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Insight Enterprises Inc (NSIT) stock

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NASDAQ: NSIT Nasdaq Technology Distributors Next results ~November 5, 2026

C+ Fundamentals grade

Insight Enterprises Inc is a US-listed company in the technology distributors industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$220

Cash-flow model

Base case. Range ~$150–$300 across our lower- and higher-growth cases (-3%–7% a year).

Price vs value

Modestly undervalued

The price is inside our value range, 24% below our base value.

Price used: $166.77, November 2, 2026

Insight Enterprises Inc valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 2 selling1 purchase and 3 sales by directors and officers, last 12 monthsInsider trades
  • Funds173 adding, 166 cuttingOf 61 active managers that changed their stake, 28 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Insight Enterprises files

Where Insight Enterprises stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $8.58bn, up 2.7% on a year earlier, against a decline of 1.8% a quarter earlier. That puts it 8 of 8 for growth among the technology distributors companies we cover. Free-cash-flow margin rose to 4.6% from 2.4% a year earlier. The diluted share count is down 13.2% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 3 of our 7 financial-health checks. Our cash-flow model value is $208 a share, against a share price of $180. At that price, our model says the market is pricing in cash flow shrinking about 0.2% a year for five years, close to the -1.9% a year revenue growth it has delivered.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

Insight Enterprises Inc's trailing-twelve-month revenue grew 2.7% year on year, with a free-cash-flow margin of 4.6%. Where it stands out: free-cash-flow margin of 4.6% ranks 1 of 12 technology distributors companies we cover. Where it lags: days sales outstanding of 333 days ranks 12 of 12 technology distributors companies we cover.

Our discounted-cash-flow model values the business at ~$220 per share in the base case (~$150–$300 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 97.5% while net income grew 40.6%: a 57pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Priced below our value. The share price of $166.77 is 31% below our value per share of $220.
  • Growth speeding up. The growth rate is 4.5 points higher than a quarter earlier.
  • Shrinking share count. Diluted shares fell 13.2% in a year, so each share owns more of the business.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 11.4% over 90 days.

Things to watch

  • Volatile shares. Over the past year the shares showed annualised volatility of 46% and a beta of 1.3 against the S&P 500.
  • Below peers: days sales outstanding. Days sales outstanding of 333 days ranks 12 of 12 technology distributors companies we cover (median 91 days).
  • Below peers: revenue growth. Revenue growth of 2.7% ranks 11 of 12 technology distributors companies we cover (median 14.8%).

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
$3.86 against an average estimate of $2.93: beat by 31.8%
Revenue
$2.40bn, up 14.7% on a year earlier
Share reaction
+6.4% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 5, 2026; average EPS estimate $2.85

Insight Enterprises' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-3.5%
  • 1 week-6.7%
  • 1 month+3.8%
  • This year+104.7%
  • 1 year+66.8%
  • 5 years+68.8%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$8.6B
Operating margin
4.6%
Net margin
2.5%
EPS (TTM, diluted)
$6.81

Growth

Revenue growth
+2.7%
Change in growth rate
+4.5 pts
Share count change
−13.2%

Cash

Free cash flow (TTM)
$397M
FCF margin
4.6%
Stock pay % of revenue
0.4%

Earnings

Last results
August 6, 2026

News & updates

Updated November 3, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Announcement
  3. Partnership
  4. Partnership
  5. Results
  6. Announcement
  7. Partnership
  8. Results
  9. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Insight Enterprises Inc valuation models and calculator

What the price is pricing in

The share price implies cash flow shrinking about 1.4% a year for five years.That is close to the -1.9% a year revenue growth Insight Enterprises has delivered.

