Latest revenue
$721.9M
as of 2026-03-31
Latest net income
$17.2M
as of 2026-03-31
Net margin
2.4%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $1.68B
- Enterprise value
- $1.68B
- P/E (trailing)
- 20.0×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 1.1%
- 52-wk high
- $68.88
- 52-wk low
- $54.97
- Beta
- —
- Shares out
- 25.2M
5-year trend
What this company does
Item 1. Business GENERAL We are a Fortune 1000 Global Solutions Provider that simplifies IT, guiding the connection between people and technology. Our dedicated account managers partner with customers to design, deploy, and support cutting-edge IT environments using the latest hardware, software, and services. We provide a wide range of IT solutions, from the desktop to the cloud—including computer systems, data center solutions, security, artificial intelligence, or AI, software and peripheral equipment, networking communications, and other products and accessories that we develop internally and secure from manufacturers, distributors, and other suppliers. Our Technology Solutions and…
AI summary unavailable — showing raw filing excerpt
Generated from CNXN's filing dated 2026-02-24
Key risks
Item 1A. Risk Factors You should carefully consider the risks and uncertainties described below, together with all of the other information contained in this Annual Report on Form 10-K and our other public filings with the SEC. The risks described below are not the only risks facing our Company. The occurrence of any of the following risks, or of additional risks and uncertainties not presently known to us or that we currently believe to be immaterial, could cause our business, prospects, operating results, and financial condition to suffer materially. The risks below also include forward-looking statements, and important factors could cause our actual results to differ materially from…
AI summary unavailable — showing raw filing excerpt
Generated from CNXN's filing dated 2026-02-24
Profitability
Gross margin
18.8%
1.2%Operating margin
3.5%
0.2%Net margin
2.9%
6.2%Return on equity
9.2%
3.8%Return on assets
6.2%
7.5%Leverage
Debt / equity
0.48×
13.6%Debt / assets
32.6%
9.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $721.9M | +3.0% | $17.2M | +27.8% | 2.4% |
Q4 2025 2025-12-31 | $702.9M | -0.8% | $20.7M | -0.0% | 2.9% |
Q3 2025 2025-09-30 | $709.1M | -2.2% | $24.7M | -8.6% | 3.5% |
Q2 2025 2025-06-30 | $759.7M | +3.2% | $24.8M | -5.2% | 3.3% |
Q1 2025 2025-03-31 | $701.0M | +10.9% | $13.5M | +2.5% | 1.9% |
Q4 2024 2024-12-31 | $708.9M | — | $20.7M | — | 2.9% |
Q3 2024 2024-09-30 | $724.7M | +4.6% | $27.1M | +5.7% | 3.7% |
Q2 2024 2024-06-30 | $736.5M | +0.4% | $26.2M | +32.8% | 3.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Wholesale-Computers & Peripheral Equipment & Software · SIC 5045
Your notes
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Insider activity
Insider buying
$0
Insider selling
$2.9M
Net activity
−$2.9M
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns CNXN
Institutional value
$381.8M
Total shares held
6.6M
Distinct holders
106
-78 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.2M | $129.9M | -25.3K (-1.1%) | Trimmed |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $89.2M | +4.3K (+0.3%) | Added |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 508.6K | $29.7M | — | New |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 490.7K | $28.7M | — | New |
| 5 | Invesco Ltd. | 217.8K | $12.7M | -1.4K (-0.6%) | Trimmed |
| 6 | Bank of New York Mellon Corp | 138.3K | $8.1M | +1.6K (+1.2%) | Added |
| 7 | TEACHER RETIREMENT SYSTEM OF TEXAS | 103.6K | $6.1M | -11.2K (-9.7%) | Trimmed |
| 8 | RHUMBLINE ADVISERS | 97.8K | $5.7M | +14.5K (+17.4%) | Added |
| 9 | UBS Group AG | 95.5K | $5.6M | +5.7K (+6.3%) | Added |
| 10 | DENALI ADVISORS LLC | 83.3K | $4.9M | +16.0K (+23.8%) | Added |
| 11 | ROYCE & ASSOCIATES LP | 76.3K | $4.5M | -3.0K (-3.8%) | Trimmed |
| 12 | VANGUARD FIDUCIARY TRUST CO | 73.4K | $4.3M | — | New |
| 13 | Allspring Global Investments Holdings, LLC | 61.0K | $3.7M | +35.4K (+137.7%) | Added |
| 14 | JPMORGAN CHASE & CO | 60.5K | $3.5M | +563 (+0.9%) | Added |
| 15 | PRINCIPAL FINANCIAL GROUP INC | 55.2K | $3.2M | +1.1K (+2.0%) | Added |
| 16 | FIRST TRUST ADVISORS LP | 54.1K | $3.2M | +5.5K (+11.3%) | Added |
| 17 | Allianz Asset Management GmbH | 41.8K | $2.4M | -9.9K (-19.2%) | Trimmed |
| 18 | Public Sector Pension Investment Board | 40.7K | $2.4M | +1.4K (+3.6%) | Added |
| 19 | Nuveen, LLC | 38.7K | $2.3M | +4.6K (+13.5%) | Added |
| 20 | JAMES INVESTMENT RESEARCH, INC. | 35.1K | $2.1M | +29 (+0.1%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once CNXN's latest filing finishes processing.