Insight Enterprises, Inc. (NSIT) Q2 2026 Earnings Call Transcript
Insight Enterprises, Inc. (NSIT) Q2 2026 Earnings Call Transcript

Insight Enterprises, Inc., along with its global subsidiaries, delivers a comprehensive suite of information technology (IT) offerings, spanning hardware, software, and various ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $2.85 · Revenue $2.15B · 3 analysts
Est. EPS $2.92 · Revenue $2.16B · 3 analysts
Est. EPS $12.50 · Revenue $8.83B · 3 analysts
Est. EPS $2.98 · Revenue $2.20B · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $8.2B | -5.2% | +12.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $157.3M | -37.0% | +158.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +21.4% | +5.2% | +0.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +4.6% | +2.0% | +10.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.9% | -33.5% | +129.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $279.3M | -52.3% | -76.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +3.4% | -49.7% | -78.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 96.2% | +57.5% | +0.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.25x | +6.1% | -2.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $9.1B | +22.0% | +13.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.86 vs 9.73 | -50.0% | 2.57 vs 2.93 | -12.2% |
| Revenue Surprise | $8.2B vs $8.3B | -0.4% | $2.4B vs $2.2B | +10.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 30, 2026 | Foutty Janet | director | Common Stock | A | 217 | — |
| Aug 30, 2026 | Foutty Janet | director | Restricted Stock Units | A | 217 | — |
| Aug 30, 2026 | Reichert Thomas | director | Common Stock | A | 217 | — |
| Aug 30, 2026 | Reichert Thomas | director | Restricted Stock Units | A | 217 | — |
| Aug 28, 2026 | Adatia Karim | officer: General Counsel | Common Stock | D | 248 | $157.40 |
Operator: Hello, everyone. Thank you for joining us, and welcome to the Insight Enterprises Second Quarter 2026 Operating Results. [Operator Instructions] I will now hand the conference over to Ryan Miyasato with Investor Relations. Ryan, please go ahead. Ryan Miyasato: Welcome, everyone, and thank you for joining the Insight Enterprises earnings conference call. Today, we will be discussing the company's operating results for the quarter ended June 30, 2026. I'm Ryan Miyasato, Investor Relations Director of Insight, and joining me is Jack Azagury, President and Chief Executive Officer; and James Morgado, Chief Financial Officer. If you do not have a copy of the earnings release or the accompanying slide presentation that was posted this morning and filed with the Securities and Exchange Commission on Form 8-K, you will find it on our website at insight.com under the Investor Relations section. Today's call, including the question-and-answer period, is being webcast live and can also be accessed via the Investor Relations page of our website at insight.com. An archived copy of the conference call will be available approximately 2 hours after completion of the call and will remain on our website for a limited time. This conference call and the associated webcast contain time-sensitive information that is accurate only as of today, August 6, 2026. This call is the property of Insight Enterprises. Any redistribution, retransmission or rebroadcast of this call in any form without the express written consent of Insight Enterprises is strictly prohibited. In today's conference call, we will be referring to non-GAAP financial measures as we discuss the second quarter financial results. When discussing non-GAAP measures, we will refer to them as adjusted. You will find a reconciliation of these adjusted measures to our actual GAAP results included in both the press release and the accompanying slide presentation issued earlier today. Please note that all growth comparisons we make on the call today relate to the corresponding period of last year, unless otherwise noted. Also, unless highlighted as constant currency, all amounts and growth rates discussed are in U.S. dollar terms. As a reminder, all forward-looking statements that are made during this conference call are subject to risks and uncertainties that could cause our actual results to differ materially. These risks are discussed in today's press release and in greater detail in our most recently filed periodic reports and subsequent filings with the SEC. All forward-looking statements are made as of the date of this call, and except as required by law, we undertake no obligation to update any forward-looking statements made on this call, whether as a result of new information, future events or otherwise. With that, I will now turn the call over to Jack. Jack? Jack Azagury: Thank you, Ryan. Good morning, everyone, and thank you for joining us. I'm pleased to report another strong quarter for …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jack Azagury | President, Chief Executive Officer & Director | USD 2,413,621 | Male | — | Active |
James A. Morgado | Chief Financial Officer | USD 1,172,167 | Male | 1973 | Active |
Adrian Gregory | President of EMEA | USD 1,023,374 | Male | 1974 | Active |
Jennifer Vasin | Chief Human Resources Officer | USD 821,585 | Female | 1975 | Active |
Karim Adatia | Senior Vice President, General Counsel & Secretary | USD 809,378 | Male | — | Active |
Robert Green | Chief Digital Officer | USD 779,028 | Male | 1968 | Active |
Jet Golia | Senior Vice President of EMEA Legal, Commercial & Global Sales | — | Male | — | Active |
Robert Kane | Senior Vice President of Enterprise Sales & North America and Chief Revenue Officer | — | Male | — | Active |
Hilary Kerner | Chief Marketing Officer | — | Female | — | Active |
Rachael A. Crump | Chief Accounting Officer | — | Female | 1975 | Active |
Ryan Miyasato | Head of Investor Relations | — | — | — | Active |
Insight Enterprises, Inc. (NSIT) Q2 2026 Earnings Call Transcript

The headline numbers for Insight Enterprises (NSIT) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Insight Enterprises (NSIT) came out with quarterly earnings of $3.86 per share, beating the Zacks Consensus Estimate of $2.95 per share. This compares to earnings of $2.45 per share a year ago.

PALO ALTO, Calif.--(BUSINESS WIRE)--Navan (NASDAQ: NAVN), the global AI-powered travel and expense management platform, today announced it has been selected by Insight Enterprises (NASDAQ: NSIT), a leading Solutions Integrator that helps clients solve technology challenges by combining the right hardware, software, and services, as its partner for unified travel and expense management. By moving to Navan's integrated platform, Insight is positioned to capture massive efficiencies across its ent.

Insight Enterprises (NSIT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