  • Priced in-1.4%
  • Last 12 months2.7%
  • 3 years a year-4.0%
  • 5 years a year-1.9%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($167.05, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Hold12-month view
12-month price target
~$220
Price used
$167.05close November 3, 2026
Implied change
▲ +31%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Insight Enterprises Inc's free cash flow after stock-based pay with after-tax interest added back ($444M, FY2026 Q2 TTM), growing 3.8% and 2.5% in the next two years (forecasts, guidance and its record), then back to 2% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$150–~$300 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Insight Enterprises Inc's free cash flow after stock-based pay ( $444M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Insight Enterprises Inc as an operating company, with every model that fits that kind of business. Cost of equity 10.3%: the 10-year Treasury yield (4.9%) plus a beta of 1.2 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$220 ~$150–$300 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$130 ~$100–$150 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$93 ~$65–$140 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$87 ~$77–$100 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$150 ~$87–$220 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Insight Enterprises Inc with Technology Distributors in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −29%
  • Revenue growth 5 points higher ▲ +38%
  • Free-cash-flow margin 1 point lower ▼ −21%
  • Last year's free-cash-flow margin change, if it persists ▲ +88%
  • Discount rate 1 point higher ▼ −17%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $180$257$360$496$673$902
8.5% $129$185$259$356$482$645
10% $98$141$199$273$369$492

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$25.12$40.44$38.29$40.75$70.29$76.09$106.60$100.27$177.19$152.10$81.47$166.77
Market value$961m$1.5bn$1.4bn$1.5bn$2.5bn$2.7bn$3.9bn$3.7bn$6.6bn$5.8bn$2.6bn$5.2bn
+ Net debt (− = net cash)−$97m−$162m$207m$54m$745m$310m$258m$474m$672m$605m$1.0bn$1.1bn
Enterprise value$864m$1.3bn$1.6bn$1.5bn$3.3bn$3.0bn$4.2bn$4.1bn$7.3bn$6.4bn$3.6bn$6.3bn
Multiples
Price / sales 0.2x0.3x0.2x0.2x0.3x0.3x0.4x0.4x0.7x0.7x0.3x0.6x
Price / earnings 12.7x17.4x15.3x9.0x15.9x15.6x17.9x13.1x23.5x23.2x16.7x24.5x
Price / free cash flow 5.7x17.6x—5.3x43.0x8.1x35.2x135.2x11.4x9.9x9.4x13.0x
EV / EBITDA 5.3x7.0x7.2x5.6x11.4x8.9x10.8x8.8x15.1x13.2x8.2x12.5x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

44 /100

Weak moat

How hard Insight Enterprises's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 4 / 20

    Net income has been a median 4.0% of total assets over 10 years.

  • Pricing power 7 / 20

    Gross margin has been a median 15.4%, moving by 2.8 percentage points (standard deviation) across 10 years.

  • Durability 10 / 20

    Operating margin has been a median 3.6%; its worst year was 2.8%.

  • Cash conversion 8 / 20

    Free cash flow was positive in 7 of 10 years, at a median 2.1% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 14.6% over five years; stock-based pay has been a median 0.2% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (49 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, before the open. Analysts expect revenue of $2.1bn and EPS of $2.85 (range $2.62 to $3.22) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $12.50 +27% $8.8bn +7%
Next $13.25 +6% $9.2bn +4%

Next year's EPS estimate has moved +11.4% in 90 days, across 4 analysts.

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $2.93 $3.86 +31.8%
Mar 2026 $2.44 $2.88 +17.9%
Dec 2025 $2.84 $2.96 +4.2%
Sept 2025 $2.49 $2.43 −2.5%

Adjusted EPS as companies report it, against the average analyst estimate.

How our valuation uses these forecasts

Our cash-flow model grows Insight Enterprises Inc's revenue by +3.8% next year and +2.5% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+4.9%, weight 62%) and the company's own record (+2.0%, weight 38%) . How the weights are set.

Analyst recommendations

4 analysts, Oct 2026
Buy250%
Hold250%
Sell00%

Monthly trend

  1. Oct 2026224
  2. Sep 2026224

Counts of recommendations published by analysts covering Insight Enterprises Inc, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
3.9%
of tradable shares
Days to cover
1.87
at average volume
Short interest, 1 month
−36%
to September 30, 2026
Held by institutions
—
of shares
Held by insiders
1.3%
of shares
Employees
14,505
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +66.8%

$100.00 on October 31, 2025 to $166.77

ThenNowEffect
Revenue (last 12 months) $8.4bn $8.6bn +2.7%
Net margin 1.8% 2.5% +37.0%
P/E multiple 23.8x 24.5x +3.0%
Share count 36m 31m +15.2%

Biggest factor: net margin.

