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Mar 31, 2021

CDW Q1 2021 Earnings Report

CDW's first quarter 2021 results were announced, showcasing the strength of its business model and strategy.

Key Takeaways

CDW Corporation reported a strong first quarter in 2021, with net sales increasing by 10.2% to $4,838 million. Net income increased by 38.6% to $233 million, and non-GAAP net income per diluted share increased by 26.2% to $1.74.

Total Net sales increased by 10.2 percent compared to the first quarter of 2020.

Net income per diluted share increased by 40.3 percent.

Non-GAAP net income per diluted share increased by 26 percent.

The company now expects 2021 constant currency Non-GAAP net income per diluted share growth of low double-digits.

Total Revenue
$4.84B
Previous year: $4.39B
+10.2%
EPS
$1.74
Previous year: $1.38
+26.1%
Non-GAAP operating income margin
7.6%
Gross Profit
$795M
Previous year: $757M
+5.1%
Cash and Equivalents
$879M
Previous year: $214M
+309.8%
Free Cash Flow
$324M
Previous year: $198M
+63.9%
Total Assets
$9.05B
Previous year: $8.22B
+10.1%

CDW

CDW

CDW Revenue by Segment

Forward Guidance

CDW expects to exceed its previous 2021 outlook of outpacing the US IT market growth by 200 to 300 basis points on a constant currency basis. The company anticipates continued execution of its strategy and investment in the business to meet customer needs.

Positive Outlook

  • Expects to exceed previous 2021 outlook of outpacing the US IT market growth by 200 to 300 basis points.
  • Will continue to execute strategy.
  • Will continue to invest in the business.
  • Laser-focused on meeting the needs of more than 250,000 customers.
  • Remaining the partner of choice for more than 1,000 leading and emerging technology brands.

Revenue & Expenses

Visualization of income flow from segment revenue to net income