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Insight Enterprises Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $2.45 |
| EPS actual | $2.88 |
| EPS Surprise | 17.55% |
| Revenue estimate | 2.123B |
| Revenue actual | 2.128B |
| Revenue Surprise | 0.241% |
| Release date | Feb 05, 2026 |
| EPS estimate | $2.82 |
| EPS actual | $2.96 |
| EPS Surprise | 4.96% |
| Revenue estimate | 2.079B |
| Revenue actual | 2.048B |
| Revenue Surprise | -1.46% |
| Release date | Oct 30, 2025 |
| EPS estimate | $2.49 |
| EPS actual | $2.43 |
| EPS Surprise | -2.41% |
| Revenue estimate | 2.079B |
| Revenue actual | 2.004B |
| Revenue Surprise | -3.60% |
| Release date | Jul 31, 2025 |
| EPS estimate | $2.49 |
| EPS actual | $2.45 |
| EPS Surprise | -1.61% |
| Revenue estimate | 2.24B |
| Revenue actual | 2.091B |
| Revenue Surprise | -6.63% |
Last 4 Quarters for Insight Enterprises
Below you can see how NSIT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $118.58 |
| EPS estimate | $2.49 |
| EPS actual | $2.45 |
| EPS surprise | -1.61% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $145.82 |
| Jul 28, 2025 | $145.59 |
| Jul 29, 2025 | $146.66 |
| Jul 30, 2025 | $144.59 |
| Jul 31, 2025 | $118.58 |
| Aug 01, 2025 | $120.40 |
| Aug 04, 2025 | $119.91 |
| Aug 05, 2025 | $118.31 |
| Aug 06, 2025 | $117.23 |
| 4 days before | -18.68% |
| 4 days after | -1.14% |
| On release day | 1.53% |
| Change in period | -19.61% |
| Release date | Oct 30, 2025 |
| Price on release | $99.65 |
| EPS estimate | $2.49 |
| EPS actual | $2.43 |
| EPS surprise | -2.41% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $108.95 |
| Oct 27, 2025 | $106.94 |
| Oct 28, 2025 | $105.00 |
| Oct 29, 2025 | $103.67 |
| Oct 30, 2025 | $99.65 |
| Oct 31, 2025 | $100.00 |
| Nov 03, 2025 | $97.95 |
| Nov 04, 2025 | $94.98 |
| Nov 05, 2025 | $94.98 |
| 4 days before | -8.54% |
| 4 days after | -4.69% |
| On release day | 0.351% |
| Change in period | -12.82% |
| Release date | Feb 05, 2026 |
| Price on release | $82.28 |
| EPS estimate | $2.82 |
| EPS actual | $2.96 |
| EPS surprise | 4.96% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $84.02 |
| Feb 02, 2026 | $84.57 |
| Feb 03, 2026 | $79.06 |
| Feb 04, 2026 | $81.65 |
| Feb 05, 2026 | $82.28 |
| Feb 06, 2026 | $89.14 |
| Feb 09, 2026 | $92.27 |
| Feb 10, 2026 | $94.27 |
| Feb 11, 2026 | $90.04 |
| 4 days before | -2.07% |
| 4 days after | 9.43% |
| On release day | 8.34% |
| Change in period | 7.16% |
| Release date | May 07, 2026 |
| Price on release | $70.37 |
| EPS estimate | $2.45 |
| EPS actual | $2.88 |
| EPS surprise | 17.55% |
| Date | Price |
|---|---|
| May 01, 2026 | $72.77 |
| May 04, 2026 | $70.48 |
| May 05, 2026 | $71.34 |
| May 06, 2026 | $69.01 |
| May 07, 2026 | $70.37 |
| May 08, 2026 | $83.79 |
| May 11, 2026 | $88.23 |
| May 12, 2026 | $87.02 |
| May 13, 2026 | $87.32 |
| 4 days before | -3.30% |
| 4 days after | 24.09% |
| On release day | 19.07% |
| Change in period | 19.99% |
Insight Enterprises Earnings Call Transcript Summary of Q1 2026
Insight reported a strong start to 2026 with Q1 results above expectations: net revenue of $2.1B (+1% Y/Y), total gross profit up 14%, cloud gross profit +35%, Core Services gross profit +19%, adjusted EBITDA up 27% and adjusted diluted EPS of $2.88 (+26% Y/Y). Gross margin expanded to 21.7% driven by higher-margin cloud and services. Management emphasized a strategic pivot to become the leading solutions integrator for the age of AI with a mid-market focus, leveraging recent acquisitions and in-house services (cloud, data, AI, security, hybrid cloud). CEO Jack Azagury (newly appointed) prioritized (1) accelerating the AI/solutions integrator pivot, (2) operational focus and execution (including tighter integration of recent acquisitions and use of AI to drive efficiency), and (3) revised capital allocation: pausing M&A for at least the remainder of 2026 and prioritizing completion of the remaining $224M share repurchase authorization (bringing total repurchases for the year to $299M). Finance highlights: hardware revenue grew, backlog is elevated but memory/component cost and lead-time uncertainty may delay recognition; management is taking a prudent outlook and is holding 2026 guidance: full-year gross profit growth expected in the low single digits, gross margin ~21.5%, adjusted diluted EPS (ex-SBC) $11.00–$11.50 (bias to high end), and operating cash flow targeted $300M–$400M. Debt increased year-over-year (~$1.5B vs $961M) mainly from acquisitions and repurchases; liquidity remains ample with available capacity under the ABL facility.