Last 3 years +12.9%

$147.75 on November 3, 2023 to $166.77

ThenNowEffect
Revenue (last 12 months) $9.7bn $8.6bn −11.6%
Net margin 2.7% 2.5% −10.2%
P/E multiple 20.5x 24.5x +19.7%
Share count 37m 31m +18.9%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
NSIT+40%−6%+77%−14%−46%+105%
Industry peers (median)+38%−12%+29%+5%−11%+45%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
NSIT83%42%75%42%25%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
NSIT−16%−25%−18%−34%−55%−32%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 71% from July 26, 2024 to March 30, 2026. Getting back needed a 250% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$64.43 – $178.72
From 52-week high
−6.7%
vs 50-day average
+3.1%
vs 200-day average
+46.9%
Volatility (1 year)
46%
Beta vs S&P 500
1.28

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±10.0%
After a week
4 up, 8 down
typical move ±11.3%
After a month
5 up, 7 down
typical move ±14.7%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 +6.4% +0.5% +11.6% +14.8%
May 7, 2026 +21.4% +0.5% +29.5% +59.6%
February 5, 2026 +9.2% +0.6% +3.8% +2.5%
October 30, 2025 −3.5% −0.8% −11.7% −16.5%
July 31, 2025 −16.7% −2.0% −18.9% −10.0%
May 1, 2025 −3.4% +2.2% −1.4% −7.0%
February 6, 2025 −3.8% −0.6% −3.7% −8.4%
October 31, 2024 −15.5% −1.5% −15.6% −21.3%
August 1, 2024 −19.1% −3.3% −17.5% −3.3%
May 2, 2024 +11.8% +2.2% +17.7% +13.8%
February 15, 2024 −6.8% +0.2% −3.7% −4.3%
November 2, 2023 +2.3% +2.8% −1.1% +15.2%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Insight Enterprises Inc’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade C+ (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Insight Enterprises Inc in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Insight Enterprises Inc
$8B $8.5B $9B $9.5B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $9.4B Revenue (TTM), FY23 Q4: $9.2B Revenue (TTM), FY24 Q1: $9.2B Revenue (TTM), FY24 Q2: $9B Revenue (TTM), FY24 Q3: $8.9B Revenue (TTM), FY24 Q4: $8.7B Revenue (TTM), FY25 Q1: $8.4B Revenue (TTM), FY25 Q2: $8.4B Revenue (TTM), FY25 Q3: $8.3B Revenue (TTM), FY25 Q4: $8.2B Revenue (TTM), FY26 Q1: $8.3B Revenue (TTM), FY26 Q2: $8.6B $8.6B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $9.4B
FY23 Q4 $9.2B
FY24 Q1 $9.2B
FY24 Q2 $9B
FY24 Q3 $8.9B
FY24 Q4 $8.7B
FY25 Q1 $8.4B
FY25 Q2 $8.4B
FY25 Q3 $8.3B
FY25 Q4 $8.2B
FY26 Q1 $8.3B
FY26 Q2 $8.6B
Revenue growth, TTM YoY Insight Enterprises Inc
