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Insight Enterprises reported Q3 net revenue of $2.4 billion, up 22%, and gross profit up 20%, while raising full-year gross profit growth guidance to 12.5% to 14% and adjusted diluted earnings per share to $13.55 to $13.75.
Insight Enterprises reported third-quarter net sales up 22%, gross profit up 20% to $523.2 million, and adjusted diluted EPS of $3.59, up 34%. It raised its full-year 2026 adjusted diluted EPS outlook to between $13.55 and $13.75.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Q3 revenue, gross profit and adjusted operating earnings grew 22%, 20% and 23%, while Cloud and Core Services gross profit rose 26% and 21%; demand remained healthy and backlog elevated, and Insight raised its full-year gross profit and adjusted EPS outlook. Offsets included lower GAAP earnings and EPS, total and hardware-margin contraction, an APAC GAAP operating loss, the need for further organic-growth improvement, and expected Q4 moderation amid partner-program changes and macroeconomic uncertainty.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted earnings from operations | $166.94M | FY2026 Q3 | +23.4% |
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| Adjusted consolidated EBITDA non-GAAP | $651.37M | 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
+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 earnings from operations - APAC non-GAAP | $11M | Three Months Ended June 30, 2026 | — |
| Adjusted earnings from operations - Consolidated non-GAAP | $180.63M | the three months ended June 30, 2026 filing | — |
| Adjusted earnings from operations - EMEA non-GAAP | $20.6M | Three Months Ended June 30, 2026 | — |
| Adjusted earnings from operations - North America non-GAAP | $149.1M | Three Months Ended June 30, 2026 | — |
| Adjusted earnings from operations as a percentage of net sales - APAC non-GAAP | 12.8% | the three months ended June 30, 2026 filing | — |
| Adjusted earnings from operations as a percentage of net sales - Consolidated non-GAAP | 7.5% | the three months ended June 30, 2026 filing | — |
| Adjusted earnings from operations as a percentage of net sales - EMEA non-GAAP | 5.5% | the three months ended June 30, 2026 filing | — |
| Adjusted earnings from operations as a percentage of net sales - North America non-GAAP | 7.7% | the three months ended June 30, 2026 filing | — |
| Adjusted free cash flow as % of adjusted net earnings non-GAAP | 102% | Twelve Months Ended June 30, 2026 | — |
| Adjusted non-GAAP consolidated EFO non-GAAP | $610.28M | Twelve Months Ended June 30, 2026 | — |
| Adjusted non-GAAP consolidated EFO, net of tax non-GAAP | $451.61M | Twelve Months Ended June 30, 2026 | — |
| Adjusted non-GAAP consolidated net earnings non-GAAP | $387.22M | Twelve Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP consolidated net earnings 210.48M
+81.66M Amortization of intangible assets
+35.52M Change in fair value of earnout liabilities
+21.14M Transformation costs
+2.03M Impairment loss on a long-lived real estate asset
+38.98M Severance and restructuring expenses
+3.58M Acquisition and integration expenses
+35.14M Stock-based compensation expense
+1.29M Other
-42.6M Income taxes on non-GAAP adjustments
= Adjusted non-GAAP consolidated net earnings 387.22M
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| Adjusted non-GAAP diluted EPS non-GAAP | $6.73 | Six Months Ended June 30, 2026 | — |
| 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 as a percentage of net sales non-GAAP | 7.1% | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP EFO as a percentage of net sales - APAC non-GAAP | 9.5% | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP EFO as a percentage of net sales - EMEA non-GAAP | 4.7% | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP EFO as a percentage of net sales - North America non-GAAP | 7.5% | Six Months Ended June 30, 2026 | — |
| Adjusted non-GAAP EFO from APAC segment non-GAAP | 14.98M | Six Months Ended June 30, 2026 | — |
| 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 | — |
| Adjusted non-GAAP free cash flow non-GAAP | $396.57M | Twelve Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 422.97M
-26.4M Purchases of property and equipment
= Adjusted non-GAAP free cash flow 396.57M
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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 | — |
| Invested Capital | $2.61B | Twelve Months Ended June 30, 2026 | — |
| Net cash provided by operating activities as % net earnings | 201% | Twelve Months Ended June 30, 2026 | — |
| Netted costs | $5.1B | second quarter of 2026 filing | +41.7% |
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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
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NSIT
this stock
Insight Enterprises Inc
|
$4.86B | +107.1% | -5.2% | 28.4 | 2.8% |
|
SNX
Td Synnex Corp
|
$18.95B | +58.1% | +17.6% | 14.5 | 2.0% |
|
ARW
Arrow Electronics, Inc.
|
$9.75B | +75.1% | +10.5% | 9.8 | 2.6% |
|
AVT
Avnet Inc
|
$6.91B | +74.6% | +24.5% | 12.6 | 10.8% |
|
CNXN
Pc Connection Inc
|
$2.09B | +43.5% | +2.5% | 20.5 | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Insight Enterprises reported third-quarter net sales up 22%, gross profit up 20% to $523.2 million, and adjusted diluted EPS of $3.59, up 34%. It raised its full-year 2026 adjusted diluted EPS outlook to between $13.55 and $13.75.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NSIT | +6.6% | +5.2% | +68.6% | -2.3% | +107.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +4.1% | +6.3% | +68.1% | -2.1% | +96.5% |
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.
