PC Connection Reports Record Q2 Earnings Amid Strong Technology Demand
PC Connection (NASDAQ:CNXN) reported record second-quarter results in July 2026 with net sales rising 12.4% year-over-year to $854 million and gross profit increasing by 14.3%. The company attributed the growth to strong demand for notebooks, mobility products, desktops, software, networking equipment, and AI-ready infrastructure across its Business Solutions, Public Sector Solutions, and Enterprise Solutions segments. CEO Tim McGrath highlighted a shift in customer behavior toward integrated enterprise platforms that include modernized infrastructure, cybersecurity, cloud services, and AI. The company also noted elevated backlogs for both the Business Solutions and Enterprise Solutions segments as well as strong July activity supporting continued momentum into Q3 despite potential sequential revenue declines after a robust June. Looking ahead, PC Connection expects high-single-digit year-over-year growth in Q3 driven by long-term factors such as PC refresh cycles, Windows 11 migrations, AI-enabled devices, and data-center modernization. However, the company remains cautious about ongoing supply-chain challenges and macroeconomic uncertainties.
Tickers: $CNXN
Topics: AI_infrastructure profitability sales_growth technology