PC CONNECTION INC · Computers & Peripheral Equipment & Software

CNXN

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The short version

A profitable company with growing sales.

Going well

Sales up 12% in the latest quarter vs a year ago
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

Insiders sold $2.6M in the last 30 days, all through pre-planned sales
Institutions added 0.2% to their holdings in the quarter ending June 2026 (95 bought, 82 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$88.44-0.3% that day

Company value: $2.2B; Share price times all shares
Price vs profit (P/E): 23.4x; You pay about $23 for each $1 of yearly profit
Price vs sales: 0.75x; Company value is 0.75 times a year of sales
Cash vs value: 6%; Cash as a share of company value

From CNXN's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$854.0M+12% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $3.0B, up 3.2% from the 12 months before. Over 5 years, sales grew about 2.1% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of CNXN. Starting points are the company's recent numbers.

Sales growth+3% a yearRecently: +3.2% a yearProfit margin3%Last 12 months: 3.2%P/E at the end23xToday: 23.4x. Many steady companies trade at 12x to 25xShare count change-1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$3.5B

Profit in 5 years$104M

Price these guesses point to$99.58+13% vs $88.44 todayAbout +2.4% a year, before dividends

What today's price needs: with a 3% margin and a 23x P/E, sales would have to grow about 0.6% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.2%
PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.9%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$58.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-3.1% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.18.8%

Revenue: $2.9B; +2.5% vs prior year
5-year growth: +2.1%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 2.90x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Jul 29

Revenue: $854.0M; +12.4% YoY
EPS: $1.31; vs $0.97
Op. margin: 5.0%; +0.9 pts
Gross margin: 18.4%; +0.3 pts
Free cash flow: -$65.7M
Share count: -0.7%; vs a year ago

Insider rating

Last 90 days

32Selling

1 insider sold $405K (not pre-planned)
Pre-planned sales of $2.6M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

35/ 100

This week: 1
Normal week: 2.0
vs normal: 0.5x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+0.2%

Institutions added 0.2% to their holdings. 95 bought, 82 sold. 2 quarters of net buying in a row.

Shares held by institutions10.4M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-1.3%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

25M

Earnings reports

Last 12

Next reportIn 0 days (est.)Estimated from the same quarter last year

Results filedJul 29
Results filedApr 29
Results filedFeb 4
Results filedOct 29, 2025
Results filedJul 30, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$3.0M2 insiders, 2 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Patricia GallupChairman & Chief Admin Officer	Sell	15K	$86.87	$1.3M	7M	Oct 21Filing ↗
-0.2% of their holdings $86.56 to $87.64 across 4 trades Traded Oct 20 to Oct 21 Held via Trust Pre-planned sale (10b5-1) Also Director and 10% owner Filed jointly with 1 other Filed 1 day after
Patricia GallupChairman & Chief Admin Officer	Sell	13K	$92.34	$1.2M	7M	Oct 6Filing ↗
-0.2% of their holdings $92.07 to $93.06 across 4 trades Traded Oct 5 to Oct 6 Held via Trust Pre-planned sale (10b5-1) Also Director and 10% owner Filed jointly with 1 other Filed 1 day after
Negrini David BeffaDirector	Sell	5K	$81.05	$405K	61K	Aug 14Filing ↗
-7.6% of their holdings Not a pre-planned sale Filed 54 days after