PC Connection

What PC Connection does

PC Connection Inc. (NASDAQ: CNXN) is a public, US-domiciled direct marketer of IT solutions headquartered in Merrimack, New Hampshire, founded in 1982. The company operates three reportable segments — Business Solutions, Enterprise Solutions, and Public Sector Solutions — that sell technology products, professional services, and integrated solutions to mid-market businesses, enterprise clients, and government/education customers respectively. Q1 2026 consolidated net sales of $721.9 million were distributed as $346.5M Enterprise (+16.3% YoY), $275.6M Business (+6.6% YoY), and $99.8M Public Sector (-31% YoY on a prior-year non-recurring federal contract); gross margin was 18.4%, operating income $20.2 million, and net income $17.2 million.

The company functions as an IT distribution and solutions-resale business with a transactional revenue model built on direct enterprise and government sales teams rather than self-service e-commerce. Its underlying offering is built around partner relationships — most notably its Dell Technologies Partner Program Titanium Black status for 2026, the highest tier — which give it access to Dell's full product portfolio, marketing co-investment, and technical resources. Endpoint hardware is increasingly AI-chip-enabled (~70% of shipped devices versus <40% a year earlier), positioning the portfolio for the hybrid-AI PC refresh wave. No proprietary software, AI models, or platform IP are disclosed; value creation comes from vendor access, account coverage, and fulfillment scale rather than product ownership.

PC Connection earns revenue on a transaction-fee basis at low gross margin (~18%), with profitability driven primarily by operating leverage on a relatively fixed sales and overhead cost base. Q1 2026 demonstrated material operating leverage: revenue grew 3% while net income grew 27.8% and EPS of $0.77 beat consensus of $0.63 on revenue of $721.9M versus expected $698.84M. Strategic posture combines Enterprise-segment reweighting (where AI infrastructure demand is strongest), disciplined cost management (3% workforce reduction with $3.1M in severance), and elevated backlog at the highest level since mid-2022 — pointing to a margin-expansion story more than a top-line breakout.

Name

PC Connection

Legal name

PC Connection Inc.

Website

https://pcconnection.com

Company type

Public

Founded year

1982

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

PC Connection Inc. (NASDAQ: CNXN) is a US-based direct marketer of IT solutions selling technology products and services through three segments — Business, Enterprise, and Public Sector — leveraging Dell Titanium Black partner status and a growing portfolio of AI-enabled endpoint devices.

Ownership category

akta.pro rank

Headquarters

HQ city

Merrimack

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Supply Chain, Technology or R&D

Revenue model

1. Business Solutions: Net sales of $275.6 million in Q1 2026, up 6.6% year-over-year. This segment serves business customers with IT solutions, technology products, and professional services.
2. Enterprise Solutions: Net sales of $346.5 million in Q1 2026, up 16.3% year-over-year. The largest segment serving enterprise clients with comprehensive technology solutions and products.
3. Public Sector Solutions: Net sales of $99.8 million in Q1 2026, down 31% year-over-year due to a prior-year nonrecurring federal contract. This segment serves government and educational institutions.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels1 record

Core offering

PC Connection is a direct marketer of information technology (IT) solutions serving business, enterprise, and public sector customers. The company distributes hardware, software, and related IT services across three operating segments — Business Solutions, Enterprise Solutions, and Public Sector Solutions — focusing on hybrid AI digital transformation trends and AI-enabled endpoint devices.

Product overview

PC Connection is a technology solutions provider offering IT solutions across three segments: Business Solutions, Enterprise Solutions, and Public Sector Solutions. The company serves customers through hybrid AI digital transformation trends, providing endpoint devices and related IT services. The source data does not contain information about specific named products, modules, or sub-brand offerings — only high-level segment descriptions and partnership status (Dell Technologies Partner Program Titanium Black status for 2026).

Differentiator

Problem solved

Functional benefit

Products and services

• Business Solutions
• Enterprise Solutions
• Public Sector Solutions

Quantifiable outcome

• Operating income increased 39.3% to $20.2 million in Q1 2026
• +4 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Dell TechnologiescoreChannel Partner/ Reseller/ Distributor · 1 January 2026PC Connection achieved Dell Technologies Partner Program Titanium Black status for 2026, the highest partner tier. This partnership enables the company to access Dell's full product portfolio, marketing support, and technical resources. Investors view this status as potentially translating to market share gains and improved product mix.

Scale indicators5 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Computacenter: Computacenter is a UK-listed, European-headquartered IT solutions provider serving enterprise and public-sector customers with similar vendor-resale and services mix. Its corporate and public-sector segments are directly comparable to PC Connection's Enterprise Solutions and Public Sector Solutions.
• CDW Corporation: CDW is the largest publicly traded B2B IT solutions provider in the U.S., reselling hardware, software, and services to enterprise, mid-market, and public-sector customers across three segments. It is the closest direct comparable to PC Connection by customer mix, vendor-partnership model, and three-segment structure.
• Insight Enterprises: Insight is a global B2B IT solutions provider (formerly including PCM) serving enterprise, mid-market, and public-sector clients with hardware, software, and services. Its Solutions segment and partner-led GTM closely mirror PC Connection's enterprise solutions business.
• SHI International: SHI is one of the largest privately held IT solutions providers in North America, offering hardware, software, and services across enterprise, public sector, and SMB segments. It competes head-to-head with PC Connection for enterprise and public-sector IT spend and maintains similar top-tier vendor partner statuses.
• ePlus: ePlus is a U.S. IT solutions provider offering hardware, software, and professional/managed services to enterprise and public-sector customers. Its vendor-resale model, segment structure, and channel partner economics are highly comparable to PC Connection.
• Softchoice: Softchoice is a North American IT solutions provider focused on hardware, software, cloud, and services for mid-market and enterprise customers. Its business mix, vendor-partner model, and customer segments closely mirror PC Connection's Business Solutions and Enterprise Solutions.
• Zones Inc. Zones is a U.S.-based IT solutions provider serving enterprise, public-sector, and SMB customers with hardware, software, and services. It competes with PC Connection for similar mid-market and enterprise IT spend with a comparable vendor-resale GTM.
• Black Box Corporation: Black Box is an IT solutions provider specializing in communications, networking, and digital infrastructure for enterprise and public-sector clients. It overlaps with PC Connection's enterprise solutions and public-sector hardware/networking offerings.

Regional players

• Bechtle AG: Bechtle is Europe's largest IT systems house and a publicly listed IT solutions provider with a similar three-segment model. It is a relevant comparable on business model and segment economics, though it primarily serves European rather than U.S. customers like PC Connection.

Others

• Connection (parent brand): Connection is the parent consumer-facing brand of PC Connection, sharing the same parent company and overlapping IT product offerings. It represents the same business rather than an external peer, and is included only to flag the dual-brand structure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/ConnectionIT
• LinkedInlinkedin.com/company/connection-it

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A6 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PC Connection