Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Timothy McGrath Senior Vice President and Chief Financial Officer — Thomas Baker Investor Relations — Samantha Smith TAKEAWAYS Gross Billings -- $1,060,000,000, up 2.9%, with management citing this metric marks a new disclosure to better reflect total transaction val...
Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Timothy McGrath Senior Vice President and Chief Financial Officer — Thomas Baker Investor Relations — Samantha Smith TAKEAWAYS Gross Billings -- $1,060,000,000, up 2.9%, with management citing this metric marks a new disclosure to better reflect total transaction value. -- $1,060,000,000, up 2.9%, with management citing this metric marks a new disclosure to better reflect total transaction value. Gross Profit -- $135,600,000, an increase of 4.5%, attributed to growth in software and endpoint devices sectors. -- $135,600,000, an increase of 4.5%, attributed to growth in software and endpoint devices sectors. Gross Margin -- 19.3%, expanding by 100 basis points year over year, with management referencing disciplined pricing and favorable product mix. -- 19.3%, expanding by 100 basis points year over year, with management referencing disciplined pricing and favorable product mix. Total Net Sales -- $702,900,000, down 0.8%, reflecting public sector segment decline and macro-related delays. -- $702,900,000, down 0.8%, reflecting public sector segment decline and macro-related delays. Business Solutions Segment Net Sales -- $273,500,000, rising 4.2%, with double-digit growth called out in desktops, notebooks, NetComm, and software including cloud and cybersecurity. -- $273,500,000, rising 4.2%, with double-digit growth called out in desktops, notebooks, NetComm, and software including cloud and cybersecurity. Business Solutions Segment Gross Profit -- $69,800,000, increasing 11.4%, demonstrating margin expansion by 160 basis points to 25.5%. -- $69,800,000, increasing 11.4%, demonstrating margin expansion by 160 basis points to 25.5%. Public Sector Segment Net Sales -- $90,800,000, falling 36.8% due to a non-repeating project and delays in project rollouts. -- $90,800,000, falling 36.8% due to a non-repeating project and delays in project ro...