Insight Enterprises Inc. (NSIT)

NASDAQ:NSIT

NSIT

Insight Enterprises

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Insight Enterprises (NSIT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 30, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

2.93

Last Year’s EPS

2.45

Same Quarter Last Year

Analyst Consensus

Hold

Based on 4 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 07, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a mix of strong profitability and execution wins alongside cautious top-line dynamics and operational risks. Q1 delivered robust margin expansion, significant cloud and services growth (Cloud +35%, Core Services +19%), and double-digit profit and EPS growth (+27% adjusted EBITDA, +26% adjusted EPS), which exceeded expectations. However, net revenue growth was modest (+1% USD, -1% constant currency), hardware margin pressure, supply chain/memory uncertainty, higher leverage from acquisitions and buybacks, and conservative full-year guidance (low-single-digit gross profit growth and EPS ~5% at midpoint) temper the outlook. Management emphasized a strategic pivot to AI and the mid-market, a disciplined capital allocation shift toward share repurchases, and a focus on execution and integration of prior acquisitions. Overall, the positives on profitability and strategy are offset by tangible execution and macro-related risks, resulting in a balanced, cautious assessment.

Company Guidance

Insight maintained a cautious 2026 outlook and gave specific numeric guidance: full‑year gross profit growth in the low single digits with gross margin of roughly 21.5%; adjusted diluted EPS (ex‑stock‑based comp) of $11.00–$11.50 (bias to the high end), about 5% growth vs 2025’s $10.75 and with EPS weighted to the first half; cash flow from operations $300–$400M; interest and other expense ≈ $90M; effective tax rate 25.5%–26.5%; capital expenditures $20–$30M; average share count ≈ 30M; acquisition‑related amortization ≈ $83M excluded; assumes no acquisition costs/severance and no debt changes. They expect hardware gross profit ~flat (hardware revenue to grow faster than GP), Core Services GP up high single digits, Cloud GP up low double digits, and SG&A to grow slightly slower than gross profit. Capital allocation: pause M&A, immediately repurchase the remaining $224M authorization (Q1 repurchases were $75M, totaling a planned $299M repurchase for the year), and noted Q1 operating cash flow was $32M, Q1 net revenue $2.1B, Q1 total GP up 14% (Cloud GP $139M, +35%; Core Services GP $86M, +19%), adjusted EBITDA $152M (+27%, 7.1% margin), adjusted Q1 EPS $2.88 (+26%), total debt ≈ $1.5B and available ABL capacity ≈ $1B.

Strong Gross Profit and Margin Expansion

Total gross profit grew 14% year-over-year and gross margin expanded to 21.7% (up 2.4 percentage points), with double-digit gross profit growth across every geography.

Cloud Gross Profit Surge

Cloud gross profit was $139 million, up 35% year-over-year, with growth across SaaS, IaaS and security software (including contribution from the Sekuro acquisition).

Core Services Momentum

Insight Core Services gross profit was $86 million, up 19% year-over-year; Core Services revenue increased 11% driven by organic improvement and acquisition contributions.

Strong Profitability and EPS Growth

Adjusted EBITDA was $152 million, up 27% with margin of 7.1% (up 1.4 points). Adjusted diluted EPS was $2.88, up 26% (25% in constant currency).

Revenue Strength in Hardware and Services

Hardware revenue increased 7% with growth in devices and infrastructure; Core Services and cloud contributed meaningfully to top-line mix improvement.

Capital Return and Share Repurchase Plan

Repurchased $75 million in Q1 and management intends to exhaust the remaining $224 million authorization in 2026 (totaling $299 million), reflecting a priority on buybacks.

Leadership and Strategic Pivot Toward AI and Mid-Market

New CEO Jack Azagury (ex-Accenture) outlined a clear strategic pivot to be a leading solutions integrator for the age of AI with a focus on mid-market clients, execution, integration of prior acquisitions, and leveraging AI to drive internal and customer-facing capabilities (supported by recent partner awards).

Improving Return Metrics and Liquidity

Adjusted return on invested capital (TTM) improved to 16.7% from 16% a year ago, and the company has liquidity under its ABL facility with approximately $1 billion available.

Insight Enterprises (NSIT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NSIT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2026 (Q2)	2.93 / -	2.45	―	―	―
May 07, 2026	2026 (Q1)	2.37 / 2.88	2.06	39.81% (+0.82)
Feb 05, 2026	2025 (Q4)	2.84 / 2.96	2.66	11.28% (+0.30)
Oct 30, 2025	2025 (Q3)	2.47 / 2.43	2.19	10.96% (+0.24)
Jul 31, 2025	2025 (Q2)	2.47 / 2.45	2.46	-0.41% (>-0.01)
May 01, 2025	2025 (Q1)	2.01 / 2.06	2.37	-13.08% (-0.31)
Feb 06, 2025	2024 (Q4)	2.52 / 2.66	2.98	-10.74% (-0.32)
Oct 31, 2024	2024 (Q3)	2.31 / 2.19	2.37	-7.59% (-0.18)
Aug 01, 2024	2024 (Q2)	2.82 / 2.46	2.56	-3.91% (-0.10)
May 02, 2024	2024 (Q1)	1.81 / 2.37	1.78	33.15% (+0.59)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NSIT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2026	$69.01	$70.37	+1.97%
Feb 05, 2026	$81.65	$82.28	+0.77%
Oct 30, 2025	$103.67	$99.65	-3.88%
Jul 31, 2025	$144.59	$118.58	-17.99%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Insight Enterprises Inc. (NSIT) report earnings?

Insight Enterprises Inc. (NSIT) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).

What is Insight Enterprises Inc. (NSIT) earnings time?

Insight Enterprises Inc. (NSIT) earnings time is at Jul 30, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is NSIT EPS forecast?

NSIT EPS forecast for the fiscal quarter 2026 (Q2) is 2.93.