PC Connection Inc (CNXN) FinancialsCNXNFinancialPC Connection Inc

PC Connection Inc (CNXN) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Notebooks/Mobility, accounting for 39.7% of total sales, equivalent to $338.90M. Other significant revenue streams include Desktops and Accessories. Understanding this composition is critical for investors evaluating how CNXN navigates market cycles within the Integrated Hardware & Software industry.

Evaluating the bottom line, PC Connection Inc maintains a gross margin of 18.44%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 5.04%, while the net margin is 3.88%. These profitability ratios, combined with a Return on Equity (ROE) of 10.43%, provide a clear picture of how effectively CNXN converts its operational activities into shareholder value.

In the context of the broader market, CNXN competes directly with industry leaders such as VOYG and PDFS. With a market capitalization of $2.05B, it holds a significant position in the sector. When comparing efficiency, CNXN's gross margin of 18.44% stands against VOYG's -0.76% and PDFS's 67.23%. Such benchmarking helps identify whether PC Connection Inc is trading at a premium or discount relative to its financial performance.

The company reported a 12.4% year-over-year increase in net sales for Q2 2026, reaching $854 million, with a net income rise of 33.8% to $33.2 million, showcasing solid growth.