IT硬件和服务分销商CDW Corporation（CDW）今日盘中股价大涨5.08%，引发市场关注。这一显著涨幅主要源于公司发布的第一季度财报远超分析师预期。
根据公司公布的财报，CDW第一季度调整后每股收益达2.15美元，显著高于分析师平均预期的1.96美元。同时，公司季度营收增长6.7%至52.0亿美元，同样超出市场预期的49.3亿美元。这一亮眼业绩主要得益于医疗保健、教育等行业的稳定需求，特别是对台式机、笔记本电脑、移动设备、软件和服务的持续需求。
CDW的公共业务部门和企业部门都实现了可观增长。面向医疗保健和教育等行业客户的公共业务部门收入增长10.3%至18.8亿美元，而企业部门的净销售额同比增长6.3%至22.3亿美元。公司表示，尽管经济不确定性依然存在，但某些终端市场的客户支出在2025年第一季度有所改善。这一业绩表现不仅展示了CDW在当前市场环境下的韧性，也增强了投资者对公司未来发展前景的信心。
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