Adatia Karim sold $39K of NSIT

Avnet (AVT) reported $8.30B revenue, up 47.7% YoY, exceeding expectations. CDW (CDW) saw $6.57B revenue, up 10% YoY. Insight Enterprises (NSIT) reported $2.40B revenue, up 14.7% YoY. TD SYNNEX (SNX) reported $19.57B revenue, up 31% YoY. All companies beat analysts' EPS estimates, with varying stock price reactions.

Insight Enterprises (NSIT) reported Q2 2026 net sales of $2.4B, up 15% year over year, and adjusted diluted EPS of $3.86, up 44%. Adjusted EBITDA rose to $190.4M. Gross margin expanded to 21.7%. Full-year 2026 adjusted EPS guidance was raised to $12.20-$12.70 and gross profit guidance to 8%-10%.

Insight and CDW reported Q2 results for the three months ended 30 June, citing demand for cloud, infrastructure and AI. Insight said net sales rose 15% to $2.4bn, gross profit rose 18% to $521.6m, and adjusted EBITDA rose 29% to $190.4m, and it raised full-year guidance. CDW said net sales rose 10% to $6.572bn.

Insight Enterprises (NSIT) reported second-quarter results and raised its fiscal 2026 adjusted earnings guidance to $12.20 to $12.70 per share, from $11.00 to $11.50. In pre-market trading, NSIT was quoted around $139.00 on the Nasdaq, down $1.28 or 0.91%.

Insight Enterprises (NSIT) reported Q2 CY2026 results. Revenue rose 14.7% year on year to $2.40 billion, exceeding Wall Street’s revenue estimate by 10.5%. Non-GAAP EPS was $3.86, up from $2.45 a year earlier and 31.8% above consensus. The stock rose 2.4% to $143.62 after the release. Analysts expect full-year EPS to fall to $11.53.

INSIGHT ENTERPRISES INC (NSIT) filed an SEC Form 8-K — Results of Operations and Financial Condition. E XHIBIT 99.1 FOR IMMEDIATE RELEASE NASDAQ: NSIT INSIGHT ENTERPRISES, INC. REPORTS SECOND QUARTER RESULTS Strong quarter led by AI momentum driving growth in cloud, infrastructure and services; Raising guidance for full year CHANDLER, AZ – August 6, 2026 – Insight Enterprises, In