CDW CDW Corp

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed May 1, 2026 Processed 1mo ago SEC 0001402057-26-000019
8-K context-dependent: Items 7.01
Latest settled — T+20d
CDW ▲ +4.24% at T+20d
NEUTRAL call ✓ call won +4.24% · α vs SPY -1.41% · entry $135.25 → $140.98
Next anchor: T+60d in 7w
Last close $134.81 (close Jun 8) · -0.32% from $135.25 entry
Entry anchored
May 1, 2026
via day open
T+1d
+0.73%
call +0.73% · α -0.06%
$136.24
settled 5w ago
T+5d
-24.26%
call -24.26% · α -27.19%
$102.44
settled 5w ago
T+20d
+4.24%
call +4.24% · α -1.41%
$140.98
settled 9d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

CDW filed an 8-K to disclose a realignment of its segment reporting structure effective January 1, 2026, creating three new segments: Commercial, Government, and Education. Historical financial data for 2024 and 2025 have been recast to reflect the new structure with no impact on consolidated results. No new financial guidance or performance data was provided.

Actionable Insight

This is a routine segment reporting change with no immediate trading implications. Monitor the next earnings release for initial results under the new segment structure.

Key Facts

  • CDW realigned into three reportable segments: Commercial, Government, and Education, effective January 1, 2026.
  • Recast unaudited segment data for fiscal 2024 and 2025 quarters show no change to previously reported consolidated financials.
  • No new guidance, preliminary results, or material financial information was disclosed.

Financial Impact

No financial impact; recast data is for comparability only.

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Catalog & Mail-Order Houses
Analyst Consensus
59% bullish (17 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001402057-26-000019
Document: 0001402057-26-000019-index-headers.html0001402057-26-000019
Document: 0001402057-26-000019-index.html0001402057-26-000019
Document: 0001402057-26-000019.txt0001402057-26-000019
3 reports for CDW
Performance horizon
Filters
Rows
Reports for CDW — sortable, filterable
Type Now
May 13, 2026
27d ago
8-K
NEUTRAL ★ 3/10
$100.11 $106.06▲ +5.94%▲ +6.08%$134.81 (+34.66%)
May 6, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$108.43 $99.30▼ −8.42%▼ −9.55%$134.81 (+24.33%)
May 1, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$135.25 $102.44▼ −24.26%▼ −27.19%$134.81 (−0.32%)
Showing 3 of 3

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