NSIT · Insight Enterprises Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted consolidated EBITDA non-GAAP | $651.37M | Trailing twelve months ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net earnings $210.48M
+$103.29M Interest expense
+$87.98M Taxes
+$30.29M Depreciation and amortization of property and equipment
+$81.66M Amortization of intangible assets
+$35.52M Change in fair value of earnout liabilities
+$0K Net loss on revaluation of warrant settlement liabilities
+$21.14M Transformation costs
+$2.03M Impairment loss on a long-lived real estate asset held for sale
+$38.98M Severance and restructuring expenses, net
+$3.58M Acquisition and integration related expenses
+$35.14M Stock-based compensation expense
+$1.29M Other
= Adjusted Consolidated EBITDA $651.37M
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| Adjusted consolidated EBITDA for FCCR Ratio non-GAAP | $624.98M | Twelve Months Ended June 30, 2026 | — |
| Adjusted consolidated EBITDA margin non-GAAP | 7.6% | Trailing twelve months ended June 30, 2026 | — |
| Adjusted consolidated net earnings non-GAAP | $116.4M | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP GAAP consolidated net earnings $77.57M
+$21.05M Amortization of intangible assets
+$286K Change in fair value of earnout liabilities
+$9.83M Transformation costs
+$664K Impairment loss on a long-lived real estate asset
+$5.8M Severance and restructuring expenses
+$265K Acquisition and integration expenses
+$11.11M Stock-based compensation expense
+$665K Other
-$10.83M Income taxes on non-GAAP adjustments
= Adjusted Consolidated Net Earnings $116.4M
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| Adjusted diluted earnings per share non-GAAP | $12.53 | Trailing twelve months ended June 30, 2026 | — |
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| Adjusted earnings from operations non-GAAP | $610.3M | Trailing twelve months ended June 30, 2026 | — |
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| Adjusted earnings from operations in APAC non-GAAP | $11M | Q2 2026 | — |
| Adjusted earnings from operations in EMEA non-GAAP | $20.6M | Q2 2026 | — |
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| Adjusted earnings from operations in North America non-GAAP | $149.1M | Q2 2026 | — |
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| Adjusted EBITDA non-GAAP | $190.4M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP consolidated net earnings 77.57M
+26.59M Interest expense
+28.74M Income tax expense
+7.81M Depreciation and amortization of property and equipment
+21.05M Amortization of intangible assets
+286K Gain on revaluation of earnout liabilities
+0K Net loss on revaluation of warrant settlement liability
+9.83M Transformation costs
+664K Impairment loss on a long lived real estate asset held for sale
+5.8M Severance and restructuring expenses, net
+265K Acquisition and integration related expenses
+11.11M Stock-based compensation expense
+665K Other*
= Adjusted EBITDA 190.37M
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| Adjusted EFO non-GAAP | $180.6M | Q2 2026 | — |
| Adjusted EFO from APAC segment non-GAAP | $11M | Three Months Ended June 30, 2026 | — |
| Adjusted EFO from North America segment non-GAAP | $149.05M | Three Months Ended June 30, 2026 | — |
| Adjusted EFO margin non-GAAP | 7.5% | Q2 2026 | — |
| Adjusted non-GAAP consolidated EFO non-GAAP | 321.78M | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP consolidated EFO as a percentage of net sales non-GAAP | 7.1% | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP consolidated net earnings non-GAAP | 205.32M | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP diluted EPS non-GAAP | $6.73 | Six Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP diluted EPS $2.57
+$0.7 Amortization of intangible assets
+$0.01 Change in fair value of earnout liabilities
+$0.33 Transformation costs
+$0.02 Impairment loss on a long lived real estate asset held for sale
+$0.19 Severance and restructuring expenses, net
+$0.01 Acquisition and integration related expenses
+$0.37 Stock-based compensation expense
+$0.02 Other*
-$0.36 Income taxes on non-GAAP adjustments
= Adjusted non-GAAP diluted EPS $3.86
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| Adjusted non-GAAP EBITDA non-GAAP | 342.37M | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP EBITDA as a percentage of net sales non-GAAP | 7.6% | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP EFO from APAC segment non-GAAP | 14.98M | Six Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP EFO from APAC segment $8.9M
+$588K Amortization of intangible assets
+$492K Gain on revaluation of earnout liabilities
+$32K Transformation costs
+$347K Severance and restructuring expenses, net
+$137K Acquisition and integration related expenses
+$504K Stock-based compensation expense
= Adjusted non-GAAP EFO from APAC segment $11M
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| Adjusted non-GAAP EFO from EMEA segment non-GAAP | 35.34M | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP EFO from North America segment non-GAAP | 271.45M | Six Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP EFO from North America segment $112.58M
+$18.65M Amortization of intangible assets
-$206K Gain on revaluation of earnout liabilities
+$6.09M Transformation costs
+$664K Impairment loss on a long lived real estate asset held for sale
+$2.05M Severance and restructuring expenses, net
+$128K Acquisition and integration related expenses
+$8.43M Stock-based compensation expense
+$665K Other*
= Adjusted non-GAAP EFO from North America segment $149.05M
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| Adjusted non-GAAP net earnings as a percentage of net sales non-GAAP | 4.5% | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP ROIC (from GAAP consolidated EFO) non-GAAP | 11.09% | Twelve Months Ended June 30, 2026 | — |
| Adjusted non-GAAP ROIC (from non-GAAP consolidated EFO) non-GAAP | 17.31% | Twelve Months Ended June 30, 2026 | — |
| Adjusted non-GAAP selling and administrative expenses non-GAAP | 661.97M | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP selling and administrative expenses as a percentage of net sales non-GAAP | 14.6% | Six Months Ended June 30, 2026 | — |
| Cloud Gross Profit | $171M | Q2 2026 | — |
| Fixed Charge Coverage Ratio non-GAAP | 3.5 | Twelve Months Ended June 30, 2026 | — |
| Headcount | 6,600 | Q2 2026 | — |
| Insight Core Services Gross Profit | $181M | YTD Q2 2026 | — |
| Shares used in Adjusted non-GAAP diluted EPS calculation non-GAAP | 30.9M | TTM Q2-26 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electronics & Computer Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NSIT
this stock
Insight Enterprises Inc
|
$4.38B | +80.8% | -5.2% | — | 4.8% |
|
SNX
Td Synnex Corp
|
$21.10B | +67.6% | +17.6% | 18.9 | 2.0% |
|
ARW
Arrow Electronics, Inc.
|
$10.87B | +86.6% | +10.5% | 13.7 | 2.6% |
|
AVT
Avnet Inc
|
$7.67B | +83.7% | +24.5% | 23.3 | 9.4% |
|
NLST
Netlist Inc
|
$2.11B | +589.9% | +28.2% | — | 10.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NSIT | -4.8% | +24.9% | +74.2% | +14.2% | +80.8% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -4.4% | +22.0% | +62.6% | +11.3% | +68.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.