Climb Global Solutions Past Earnings Performance
Past criteria checks 2/6
Climb Global Solutions has been growing earnings at an average annual rate of 23%, while the Electronic industry saw earnings growing at 4.7% annually. Revenues have been growing at an average rate of 20.7% per year. Climb Global Solutions's return on equity is 17.7%, and it has net margins of 3%.
Key information
22.97%
Earnings growth rate
21.65%
EPS growth rate
| Electronic Industry Growth | 15.34% |
| Revenue growth rate | 20.75% |
| Return on equity | 17.72% |
| Net Margin | 2.97% |
| Last Earnings Update | 31 Mar 2026 |
Recent past performance updates
Recent updates
Narrative Update • Apr 23
CLMB: Q4 Beat And SLED Expansion Will Support Future Earnings Power
Narrative Update Analysts have trimmed their price target on Climb Global Solutions to $120 from $136, citing a reduced 2026 EPS outlook tied to a 30 basis-point cut in adjusted EBITDA margin forecasts, even as other firms maintain a constructive stance on the stock. Analyst Commentary Recent research has highlighted both optimism and caution around Climb Global Solutions, with price targets and earnings forecasts being recalibrated following the latest Q4 results.Seeking Alpha • Apr 09
Climb Global Solutions: Market Waiting To See What AI Means (Rating Downgrade)
Summary Climb Global Solutions faces margin compression and decelerating growth, prompting a downgrade to hold amid heightened uncertainty. Recent quarters showed gross margin decline from ~20% to ~16%, suspended dividend, and flat EBITDA despite revenue growth in the high teens. AI-driven industry disruption and vendor mix shifts are pressuring pricing and profitability, while Climb's limited line card and new AI initiatives offer some adaptation potential. CLMB trades at a 28–40% discount to industry P/E despite above-average growth, but AI disruption risks warrant caution. Read the full article on Seeking AlphaNarrative Update • Apr 07
CLMB: Q4 Beat And SLED Expansion Will Support Future Upside
Narrative Update on Climb Global Solutions The analyst price target for Climb Global Solutions has been reduced by $16 to $120, with analysts citing a lower 2026 EPS outlook tied to a 30 basis-point cut in adjusted EBITDA margin forecasts, partly balanced by fresh bullish coverage and stable fair value assumptions in the updated model. Analyst Commentary Recent research on Climb Global Solutions has focused on valuation reset, earnings power, and execution around profitability targets, giving investors a mix of supportive and cautious signals.Narrative Update • Mar 23
CLMB: Q4 Earnings Beat And SLED Expansion Will Support Future Upside
Analysts have reset their price target on Climb Global Solutions to about $31.50 from $120, citing updated assumptions for revenue growth, profit margins, and future P/E, along with fresh coverage and revised long term earnings forecasts. Analyst Commentary Bullish Takeaways Bullish analysts see the fresh initiation and updated coverage as support for continued interest in Climb Global Solutions at the current valuation reset around US$31.50.Narrative Update • Mar 06
CLMB: Q4 Earnings Beat And Stock Split Will Support Future Upside
Analysts have reduced their price target on Climb Global Solutions to $120 from $133, citing lower long-term margin and revenue assumptions, even though the company reported an earnings beat in Q4. Analyst Commentary Bullish Takeaways Bullish analysts point to the Q4 earnings beat as a sign that the company can execute against expectations, which supports their decision to maintain a positive rating even with a lower price target.Analysis Article • May 15
One Analyst's Revenue Estimates For Climb Global Solutions, Inc. (NASDAQ:CLMB) Are Surging Higher
Celebrations may be in order for Climb Global Solutions, Inc. ( NASDAQ:CLMB ) shareholders, with the covering analyst...Analysis Article • Apr 07
Here's Why Climb Global Solutions (NASDAQ:CLMB) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Mar 12
Climb Global Solutions: Rightfully Climbing To New Highs
Summary Climb Global Solutions has doubled its stock price in the past year, driven by strong organic growth and strategic M&A efforts. The company focuses on distributing emerging security, datacenters, and cloud technologies, serving 7,000 customers and vendors, distinguishing itself from larger peers. Despite a high valuation, the company's robust growth and savvy business model make it a compelling investment on dips. With a realistic earnings estimate of $4.60 per share, shares trading at 26 times earnings are not cheap, yet are supported by impressive organic growth and strategic acquisitions. Read the full article on Seeking AlphaAnalysis Article • Nov 22
