Insight Enterprises Q4 adjusted EPS rises 11% to $2.96; full-year sales fall 5%
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 1:00 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 05, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.