Insight Enterprises Q3 sales beat estimates, lifts gross profit growth outlook
NSIT•Q3 sales rose 22% year over year to $2.44 billion, beating the $2.15 billion estimate, while adjusted diluted EPS rose 34%. Insight raised its 2026 gross profit growth outlook to 12.5%-14.0%.
1. Quarterly results
Insight Enterprises reported Q3 sales of $2.44 billion, up 22% year over year and above the $2.15 billion analyst estimate. Adjusted diluted EPS rose 34%, while net earnings fell 57% to $22.16 million, reflecting higher earnout and restructuring costs.
2. 2026 outlook
The company raised its 2026 gross profit growth outlook to 12.5%-14.0%. It expects 2026 gross margin of about 21.5% and adjusted diluted EPS of $13.55-$13.75.
3. Growth drivers and costs
Infrastructure hardware gross profit increased more than 50% year over year, while Cloud and Insight Core Services gross profit grew more than 20%. Increased earnout valuation adjustments, variable compensation and acquisition-related costs contributed to higher selling and administrative expenses.
