Inferra AI / Company / NSIT

Insight Enterprises Inc.

NSIT · Consumer Discretionary

Last earnings Aug 6, 2026

Key results

Consolidated net incomequarter

46%

Consolidated net earnings decreased 46% year to year to $46.9 million Adjusted earnings before interest, tax, depreciation and amortization ( EBITDA ) decreased 2% to $138.2 million year to year

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

EPSquarter

$1.46

Diluted earnings per share of $1.46 decreased 36% year to year Adjusted diluted

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Revenuequarter

earnings per share of $2.45 was flat year to year Cash flows used in operating activities were $177.1 million In the second quarter of 2025, net sales decreased 3%, year to year, to $2.1 billion, and gross profit decreased 2%, year to year, to $442.3 million.

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Gross marginquarter

21.1%

Gross margin expanded 10 basis points compared to the second quarter of 2024 to 21.1%.

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Earnings from operationsquarter

$86.5 million

Earnings from operations of $86.5 million, or 4.1% of net sales, decreased 34% compared to $131.1 million in the second quarter of 2024, and attributable in part to partner program changes previously discussed

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Adjusted earnings from operationsquarter

$129.0 million

Adjusted earnings from operations of $129.0 million, or 6.2% of net sales, decreased 2%, year to year compared to $131.1 million in the second quarter of 2024.

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Consolidated net earnings were $46.9 million, or 2.2% of net sales, in the second quarter of 2025, down compared to the second quarter of 2024.

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Net incomequarter

$78.6 million

Adjusted consolidated net earnings were $78.6 million, or 3.8% of net sales.

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

AI analysis

Q2 2025 · reported Jul 31, 2025

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

EPS · Q2 2025

$1.46

EX-99 · Jul 31, 2025

Gross margin · Q2 2025

21.1%

EX-99 · Jul 31, 2025

Net income · Q2 2025

$78.6M

EX-99 · Jul 31, 2025

Earnings from operations · Q2 2025

$86.5M

-34.0% vs year ago computed from stated figures

EX-99 · Jul 31, 2025

Headline figures

Metric	Q2 2025	Prior qtr	Year ago
Consolidated net income	46%	—	—
EPS	$1.46	—	—
Revenue	3%	—	—
Gross margin	21.1%	—	—
Earnings from operations	$86.5 million	—	$131.1 million
Adjusted earnings from operations	$129.0 million	—	$131.1 million
Net income	$78.6 million	—	—

EX-99 · Jul 31, 2025

Guidance · company-stated

gross margin

“will be approximately 20%”

effective tax rate

“of approximately 25% to 26%”

capital expenditures

“of $30 to $35 million”

Guidance stated in the release's Business Outlook table for the full year 2025; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin21.1%

Capital allocation

Capex$80M

Capexfull year26%

This outlook assumes interest expense of $75 to $80 million an effective tax rate of approximately 25% to 26% for the full year capital expenditures of $30 to $35 million and an average share count for the full year of 32.4 million shares, reflecting the settlement of the remaining warrants associated with our convertible senior notes (the Convertible Notes ) in 2025.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

REPORTS SECOND QUARTER RESULTS CHANDLER, AZ July 31, 2025 Insight

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

gross margin: “gross margin will be approximately 20%”

effective tax rate: “effective tax rate of approximately 25% to 26%”

capital expenditures: “capital expenditures of $30 to $35 million”

gross margin (“the full year 2025”)
“gross margin will be approximately 20%”

effective tax rate (“the full year 2025”)
“effective tax rate of approximately 25% to 26%”

capital expenditures (“the full year 2025”)
“capital expenditures of $30 to $35 million”

Guidance stated in the release's Business Outlook table for the full year 2025; no direction stated — figures as stated in the table.

Capital allocation

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

This outlook excludes acquisition-related intangibles amortization expense of approximately $74.4 million, and assumes no acquisition or integration related expenses, transformation or severance and restructuring expenses, net, no significant change in our debt instruments, and no significant change in the macroeconomic environment, whether due to tariffs or otherwise.

