NSIT
Insight Enterprises, Inc.79.62
+0.18+0.23%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
2.48BP/E (TTM)
18.78Basic EPS (TTM)
4.24Dividend Yield
0%Recent Filings
8-K
8-K
Insight acquires AI firm Inspire11
Insight Enterprises acquired Inspire11, a Chicago-based tech firm specializing in AI and data advisory, on October 1, 2025, to bolster its solutions integrator strategy amid widespread AI pilot failures. This move integrates Inspire11's 400 professionals and proprietary AI platform, which cuts infrastructure setup time by 80%, enabling clients to achieve measurable ROI from AI investments. Yet, success hinges on seamless integration. Clients gain end-to-end transformation support.
10-Q
Q2 FY2025 results
Insight Enterprises posted Q2 FY2025 net sales of $2.1B, down 3% y/y but up 1% q/q (derived), with gross profit slipping 2% y/y to $442M at a steady 21.1% margin, buoyed by hardware gains amid software shifts to cloud. Operating income fell 34% y/y to $87M, pressured by a $12.6M real estate impairment and higher selling expenses, while net earnings dropped to $47M or $1.46 diluted EPS from $87M or $2.27, reconciling to 32.1M shares with minor anti-dilution from RSUs. Cash stood at $309M, offset by $1.3B debt including $832M on the ABL facility (full $1.8B available) and $493M senior notes due 2032 at 6.625%; free cash flow not disclosed in the 10-Q. The Infocenter acquisition closed May 2024 for $265M cash plus $24M earnout, adding $191M goodwill and $124M intangibles over 10 years. Yet competition from evolving tech like generative AI keeps pressure on margins.
8-K
Q2 sales dip, margins shine
Insight Enterprises reported Q2 net sales of $2.1 billion, down 3% year-over-year, yet hardware sales rose 2% while software dropped 14%. Gross profit fell 2% to $442.3 million, but margin hit a record 21.1%, with adjusted diluted EPS steady at $2.45 amid partner program shifts and a $12.6 million real estate impairment. Full-year adjusted EPS guidance holds at $9.70-$10.10, assuming flat gross profit. Cash burn persists.
8-K
Insight repurchases shares from ValueAct
Insight Enterprises repurchased 600,000 shares of its common stock from ValueAct Capital on May 26, 2025, at $126.86 per share for $76.1 million in cash. This move, under its existing $300 million program, optimizes capital structure while deepening ties with ValueAct, now shifting to an advisory role in Insight's AI transformation. ValueAct's exit accelerates shareholder returns. Yet, it forfeits future upside in the shares.
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