Connection Delivers Record-Breaking Q2 2026 Results Amidst AI-Driven Enterprise Technology Shift
Connection, a leading provider of enterprise technology solutions, has announced its second quarter (Q2) 2026 financial results, showcasing record-breaking net sales, gross billings, and gross profit. The company's strong performance is a testament to the growing demand for trusted partners that can help organizations modernize infrastructure, strengthen security, integrate cloud and data platforms, and deploy AI in ways that deliver measurable business outcomes.
In Q2 2026, Connection's net sales reached $854 million, marking a 12.4% increase year-over-year. The growth was driven by a 19.5% surge in notebooks, mobility, and desktops, which can be attributed to both higher average selling prices and a 3% increase in units sold. Software grew 15%, while networking increased 11.5% in the quarter.
Furthermore, gross billings rose 14% to $1.2 billion, compared to $1 billion in the prior year quarter. Gross profit also increased 14.3% to a record $157.5 million, with gross margin expanding by 30 basis points to 18.4%. The company continues to invest in various technologies, including networking, storage, server, software, and modern workplace technologies, which are expected to form the foundation for future AI deployment.
During the quarter, Connection navigated the complex pricing and supply dynamics, working closely with customers and strategic partners to manage supply constraints, optimize purchasing decisions, and maintain business continuity. The company's strategy is centered on delivering full stack technology solutions that bring together infrastructure, cloud, software, cybersecurity, AI, and services into a single integrated customer experience.
Through its technical solutions organization (TSX), powered by Helix, Connection is helping customers evaluate, deploy, and scale AI with confidence while accelerating their broader digital transformation initiatives. The company's focus on providing full stack technology solutions has positioned it as a trusted partner for organizations looking to modernize infrastructure, strengthen security, integrate cloud and data platforms, and deploy AI in ways that deliver measurable business outcomes.
Connection's Q2 2026 results demonstrate the company's commitment to delivering value-driven solutions to its customers. As the demand for AI-driven enterprise technology continues to grow, Connection is well-positioned to capitalize on this trend and drive future growth.
