NSIT

MKT CAP:$2B

Insight Enterprises, Inc.

Market Cap

$2B

Technology·Technology Distributors·🇺🇸 United States·NASDAQ

Technology·Technology·🇺🇸·NASDAQ

Stock Price

$70.25-$13.71 (-16.33%)

Apr 23, 2026

Company Details

IInsight Enterprises, Inc., together with its subsidiaries, provides information technology (IT) hardware, software, and services solutions in the United States, Canada, Europe, the Middle East, Africa, and the Asia-Pacific. The company's s...

CEO

Joyce A. Mullen

IPO Date

Jan 24, 1995

Website

www.insight.com

Key Metrics TTM

Revenue

$8.2B

-5.2% YoY

Net Income

$157M

EPS (Diluted)

$4.97

Free Cash Flow

$279M

Revenue / Share

$265.64

Gross Margin

21.4%

Operating Margin

4.7%

Net Margin

1.9%

FCF Margin

3.4%

P/S

0.3x

P/E

14.4x

Earnings Reports

Q1 2026

May 7, 2026

PENDING

FY 2025

Feb 12, 2026

$8.2B-5.2%EPS $4.86

Q4 2025

Feb 12, 2026

$2.0B-1.2%EPS $1.67

Q3 2025

Oct 30, 2025

$2.0B-4.0%EPS $1.62

Q2 2025

May 1, 2025

$2.1B-3.2%EPS $1.46

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 22	$2.7B	$379M	$80M
Q2 22	$2.7B	$438M	$130M
Q3 22	$2.5B	$399M	$90M
Q4 22	$2.5B	$421M	$114M
Q1 23	$2.3B	$391M	$77M
Q2 23	$2.3B	$433M	$119M
Q3 23	$2.3B	$409M	$92M
Q4 23	$2.2B	$436M	$132M
Q1 24	$2.4B	$441M	$100M
Q2 24	$2.2B	$453M	$131M
Q3 24	$2.1B	$432M	$93M
Q4 24	$2.1B	$440M	$65M
Q1 25	$2.1B	$406M	$60M
Q2 25	$2.1B	$442M	$106M
Q3 25	$2.0B	$434M	$101M
Q4 25	$2.0B	$478M	$117M

Valuation

Quarter	P/S	P/E
Q1 22	0.2x	9.7x
Q2 22	0.2x	8.6x
Q3 22	0.2x	8.5x
Q4 22	0.2x	8.1x
Q1 23	0.2x	8.3x
Q2 23	0.2x	8.5x
Q3 23	0.2x	8.5x
Q4 23	0.2x	8.1x
Q1 24	0.2x	7.6x
Q2 24	0.3x	7.4x
Q3 24	0.3x	7.5x
Q4 24	0.3x	9.1x
Q1 25	0.3x	11.9x
Q2 25	0.3x	15.2x
Q3 25	0.3x	15.9x
Q4 25	0.3x	14.4x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 22	-$284M	-$310M
Q2 22	-$158M	-$179M
Q3 22	$236M	$224M
Q4 22	$304M	$292M
Q1 23	$160M	$151M
Q2 23	$28M	$24M
Q3 23	$226M	$210M
Q4 23	$206M	$196M
Q1 24	$247M	$241M
Q2 24	$46M	$34M
Q3 24	$125M	$111M
Q4 24	$215M	$201M
Q1 25	$78M	$71M
Q2 25	-$177M	-$182M
Q3 25	$249M	$243M
Q4 25	$154M	$147M

Capital Expenditures

Quarter	CapEx
Q1 22	$26M
Q2 22	$22M
Q3 22	$12M
Q4 22	$12M
Q1 23	$9M
Q2 23	$4M
Q3 23	$16M
Q4 23	$10M
Q1 24	$6M
Q2 24	$12M
Q3 24	$14M
Q4 24	$14M
Q1 25	$7M
Q2 25	$5M
Q3 25	$6M
Q4 25	$7M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 22	+20.9%	+20.9%
Q2 22	+23.0%	+22.1%
Q3 22	+3.5%	+3.4%
Q4 22	-2.5%	-3.4%
Q1 23	-12.3%	-12.6%
Q2 23	-14.4%	-14.6%
Q3 23	-10.6%	-11.0%
Q4 23	-10.7%	-11.9%
Q1 24	+2.4%	+1.5%
Q2 24	-8.0%	-9.0%
Q3 24	-7.9%	-8.2%
Q4 24	-7.3%	-4.6%
Q1 25	-11.6%	-10.4%
Q2 25	-3.2%	-2.2%
Q3 25	-4.0%	-4.6%
Q4 25	-1.2%	-3.8%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 22	$5M	0.2%
Q2 22	$5M	0.2%
Q3 22	$6M	0.2%
Q4 22	$6M	0.2%
Q1 23	$7M	0.3%
Q2 23	$10M	0.4%
Q3 23	$10M	0.4%
Q4 23	$3M	0.1%
Q1 24	$8M	0.3%
Q2 24	$9M	0.4%
Q3 24	$9M	0.4%
Q4 24	$8M	0.4%
Q1 25	$9M	0.4%
Q2 25	$9M	0.4%
Q3 25	$9M	0.4%
Q4 25	$0	0.0%

