PC Connection

Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all key profitability metrics, with revenue of $854.0M exceeding the $767.6M forecast by 11.3%. Diluted EPS of $1.31 was 23.6% above the $1.06 consensus, driven by strong 19% YoY growth in notebook and mobility sales. While gross margin of 18.4% slightly missed the 18.6% expectation, disciplined SG&A management led to a robust 5.0% operating margin, well ahead of historical performance.