Q1 2026 Results

Insight Enterprises (NSIT) reported first‑quarter 2026 revenue of $2.13 billion, up 1.2 % YoY, matching the Zacks Consensus Estimate of $2.13 billion and falling 0.31 % short of analysts’ expectations. Net sales from services rose 16.6 % YoY to $461.44 million, surpassing estimates, while net sales from products fell 2.4 % YoY to $1.67 billion, below the $1.73 billion forecast. Earnings per share reached $2.88, 17.71 % above the $2.45 consensus, and Non‑GAAP profit per share hit $2.88, 17.9 % above analysts’ consensus. Adjusted operating margin declined 1.1 percentage points YoY but has remained relatively stable over the last five years; the company’s free‑cash‑flow margin fell from 3.4 % last year to 1.2 %. Analysts now project revenue growth of 1.1 % for the next 12 months and set FY 2026 adjusted EPS guidance at $11.25 (midpoint). Market cap is $2.08 billion. The company’s Zacks Rank remains #2 (Buy) despite the stock’s 4.3 % decline versus a 11.4 % market gain, suggesting potential undervaluation.