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

SEC original ↗Insight Enterprises Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 31, 2025

12 US Dollars in millions Description Net payments Total share repurchases $241 Total warrant settlement payments $222 Total $463 YoY increase in total debt $330 Total debt balance at June 30, 2025 - $1.3 billion Total debt balance at June 30, 2024 - $1.0 billion YoY increase in total debt of $330 million Share repurchases and warrant settlements - $463 million Debt © 2025 Insight.

SEC original ↗Insight Enterprises Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 31, 2025

See Appendix and elsewhere in this presentation for reconciliation of historical non-GAAP measures ** Growth baseline period is TTM Q2 2024 *** CAGR baseline year is 2022 Note 1: Insight Core services is defined as services Insight delivers and manages Note 2: Adjusted free cash flow is defined as cash flow from operations minus capital expenditures 2027 KPIs for Success © 2025 Insight.

SEC original ↗Insight Enterprises Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 31, 2025

Dilutive potential common shares include outstanding restricted stock units ( RSUs ) and certain shares underlying our previously outstanding 0.75 % Convertible Senior Notes due 2025 (the "Convertible Notes") and the warrants (the "Warrants") relating to the Call Spread Transactions (as defined in Note 5), as applicable.

SEC original ↗Insight Enterprises Inc. — 10-Q Quarterly report10-QAug 6, 2026

Strategy & priorities

Transformation costs represent costs we are incurring to transform our business to help us achieve our strategic objectives including becoming a leading solutions integrator.

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

SEC original ↗Insight Enterprises Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 31, 2025

Deliver differentiation Our combination of innovative and scalable solutions, exceptional talent and unique portfolio strategy gives us a differentiated advantage.

SEC original ↗Insight Enterprises Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 31, 2025

Put Clients First Deliver Differentiation Champion Our Culture Drive Profitable Growth Solutions Integrator Systems Integrator S Reseller S Distributor Our strategy is to become THE leading SOLUTIONS INTEGRATOR X The pillars of our strategy are: © 2025 Insight.

SEC original ↗Insight Enterprises Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 31, 2025

Deliver differentiation Our combination of innovative and scalable solutions, exceptional technical talent and compelling portfolio strategy gives us a differentiated advantage.

SEC original ↗Insight Enterprises Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 31, 2025

Risks & headwinds

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Any forward-looking statements in this release, the related conference call, webcast and presentation speak only as of the date on which they are made and should be considered in light of various important factors, including the risks and uncertainties listed above, as well as others.

SEC original ↗Insight Enterprises Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

These forward-looking statements are subject to assumptions, risks and uncertainties which could cause actual results or future events to differ materially from such statements.

SEC original ↗Insight Enterprises Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 31, 2025

Forward-looking statements are identified by such words as believe, anticipate, expect, estimate, intend, plan, project, will, may and variations of such words and similar expressions and are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified.

SEC original ↗Insight Enterprises Inc. — 10-Q Quarterly report10-QAug 6, 2026

Any forward-looking statements in this report are made as of the date of this filing and should be considered in light of various important factors, including the risks and uncertainties listed above, as well as others.

SEC original ↗Insight Enterprises Inc. — 10-Q Quarterly report10-QAug 6, 2026

On an ongoing basis, we evaluate our estimates, including those related to sales recognition, anticipated achievement levels under partner funding programs, assumptions related to stock-based compensation valuation, allowances for doubtful accounts and contract assets, valuation of inventories, valuation of acquired intangible assets, litigation-related obligations, valuation allowances for deferred tax assets and impairment of long-lived assets, including purchased intangibles and goodwill, if indicators of potential impairment exist.

SEC original ↗Insight Enterprises Inc. — 10-Q Quarterly report10-QAug 6, 2026

Documents

Earnings deck slides

0 decks with slide view

Insight Enterprises Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors