C

Connection

Global IT solutions and procurement network

Overview

Connection is a global IT solutions provider that helps organizations deploy and manage technology across digital workplace, IT infrastructure, multicloud, and lifecycle services. It delivers end-to-end guidance through account managers, solution architects, and technical specialists and connects customers to a network of 500 suppliers in 174 countries via proprietary procurement platforms. Different from competitors, it combines extensive supplier reach, worldwide procurement access, and industry-focused services with trusted values like respect, excellence, teamwork, and integrity. Its goal is to boost growth, productivity, and innovation by providing trusted guidance and timely access to technology solutions.

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About Connection

Simplify's Rating
Why Connection is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsRobotics & AutomationIndustrial & ManufacturingEnterprise SoftwareCybersecurityAI & Machine LearningHealthcare

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Merrimack, NH

Founded

1982

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Simplify's take

What believers are saying

  • Q2 2026 net sales rose 12.4% to $854 million, a company record.
  • Enterprise Solutions grew 13.4% in Q2 2026, driven by AI-ready infrastructure demand.
  • Management expects high-single-digit Q3 growth after strong July activity and elevated backlog.

What critics are saying

  • Public Sector revenue fell 31% in Q1 2026 after a lost federal contract.
  • SEC risk factors cite DRAM and NAND shortages, price competition, and vendor concentration.
  • Cloud virtualization and OEM-direct procurement threaten Connection’s distributor model by 2027.

What makes Connection unique

  • MarkITplace gives Connection access to 460,000 products from 1,600 vendors.
  • Connection spans business, government, healthcare, and education, diversifying customer access across channels.
  • GOVMVMT contract extends through October 31, 2028, with possible ten-year national reach.

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Benefits

  • Health Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Mental Health Support
  • Paid Vacation
  • Paid Sick Leave
  • Unlimited Paid Time Off
  • Tuition Reimbursement

Stock Price

Company News

Yahoo Finance
Oct 29th, 2026
PC Connection posts record Q3 net sales of $874.3M, up 23.3%, on server and networking demand

PC Connection reported record third-quarter results, with net sales up 23.3% year on year to $874.3 million. Gross profit rose 16.7% to $161.9 million, and diluted earnings per share climbed 27.8% to $1.24. Server and storage sales grew 45.1%, and networking rose 43.3%. Enterprise Solutions sales increased 27.4% to a record $407.5 million, backed by a record backlog. Gross margin fell to 18.5%, down 110 basis points, because of customer mix and lower software revenue recognised on a net basis. Operating income rose 35.4% to $41 million. Chief executive officer Tim McGrath expects endpoint demand to ease slightly in 2027 as the device upgrade cycle fades. He expects demand for on-premises infrastructure, networking, security and software to stay solid.

Yahoo Finance
Aug 14th, 2026
PC Connection CEO sells $4.3M in shares after stock surges 40% in 2026

Timothy J. McGrath, President and CEO of PC Connection, sold 50,000 shares of common stock at $85.88 per share on 3 and 4 August 2026, worth approximately $4.3 million. Following the sale, McGrath retains 240,343 shares valued at $20.86 million. The transaction comes as PC Connection's stock has climbed nearly 40% in 2026, outpacing the S&P 500's 13.8% gain. The company reported strong second-quarter results, with net sales up 12.4% to $854 million and net income rising 33.8% to $33.2 million. PC Connection, a technology distributor with nearly $3 billion in trailing twelve-month revenue, serves enterprise and public sector clients. Demand for artificial intelligence infrastructure solutions has helped drive recent sales growth.

Yahoo Finance
Jul 29th, 2026
PC Connection posts record Q2 with sales up 12.4% to $854M on AI infrastructure demand

PC Connection reported record second-quarter results, with net sales rising 12.4% year-over-year to $854 million and gross profit increasing 14.3% to $157.5 million. Operating income climbed 39.2% to $43 million, whilst diluted earnings per share rose 35.1% to $1.31. Growth was driven by notebooks, mobility products and desktops, which saw sales increase 19.5%. Software sales grew 15% and networking revenue rose 11.5%. Both Business Solutions and Enterprise Solutions segments posted double-digit sales growth. President Tim McGrath said the results reflect a shift from AI experimentation towards broader enterprise adoption. Management reported strong July activity and expects high-single-digit year-over-year revenue growth in the third quarter, though sequential revenue may decline after a strong June.

Associated Press
Jul 29th, 2026
Connection reports Q2 2026 net income up 34% to $33.2M on $1.5B gross billings

Connection, a provider of IT solutions to business, government, healthcare, and education markets, reported record second-quarter 2026 results. Net sales increased 12.4% year over year, whilst gross billings rose 14.0% to $1.2 billion. Net income jumped 33.8% to $33.2 million, or $1.31 per diluted share, compared to $24.8 million in the second quarter of 2025. Gross profit increased 14.3% to $157.5 million, with gross margin expanding 30 basis points to 18.4%. President and CEO Timothy McGrath attributed the performance to customers' increasing focus on enterprise technology as they operationalise AI. The company's board declared a quarterly dividend of $0.20 per share, payable on 28 August 2026.

Yahoo Finance
Jun 30th, 2026
PC Connection chairman sells 14,000 shares for $998,000

Patricia Gallup, Chairman and Chief Administrative Officer of PC Connection, sold 14,000 shares for approximately $998,000 on 23-24 June 2026, according to a SEC Form 4 filing. The shares were sold at a weighted average price of $69.90. This marks Gallup's second open-market sale since May of last year, with both transactions similar in size and percentage of holdings. Following the sale, Gallup retains 533,258 shares directly and 7,028,596 shares indirectly, primarily through family trusts where she serves as sole trustee. PC Connection, a technology distributor serving businesses, government agencies and educational institutions across the United States, reported trailing twelve-month revenue of $2.89 billion and net income of $87.46 million.

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