Exciting developments are taking place for the stocks in this article.
They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.
Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. But increasing competition from AI-driven upstarts has tempered enthusiasm,
and over the past six months, the industry has pulled back by 2.4%. This drop was disappointing since the S&P 500 held its ground.
IT solutions provider Connection (NASDAQ:CNXN) announced better-than-expected revenue in Q1 CY2025, with sales up 10.9% year on year to $701 million. Its non-GAAP profit of $0.60 per share was 44.6% above analysts’ consensus estimates.
Let’s dig into the relative performance of Connection (NASDAQ:CNXN) and its peers as we unravel the now-completed Q1 it distribution & solutions earnings season.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Insight Enterprises (NASDAQ:NSIT) and the rest of the it distribution & solutions stocks fared in Q1.
IT solutions provider Connection (NASDAQ:CNXN) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 10.9% year on year to $701 million. Its non-GAAP profit of $0.60 per share was 44.6% above analysts’ consensus estimates.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at it distribution & solutions stocks, starting with Connection (NASDAQ:CNXN).
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the it distribution & solutions industry, including Ingram Micro (NYSE:INGM) and its peers.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at CDW (NASDAQ:CDW) and the best and worst performers in the it distribution & solutions industry.
Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. But cutbacks in corporate spending and the threat of new AI products have kept sentiment in check,
and over the past six months, the industry has tumbled by 1.1%. This drawdown was disheartening since the S&P 500 held steady.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how it distribution & solutions stocks fared in Q4, starting with Insight Enterprises (NASDAQ:NSIT).
Over the last six months, Connection’s shares have sunk to $60.87, producing a disappointing 18.3% loss while the S&P 500 was flat. This was partly due to its softer quarterly results and might have investors contemplating their next move.
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the it distribution & solutions industry, including ScanSource (NASDAQ:SCSC) and its peers.
