PC Connection, Inc. filed its quarterly report on Form 10-Q for the period ended September 30, 2026, disclosing third-quarter net sales of $874.3 million and nine-month net income of $81.8 million.

Key Highlights

  • Q3 Net Sales: Net sales for the three months ended September 30, 2026 were $874,313 thousand, up from $709,068 thousand in the same period of 2025, according to the filing.
  • Q3 Net Income: Net income for the third quarter was $31,458 thousand, compared with $24,740 thousand in Q3 2025.
  • Diluted EPS: Diluted earnings per common share were $1.24 for Q3 2026 and $3.23 for the nine months ended September 30, 2026.
  • Total Assets: Total assets stood at $1,516,298 thousand as of September 30, 2026, versus $1,350,925 thousand at December 31, 2025.
  • Dividend Declared: The company declared a dividend of $0.20 per share in Q3 2026, resulting in a charge of $5,048 thousand to retained earnings.
  • Shares Outstanding: As of October 21, 2026, 25,247,910 shares of common stock were outstanding.
  • Nine-Month Severance: Severance expenses of $3,060 thousand were recorded for the nine months ended September 30, 2026, compared with $2,930 thousand in the same period of 2025.

PC Connection Reports Higher Sales and Income for Third Quarter and First Nine Months of 2026

According to the Form 10-Q filed with the SEC for the quarterly period ended September 30, 2026, PC Connection, Inc. (NASDAQ:CNXN) reported net sales of $874,313 thousand for the three months ended September 30, 2026, compared with $709,068 thousand in the prior-year quarter. Gross profit for Q3 2026 was $161,861 thousand, up from $138,645 thousand in Q3 2025. Selling, general and administrative expenses increased to $120,881 thousand from $108,379 thousand. Income from operations for the quarter reached $40,980 thousand, versus $30,266 thousand a year earlier.

For the nine months ended September 30, 2026, the filing disclosed net sales of $2,450,175 thousand versus $2,169,807 thousand in the same period of 2025. Nine-month net income was $81,849 thousand, compared with $63,010 thousand for the nine months ended September 30, 2025. Interest income, net, was $8,355 thousand for the nine-month period, down from $10,805 thousand in the comparable prior-year period. The income tax provision for the nine months ended September 30, 2026 was $30,723 thousand.

On the balance sheet as of September 30, 2026, the company reported cash and cash equivalents of $124,597 thousand, short-term investments of $218,717 thousand, and accounts receivable, net, of $789,590 thousand. Total stockholders' equity was $981,129 thousand, up from $910,130 thousand at December 31, 2025. Treasury stock stood at $143,164 thousand at cost. Accumulated other comprehensive loss was $(414) thousand at September 30, 2026, compared with accumulated other comprehensive income of $78 thousand at December 31, 2025, reflecting unrealized losses on available-for-sale investments.

What Was Disclosed

PC Connection filed a Form 10-Q covering the quarter ended September 30, 2026, reporting higher net sales, net income, and total assets compared with year-earlier periods, along with a $0.20 per share dividend declaration and 25,247,910 shares outstanding as of October 21, 2026.