Climb Global Solutions, Inc. (NASDAQ:CLMB) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected
Climb Global Solutions, Inc. ( NASDAQ:CLMB ) shares have continued their recent momentum with a 29% gain in the last...Seeking Alpha • Oct 22
Climb Global Solutions: After Doubling In 6 Months, Future Growth Mostly Priced In
Summary Climb Global Solutions' Q2 results exceeded expectations, with 20% adjusted gross billings growth and 13% net sales growth, driven by strong performance across verticals and geographies. CLMB's operating leverage led to a 100% increase in EPS and 48% growth in adjusted EBITDA, surpassing initial forecasts. I forecast revenue and earnings for the next two years based on continued top-line growth, operating leverage, and further M&A. Since May, shares have become more expensive and somewhat less attractive. I am downgrading the shares to HOLD and waiting to see Q3 results. Read the full article on Seeking Alpha
New Narrative • Sep 24
Douglas Stewart Software Acquisition And Tactical Partnerships Set To Skyrocket Revenue And Market Position
Strategic acquisitions and partnerships, such as with Douglas Stewart Software and technology vendors like Automox, bolster market presence and product diversity.Analysis Article • Aug 31
Earnings Not Telling The Story For Climb Global Solutions, Inc. (NASDAQ:CLMB) After Shares Rise 33%
Climb Global Solutions, Inc. ( NASDAQ:CLMB ) shares have continued their recent momentum with a 33% gain in the last...Seeking Alpha • Aug 09
Climb Global Solutions: Q2, Returning To Earnings Growth Momentum (Rating Downgrade)
Summary CLMB reported its Q2 results, showing solid sales momentum despite a $5.2 million revenue miss. Profitability finally took a step upwards from implemented synergies after several quarters of weakening profitability, showing improving earnings momentum for the future. The announced acquisition of DSS is very accretive to CLMB's shareholders, as the acquisition was made for a very cheap valuation. CLMB's valuation has run significantly from my previous article, and as such, I downgrade my rating to Hold despite the good earnings growth outlook. Read the full article on Seeking AlphaAnalysis Article • Jul 17
Investors Appear Satisfied With Climb Global Solutions, Inc.'s (NASDAQ:CLMB) Prospects
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Analysis Article • Jun 29
Shareholders Would Enjoy A Repeat Of Climb Global Solutions' (NASDAQ:CLMB) Recent Growth In Returns
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Seeking Alpha • May 09
Climb Global Solutions: Cash Can Fund Acquisitions And Double Earnings By 2026
Summary Climb Global Solutions is a small software distributor with a market cap under $500 million that is ignored by institutional investors. The company operates in the cybersecurity and data center verticals, providing a better service to small software vendors and enabling it to take market share from larger competitors. Climb's large cash balance should fund M&A, which will drive higher-than-expected growth. I'm initiating coverage with a BUY rating and a two-year price target of $100, 75% above today's price. Read the full article on Seeking AlphaSeeking Alpha • Apr 14
Headwaters Capital - Climb Global Solutions: The Middle Man For The Middle Man
Summary Climb Global Solutions differentiates itself from broadline distributors such as Arrow, TD Synnex or Ingram Micro through deep expertise with the limited number of products it distributes. CLMB is unique in the specialty distribution space given that it focuses almost exclusively on software distribution. CLMB's M&A ambitions are more than just financial engineering, they are also sound strategic uses of capital. CLMB clearly deserves a premium multiple to broadline distributors given stronger revenue growth rates. Read the full article on Seeking AlphaAnalysis Article • Mar 13
There May Be Reason For Hope In Climb Global Solutions' (NASDAQ:CLMB) Disappointing Earnings
The market was pleased with the recent earnings report from Climb Global Solutions, Inc. ( NASDAQ:CLMB ), despite the...Analysis Article • Mar 01
Some Shareholders Feeling Restless Over Climb Global Solutions, Inc.'s (NASDAQ:CLMB) P/E Ratio
Climb Global Solutions, Inc.'s ( NASDAQ:CLMB ) price-to-earnings (or "P/E") ratio of 24.3x might make it look like a...Analysis Article • Aug 06
Climb Global Solutions (NASDAQ:CLMB) Is Due To Pay A Dividend Of $0.17
Climb Global Solutions, Inc. ( NASDAQ:CLMB ) has announced that it will pay a dividend of $0.17 per share on the 18th...Analysis Article • Aug 04
Is It Too Late To Consider Buying Climb Global Solutions, Inc. (NASDAQ:CLMB)?
