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Insight Enterprises (NSIT)
NASDAQ:NSIT
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.37Last Year’s EPS
2.06Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys cautious optimism: the company delivered multiple record profitability and margin milestones (record adjusted earnings from operations, record cloud and core services gross profit, expanded gross margin) and demonstrated strong execution on services, cloud and strategic acquisitions. However, top-line pressure persisted (Q4 revenue -1%, FY revenue -5%), on‑prem software declines and a notable partner program headwind (~$70M) temper the outlook. Management provided conservative 2026 guidance reflecting macro uncertainty, memory supply/price risks and a residual partner-program tail, while highlighting ample liquidity, share repurchase plans and investment in AI, data and security capabilities.Company Guidance
Record Profitability and Margins
Delivered record adjusted earnings from operations of $504 million (6.1% margin) and record total gross margin (full year) of 21.4%; Q4 gross margin expanded to 23.4% (+220 bps).
Adjusted EPS and EBITDA Growth
Adjusted diluted EPS of $2.96 in Q4, up 11%; full year adjusted diluted EPS $9.87 (up 2% year-over-year). Q4 adjusted EBITDA $156 million, up 11% with margin expansion of 80 bps to 7.6%; full year adjusted EBITDA margin expanded 40 bps to 6.6%.
Strong Gross Profit and Segment Performance
Total gross profit grew 9% in Q4. Cloud gross profit up 11% in Q4 ($138 million) and cloud full-year gross profit $495 million. Insight Core Services gross profit grew 16% in Q4 ($90 million) and full-year core services gross profit was $320 million with margin over 32%.
Revenue Mix Shift to Services and Cloud
Core services revenue up 7% in Q4 (acquisition-driven plus organic), hardware revenue increased 2% in Q4; mix shift drove margin expansion and improved operating leverage via disciplined expense management (adjusted SG&A managed to support margin gains).
Strategic Acquisitions and Talent
Completed acquisitions (Inspire11, Sekuro) to strengthen capabilities in data, AI and cybersecurity; second consecutive quarter of organic bookings growth in Core Services; over 6,600 technical professionals and >70 issued patents (200+ applications filed) to support IP and services.
Product and Platform Innovation
Launched Prism, an AI platform to help clients prioritize and operationalize AI use cases; first partner to launch Cisco Secure AI Factory with NVIDIA; multiple partner awards from Google, Cisco, HP, HPE, Intel, Databricks and analyst recognitions from Gartner, IDC and Forrester.
Balance Sheet and Liquidity Actions
Generated ~ $300 million cash flow from operations in 2025; increased share repurchase authorization to $299 million and authorized an additional $75 million repurchase beginning Q1; ABL facility limit raised to $2 billion with ~$1.1 billion available.
Guidance Reflects Continued Profitability
2026 guidance expects low single-digit gross profit growth with gross margin ~21%; adjusted diluted EPS excluding stock-based comp $11.00–$11.50 (≈5% growth at midpoint vs. 2025 excl. SBC); cloud gross profit expected to grow in low double digits and core services in high single digits.
NSIT Earnings History
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 |
|---|---|---|---|
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% |
May 01, 2025 | $138.28 | $133.82 | -3.23% |
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 (NSIT) report earnings?
Insight Enterprises (NSIT) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Insight Enterprises (NSIT) earnings time?
Insight Enterprises (NSIT) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NSIT EPS forecast?
NSIT EPS forecast for the fiscal quarter 2026 (Q1) is 2.37.