Jun 2026 (Q2 FY26) — Jul 29, 2026
PC Connection, Inc. Q2 FY26 — Record Sales and Profit Driven by AI Adoption
Read the full callPC Connection earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 854 | +12.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 5.0 | +1.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 33.2 | +33.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $61.02 on 17 Oct 2025 → $86.6. High $95.22 (13 Oct 2026), low $55.83 (20 Jan 2026).
Overview
Call summaries
PC Connection, Inc. Q2 FY26 — Record Sales and Profit Driven by AI Adoption
Read the full callEvery analysed call
Financials
Net profit, year on year: +34% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 725 | 709 | 701 | 760 | 709 | 703 | 722 | 854 |
| Operating profit | 30 | 23 | 15 | 31 | 30 | 24 | 20 | 43 |
| Operating margin | 4.2% | 3.2% | 2.1% | 4.1% | 4.3% | 3.4% | 2.8% | 5.0% |
| Profit before tax | 37 | 27 | 18 | 34 | 34 | 27 | 24 | 46 |
| Tax rate | 26.0% | 24.1% | 27.1% | 27.3% | 27.1% | 23.8% | 27.0% | 27.2% |
| Net profit | 27 | 21 | 13 | 25 | 25 | 21 | 17 | 33 |
| EPS ($ per share) | 1.03 | — | 0.52 | 0.98 | 0.98 | — | 0.68 | 1.31 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 441 | 515 | 562 | 606 | 686 | 761 | 837 | 906 |
| Total liabilities | 279 | 340 | 379 | 401 | 334 | 348 | 388 | 441 |
| Fixed assets | 52 | 64 | 62 | 61 | 59 | 57 | 53 | 47 |
| Investments | — | — | — | — | — | 152 | 264 | 213 |
| Total assets | 805 | 937 | 1,015 | 1,083 | 1,100 | 1,188 | 1,299 | 1,351 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 87 | 37 | 36 | 58 | 35 | 198 | 174 | 65 |
| Cash from investing | -21 | -26 | -11 | -9 | -9 | -160 | -115 | 43 |
| Cash from financing | -24 | -13 | -19 | -36 | -11 | -16 | -25 | -93 |
| Net cash flow | 42 | -2 | 6 | 13 | 15 | 22 | 33 | 15 |
| Capital expenditure | — | — | — | — | — | -10 | -8 | -7 |
| Free cash flow | — | — | — | — | — | 188 | 166 | 58 |
94 filings between Oct 29, 2025 and Oct 6, 2026.
Purchases
None
No insider bought shares.
Sales
$16.69M
49 sales by 5 insiders
82% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| GALLUP PATRICIA | — | $10.16M | Oct 6, 2026 |
| MCGRATH TIMOTHY J | — | $4.29M | Aug 4, 2026 |
| Baker Thomas C | — | $1.66M | Jul 31, 2026 |
| BEFFA NEGRINI DAVID | — | $405.3K | Aug 14, 2026 |
| Duckett Barbara | — | $167.7K | Jul 31, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 6, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 6,174 | $568.4K |
| Oct 6, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 56 | $5.2K |
| Oct 5, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 1,572 | $146.3K |
| Oct 5, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 5,570 | $514.8K |
| Sep 15, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 5,124 | $435.6K |
| Sep 15, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 2,018 | $172.8K |
| Sep 14, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 3,551 | $304.0K |
| Sep 14, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 1,799 | $151.9K |
| Sep 14, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 1,792 | $154.2K |
| Sep 2, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 2,684 | $217.1K |
| Sep 2, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 4,458 | $358.4K |
| Sep 1, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 2,270 | $180.2K |
| Sep 1, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 4,872 | $383.7K |
| Sep 1, 2026 | MCGRATH TIMOTHY J President & CEO | Tax withheld | 3,935 | $315.1K |
| Sep 1, 2026 | MCGRATH TIMOTHY J President & CEO | Option exercise | 10,000 | $0 |
| Sep 1, 2026 | BEFFA NEGRINI DAVID Director | Option exercise | 500 | $0 |
| Sep 1, 2026 | Duckett Barbara Director | Option exercise | 500 | $0 |
| Sep 1, 2026 | Ferguson Jack L Director | Option exercise | 500 | $0 |
| Sep 1, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Option exercise | 500 | $0 |
| Aug 18, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 3,220 | $253.8K |
| Aug 18, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 3,922 | $307.3K |
| Aug 17, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 5,066 | $396.0K |
| Aug 17, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 718 | $57.6K |
| Aug 17, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 1,358 | $108.1K |
| Aug 14, 2026 | BEFFA NEGRINI DAVID Director | Sale | 5,000 | $405.3K |
| Aug 5, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 200 | $17.2K |
| Aug 5, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 3,559 | $301.7K |
| Aug 5, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 3,383 | $284.5K |
| Aug 4, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 3,041 | $264.6K |
| Aug 4, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 3,968 | $340.4K |
| Aug 4, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 133 | $11.6K |
| Aug 4, 2026 | MCGRATH TIMOTHY J President & CEO | Sale | 12,479 | $1.08M |
| Aug 4, 2026 | MCGRATH TIMOTHY J President & CEO | Sale | 1,842 | $160.3K |
| Aug 3, 2026 | MCGRATH TIMOTHY J President & CEO | Sale | 12,630 | $1.09M |
| Aug 3, 2026 | MCGRATH TIMOTHY J President & CEO | Sale | 22,049 | $1.88M |
| Aug 3, 2026 | MCGRATH TIMOTHY J President & CEO | Sale | 1,000 | $84.2K |
| Jul 31, 2026 | Baker Thomas C Sr. VP, CFO & Treasurer | Sale | 19,394 | $1.61M |
| Jul 31, 2026 | Baker Thomas C Sr. VP, CFO & Treasurer | Sale | 606 | $50.8K |
| Jul 31, 2026 | Duckett Barbara Director | Sale | 2,000 | $167.7K |
| Jul 23, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 567 | $46.0K |
| Jul 23, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 6,575 | $529.4K |
| Jul 22, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 3,667 | $290.7K |
| Jul 22, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 1,485 | $120.6K |
| Jul 22, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 1,990 | $160.4K |
| Jul 7, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 7,142 | $529.3K |
| Jul 6, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 1,245 | $89.9K |
| Jul 6, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 5,897 | $430.5K |
| Jun 30, 2026 | Bothwick Jay E Director | Option exercise | 1,250 | $0 |
| Jun 24, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 6,576 | $460.6K |
| Jun 24, 2026 | GALLUP PATRICIA Chairman & Chief Admin Officer | Sale 10b5-1 plan | 566 | $39.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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