the full IT stack and lifecycle," said Christine A. Leahy, chair and chief executive officer, CDW.

The stock is down 13.1% since reporting and currently trades at $134.62.

Best Q3: ePlus

Starting as a financing company in 1990 before evolving into a full-service technology provider, ePlus provides comprehensive IT solutions, professional services, and financing options to help organizations optimize their technology infrastructure and supply chain processes.

ePlus reported revenues of $608.8 million, up 23.4% year on year, outperforming analysts’ expectations by 17.5%. The business had an incredible quarter with a beat of analysts’ EPS and revenue estimates.

ePlus scored the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 19.1% since reporting. It currently trades at $87.41.

Weakest Q3: Connection

Starting as a small computer products seller in 1982 and evolving into a Fortune 1000 company, Connection is a technology solutions provider that helps businesses and government agencies design, purchase, implement, and manage their IT infrastructure and systems.

Connection reported revenues of $709.1 million, down 2.2% year on year, falling short of analysts’ expectations by 4.7%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and EPS estimates.

As expected, the stock is down 5.3% since the results and currently trades at $57.65.

Read our full analysis of Connection’s results here.

TD SYNNEX

Serving as the crucial middleman in the technology supply chain, TD SYNNEX is a global technology distributor that connects thousands of IT manufacturers with resellers, helping businesses access hardware, software, and technology solutions.

TD SYNNEX reported revenues of $15.65 billion, up 6.6% year on year. This print topped analysts’ expectations by 3.5%. It was a stunning quarter as it also recorded a beat of analysts’ EPS estimates and an impressive beat of analysts’ EPS guidance for next quarter estimates.

The stock is up 1.2% since reporting and currently trades at $152.22.

Read our full, actionable report on TD SYNNEX here, it’s free for active Edge members.

Avnet

With a century-long history of adapting to technological evolution, Avnet is a global electronic components distributor that connects manufacturers of semiconductors and other electronic parts with businesses that need these components.

Avnet reported revenues of $5.90 billion, up 5.3% year on year. This number beat analysts’ expectations by 3%. Overall, it was a strong quarter as it also logged revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.

The stock is down 2.6% since reporting and currently trades at $49.25.

Read our full, actionable report on Avnet here, it’s free for active Edge members.