Insight Enterprises Inc (NSIT) · Nov 5, 2026 · Earnings

Insight Enterprises earnings beat as AI growth drives higher guidance

Beat — Adj. EPS $3.59 vs published estimates of roughly $2.70-$2.85

Insight Enterprises earnings beat published adjusted-EPS estimates and raised 2026 guidance, while APAC losses and restructuring costs cloud the GAAP picture.

Insight is in the middle of an AI-led shift from a traditional IT reseller toward a higher-value solutions integrator, building growth around cloud, infrastructure hardware, cybersecurity and managed services. Its prior quarter already showed strong AI-driven momentum and raised full-year guidance, so the central question was whether that trajectory was accelerating or merely holding.

The quarter beat the market’s adjusted-EPS bar by a wide margin. Adjusted diluted EPS reached $3.59, versus published estimates clustering around $2.70-$2.85, while revenue rose 22% and adjusted earnings from operations increased 23%. The beat is more meaningful because it came with broad growth across hardware, services, cloud and core services—not just a single product spike. The filing states: “Adjusted diluted earnings per share was $3.59, up 34% year over year.” 〔0〕

MetricQ3 2026Q3 2025Consensus / prior guide
Net sales (Financial Results)$2.442B (+22%)$2.004B
Gross profit (Financial Results)$523.2M (+20%)$434.2M
Adjusted diluted EPS (EPS reconciliation)$3.59 (+34%)$2.67~$2.70-$2.85 consensus
GAAP earnings from operations (Financial Results)$68.7M (-26%)$93.1M
Gross margin (Financial Results)21.4% (-30 bps)21.7%
FY26 adjusted EPS guide (Outlook)$13.55-$13.75$12.20-$12.70 prior guide

Management raised the full-year outlook again, extending the positive signal beyond one quarter. The new adjusted EPS range of $13.55-$13.75 is above the prior $12.20-$12.70 range, and gross-profit growth is now expected at 12.5%-14.0%, up from 8%-10%. The filing explicitly says: “For the full year 2026, we are raising our gross profit growth expectations to be between 12.5% to 14.0%.” 〔1〕

The quality of the growth is improving, but the GAAP income statement is still messy. Services gross profit grew 23%, cloud gross profit 26%, and Insight Core Services gross profit 21%, supporting the solutions-integrator strategy. However, gross margin slipped 30 basis points, selling and administrative expenses rose 29%, and GAAP operating income fell 26% because of higher earnout valuation adjustments and $25.7 million of severance and restructuring costs. The filing attributes the decline to “higher earnout valuation adjustments compared to the prior-year period, as well as higher severance and restructuring costs.” 〔2〕

APAC is the clear operational blemish. APAC revenue more than doubled and adjusted operating income reached $16.5 million, but GAAP operating income was a $22.3 million loss, largely because of a $36.9 million earnout-liability revaluation. That makes the segment’s headline growth look stronger than its reported profitability, and it remains a complication as Insight integrates recent acquisitions.

Bottom line: This was a genuine earnings beat with another guidance increase, strengthening Insight’s AI-and-services growth story. The main offset is that reported profitability remains less clean than adjusted results suggest, especially in APAC and after restructuring costs.

What to watch next

Q3 earnings call, November 5

Original filing on SEC EDGAR

More Insight Enterprises Inc news

Insight Enterprises earnings beat as AI growth drives higher guidance | NSIT Stock News
AllSight

Breaking down Wall Street's
information edge.

A buy-side analyst on every ticker — it reads every public company's filing the instant it drops and decodes it into plain English.

—
8-K events this week
—
filings analyzed in total
live · updated 30s ago
Live events · whole market · · --:--:-- ET
AllSight read
Straight from the 8-K
Verbatim from the filing AllSight decoded — highlighted above. Open on SEC EDGAR ↗
Limited-time offerFree 14-day Pro trial
AllSight

Sign in to AllSight

  • Follow any company — we email you the moment it files, free!
  • Your watchlist saved to your account, on every device — free!

by Signing in NOW, claim your FREE 14-day Pro trial!

No password. We email you a 6-digit code. By continuing you agree to our Terms & Privacy.
AllSight · Live plain-English 8-K decodes across the whole US market · Not investment advice.