-15% -10% -5% 0% 5% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -10.0% Revenue growth, TTM YoY, FY23 Q4: -12.0% Revenue growth, TTM YoY, FY24 Q1: -8.6% Revenue growth, TTM YoY, FY24 Q2: -6.9% Revenue growth, TTM YoY, FY24 Q3: -6.1% Revenue growth, TTM YoY, FY24 Q4: -5.2% Revenue growth, TTM YoY, FY25 Q1: -8.7% Revenue growth, TTM YoY, FY25 Q2: -7.6% Revenue growth, TTM YoY, FY25 Q3: -6.7% Revenue growth, TTM YoY, FY25 Q4: -5.2% Revenue growth, TTM YoY, FY26 Q1: -1.8% Revenue growth, TTM YoY, FY26 Q2: 2.7% 2.7%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -10.0%
FY23 Q4 -12.0%
FY24 Q1 -8.6%
FY24 Q2 -6.9%
FY24 Q3 -6.1%
FY24 Q4 -5.2%
FY25 Q1 -8.7%
FY25 Q2 -7.6%
FY25 Q3 -6.7%
FY25 Q4 -5.2%
FY26 Q1 -1.8%
FY26 Q2 2.7%
Operating margin (TTM) Insight Enterprises Inc
3.5% 4% 4.5% 5% 5.5% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: 4.3% Operating margin (TTM), FY23 Q4: 4.6% Operating margin (TTM), FY24 Q1: 4.8% Operating margin (TTM), FY24 Q2: 5.0% Operating margin (TTM), FY24 Q3: 5.1% Operating margin (TTM), FY24 Q4: 4.5% Operating margin (TTM), FY25 Q1: 4.1% Operating margin (TTM), FY25 Q2: 3.6% Operating margin (TTM), FY25 Q3: 3.7% Operating margin (TTM), FY25 Q4: 4.1% Operating margin (TTM), FY26 Q1: 4.2% Operating margin (TTM), FY26 Q2: 4.6% 4.6%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 4.3%
FY23 Q4 4.6%
FY24 Q1 4.8%
FY24 Q2 5.0%
FY24 Q3 5.1%
FY24 Q4 4.5%
FY25 Q1 4.1%
FY25 Q2 3.6%
FY25 Q3 3.7%
FY25 Q4 4.1%
FY26 Q1 4.2%
FY26 Q2 4.6%
FCF margin (TTM) Insight Enterprises Inc
0% 2% 4% 6% 8% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 7.2% FCF margin (TTM), FY23 Q4: 6.3% FCF margin (TTM), FY24 Q1: 7.3% FCF margin (TTM), FY24 Q2: 7.5% FCF margin (TTM), FY24 Q3: 6.6% FCF margin (TTM), FY24 Q4: 6.7% FCF margin (TTM), FY25 Q1: 4.9% FCF margin (TTM), FY25 Q2: 2.4% FCF margin (TTM), FY25 Q3: 4.0% FCF margin (TTM), FY25 Q4: 3.4% FCF margin (TTM), FY26 Q1: 2.8% FCF margin (TTM), FY26 Q2: 4.6% 4.6%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 7.2%
FY23 Q4 6.3%
FY24 Q1 7.3%
FY24 Q2 7.5%
FY24 Q3 6.6%
FY24 Q4 6.7%
FY25 Q1 4.9%
FY25 Q2 2.4%
FY25 Q3 4.0%
FY25 Q4 3.4%
FY26 Q1 2.8%
FY26 Q2 4.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Insight Enterprises took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $8.2B
  2. Cost of revenue $6.5B · 78.6%
  3. Gross profit $1.8B · 21.4%
  4. Selling, general and admin $1.4B · 16.8%
  5. Operating income $335M · 4.1%
  6. Income tax $68.5M · 0.8%
  7. Interest and other $109M · 1.3%
  8. Net income $157M · 1.9%

