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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
PC Connection
PC Connection (CNXN) investor relations material
PC Connection Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 net sales reached a record $874.3M, up 23.3% YoY; gross billings and gross profit also set records, and net income rose 27.2% to $31.5M.
Enterprise and Business Solutions drove growth; strong backlog, customer demand, and AI-related investment supported management’s growth outlook.
Financial highlights
Q3 gross billings increased 19.4% to $1.3B; diluted EPS was $1.24 vs. $0.97.
Nine-month net sales rose 12.9% to $2,450.2M, gross profit grew 12.0% to $452.1M, and net income increased to $81.8M from $63.0M.
Nine-month diluted EPS was $3.23 vs. $2.45; adjusted diluted EPS was $3.31 vs. $2.53.
Nine-month operating cash flow was negative $39.8M vs. positive $38.0M; receivables and inventory uses of $144.8M and $83.0M were partly offset by a $74.5M increase in payables.
Outlook and guidance
Q4 expected to follow the historical 3%–4% sequential decline from Q3, with SG&A tracking the trend; backlog and funnel were strong, but no specific budget flush was anticipated.
2026 outlook includes expected outperformance of the U.S. IT market by 200 bps.
Endpoint demand may be slightly below 2026 in 2027 as the upgrade cycle passes; on-premises, agentic servers, networking, security, and software demand expected to remain solid.
IT infrastructure investments are planned to improve efficiency and customer functionality; service-engineer additions may raise service costs, with returns dependent on service revenue growth.
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Latest events from PC Connection
- Q2 2026 net sales rose 12.4% to $854M, with net income up 33.8% and improved margins.CNXN
Q2 2026 - AI-driven growth, strong financials, and vertical momentum support continued shareholder value.CNXNSidoti Small-Cap Virtual Investor Conference
- Net sales and net income rose, led by Enterprise and Business Solutions, with improved margins.CNXNQ1 2026
- Annual meeting to elect directors, ratify auditor, and review executive pay and governance.CNXNProxy filing
- Record gross profit, margin gains, and cost actions set up outperformance for 2026.CNXNQ4 2025
- Record Q2 net income and EPS, margin gains, and growth in Business/Enterprise segments.CNXNQ2 2024
- Strong financials, customer focus, and AI-driven growth position the company for 2025.CNXNSidoti September Small-Cap Virtual Conference
- Q3 2024 delivered record net income and EPS, with strong sales growth and margin pressure persisting.CNXNQ3 2024
- Net sales up 10.9% to $701M, adjusted EPS up 20%, $44.8M in share repurchases.CNXNQ1 2025
Next PC Connection earnings date
Q4 20263 Feb, 2027
PC Connection
Next PC Connection earnings date
Q4 20263 Feb, 2027
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Frequently asked questions
PC Connection Inc, doing business as Connection, provides IT solutions and services including hardware, software, networking, and cloud services. The company serves business, government, and educational customers across the United States. It is headquartered in Merrimack, New Hampshire, and its shares are listed on the NASDAQ.