Every material Form 8-K Insight Enterprises has filed with the SEC since October 31, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Insight Enterprises reported third-quarter 2026 results on November 5, 2026, with net sales up 22% to $2.4 billion and adjusted diluted EPS up 34% to $3.59. GAAP net earnings fell 57% to $22.2 million, and the company raised its full-year 2026 adjusted diluted EPS outlook to $13.55 to $13.75. Shareholders face a gap between GAAP and adjusted results, driven by higher earnout valuation adjustments, higher severance and restructuring costs, and a $22.3 million operating loss in APAC.
Net sales rose 22% year over year to $2.4 billion; gross profit rose 20% to $523.2 million, with gross margin down 30 basis points to 21.4%.
GAAP diluted EPS was $0.74, down 54% from $1.62; net earnings were $22.2 million, down 57%.
Adjusted diluted EPS was $3.59, up 34%; adjusted earnings from operations rose 23% to $166.9 million.
For full-year 2026, the company now expects gross profit growth of 12.5% to 14.0% and adjusted diluted EPS of $13.55 to $13.75.
Insight Enterprises reported second-quarter 2026 results for the quarter ended June 30, 2026, with net sales of $2.4 billion, up 15% year over year, and diluted earnings per share of $2.57, up 76%. The company raised its full-year 2026 outlook, now expecting Adjusted diluted earnings per share of $12.20 to $12.70 and gross profit growth of 8% to 10%, which matters to shareholders because it signals management's expectation of stronger full-year profit. Cash used in operating activities and a decline in EMEA earnings were weaker points in the report.
Net sales rose 15% to $2.4 billion; gross profit rose 18% to $521.6 million, with gross margin at 21.7%.
Net earnings were $77.6 million, up 65%; diluted EPS was $2.57 versus $1.46, and Adjusted diluted EPS was $3.86, up 44%.
Full-year 2026 guidance: gross profit growth of 8% to 10%, gross margin of 21.5% to 22.0%, and Adjusted diluted EPS of $12.20 to $12.70.
Cash flows used in operating activities were $12.2 million; EMEA earnings from operations fell 15% to $9.5 million.
Insight Enterprises entered into a seventh amendment to its ABL credit agreement with JPMorgan Chase Bank on May 28, 2026. The amendment adds a $100 million swingline sub-facility and adds subsidiaries as additional borrowers. The filing does not disclose changes to the overall facility size, pricing, or the company's financial results.
Seventh Amendment to the ABL Credit Agreement dated May 28, 2026, with JPMorgan Chase Bank, N.A. as administrative agent
Amendment adds a $100 million swingline sub-facility
Certain subsidiaries in the US, UK, Netherlands and Australia added as additional borrowers
Insight Enterprises reported first-quarter 2026 results for the period ended March 31, 2026. Net sales rose 1% to $2.1 billion, gross profit rose 14% to $462.2 million, and net earnings were $30.0 million compared with $7.5 million a year earlier, which lifts diluted EPS to $0.97 from $0.22. The company also issued full-year 2026 guidance for Adjusted diluted EPS of $11.00 to $11.50.
Net sales were $2.1 billion, up 1% year over year; gross margin expanded 240 basis points to 21.7%.
Diluted EPS was $0.97 versus $0.22 a year earlier; Adjusted diluted EPS was $2.88, up 26%.
Full-year 2026 Adjusted diluted EPS guidance is $11.00 to $11.50, versus 2025 Adjusted diluted EPS of $10.75.
Asia Pacific (APAC) earnings from operations were a $1.1 million loss, compared with $4.3 million of earnings a year earlier.
Insight Enterprises reported fourth-quarter 2025 net sales down 1% to $2.0 billion, with GAAP diluted EPS up 69% to $1.67 and adjusted diluted EPS up 11% to $2.96. For the full year, net sales fell 5% to $8.2 billion and GAAP diluted EPS fell 26% to $4.86, while adjusted diluted EPS rose 2% to $9.87. The company guided 2026 adjusted diluted EPS to $11.00 to $11.50 on a basis excluding stock-based compensation.
Q4 2025 gross profit rose 9% to $478.4 million, and gross margin expanded 220 basis points to 23.4%.