Shares of revenue. Source: Insight Enterprises's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ billions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 4.1 4.8 5.3 5.3 5.1 5.3 5.4 5.5 6.7 7.1 7.7 8.3 9.4 10.4 9.2 8.7 8.2 8.6
Gross profit 0.6 0.6 0.7 0.7 0.7 0.7 0.7 0.7 0.9 1.0 1.1 1.3 1.4 1.6 1.7 1.8 1.8 1.9
EBITDA 0.1 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.3 0.3 0.3 0.4 0.5 0.5 0.5 0.4 0.5
Operating income 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.2 0.2 0.3 0.3 0.4 0.4 0.4 0.3 0.4
Net income 0.0 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.2 0.2 0.2 0.3 0.3 0.2 0.2 0.2
Diluted EPS $0.73 $1.61 $2.18 $2.07 $1.64 $1.83 $1.98 $2.32 $2.50 $4.55 $4.43 $4.87 $5.95 $7.66 $7.55 $6.55 $4.86 $6.81
Growth (year on year)
Revenue — +16.3% +9.9% +0.3% −3.0% +3.3% +1.1% +2.1% +22.2% +5.6% +9.2% +7.9% +13.1% +10.5% −12.0% −5.2% −5.2% +2.7%
EBITDA — +72.3% +15.1% +1.5% −14.0% +5.4% −4.1% +13.7% +18.7% +22.1% +5.9% +17.5% +14.9% +21.4% +2.5% +0.9% −9.3% +23.4%
Operating income — — +18.8% +0.5% −18.2% +8.1% −3.4% +17.6% +20.4% +30.2% +3.0% +12.9% +22.3% +24.6% +1.5% −7.4% −13.8% +28.5%
Net income — — — — — — — — — — −2.6% +8.3% +27.1% +27.9% +0.2% −11.2% −37.0% —
Diluted EPS — — — — — — — — — — −2.6% +9.9% +22.2% +28.7% −1.4% −13.2% −25.8% —
Margins
Gross margin 13.7% 13.4% 13.4% 13.6% 13.6% 13.4% 13.3% 13.5% 13.7% 14.0% 14.7% 15.6% 15.3% 15.7% 18.2% 20.3% 21.4% 22.1%
EBITDA margin 2.3% 3.4% 3.5% 3.6% 3.2% 3.2% 3.1% 3.4% 3.3% 3.8% 3.7% 4.0% 4.1% 4.5% 5.3% 5.6% 5.4% 5.9%
Operating margin 1.3% 2.6% 2.8% 2.8% 2.4% 2.5% 2.4% 2.7% 2.7% 3.3% 3.1% 3.3% 3.5% 4.0% 4.6% 4.5% 4.1% 4.6%
Net margin 0.8% 1.6% 1.9% 1.7% 1.4% 1.4% 1.4% 1.5% 1.4% 2.3% 2.1% 2.1% 2.3% 2.7% 3.1% 2.9% 1.9% 2.5%
Free-cash-flow margin 2.6% 1.7% 1.7% 0.7% 1.1% 1.9% 3.1% 1.5% −4.9% 3.9% 0.8% 4.0% 1.2% 0.3% 6.3% 6.7% 3.4% 4.6%
Cash flow
Cash from operations 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.1 −0.3 0.3 0.1 0.4 0.2 0.1 0.6 0.6 0.3 0.4
Capital spending 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.1 0.0 0.1 0.1 0.0 0.0 0.0 0.0
Free cash flow 0.1 0.1 0.1 0.0 0.1 0.1 0.2 0.1 −0.3 0.3 0.1 0.3 0.1 0.0 0.6 0.6 0.3 0.4
Stock-based pay 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Free cash flow after stock pay 0.1 0.1 0.1 0.0 0.1 0.1 0.2 0.1 −0.3 0.3 0.0 0.3 0.1 0.0 0.6 0.6 0.2 0.4
Balance sheet
Cash 0.1 0.1 0.1 0.2 0.1 0.2 0.2 0.2 0.1 0.1 0.1 0.1 0.1 0.2 0.3 0.3 0.4 0.4
Total debt 0.0 0.1 0.1 0.1 0.1 0.1 0.1 0.0 0.3 0.2 0.9 0.4 0.4 0.6 0.9 0.9 1.4 1.5
Net debt (negative = net cash) −0.1 −0.0 −0.0 −0.1 −0.1 −0.1 −0.1 −0.2 0.2 0.1 0.7 0.3 0.3 0.5 0.7 0.6 1.0 1.1
Diluted shares 46m 47m 46m 45m 43m 41m 38m 36m 36m 36m 36m 35m 37m 37m 37m 38m 32m 31m
Returned to shareholders
Buybacks — — 0.1 — 0.1 0.1 0.1 0.1 — 0.0 0.0 0.0 0.1 0.1 0.2 0.2 0.2 0.2
Total returned — — 0.1 — 0.1 0.1 0.1 0.1 — 0.0 0.0 0.0 0.1 0.1 0.2 0.2 0.2 0.2

