NASDAQ$NSIT

Insight Enterprises Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Insight Enterprises reported Q4 2025 net sales of $2.0B, net earnings of $52.0M, and adjusted diluted EPS of $2.96.

Fourth-quarter net sales were $2.0 billion (-1% YoY) while gross profit rose 9% to $478.4 million and gross margin expanded 220 bps to 23.4%. Net earnings were $52.0 million ($1.67 diluted EPS, +69% YoY); adjusted diluted EPS was $2.96 (+11%). Adjusted earnings from operations increased 13% to $146.2 million on strong cloud and core services growth.

  • Q4 net sales $2.0B; gross profit $478.4M (+9% YoY).
  • Net earnings $52.0M; adjusted diluted EPS $2.96.
  • Cloud gross profit +11%; core services gross profit +16%.
  • Services net sales +11% YoY in Q4.

Headline financials

Total Revenue

$2B

Previous: $2.07B-3.5%
EPS (adj)

$2.96

Previous: $2.66+11.3%
Gross Margin

23.4%

Previous: 21.2%+10.4%
Adjusted EBITDA

$156M

Previous: $141M+10.7%
Operating Margin

4.6%

Previous: 3.1%+48.4%
Adjusted Operating Margin

7.1%

Previous: 6.2%+14.5%
Product Sales Mix

56.0%

Previous: 55.0%+1.8%
Software Sales Mix

21.0%

Previous: 25.0%-16.0%
Services Sales Mix

23.0%

Previous: 20.0%+15.0%
Hardware Sales Mix

56.0%

Previous: 55.0%+1.8%
Net Income

$52M

Previous: $37M+40.5%
Operating Income

$95.2M

Previous: $64.7M+47.2%
Gross Profit

$478M

Previous: $440M+8.8%

Revenue & EPS history

Insight Enterprises · Revenue · Quarterly

$2B

Q4 2025-3.5%vs Q4 2024
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Revenue by segment

Insight Enterprises · $2.39B total across 2 segments · Q3 2023

  • Hardware
    $1.89B-12.9%
  • Software
    $501M

Forward guidance

Management discusses Insight Enterprises's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.

Tailwinds

  • Insight Enterprises cites execution on strategic priorities and demand in core markets.
  • Liquidity and balance sheet capacity support continued investment and returns.

Headwinds

  • Macro, rates, and input costs may pressure margins or volumes.
  • Segment mix and non-recurring items can affect sequential comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.1%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+4.0%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+18.1%

Q4 2016

Best reaction

-19.1%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%+26.0%+60.9%
Q4 2025+0.8%+15.5%+4.1%
Q3 2025-3.9%-8.4%-16.5%
Q1 2025-3.2%-4.8%-5.7%
Q4 2024-3.8%-3.7%-10.2%
Q3 2024-15.5%-16.6%-23.3%
Q2 2024-19.1%-19.6%-3.3%
Q1 2024+11.8%+15.5%+12.9%
Q4 2023-6.8%-5.2%-3.5%
Q3 2023+2.3%+1.4%+10.4%
Q2 2023-2.2%-1.3%+9.2%
Q1 2023+1.7%+2.6%+10.9%
Q4 2022+12.6%+12.5%+19.6%
Q3 2022+0.3%+3.0%+9.0%
Q2 2022-1.2%-3.7%-6.1%
Q1 2022-0.8%-4.2%-2.7%
Q4 2021-1.2%+0.2%+7.5%
Q3 2021+7.3%+6.7%+1.8%
Q2 2021-2.2%-3.5%+1.1%
Q1 2021-1.5%-4.0%+3.4%
Q4 2020+0.4%-0.7%+14.4%
Q3 2020+11.1%+16.9%+28.0%
Q2 2020+6.3%+9.4%+12.3%
Q1 2020+0.9%-9.3%+4.9%
Q4 2019-10.9%-12.3%-39.1%
Q3 2019-2.8%-4.2%+1.0%
Q2 2019+3.5%+6.4%-1.9%
Q1 2019+1.6%+1.6%-9.0%
Q4 2018+13.1%+16.2%+17.5%
Q3 2018-9.6%-10.2%-15.6%
Q2 2018-2.8%+4.2%+9.7%
Q1 2018+13.1%+21.6%+34.4%
Q4 2017+4.5%+3.5%+4.0%
Q3 2017-7.3%-12.6%-16.9%
Q2 2017+12.3%+8.1%-2.9%
Q1 2017+10.0%+9.8%+2.9%
Q4 2016+18.1%+18.6%+12.6%
Q3 2016-11.1%-13.6%+3.5%
Q2 2016+14.7%+17.2%+17.5%
Q1 2016-15.1%
Q4 2015-4.6%
Q3 2015-5.7%
Q2 2015-3.6%
Q1 2015-7.9%
Q4 2014+1.4%
Q3 2014-12.1%
Q2 2014-0.5%
Q1 2014+7.2%
Q4 2013+10.7%
Q3 2013-2.0%
Q2 2013-5.2%
Q1 2013-4.2%
Q4 2012-3.9%
Q3 2012+2.6%
Q2 2012+8.7%
Q1 2011-14.5%
Q1 2012-10.2%
Q4 2009-1.1%
Q1 2010-1.1%
Q4 2011-1.1%
Q3 2010+4.8%
Q3 2011+4.8%
Q4 2010+2.2%
Q2 2010+2.2%
Q2 2011+2.2%

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