Full-year 2025 consolidated net earnings fell 37% to $157.3 million, reflecting higher interest expense and a $25.1 million warrant settlement revaluation loss.
2026 adjusted diluted EPS guidance is $11.00 to $11.50 excluding stock-based compensation, or $10.10 to $10.60 including it, versus 2025 adjusted EPS of $10.75 excluding stock-based compensation.
Full-year 2025 cash flows from operating activities were $303.8 million.
Insight Enterprises entered into a sixth amendment to its ABL credit agreement with JPMorgan Chase Bank, N.A. as administrative agent. The amendment raises the senior revolving facility from $1.8 billion to $2.0 billion, extends its maturity from July 22, 2027 to December 19, 2030, and increases flexibility around the sale of receivables.
Revolving facility increased from the U.S. dollar equivalent of $1.8 billion to $2.0 billion
$1.65 billion available to U.S.-organized borrowers in U.S. dollars; $350 million equivalent available in multiple currencies
Maturity extended from July 22, 2027 to December 19, 2030
Insight Enterprises said CEO Joyce Mullen will step down as President and CEO and leave the Board once the Board elects her successor. Under a new employment agreement dated November 7, 2025, she will remain as Executive Vice President, Strategic Development, through March 31, 2028, with a $300,000 annual base salary starting April 1, 2026, or upon her later transition.
Joyce Mullen retires as President and CEO and from the Board, effective when the Board elects her successor
New employment agreement dated November 7, 2025 makes her Executive Vice President, Strategic Development through March 31, 2028
Annual base salary of $300,000 beginning April 1, 2026, or upon her later transition to the EVP role
The filing does not name a successor; the full agreement will be filed with the 10-K for the year ending December 31, 2025
Insight Enterprises said CEO Joyce Mullen intends to retire as president, CEO and board member once the Board elects a successor, with the transition currently expected in the first quarter of 2026. The Board has been searching outside the company with an executive search firm, and Mullen will remain as an advisor after she steps down, which may help continuity for shareholders during the leadership change.
Joyce Mullen intends to retire as President and CEO and from the Board, effective upon the Board electing her successor
Transition currently expected during the first quarter of 2026
The Board engaged an executive search firm to evaluate candidates, including potential successors from outside the company
Mullen will continue as an advisor after retirement; her employment agreement is expected to be amended
Insight Enterprises reported third-quarter 2025 results with net sales down 4% year over year to $2.0 billion, while gross margin rose 100 basis points to 21.7%. GAAP net earnings fell 12% to $50.9 million, which the company attributed mainly to higher interest expense on a larger ABL facility loan balance, but adjusted diluted earnings per share rose 11% to $2.43. The company also gave a full-year 2025 adjusted diluted EPS outlook of $9.60 to $9.90.
Q3 net sales fell 4% to $2,003.8 million; software product sales fell 19% and hardware product sales rose 1%.
GAAP diluted EPS rose 7% to $1.62, while GAAP net earnings fell 12% to $50.9 million.
Full-year 2025 outlook: adjusted diluted EPS of $9.60 to $9.90 and gross margin of approximately 21%.
Cash flows provided by operating activities were $249.1 million in the quarter, per the press release.
Insight Enterprises reported second-quarter 2025 results, with net sales down 3% year over year to $2.1 billion and GAAP net earnings down 46% to $46.9 million. Adjusted diluted earnings per share was flat at $2.45, and the company gave full-year 2025 adjusted diluted EPS guidance of $9.70 to $10.10, which shareholders can compare with the GAAP decline.
Net sales fell 3% to $2.1 billion, while hardware net sales rose 2% year over year and software net sales fell 14%.
Diluted EPS was $1.46, down 36% year over year; adjusted diluted EPS was $2.45, flat year over year.
Gross margin widened 10 basis points to 21.1%; earnings from operations fell 34% to $86.5 million.
Full-year 2025 adjusted diluted EPS is expected between $9.70 and $10.10.
Insight Enterprises repurchased 600,000 shares of its common stock from ValueAct Capital Master Fund under a Share Repurchase Agreement signed May 26, 2025, for aggregate cash of $76,117,704. The company said the purchase was made under its existing stock repurchase program, and the filing states that ValueAct's relationship with the company will shift to an advisory role. For shareholders, the deal returns cash to a single holder and reduces the outstanding share count.
Shares repurchased: 600,000 at $126.86 per share, for aggregate cash of $76,117,704
Agreement dated May 26, 2025; press release issued May 27, 2025
Purchase made under the existing $300 million stock repurchase program
CEO Joyce Mullen cited the goal to optimize the capital structure; ValueAct's role is described as advisor to Insight
Insight Enterprises reported first-quarter 2025 net sales of $2.1 billion, down 12% from a year earlier, and GAAP net earnings of $7.5 million, down 89%. The company said adjusted diluted EPS of $2.06 was down 13%, and it reiterated a full-year 2025 adjusted diluted EPS outlook of $9.70 to $10.10 that is included in the filing.
Q1 2025 net sales $2.1 billion, down 12% year to year; gross profit $406.5 million, down 8%
GAAP diluted EPS $0.22 versus $1.74 a year earlier; adjusted diluted EPS $2.06, down 13%
Net earnings hit by a $25.1 million net loss on warrant settlement liability revaluation and a $15.2 million earnout liability loss
Full-year 2025 adjusted diluted EPS expected between $9.70 and $10.10
Director Alexander Baum told the board on March 28, 2025 that he will retire and will not stand for re-election at the 2025 annual meeting; he remains on the board until then, and the company said his decision was not due to any disagreement. The board also approved reducing its size to 10 directors, and the company signed a confidentiality letter with activist investor ValueAct Capital Management covering non-public information shared as it consults on strategic matters.
Baum notified the board on March 28, 2025 and will serve until the 2025 Annual Meeting of stockholders
On April 1, 2025, the board approved a reduction to 10 directors, effective with the retirements of Baum and Ms. Pushor at the 2025 Annual Meeting
A letter agreement with ValueAct Capital, dated April 2, 2025 (Exhibit 99.1), governs sharing of confidential information during strategic consultations
Insight Enterprises director Kathleen S. Pushor notified the board on February 11, 2025 that she will not stand for re-election and will retire at the 2025 annual meeting. The filing says her decision was not due to any disagreement with the company, and the board approved reducing its size from 12 to 11 directors effective at that meeting.
Kathleen S. Pushor notified the board on February 11, 2025 of her retirement decision
She will serve until the 2025 annual meeting of stockholders
Filing states no disagreement with the company on operations, policies or practices
Board size to drop from 12 to 11 directors, approved February 12, 2025
Insight Enterprises reported fourth-quarter 2024 net sales of $2.1 billion, down 7% year over year, and net earnings of $37.0 million, down 59%. For the full year, net sales fell 5% to $8.7 billion, while Adjusted diluted earnings per share were flat at $9.68 and gross margin reached a record 20.3%. The company expects 2025 Adjusted diluted earnings per share of $9.70 to $10.10.
Q4 2024 net sales were $2.1 billion, down 7%, while gross profit rose 1% to $439.6 million
Q4 2024 net earnings were $37.0 million and diluted earnings per share were $0.99, versus $2.42 a year earlier
Full year 2024 net sales were $8.7 billion, down 5%, and Adjusted diluted earnings per share were $9.68, flat year over year
2025 outlook: Adjusted diluted earnings per share of $9.70 to $10.10, with gross margin expected to remain approximately 20%
Insight Enterprises reported third-quarter 2024 results on October 31, 2024. Net sales fell 8% to $2.1 billion and diluted earnings per share fell 6% to $1.52, while gross profit rose 6% to $432.1 million. The company now expects full-year 2024 adjusted diluted earnings per share of $9.40 to $9.70, and CEO Joyce Mullen said the third quarter did not meet the company's expectations.
Total net sales were $2.1 billion, down 8% year over year; product net sales fell 11% and services rose 10%.
Gross profit rose 6% to $432.1 million, with gross margin up 270 basis points to 20.7%.
Diluted EPS was $1.52, down 6%; adjusted diluted EPS was $2.19, down 8%.
For full-year 2024, adjusted diluted EPS is now expected to be between $9.40 and $9.70.
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