Connection Projects 200 Basis Point Outperformance of U.S. IT Market for 2026

Connection has signaled a bullish outlook for its 2026 performance, targeting an outperformance of the general U.S. IT market by 200 basis points. This projection suggests the company expects to capture a larger share of the technology services and hardware market than its competitors. This optimistic forecast is supported by a significant surge in the company's order backlog, which has now reached its highest level since the middle of 2022. The accumulation of pending orders provides the firm with increased revenue visibility and suggests a recovery in corporate IT spending cycles. The increase in backlog typically indicates a strong pipeline of pending projects and deployments. For Connection, this trend reflects a growing demand for its integrated IT solutions and services among its client base. From a market perspective, while this development is a positive indicator for the company's individual growth trajectory, it serves as a micro-indicator of stabilizing demand within the broader U.S. IT infrastructure sector.