Insight Enterprises (NSIT) Earnings: Q3 2026 Results and Next Report Date
Last updated November 2026
Short answer
Insight Enterprises reported revenue of $2.4 billion for Q3 2026, up 22% from a year earlier (Insight Enterprises, Nov 5, 2026). Diluted EPS was $0.74, down 54% from $1.62. North America brought in $1,984 million, up 22%. Insight Enterprises next reports around February 4, 2027 (an estimated date). Every figure is from Insight Enterprises's release. Walnut is informational, not investment advice.
NSIT Q3 2026 results
In one sentence
Insight Enterprises reported revenue of $2.4 billion for Q3 2026, up 22% from a year earlier (Insight Enterprises, Nov 5, 2026).
| Measure | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $2,442 million | $2,004 million | up 22% |
| Diluted EPS (GAAP) | $0.74 | $1.62 | down 54% |
| Diluted EPS (Adjusted) | $3.59 | $2.67 | up 34% |
| Net income | $22.2 million | $50.9 million | down 56% |
The quarter ended September 30, 2026 and Insight Enterprises published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Insight Enterprises reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.
- From the first quarter of 2026 Insight's Adjusted measures also exclude stock-based compensation, and prior periods were recast. Q3 2025 Adjusted diluted EPS is $2.67 on that basis; Insight first reported it as $2.43.
- Insight reports in thousands of dollars. Figures on this page are rounded to the nearest $0.1 million.
- APAC results include Sekuro, acquired October 31, 2025, and North America includes Inspire11, acquired October 1, 2025. Neither was in the Q3 2025 figures.
Source: Insight Enterprises Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.
NSIT revenue by segment
How Insight Enterprises splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.
| Net sales by operating segment | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| North America | $1,984 million | $1,625 million | up 22% |
| EMEA | $338 million | $320 million | up 6% |
| APAC | $120 million | $58.8 million | up 104% |
- Insight Enterprises's North America revenue was $2.0 billion in Q3 2026, up 22% from $1.6 billion in Q3 2025, 81% of total revenue.
- Insight Enterprises's EMEA revenue was $338 million in Q3 2026, up 6% from $320 million in Q3 2025, 14% of total revenue.
- Insight Enterprises's APAC revenue was $120 million in Q3 2026, up 104% from $58.8 million in Q3 2025, 5% of total revenue.
Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.
Insight Enterprises's outlook for Full year 2026
From the earnings release
In its Q3 2026 release, Insight Enterprises said:
“For the full year 2026, we are raising our gross profit growth expectations to be between 12.5% to 14.0% and expect gross margin to be approximately 21.5%.”
“We now expect our Adjusted diluted earnings per share to be between $13.55 and $13.75.”
“This represents approximately 27% growth at the midpoint of $13.65 compared to our full year 2025 Adjusted diluted earnings per share of $10.75.”
“an effective tax rate of approximately 25.5% for the full year”
Source: Insight Q3 2026 release, Nov 5, 2026.
This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the NSIT forecast page.
NSIT recent quarters
Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.
| Quarter | Revenue | Diluted EPS | Reported |
|---|---|---|---|
ended Sep 30, 2026 | $2,442 million | $0.74 | Nov 5, 2026 |
Q2 2026 ended Jun 30, 2026 | $2,400 million | $2.57 | Aug 6, 2026 |
Q1 2026 ended Mar 31, 2026 | $2,128 million | $0.97 | May 7, 2026 |
Q4 2025 ended Dec 31, 2025 | $2,048 million | $1.67 | Feb 5, 2026 |
Q3 2025 ended Sep 30, 2025 | $2,004 million | $1.62 | Oct 30, 2025 |
GAAP net sales and diluted EPS, each as first reported in that quarter's release. Adjusted EPS is left out because Insight changed its definition in 2026 and recast earlier quarters.
When does NSIT report earnings next?
Insight Enterprises's next report is expected around February 4, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.
Past Insight Enterprises quarterly reports
Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.
- Q3 2026 (this page), reported Nov 5, 2026
What Insight Enterprises's revenue is made of
Insight Enterprises reported Q3 2026 net sales of $2,441.5 million, up 22% from $2,003.8 million. Product net sales were $1,929.6 million and services $511.9 million, up 22% and 20%. Within products, hardware rose 32% and was 62% of sales, against 57% a year earlier, while software fell 3% to 17% of sales. (Insight Q3 2026 release, Nov 5, 2026)
Insight's North America segment, its largest, had net sales of $1,983.5 million, up 22%, with product net sales up 24% and services up 15%. EMEA grew 6% to $338.0 million. APAC more than doubled, up 104% to $120.0 million, and includes Sekuro, which Insight acquired on October 31, 2025. (Insight Q3 2026 release, Nov 5, 2026; Insight Form 10-Q, Q3 2026, Nov 5, 2026)
By client group, Large Enterprise / Corporate accounted for $1,692.2 million of Q3 2026 net sales, Commercial $457.0 million and Public Sector $292.3 million. Insight books some sales net, as an agent: $236.7 million of net sales in the quarter, against $2,204.8 million recognized gross as principal. (Insight Form 10-Q, Q3 2026, Nov 5, 2026)
Insight depends on a few partners. Its 10-K says Microsoft products were approximately 17% of consolidated net sales in 2025, and the top five manufacturers and publishers (Microsoft, Dell, Cisco Systems, HP Inc. and Lenovo) approximately 50%. Microsoft and TD Synnex accounted for approximately 32% and 12% of Insight's purchases. (Insight Form 10-K, 2025, Feb 12, 2026)
What Insight Enterprises's EPS includes
Insight's GAAP diluted EPS fell 54% to $0.74 in Q3 2026 while Adjusted diluted EPS rose 34% to $3.59. The largest items between them were a $1.29 a share charge for the change in fair value of earnout liabilities, $0.86 of severance and restructuring, including a voluntary separation program, and $0.70 of intangible amortization. (Insight Q3 2026 release, Nov 5, 2026)
Most of the earnout charge, $36,875,000 of $38.6 million, related to Sekuro and was booked in APAC selling and administrative expenses, which is why APAC showed a GAAP operating loss of $22.3 million while its Adjusted earnings from operations rose 156% to $16.5 million. The effective tax rate was 49.9%, and the 10-Q attributes the higher rate partly to the non-deductibility of earnout revaluation losses. (Insight Form 10-Q, Q3 2026, Nov 5, 2026; Insight Q3 2026 release, Nov 5, 2026)
Insight repurchased 525,799 shares for approximately $75,033,000 in Q3 2026, at an average of $142.70 per share. Shares used in diluted EPS were 29,844 thousand, against 31,536 thousand a year earlier, and approximately $73,968,000 of repurchase authorization remained at September 30, 2026. (Insight Form 10-Q, Q3 2026, Nov 5, 2026; Insight Q3 2026 release, Nov 5, 2026)
Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.
Consensus and guidance at Insight Enterprises
Insight raised its full-year 2026 outlook in the Q3 release. It now expects gross profit growth of 12.5% to 14.0%, gross margin of approximately 21.5% and Adjusted diluted EPS of $13.55 to $13.75, about 27% above its full-year 2025 Adjusted diluted EPS of $10.75 at the midpoint. (Insight Q3 2026 release, Nov 5, 2026)
The Insight outlook assumes interest and other expenses of approximately $95 million, an effective tax rate of approximately 25.5%, capital expenditures of $20 million to $30 million and an average share count of approximately 30.0 million. It excludes approximately $83.4 million of acquisition-related intangibles amortization. Insight gives no revenue outlook. (Insight Q3 2026 release, Nov 5, 2026)
A consensus figure is the average of the models published by the analysts who cover Insight Enterprises, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.
The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.
