Insight outlines 2026 adjusted EPS of $13.55-$13.75 as One Insight transformation expands AI and cybersecurity focus (NASDAQ:NSIT)

Insight Enterprises reported Q3 2026 revenue of $2.44B, up 22% YoY, but net income fell 56.5% to $22.16M due to higher acquisition-related costs and restructuring expenses. Gross margin contracted to 21.4%. Regional sales varied, with APAC showing the highest growth at 104%.

Insight Enterprises (NSIT) reported Q3 2026 earnings, highlighting a 50% increase in infrastructure hardware gross profit and 30% revenue growth in devices. The company raised full-year guidance, citing strong demand and operational efficiency targets. Management announced a strategic shift toward AI and cybersecurity, a voluntary separation program, and a new partnership with OpenAI. Q4 growth is expected to moderate due to lapsed acquisitions and Google Partner Program changes.

Insight Enterprises (NSIT) reported a 57% drop in Q3 net earnings to $22.16M, but adjusted earnings rose 28% to $107.28M. Revenue increased 22% to $2.44B. The company raised its full-year adjusted earnings guidance to $13.55-$13.75 per share. Pre-market shares rose 4.67% to $183.83.

Insight Enterprises reported Q3 2026 revenue of $2.44 billion, beating estimates by 13.9%. Adjusted EPS of $3.59 exceeded expectations by 25.9%. Adjusted EBITDA was $177.4 million, a 21.1% beat. Management raised full-year adjusted EPS guidance to $13.65. Operating and free cash flow margins declined year-over-year.

Insight Enterprises (NSIT) reported Q3 EPS of $3.59, beating estimates by $0.73, with revenue at $2.44B, exceeding expectations. The company provided FY 2026 EPS guidance of $13.55-$13.75, higher than the consensus. NSIT's stock is up 17.61% over the last 3 months and 91.85% over the last 12 months.

Insight Enterprises reported Q3 2026 net sales of $2.44B, up 22% YoY. Gross profit rose 20% to $523.2M, while net earnings fell 57% to $22.2M. Adjusted EPS increased 34% to $3.59. The company raised its full-year outlook for gross profit growth and adjusted EPS. Hardware sales grew 32%, but software sales declined 3%.