earnings
confidence high
sentiment positive
materiality 0.75
PC Connection Q2 net sales up 12.4% to $854M; EPS $1.31 vs $0.97; declares $0.20 dividend
PC CONNECTION INC
- Q2 net sales $854.0M (+12.4% YoY); net income $33.2M (+33.8%); diluted EPS $1.31 vs $0.97.
- Gross margin expanded 30 bps to 18.4%; SG&A as % of sales improved to 13.4% from 14.1%.
- Business Solutions segment net sales +17.3% to $343.9M; Enterprise +13.4% to $369.6M; Public Sector flat.
- Board declared quarterly dividend of $0.20/share, payable Aug 28, 2026 to holders of record Aug 11, 2026.
- First half 2026 net sales $1.6B (+7.9%); net income $50.4M (+31.7%); adjusted diluted EPS $2.08 vs $1.56.