Earnings history

last 4 reports each · paired by recencyMethod

CSCO

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q4 FY26±7.8%−8.40%×1.08

Q3 FY26±8.2%+13.41%×1.63

Q2 FY26±5.1%−12.32%×2.41

Nov 13 '25±4.7%+4.62%×0.98

CDW

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±11.0%+12.67%×1.15

Q2 FY26±9.6%−9.03%×0.94

Q1 FY26±5.9%−20.32%×3.44

Feb 4 '26±7.7%+9.45%×1.22

= impliedCSCO realized, solidCDW realized, hatchedOne scale, both sides: full bar = 21%× = |realized| ÷ impliedSource: market data

CSCO compared with CDW: revenue, margins and what each company keeps, and the suppliers and customers both name