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 7 checks passed · June 30, 2026
What it owns · $11.4bn
Short-term assets $8.8bnLonger-term assets $2.6bn
What it owes, and who funded it · $11.4bn
Short-term liabilities $7.4bnLonger-term liabilities $2.4bnShareholders' equity $1.6bn
  • Short-term assets cover short-term liabilities $8.8bn of assets due within a year against $7.4bn of liabilities due within a year.
  • Short-term assets cover long-term liabilities $8.8bn short-term assets against $2.4bn of longer-dated liabilities.
  • More cash than debt $363m of cash against $1.5bn of debt.
  • Debt below 40% of shareholders' equity Debt is 92% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 24% to 92% over five years.
  • A year's operating cash flow covers at least 20% of debt $423m of operating cash flow against $1.5bn of debt.
  • Operating profit covers interest at least five times over Operating income of $391m against $95m of interest.

From Insight Enterprises Inc's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$225M
Returned to shareholders
57%
of free cash flow
Buybacks, last 3 fiscal years
$568M
Diluted share count
−13.2%
year over year
Total shareholder yield
4.6%
dividends 0.0% + buybacks 4.6% of market value
Sales & admin spending
17.1%
of revenue
Days sales outstanding
333 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in technology distributors
Last 12 months unless stated NSIT SCSC CNXN CDW AVT ARW Median
Revenue, last 12 months $8.6bn $3.2bn $3.2bn $23.5bn $27.6bn $35.9bn $5.9bn
Revenue growth, last 12 months 2.7% 6.1% 9.5% 7.4% 24.5% 26.1% 14.4%
Revenue growth, 3-year average −4.0% −5.2% 3.0% 1.6% 1.4% 0.1% 1.4%
Revenue growth, latest quarter 14.7% 17.3% 23.3% 10.0% 47.7% 31.8% 22.0%
Gross margin 22.1% 13.6% 18.6% 21.4% 10.4% 11.3% 12.4%
Operating margin 4.6% 3.1% 4.1% 7.1% 2.6% 3.4% 3.2%
Operating margin, 3-year average 4.4% 2.9% 3.7% 7.6% 2.8% 3.2% 3.0%
Net margin 2.5% 2.4% 3.3% 4.6% 1.2% 2.3% 2.4%
Cash from operations / revenue 4.9% 3.8% −0.4% 4.2% −1.0% 2.6% 2.4%
Free-cash-flow margin 4.6% 3.5% −0.7% 3.7% −1.3% 2.3% 1.3%
Free-cash-flow margin, 3-year average 4.8% 6.0% 2.3% 5.1% 1.1% 2.7% 2.5%
Stock pay / revenue 0.4% 0.4% 0.3% 0.4% 0.2% 0.1% 0.4%
Change in share count −13.2% −9.0% −2.3% −2.9% −4.6% −1.7% −2.0%

Median of all 12 companies we cover in technology distributors. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

12 technology distributors companies
Measure Company Peer median Rank
Revenue growth Growth 2.7% 14.8% 11 of 12
Change in growth rate Growth +4.5pp +4.5pp 6 of 12
Gross margin Profitability 22.1% 13.6% 2 of 12
Operating margin Profitability 4.6% 3.4% 2 of 12
Net margin Profitability 2.5% 2.4% 5 of 12
Free-cash-flow margin Cash generation 4.6% 2.3% 1 of 12
Stock pay as % of revenue Cash generation 0.4% 0.4% 7 of 11
Long-term debt as % of assets Balance sheet 12.9% 12.4% 6 of 8
Change in share count Balance sheet -13.2% -1.7% 1 of 12
Days sales outstanding Balance sheet 333 days 91 days 12 of 12

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
North America $6.7B 80.7% ▼ 5.7%
EMEA $1.4B 16.4% ▼ 4.2%
APAC $237M 2.9% ▲ 1.9%
Products and services
Line of business Revenue Share YoY
Products $6.5B 79.2% ▼ 6.9%
Hardware $4.6B 70.9% ▲ 1.2%
Software $1.9B 29.1% ▼ 22.1%
Services $1.7B 20.8% ▲ 1.8%
Geography
Region Revenue Share YoY
United States $6.2B 75.3% ▼ 6.0%
Other Foreign Countries $1.4B 16.4% ▼ 1.3%
United Kingdom $683M 8.3% ▼ 6.0%

From Insight Enterprises Inc's 10-K filed February 12, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$3.7B
Institutions reporting
324
Shares held vs prior quarter
▲ 1.0%
Positions opened / closed
87 / 56

