Insight Enterprises
Integrates hardware, software, cloud, and managed services across client technology environments.
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Profile
Pairs hardware and software resale with consulting, implementation, and managed services across cloud, cybersecurity, data and AI, workplace, and applications. North America supplies most sales, while services and cloud contribute most gross profit.
Combines technology resale with consulting, implementation, and managed services, designing, procuring, deploying, and operating IT environments for business and public-sector clients. Its named solution areas are hybrid multicloud, cybersecurity, data and AI, digital workplace and devices, and intelligent applications. Hardware and software still produce most sales, while services and cloud contribute most gross profit.
Operates through North America, EMEA, and APAC, with North America supplying most sales. Broad vendor relationships let delivery teams assemble products and services across client environments rather than sell a single proprietary platform. Results depend on enterprise technology spending and continued access to partner products, incentives, and distribution; Microsoft is the one sourcing partner the filing identifies as a distinct dependency.
Company facts
Key statistics
Year to date +85.5% · Average volume (30d) 390.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Barrington | Target | $120 | $180 | ||
| Aug 6, 2026 | Raymond James | Reiterate | Outperform | $100 | $175 | |
| May 27, 2026 | JP Morgan | Upgrade | Underweight | Neutral | ||
| May 8, 2026 | Canaccord Genuity | Target | $90 | $75 | ||
| May 7, 2026 | Raymond James | Target | $100 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $2.93 | $3.86 | +31.7% | $2.18B | $2.40B | +10.2% | +6.35% |
| May 7, 2026Q1 FY26 | $2.45 | $2.88 | +17.6% | $2.12B | $2.13B | +0.2% | +19.07% |
| Feb 5, 2026Q4 FY25 | $2.82 | $2.96 | +5.0% | $2.08B | $2.05B | −1.5% | +8.34% |
| Oct 30, 2025Q3 FY25 | $2.49 | $2.43 | −2.4% | $2.08B | $2.00B | −3.6% | +0.35% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.10B | $2.09B | $2.00B | $2.05B | $2.13B | $2.40B | |
| Gross profit | $406.5M | $442.3M | $434.2M | $478.4M | $462.2M | $521.6M | |
| Operating income | $60.1M | $106.5M | $101.3M | $117.0M | $104.8M | $131.0M | |
| Net income | $7.5M | $46.9M | $50.9M | $52.0M | $30.0M | $77.6M | |
| Diluted EPS | $0.22 | $1.46 | $1.62 | $1.67 | $0.97 | $2.57 | |
| Gross margin | 19.3% | 21.1% | 21.7% | 23.4% | 21.7% | 21.7% | |
| Operating margin | 2.9% | 5.1% | 5.1% | 5.7% | 4.9% | 5.5% |
Fiscal years (4-quarter sums)FY21 $9.44B · FY22 $10.43B · FY23 $9.18B · FY24 $8.70B · FY25 $8.25B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $363.5M · Total debt $1.74B · Total assets $11.39B · Shareholders' equity $1.61B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 30.20M · Float 29.79M · 98.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.82M | 15.96% | 13F | Aug 7, 2026 |
| ValueAct Holdings, L.P. · 10 percent owner | 2.86M | 9.47% | Form 4 | May 27, 2025 |
| Morgan Stanley | 2.84M | 9.39% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 2.57M | 8.50% | 13F | Aug 13, 2026 |
| Fiduciary Management Inc /WI/ | 2.20M | 7.28% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Anthony Ibarguen | director | −4,000 | $154.83 |
| May 29, 2026 | Karim Adatia | officer: General Counsel | −559 | $107.40 |
| May 11, 2026 | James A. Morgado | officer: Chief Financial Officer | +2,290 | $87.26 |
Peers
- CDW
Multi-brand IT solutions provider for products, cloud and services
- Accenture
Global consulting and managed-services rival in cloud, AI and security
- ePlus
IT provider spanning product resale, cloud, security and managed services
- Dell Technologies
AI servers, storage and commercial PCs adjacent to IT integration demand
- Connection
Fortune 1000 IT solutions provider from desktop to cloud
- Kyndryl
Mission-critical enterprise infrastructure and managed services
- CCC Intelligent Solutions
UK IT sourcing and services rival with AI infrastructure depth
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Insight Enterprises | $155.65 | −0.05% | $4.70B | 22.8 | 12.3 | 0.5 | +14.7% |
| CDW | $147.88 | +0.15% | $18.87B | 17.8 | 13.1 | 0.8 | +10.0% |
| Accenture | $189.20 | −0.17% | $116.03B | 15.1 | 13.2 | 1.6 | +5.6% |
| ePlus | $87.28 | −0.03% | $2.28B | 18.3 | 16.4 | 0.9 | +1.9% |
| Dell Technologies | $456.09 | +0.00% | $302.80B | 36.2 | 23.7 | 2.3 | +87.5% |
| Connection | $79.67 | −0.14% | $2.01B | 21.1 | 18.4 | 0.7 | +12.4% |
| Kyndryl | $13.20 | 0.00% | $2.91B | 9.0 | 5.3 | 0.1 | −3.3% |
| CCC Intelligent Solutions | $7.48 | −0.07% | $4.41B | 113.8 | 15.3 | 4.0 | +9.8% |
| Median | 18.3 | 15.3 | 0.9 | +9.8% |