OpEx Breakdown

Quarter	G&A	S&M	SG&A
Q1 22	—	—	$298M
Q2 22	—	—	$306M
Q3 22	—	—	$308M
Q4 22	$216M	$89M	—
Q1 23	—	—	$310M
Q2 23	—	—	$318M
Q3 23	—	—	$310M
Q4 23	$230M	$82M	—
Q1 24	—	—	$337M
Q2 24	—	—	$342M
Q3 24	—	—	$330M
Q4 24	$273M	$76M	—
Q1 25	—	—	$339M
Q2 25	—	—	$336M
Q3 25	—	—	$333M
Q4 25	—	—	$361M

Revenue Segments

Quarter	Hardware Net Sales	Services Net Sales	Software Net Sales	Service
Q1 22	$1.7B	$341M	$637M	—
Q2 22	$1.7B	$394M	$618M	—
Q3 22	$1.6B	$365M	$597M	—
Q4 22	$1.5B	$384M	$645M	—
Q1 23	$1.3B	$356M	$639M	—
Q2 23	$1.3B	$404M	$635M	—
Q3 23	$1.3B	$376M	$589M	—
Q4 23	$1.1B	$408M	$679M	—
Q1 24	$1.1B	$416M	$829M	—
Q2 24	$1.2B	$435M	$554M	—
Q3 24	$1.1B	$414M	$536M	—
Q4 24	$1.6B	—	$521M	—
Q1 25	$1.1B	—	$566M	$396M
Q3 25	$1.1B	—	$434M	$426M

Revenue by Geography

Quarter	A P A C Segment	E M E A Segment	North America Segment
Q1 22	$55M	$531M	$2.1B
Q2 22	$70M	$426M	$2.2B
Q3 22	$55M	$380M	$2.1B
Q4 22	$55M	$375M	$2.1B
Q1 23	$63M	$427M	$1.8B
Q2 23	$61M	$392M	$1.9B
Q3 23	$51M	$354M	$1.9B
Q4 23	$55M	$391M	$1.8B
Q1 24	$62M	$413M	$1.9B
Q2 24	$60M	$369M	$1.7B
Q3 24	$59M	$313M	$1.7B
Q4 24	$52M	$320M	$1.7B
Q1 25	$60M	$343M	$1.7B
Q3 25	$59M	$320M	$1.6B

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$115M	$0	$115M
Q2 22	$138M	$0	$138M
Q3 22	$137M	$0	$137M
Q4 22	$164M	$0	$164M
Q1 23	$176M	$0	$176M
Q2 23	$196M	$0	$196M
Q3 23	$244M	$0	$244M
Q4 23	$269M	$0	$269M
Q1 24	$379M	$0	$379M
Q2 24	$256M	$0	$256M
Q3 24	$317M	$0	$317M
Q4 24	$259M	$0	$259M
Q1 25	$322M	$0	$322M
Q2 25	$309M	$0	$309M
Q3 25	$547M	$0	$547M
Q4 25	$358M	$0	$358M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 22	37M	+0.3%	+0.8%
Q2 22	37M	-0.4%	-0.8%
Q3 22	36M	-1.3%	-1.1%
Q4 22	36M	-0.0%	-1.5%
Q1 23	37M	+2.4%	+0.6%
Q2 23	37M	-0.5%	+0.6%
Q3 23	37M	+0.4%	+2.4%
Q4 23	38M	+0.8%	+3.2%
Q1 24	38M	+2.5%	+3.3%
Q2 24	39M	+0.3%	+4.1%
Q3 24	38M	-0.6%	+3.0%
Q4 24	37M	-2.9%	-0.8%
Q1 25	35M	-6.8%	-9.8%
Q2 25	32M	-7.4%	-16.7%
Q3 25	32M	-1.8%	-17.7%
Q4 25	31M	-1.6%	-16.6%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 22	$228.0K	12K
Q2 22	$236.0K	12K
Q3 22	$218.0K	12K
Q4 22	$215.3K	12K
Q1 23	$199.9K	12K
Q2 23	$202.1K	12K
Q3 23	$195.0K	12K
Q4 23	$192.4K	12K
Q1 24	$204.7K	12K
Q2 24	$186.0K	12K
Q3 24	$179.6K	12K
Q4 24	$178.3K	12K
Q1 25	$181.0K	12K
Q2 25	$179.9K	12K
Q3 25	$172.4K	12K
Q4 25	$176.2K	12K

Revenue / Employee