NSIT · Insight Enterprises Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Insight Enterprises posted strong Q2 results with 15% net sales growth and 18% gross profit growth, driving adjusted diluted EPS up 44% to $3.86; the company raised full-year 2026 gross profit growth guidance to 8–10% and adjusted diluted EPS guidance to $12.20–$12.70, while flagging a more difficult Q4 comparison due to lapping M&A, Google partner program changes, memory price increases, and macro uncertainty.
- + Raised full-year 2026 adjusted diluted EPS guidance to $12.20–$12.70 from prior outlook.
- + Consolidated gross profit rose 18% to $521.6 million with gross margin expanding 60 bps to 21.7%.
- + Cloud gross profit grew 39% and Insight Core services gross profit grew 21%, driven by AI demand.
- + Adjusted ROIC expanded to 17.3% from 15.5% a year ago.
- + Repurchased $75 million of stock in Q2 with $149 million remaining authorization planned to be exhausted in 2026.
- − Company guided to a Q4 deceleration, calling it the lowest adjusted diluted EPS growth quarter of the year.
- − Q4 outlook pressured by lapping M&A, Google partner program changes, memory price increases, supply chain disruption, and macro factors.
- − Hardware unit demand is softening, particularly in devices, with component costs pressuring demand.
- − Software product net sales declined 6% year over year in Q2.
- − Q2 operating cash flow was negative $12 million due to seasonal partner payment timing.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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 |
|---|---|---|---|
| Adjusted earnings from operations non-GAAP | $180.63M | Three Months Ended June 30, 2026 filing | +30.9% |
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| Adjusted earnings from operations - APAC non-GAAP | $11M | the three months ended June 30, 2026 filing | — |
| Adjusted earnings from operations - EMEA non-GAAP | $20.58M | the three months ended June 30, 2026 filing | — |
| Adjusted earnings from operations - North America non-GAAP | $149.05M | the three months ended June 30, 2026 filing | — |
| 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 | — |
| 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
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
|
$4.67B | +91.9% | -5.2% | — | 3.4% |
|
SNX
Td Synnex Corp
|
$21.03B | +71.0% | +17.6% | 18.9 | 2.0% |
|
ARW
Arrow Electronics, Inc.
|
$11.65B | +106.0% | +10.5% | 14.6 | 3.3% |
|
AVT
Avnet Inc
|
$8.29B | +107.9% | +24.5% | 25.2 | 10.3% |
|
CNXN
Pc Connection Inc
|
$2.25B | +56.2% | +2.5% | 23.6 | 2.2% |
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 | -1.2% | +1.5% | +123.6% | -0.5% | +91.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -0.6% | +1.4% | +111.5% | +0.1% | +80.0% |
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.