Insight Enterprises Q2 revenue up 15%, beats estimates
NSIT•Full-year outlook raised
Insight Enterprises raised its 2026 gross profit growth outlook to 8%-10%.
The company expects 2026 gross margin between 21.5% and 22.0%, and sees 2026 adjusted diluted EPS between $12.20 and $12.70.
Quarterly results beat expectations
Insight Enterprises reported second-quarter revenue up 15% and adjusted earnings per share up 44%, both beating analyst expectations.
| Metric | Actual | Consensus Estimate |
|---|---|---|
| Q2 Sales | $2.40 bln | $2.18 bln (4 Analysts) |
| Q2 Adjusted EPS | $3.86 | $2.93 (4 Analysts) |
| Q2 EPS | $2.57 | |
| Q2 Net Income | $77.57 mln | |
| Q2 Gross Margin | 21.70% | |
| Q2 Earnings From Operations | $130.97 mln | |
| Q2 Gross Profit | $521.60 mln |
Analyst coverage and valuation notes
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell".
The average consensus recommendation for the IT services and consulting peer group is "buy".
Wall Street's median 12-month price target for Insight Enterprises Inc is $100.00, about 28.7% below its August 5 closing price of $140.28. The stock recently traded at 12 times the next 12-month earnings versus a P/E of 7 three months ago.
