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CDW (CDW) investor relations material
CDW AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order at 7:30 A.M. CST on May 21, 2026, with agenda and conduct rules posted on the web portal.
Recognition given to 15,000 coworkers and over 250,000 customers, highlighting the company's strong momentum and competitive advantages.
Five items of business on the agenda: election of directors, executive compensation, auditor ratification, amendment for written consent, and a stockholder proposal on independent board chair.
Board and executive committee updates
Donna Zarcone and Sanjay Mehrotra are not standing for re-election; appreciation expressed for their service.
Introduction of board members and Ernst & Young representatives, who are available for Q&A.
Shareholder proposals
Proposal presented to require an independent board chairman, arguing it would improve governance, oversight, and address recent stock price and margin declines.
Board recommended voting against the independent chair proposal, referencing the proxy statement for rationale.
- AI-driven services, operational efficiency, and recurring revenue models fuel growth and value.CDW
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference19 May 2026 - Net sales rose 9.2% to $5.68B, with broad segment growth and continued AI investment.CDW
Q1 20266 May 2026 - Board recommends approval of all proposals except the independent board chair requirement.CDW
Proxy filing10 Apr 2026 - Key votes include director elections, executive pay, auditor ratification, and governance changes.CDW
Proxy filing10 Apr 2026 - Proxy covers director elections, pay, auditor, and shareholder rights, with board independence emphasized.CDW
Proxy filing27 Mar 2026 - Growth returns as AI, cloud, and disciplined execution drive margin and cash flow gains.CDW
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar 2026 - 2025 sales and profits rose, with strong cash returns and 2026 growth set to outpace the market.CDW
Q4 20254 Feb 2026 - Q4 sales rose 3.3%–5% with healthcare strength; 2025 targets low single-digit profit and EPS growth.CDW
Q4 20243 Feb 2026 - Net sales fell 3.6% but net income rose 7% as margins and cash flow improved.CDW
Q2 20242 Feb 2026
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