Insight Enterprises Q3 net sales up 22%; GAAP net earnings down 57%, outlook raised
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.
Key points
- 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.
The filing
Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.
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.