PC CONNECTION INC — Form 8-K

PC Connection reported Q2 2026 net sales of $854.0M (up 12.4% YoY) and net income of $33.2M, or $1.31 diluted EPS (up 33.8% YoY). Gross margin improved 30 bps to 18.4%. The company declared a quarterly dividend of $0.20 per share, payable August 28, 2026. For H1 2026, net sales reached $1.6B (up 7.9% YoY) with net income of $50.4M ($1.99 diluted EPS, up 31.7% YoY). Cash position declined to $340.7M from $406.7M year-start due to inventory buildup ($205.1M vs. $143.6M) and accounts receivable growth ($726.8M vs. $648.0M). All three segments grew, with Business Solutions up 17.3%, Enterprise Solutions up 13.4%, and Public Sector flat. No material M&A, restructuring charges, or covenant violations mentioned.