Top buyers and sellers, Q2 2026: 173 institutions bought and 166 sold ; the biggest buyer was Analog Century Management LP (+772K shares) and the biggest seller FMR LLC (−1.8M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $587M 4.8M 15.8% ▼ 1.2%
Morgan Stanley $345M 2.8M 9.3% ▼ 5.1%
Vanguard Portfolio Management LLC $313M 2.6M 8.4% ▲ 4.5%
Fiduciary Management Inc $268M 2.2M 7.2% ▲ 17.2%
Vanguard Capital Management LLC $166M 1.4M 4.4% ▼ 1.6%
State Street Corp $149M 1.2M 4.0% ▲ 2.7%
Paradigm Capital Management Inc $117M 957K 3.1% ▲ 0.1%
FMR LLC $114M 939K 3.1% ▼ 65.1%
Dimensional Fund Advisors LP $103M 848K 2.8% ▼ 2.9%
Geode Capital Management, LLC $99.2M 815K 2.7% ▲ 3.5%
Analog Century Management LP $94M 772K 2.5% New
Fil Ltd $65.6M 539K 1.8% ▲ 61.7%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Insight Enterprises Inc's complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $199,825 1 trade by 1 insider, last 12 months Insider sales History → $718,392 3 trades by 2 insiders · 0% under pre-set plans
Net ▼ $518,567 net selling
Insider Date Trade Shares Price Value
Adatia Karim General Counsel August 28, 2026 Sell 248 $157.40 $39,035
Ibarguen Anthony Director August 13, 2026 Sell 4,000 $154.83 $619,320
Adatia Karim General Counsel May 29, 2026 Sell 559 $107.40 $60,037
Morgado James A. Chief Financial Officer May 11, 2026 Buy 2,290 $87.26 $199,825

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around October 29, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • May 7, 2026
  • February 5, 2026
  • October 30, 2025
  • July 31, 2025
  • May 1, 2025

Recent SEC filings

Data status

When each part of this page on Insight Enterprises Inc was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Insight Enterprises Inc in brief

What does Insight Enterprises Inc do?
Insight Enterprises Inc is a US-listed company in the technology distributors industry. Its financial year ends in December.
What is Insight Enterprises Inc's stock ticker?
Insight Enterprises Inc trades under the ticker NSIT on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Insight Enterprises Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Insight Enterprises Inc reported revenue of $8.6B, 2.7% higher than a year earlier, according to its SEC filings.
What is Insight Enterprises Inc's free cash flow?
Insight Enterprises Inc's free-cash-flow margin is 4.6% of revenue over the trailing twelve months, ranking 1 of the 12 technology distributors companies we cover.
What is Insight Enterprises Inc's fair value (intrinsic value) per share?
Our discounted-cash-flow model of Insight Enterprises Inc's free cash flow after stock-based pay gives ~$220 per share in the base case, and ~$150–$300 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Insight Enterprises Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Morgan Stanley and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Insight Enterprises Inc buying back stock, and does it pay a dividend?
Insight Enterprises Inc spent $225M on share repurchases over the trailing twelve months, and its diluted share count fell 13.2% over the year.
What is Insight Enterprises Inc's market cap?
On November 2, 2026, Insight Enterprises Inc's market capitalisation was about $5.2B, with a price-to-earnings ratio of 24.5 and net debt of $1.1B. Market figures come from third-party market data and may be delayed.
How much debt does Insight Enterprises Inc have?
Insight Enterprises Inc's debt-to-equity ratio is 91.9%, from its latest balance sheet (24.0% five years earlier). The financial health section below sets out its other solvency checks.
Who are Insight Enterprises Inc's competitors?
In our Technology Distributors peer group, the companies closest to Insight Enterprises Inc are Scansource, Inc., PC Connection Inc, CDW Corporation, Avnet Inc and Arrow Electronics, Inc. The side-by-side comparison below sets their revenue, margins and growth against Insight Enterprises Inc's.
Are insiders buying or selling Insight Enterprises Inc stock?
Over the last 12 months, Insight Enterprises Inc's directors and officers reported 1 open-market purchases and 3 sales on Form 4. The insider trading page charts every trade.
When is Insight Enterprises Inc's next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Insight Enterprises Inc announces its own schedule.