PC Connection Inc

PC Connection Inc posted record net sales of $854 million for its second quarter of 2026, a 12.4% increase year-over-year, alongside record gross profit of $157.5 million and record operating income of $43 million. Gross margin expanded 30 basis points to 18.4%, while operating margin reached a record 5%, up from 4.1% a year earlier. Net income rose 33.8% to a record $33.2 million, with diluted earnings per share climbing 35.1% to $1.31. The company's Business Solutions segment achieved record net sales of $343.9 million, up 17.3%, and Enterprise Solutions net sales grew 13.4% to $369.6 million, while Public Sector Solutions net sales were flat at $140.5 million. Management noted record backlogs in both Business Solutions and Enterprise Solutions, though it expects a slight sequential revenue decline in the third quarter due to pull-forward demand and the timing of Microsoft's year-end.