异动解读 | CDW Corporation第四季度业绩超预期,盘中大涨6.06%

异动解读
Feb 04

CDW Corporation今日盘中大涨6.06%,引起了市场的广泛关注。

消息面上,公司公布的2025年第四季度财务业绩表现强劲,超出了市场普遍预期。报告显示,在截至12月31日的季度内,公司实现净销售额55.1亿美元,高于分析师平均预期的52.9亿美元;调整后每股收益为2.57美元,也高于预期的2.44美元。

业绩超预期主要得益于客户在人工智能(AI)和云计算应用领域的持续投资,以及对网络安全、云迁移等核心IT解决方案的强劲需求。尽管部分客户预算环境趋紧,但仍优先考虑在安全性、可靠性和运营连续性方面的支出,这推动了公司毛利润的强劲增长和利润率的提升。

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