10-K · February 12, 2026
Insight Enterprises presents a strategic repositioning toward an "AI-first" solutions integrator supported by targeted acquisitions (Inspire11 and Sekuro in 2025) and a shift toward higher‑margin services. Financially,…
Earnings analysis · 10-Q
NSIT earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Insight Enterprises' Q1 2026 results showed modest growth in revenue and a marked increase in profitability. Net sales reached $2.1 billion, up 1% year-over-year, while gross profit rose by 14% to $462.2 million, with…
Read full summary
Insight Enterprises' Q1 2026 results showed modest growth in revenue and a marked increase in profitability. Net sales reached $2.1 billion, up 1% year-over-year, while gross profit rose by 14% to $462.2 million, with diluted EPS significantly increasing over 100% to $0.97. Management raised its full-year EPS guidance, reflecting optimism about revenue growth despite challenges in certain segments.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.97
- Segment
- North America, EMEA, APAC
What stood out
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Q1 Revenue of $2.1 Billion
Net sales increased by 1% year-over-year from $2.09 billion in Q1 2025.
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EPS Surges Over 100%
Diluted EPS for Q1 2026 was $0.97, a rise from $0.22 in Q1 2025.
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Gross Profit Increased 14%
Gross profit reached $462.2 million, compared to $406.5 million in Q1 2025.
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Guidance Raised for EPS
Management revised full-year EPS guidance to between $11.00 and $11.50.
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Significant Growth in EMEA and APAC
Net sales in APAC increased by 20%, while EMEA saw growth of 9% year-over-year.
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Cloud Services Drive Profitability
A 35% increase in gross profit from cloud solutions contributed to stronger margins.
What to watch
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North America Sales Decline
North America segment reported a 1% decrease in sales, primarily due to a 28% drop in software sales.
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Increased Selling and Administrative Expenses
Selling and administrative expenses rose 13%, impacted by personnel costs and transformation costs.
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Interest Rate Risks
Higher interest rates on variable rate borrowings may pressure margins further in 2026.
Management's outlook
Management anticipates continued revenue growth and improved profitability for 2026.
Earlier filings 4
10-Q · July 31, 2025
Insight Enterprises missed revenue expectations in Q2, reporting net sales of $2,091,482,000 (down $70,180,000 vs Q2-2024) and diluted EPS of $1.46 (vs $2.27 in Q2-2024). Gross margin held near 21.2% but operating…
10-Q · August 1, 2024
Insight reported Q2 net sales of $2,161,662,000 and diluted EPS of $2.27. Revenue declined sequentially and year-over-year while gross and operating margins improved, supporting higher EPS and operating profit; cash…
10-Q · May 2, 2024
Insight Enterprises reported Q1 net sales of $2,379,485,000, up $55,538,000 (+2.4%) versus Q1 2023, with gross profit rising to $440,928,000 (gross margin ~18.5% vs ~16.8% a year ago). Operating income improved to…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.