
PC Connection Inc
Technology · USD
Price
$59.6
Cap
$1.5B
Earnings
3/4 beat
30d Trend
-1%
Lower half of range — may offer entry value
Target range: $76.76 – $79.8 (consensus: $77.52)
Consensus: Hold
Earnings history
Q4 2025
BEAT
0.91 vs 0.86
Q3 2025
MISS
0.97 vs 1.01
Q2 2025
BEAT
0.97 vs 0.91
Q1 2025
BEAT
0.6 vs 0.41
Key macro factors
Global Growth Forecasts Downgrade: As an IT solutions provider, PC Connection's business performance is significantly tied to corporate and public sector spending on technology. A downgrade in global growth forecasts could lead to reduced IT budgets and delayed purchasing decisions, negatively impacting the company's revenue and profitability.
US Economy Adds Jobs: A strong US job market, indicated by 178,000 jobs added in March and a 4.3% unemployment rate, suggests a healthy domestic economy. This robust environment typically encourages businesses to invest in IT infrastructure and services to support growth and operational efficiency, potentially boosting demand for PC Connection's offerings.
Middle East Conflict Drives Oil Prices Higher: While not directly in the energy sector, higher oil prices can lead to increased operational costs across various industries, including logistics and supply chain for IT distributors like PC Connection. This could put pressure on profit margins and potentially lead to tighter discretionary spending on IT by customers as they manage increased overheads.
PC Connection, Inc., doing business as Connection, is an information technology solutions provider serving business, government, healthcare, and education markets, offering IT products, managed services, and professional services worldwide.
QUANT SCORE
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