Conference Call Discussing Earnings for Second Quarter 2026 Results

What you'll learn

• First, as I mentioned, our record $1 billion in gross billings in the quarter underscores strong and broad-based demand across our portfolio, customer segments and verticals. Notably, most of the growth was organic with acquisitions accounting for only 10%. - Second , our consolidated net sales for the quarter grew 23.4%, but Adjusted EBITDA grew at a rate that is more than twice that of net sales, as operating leverage continues to shine through. This was supported by increased demand for our products and services underscoring the resilience in our strategy and internal automation initiatives. - Third , we continue to invest and align our resources in higher growth areas of AI, Security, and Cloud to deliver value-added products and solutions enabling us to both grow our customer base and increase sales to existing customers. - And fourth , our balance sheet remains strong, closing the quarter with over $400 million in cash, giving us flexibility to continue investing organically and inorganically while returning capital to shareholders.Let me start with a brief overview of the quarter’s financial results.

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