The numbers analysts watch at Insight Enterprises
The figures below are the ones Insight Enterprises's own release and filings put weight on for Q3 2026, with the latest reported value for each.
| Metric | Latest reported |
|---|---|
| Gross margin | 21.4%, down 30 basis points Gross profit $523.2 million, up 20% Insight Q3 2026 release, Nov 5, 2026 |
| Hardware net sales | Up 32%, 62% of net sales Software down 3%; services up 20% Insight Q3 2026 release, Nov 5, 2026 |
| Cloud gross profit | Up 26% Insight Core services gross profit up 21% Insight Q3 2026 release, Nov 5, 2026 |
| Adjusted earnings from operations | $166.9 million, 6.8% of net sales GAAP earnings from operations $68.7 million, 2.8% of net sales Insight Q3 2026 release, Nov 5, 2026 |
| Adjusted ROIC | 18.14%, up from 15.84% Twelve months ended September 30, 2026 Insight Q3 2026 release, Nov 5, 2026 |
| Operating cash flow | $128.4 million Insight Q3 2026 release, Nov 5, 2026 |
What the quarter means for a holding is a separate question from what it reported. The case for and against owning NSIT is on is NSIT a buy or a sell?, what analysts expect next is on the NSIT forecast, and what the company does is on the Insight Enterprises (NSIT) stock page.
How to check NSIT's figures yourself
Every number on this page can be traced to a document Insight Enterprises published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.
- The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
- The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
- The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
- Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.
A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.
Your questions about Insight Enterprises
Ask Walnut's AI anything about NSIT and see how it fits what you own.
FAQ
What was Insight Enterprises's revenue last quarter?
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Insight Enterprises reported revenue of $2,442 million for Q3 2026, the quarter ended September 30, 2026, against $2,004 million in Q3 2025 (up 22%). The figures come from Insight Enterprises's results release of November 5, 2026.
What guidance did Insight Enterprises give for Full year 2026?
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In its Q3 2026 release, Insight Enterprises said: "For the full year 2026, we are raising our gross profit growth expectations to be between 12.5% to 14.0% and expect gross margin to be approximately 21.5%. We now expect our Adjusted diluted earnings per share to be between $13.55 and $13.75. This represents approximately 27% growth at the midpoint of $13.65 compared to our full year 2025 Adjusted diluted earnings per share of $10.75. an effective tax rate of approximately 25.5% for the full year" That is the company's own outlook as of Nov 5, 2026, and companies revise outlooks as the quarter goes on.
When does NSIT report earnings next?
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Insight Enterprises's next report is expected around February 4, 2027, a date estimated from its reporting history that the company has not confirmed. This page carries Q3 2026 until those results are out and checked against the release.
Where does Insight Enterprises's revenue come from?
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Insight Enterprises's North America revenue was $2.0 billion in Q3 2026, up 22% from $1.6 billion in Q3 2025, 81% of total revenue. Insight Enterprises's EMEA revenue was $338 million in Q3 2026, up 6% from $320 million in Q3 2025, 14% of total revenue. Insight Enterprises's APAC revenue was $120 million in Q3 2026, up 104% from $58.8 million in Q3 2025, 5% of total revenue. These are the lines of Insight Enterprises's own "net sales by operating segment" table for Q3 2026.
How much did Insight Enterprises's revenue grow last quarter?
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Up 22% on the year: $2,442 million in Q3 2026 against $2,004 million in Q3 2025. That is the year-over-year comparison, the same quarter a year apart, so seasonal patterns in Insight Enterprises's business do not distort it.
What is the difference between Insight Enterprises's GAAP and Adjusted EPS?
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GAAP EPS follows US accounting rules and is the figure in the audited statements. Insight Enterprises's Adjusted EPS starts from it and removes items the company considers outside its operating results; the release lists each adjustment in a reconciliation table. For Q3 2026 the two were $0.74 and $3.59. Analysts' EPS estimates are usually built on the adjusted figure, so check which one a headline compares before you repeat it.
Where do the NSIT numbers on this page come from?
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From Insight Enterprises's own results release and its Form 10-Q for the quarter ended September 30, 2026, copied as printed, in millions of US dollars. Percent changes are worked out from those figures and rounded to a whole percent, which matches how the release states them. Nothing on this page is an estimate except the consensus, which is labelled with its source and date.
Walnut is informational, not investment advice. Reported figures are copied from Insight Enterprises's results release and filings; consensus figures, where shown, are third-party estimates captured before the report. Verify figures against the source before relying on them.