Connection reported record third-quarter 2026 net sales of $874.3 million, up 23.3%, and gross profit of $161.9 million, up 16.7%. Net income rose 27.2% to $31.5 million, and the Board declared a $0.20 per share dividend.
CNXN · Pc Connection Inc
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PC Connection, Inc. reported third-quarter 2026 net sales of $874.3 million, up $165.2 million or 23.3%, while gross margin declined to 18.5% from 19.6%; operating income rose to $41.0 million from $30.3 million.
PC Connection, Inc. reported third-quarter net sales of $874.3 million, up 23.3% y/y, and net income of $31.5 million; its Board declared a quarterly dividend of $0.20 per share.
PC Connection, Inc. appointed Matthew Zafirovski as President and Chief Operating Officer effective October 12, 2026; Timothy J. McGrath ceased serving as President but continues as Chief Executive Officer.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Accessories | 10% | Three Months Ended June 30 | — |
| Accessories sales | 10% | second quarter of 2026 | — |
| Adjusted Diluted Earnings per Share non-GAAP | $2.08 | Six Months Ended June 30 | — |
| Adjusted EBITDA non-GAAP | $144.5M | twelve months ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP EBITDA 128.37M
+6.14M Severance expenses
+0K Legal settlement
+9.97M Stock-based compensation
= Adjusted EBITDA 144.48M
|
|||
| Adjusted Net Income non-GAAP | 52.62M | Six Months Ended June 30 | — |
| Business Solutions | 23% | Three Months Ended June 30 | — |
| Days sales outstanding | 71 | Three Months Ended June 30 | — |
| Desktops | 11% | Three Months Ended June 30 | — |
| Enterprise Solutions | 14.9% | Three Months Ended June 30 | — |
| Gross billings | 2.2B | six months ended June 30, 2026 | — |
| Gross margin | 18.4% | Three Months Ended June 30 | — |
| Inventory turns | 15 | Three Months Ended June 30 | — |
| LTM Adjusted EBITDA non-GAAP | 144.48M | LTM Ended June 30 | — |
| Net/Com Products | 7% | Three Months Ended June 30 | — |
| Networking sales | 12% | second quarter of 2026 | — |
| Notebook/mobility and desktop sales | 19% | second quarter of 2026 | — |
| Notebooks/Mobility | 40% | Three Months Ended June 30 | — |
| Operating margin | 5% | Three Months Ended June 30 | — |
| Other Hardware/Services | 7% | Three Months Ended June 30 | — |
| Public Sector Solutions | 16.5% | Three Months Ended June 30 | — |
| Servers/Storage | 7% | Three Months Ended June 30 | — |
| Servers/storage sales | 18% | second quarter of 2026 | — |
| Software sales | 15% | second quarter of 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electronics & Computer Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CNXN
this stock
Pc Connection Inc
|
$2.22B | +37.9% | +2.5% | 21.7 | 2.3% |
|
SNX
Td Synnex Corp
|
$17.63B | +43.4% | +17.6% | 13.5 | 2.4% |
|
ARW
Arrow Electronics, Inc.
|
$10.31B | +60.7% | +10.5% | 10.4 | 2.6% |
|
AVT
Avnet Inc
|
$7.03B | +59.4% | +24.5% | 21.4 | 11.1% |
|
NSIT
Insight Enterprises Inc
|
$5.14B | +87.5% | -5.2% | 30.0 | 2.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 28, 2026
- This year
- 13
PC Connection, Inc. reported third-quarter 2026 net sales of $874.3 million, up $165.2 million or 23.3%, while gross margin declined to 18.5% from 19.6%; operating income rose to $41.0 million from $30.3 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CNXN | -7.0% | -12.3% | +24.0% | -8.3% | +37.9% |
| SPY | -4.7% | -5.3% | -0.8% | -3.0% | +7.5% |
| vs SPY | -2.2% | -7.1% | +24.8% | -5.2% | +30.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.