While Climb Global Solutions, Inc. ( NASDAQ:CLMB ) might not be the most widely known stock at the moment, it saw...Analysis Article • May 07
Climb Global Solutions (NASDAQ:CLMB) Has Announced A Dividend Of $0.17
Climb Global Solutions, Inc. ( NASDAQ:CLMB ) will pay a dividend of $0.17 on the 19th of May. Based on this payment...Analysis Article • May 06
Climb Global Solutions, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Climb Global Solutions, Inc. ( NASDAQ:CLMB ) investors will be delighted, with the company turning in some strong...Analysis Article • Apr 26
Climb Global Solutions (NASDAQ:CLMB) Could Easily Take On More Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analysis Article • Jan 13
What Is Climb Global Solutions, Inc.'s (NASDAQ:CLMB) Share Price Doing?
While Climb Global Solutions, Inc. ( NASDAQ:CLMB ) might not be the most widely known stock at the moment, it received...Analysis Article • Nov 08
Climb Global Solutions (NASDAQ:CLMB) Will Pay A Dividend Of $0.17
Climb Global Solutions, Inc. ( NASDAQ:CLMB ) will pay a dividend of $0.17 on the 18th of November. Based on this...Seeking Alpha • Sep 13
Climb Channel Solutions, part of Wayside Technology Group joins hands with Calamu
Climb Channel Solutions, an international specialty technology distributor and wholly-owned subsidiary of Wayside Technology Group (NASDAQ:WSTG) and Calamu join hands to secure data across end-user devices, servers, and cloud workloads. Calamu has developed a breakthrough, data-first security process that ensures your data is always available to authorized users and applications while making it valueless to everyone else. Partners are looking for better ways to prevent their clients’ data from being impacted by ransomware and other cybersecurity threats, and with Calamu they can sleep better knowing their clients’ data remains secure and available for everyday business operations.” says Jeff Weinstein, President & COO of Calamu.Seeking Alpha • Aug 18
Wayside Technology acquires EMEA IT channel distributor Spinnakar for $11.8M
Wayside Technology (NASDAQ:WSTG) said Thursday it acquired UK-based IT channel distributor Spinnakar for $11.8M (£9.8M) payable at closing, plus a potential post-closing earn-out. WSTG funded the acquisition with cash from its balance sheet. The deal is expected to be accretive to WSTG's gross margin and EPS. Gerard Brophy, founder and CEO of Spinnakar, will continue to lead Spinnakar's EMEA business and will integrate with WSTG's European business units - Climb UK and Grey Matter. WSTG expects operating synergies and improvements for vendor recruitment and expansion in EMEA and worldwide. Spinnakar focuses on storage, cloud, security and data management businesses across EMEA.Analysis Article • Aug 07
Wayside Technology Group (NASDAQ:WSTG) Has Affirmed Its Dividend Of $0.17
The board of Wayside Technology Group, Inc. ( NASDAQ:WSTG ) has announced that it will pay a dividend of $0.17 per...Seeking Alpha • Aug 03
Wayside Technology GAAP EPS of $0.63, revenue of $67.86M
Wayside Technology press release (NASDAQ:WSTG): Q2 GAAP EPS of $0.63. Revenue of $67.86M (-9.9% Y/Y).Seeking Alpha • May 11
Wayside Technology Group: Q1 EPS +74%, 23% Net Cash, 12x Ex-Cash P/E
1Q22 EPS of $0.61, up 74% YoY; net sales up 13.5% YoY. Relatively inexpensive ex-cash P/E of 11.8x for 2022, 10.2x for 2023. 5.9% 2022 FCF yield, 6.5% FCF yield for 2023, 2.0% dividend yield. 19% net cash to market cap in 2021, expect 23% net cash in 2022. Stock is up 138% since our initiation in June 2020, we still see 56% upside.Seeking Alpha • Mar 17
Wayside Technology: Get Ready To Be Bored, And Profitable
WSTG has a small market cap and is a lovely business for retail investors. No debt and $29 million of cash on hand are ripe for M&A. One of my safer picks going forward.Analysis Article • Mar 16
Wayside Technology Group's (NASDAQ:WSTG) Solid Profits Have Weak Fundamentals
Wayside Technology Group, Inc.'s ( NASDAQ:WSTG ) stock was strong after they reported robust earnings. However, our...Analysis Article • Mar 06
Wayside Technology Group (NASDAQ:WSTG) Has Affirmed Its Dividend Of US$0.17
The board of Wayside Technology Group, Inc. ( NASDAQ:WSTG ) has announced that it will pay a dividend on the 18th of...Seeking Alpha • Mar 04
Wayside Technology Group: Record 4Q EPS +34%, Upgrading Price Target, 22% Net Cash
4Q21 EPS of $0.78 at all-time high and up 34% YoY; net sales up 5.7% YoY. Increasing our price target to $55, 66% upside potential. Relatively inexpensive P/E of 13.5x for 2022, 6.2% 2022 FCF yield, 2.1% dividend yield. 20% net cash to market cap in 2021. Stock is up 120% since our initiation in June 2020.Analysis Article • Mar 04
Should You Be Adding Wayside Technology Group (NASDAQ:WSTG) To Your Watchlist Today?
Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Climb Global Solutions makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 697 | 21 | 71 | 0 |
| 31 Dec 25 | 653 | 21 | 68 | 0 |
| 30 Sep 25 | 620 | 21 | 66 | 0 |
| 30 Jun 25 | 578 | 22 | 64 | 0 |
| 31 Mar 25 | 511 | 19 | 61 | 0 |
| 31 Dec 24 | 466 | 18 | 57 | 0 |
| 30 Sep 24 | 411 | 16 | 52 | 0 |
| 30 Jun 24 | 370 | 13 | 48 | 0 |
| 31 Mar 24 | 359 | 11 | 47 | 0 |
| 31 Dec 23 | 352 | 12 | 44 | 0 |
| 30 Sep 23 | 334 | 12 | 41 | 0 |
| 30 Jun 23 | 332 | 11 | 40 | 0 |
| 31 Mar 23 | 318 | 13 | 36 | 0 |
| 31 Dec 22 | 304 | 12 | 34 | 0 |
| 30 Sep 22 | 291 | 11 | 33 | 0 |
| 30 Jun 22 | 284 | 11 | 32 | 0 |
| 31 Mar 22 | 291 | 10 | 32 | 0 |
| 31 Dec 21 | 283 | 9 | 32 | 0 |
| 30 Sep 21 | 279 | 8 | 31 | 0 |
| 30 Jun 21 | 271 | 6 | 29 | 0 |
| 31 Mar 21 | 252 | 5 | 27 | 0 |
| 31 Dec 20 | 252 | 4 | 26 | 0 |
| 30 Sep 20 | 241 | 4 | 23 | 0 |
| 30 Jun 20 | 232 | 5 | 23 | 0 |
| 31 Mar 20 | 227 | 6 | 22 | 0 |
| 31 Dec 19 | 209 | 7 | 21 | 0 |
| 30 Sep 19 | 197 | 6 | 21 | 0 |
| 30 Jun 19 | 193 | 6 | 21 | 0 |
| 31 Mar 19 | 186 | 3 | 21 | 0 |
| 31 Dec 18 | 181 | 3 | 20 | 0 |
| 30 Sep 18 | 177 | 3 | 20 | 0 |
| 30 Jun 18 | 168 | 3 | 20 | 0 |
| 31 Mar 18 | 163 | 5 | 19 | 0 |
| 31 Dec 17 | 161 | 5 | 19 | 0 |
| 30 Sep 17 | 236 | 6 | 20 | 0 |
| 30 Jun 17 | 297 | 6 | 19 | 0 |
| 31 Mar 17 | 363 | 6 | 19 | 0 |
| 31 Dec 16 | 165 | 6 | 19 | 0 |
| 30 Sep 16 | 398 | 5 | 18 | 0 |
| 30 Jun 16 | 396 | 6 | 18 | 0 |
| 31 Mar 16 | 383 | 6 | 18 | 0 |
| 31 Dec 15 | 382 | 6 | 18 | 0 |
| 30 Sep 15 | 376 | 6 | 18 | 0 |
| 30 Jun 15 | 369 | 6 | 17 | 0 |
Quality Earnings: CLMB has high quality earnings.
Growing Profit Margin: CLMB's current net profit margins (3%) are lower than last year (3.7%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: CLMB's earnings have grown significantly by 23% per year over the past 5 years.
Accelerating Growth: CLMB's earnings growth over the past year (8.4%) is below its 5-year average (23% per year).
Earnings vs Industry: CLMB earnings growth over the past year (8.4%) did not outperform the Electronic industry 12.5%.
Return on Equity
High ROE: CLMB's Return on Equity (17.7%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/06 05:44 |
| End of Day Share Price | 2026/05/06 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Climb Global Solutions, Inc. is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Vincent Colicchio | Barrington Research Associates, Inc. |
| Almas Almaganbetov | Freedom Broker |
| Keith Housum | Northcoast Research |