CDW Corporation's stock surged 6.06% during intraday trading on Wednesday, following the release of its fourth-quarter 2025 financial results that significantly exceeded market expectations.

The IT solutions provider reported adjusted earnings per share of $2.57, beating the analyst consensus estimate of $2.44. Revenue for the quarter reached $5.511 billion, surpassing the expected $5.289 billion. The strong performance was driven by resilient demand for technology solutions, including artificial intelligence and cloud adoption, as customers continued to invest in core IT projects despite uncertain business conditions.

CFO Albert Miralles noted that the company's ability to deliver outcomes across hardware, software, and services drove strong gross profit growth and margin expansion. The upbeat results were supported by CDW's broad product range and exposure to multiple customer segments, with healthcare and commercial customers maintaining investment levels while growth in small businesses was fueled by adoption of cloud solutions and AI workflows.