As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at it distribution & solutions stocks, starting with Connection (NASDAQ: CNXN).

IT Distribution & Solutions will be buoyed by the increasing complexity of IT ecosystems, rising cloud adoption, and demand for cybersecurity solutions. Enterprises are less likely than ever to embark on these complicated journeys solo, and companies in the sector boast expertise and scale in these areas. However, cloud migration also means less need for hardware, which could dent demand for large portions of the product portfolio and hurt margins. Additionally, planning for potentially supply chain disruptions is ongoing, as the COVID-19 pandemic showed how damaging a pause in global trade could be in areas like semiconductor procurement.

The 7 it distribution & solutions stocks we track reported an exceptional Q1. As a group, revenues beat analysts’ consensus estimates by 6.4% while next quarter’s revenue guidance was 0.6% below.

Thankfully, share prices of the companies have been resilient as they are up 5.6% on average since the latest earnings results.

Connection (NASDAQ: CNXN)

Starting as a small computer products seller in 1982 and evolving into a Fortune 1000 company, Connection (NASDAQ: CNXN) is a technology solutions provider that helps businesses and government agencies design, purchase, implement, and manage their IT infrastructure and systems.

Connection reported revenues of $721.9 million, up 3% year on year. This print exceeded analysts’ expectations by 3.7%. Overall, it was a stunning quarter for the company with a beat of analysts’ EPS and revenue estimates.

The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $64.07.

Is now the time to buy Connection? Access our full analysis of the earnings results here, it’s free.

Best Q1: TD SYNNEX (NYSE: SNX)

Serving as the crucial middleman in the technology supply chain, TD SYNNEX (NYSE: SNX) is a global technology distributor that connects thousands of IT manufacturers with resellers, helping businesses access hardware, software, and technology solutions.

TD SYNNEX reported revenues of $17.16 billion, up 18.1% year on year, outperforming analysts’ expectations by 9.5%. The business had an incredible quarter with a beat of analysts’ EPS estimates.

The market seems happy with the results as the stock is up 41.3% since reporting. It currently trades at $226.22.

Is now the time to buy TD SYNNEX? Access our full analysis of the earnings results here, it’s free.

ScanSource (NASDAQ: SCSC)

Operating as a crucial link in the technology supply chain since 1992, ScanSource (NASDAQ: SCSC) is a hybrid distributor that connects hardware, software, and cloud services from technology suppliers to resellers and business customers.

ScanSource reported revenues of $766.8 million, up 8.8% year on year, exceeding analysts’ expectations by 6.1%. It may have had the worst quarter among its peers, but its results were still good as it also locked in a solid beat of analysts’ revenue and EPS estimates.

Interestingly, the stock is up 3.8% since the results and currently trades at $42.54.

Read our full analysis of ScanSource’s results here.

Avnet (NASDAQ: AVT)

With a century-long history of adapting to technological evolution, Avnet (NASDAQ: AVT) is a global electronic components distributor that connects manufacturers of semiconductors and other electronic parts with businesses that need these components.

Avnet reported revenues of $7.12 billion, up 33.9% year on year. This result topped analysts’ expectations by 10.3%. It was an incredible quarter with EPS guidance for next quarter exceeding analysts' estimates.

Avnet pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. The stock is up 5.1% since reporting and currently trades at $82.29.

Read our full, actionable report on Avnet here, it’s free.

Insight Enterprises (NASDAQ: NSIT)

With over 35 years of IT expertise and partnerships with more than 8,000 technology providers, Insight Enterprises (NASDAQ: NSIT) provides end-to-end digital transformation solutions that help businesses modernize their IT infrastructure and maximize the value of technology.

Insight Enterprises reported revenues of $2.13 billion, up 1.2% year on year. This number surpassed analysts’ expectations by 1.9%. Overall, it was an exceptional quarter as it also logged a beat of analysts’ EPS and revenue estimates.

Insight Enterprises had the weakest performance against analyst estimates and slowest revenue growth among its peers. The stock is up 28.4% since reporting and currently trades at $88.58.

Read our full, actionable report on Insight Enterprises here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.