| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 2.4K | 12.8% | 14.7% |
| Total Income | 2.4K | 12.8% | 14.7% |
| Expenditure | 2.3K | 10.3% | 13.2% |
| PBT | 106.31 | 114.8% | 65.7% |
| Net Profit | 77.57 | 158.5% | 65.3% |
| OPM | 5.46% | 2.09pp | 1.32pp |
| NPM | 3.23% | 1.82pp | 0.99pp |
| EPS | 2.58 | 166.0% | 74.3% |
Insight Enterprises Reports Q2 2026 Results, Raises Full Year Guidance
06 Aug 2026 · 6 Aug, 5:38 pm
Summary
Insight Enterprises reported a strong second quarter for 2026, with consolidated net sales increasing 15% year over year to $2.4 billion, driven by momentum in cloud, infrastructure, and services, particularly from AI demand. Gross profit rose 18% to $521.6 million, and gross margin expanded to 21.7%. Net earnings surged 65% to $77.6 million, with diluted earnings per share up 76% to $2.57. The company is raising its full-year guidance, reflecting confidence in continued growth and profitability.
Key Highlights
- 1
Consolidated net sales for the second quarter of 2026 reached $2.4 billion, marking a 15% increase year over year.
- 2
Gross profit for the quarter increased by 18% year over year to $521.6 million, with gross margin expanding 60 basis points to 21.7%.
- 3
Consolidated net earnings saw a significant increase of 65% year over year, reaching $77.6 million.
- 4
Diluted earnings per share for the quarter were $2.57, a 76% increase compared to the prior year period.
- 5
Adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) increased 29% year over year to $190.4 million.
- 6
The company is raising its full-year 2026 guidance, now expecting gross profit growth between 8% and 10% and Adjusted diluted earnings per share between $12.20 and $12.70.
Management Comments
Jack Azagury
I am pleased to report another strong quarter for Insight. Building on a strong first quarter, we delivered broad-based growth across our business and generated strong operating leverage, with strength in cloud, infrastructure, and services, driven by AI demand. This resulted in total gross profit growth of 18%, adjusted earnings from operations growth of 31%, and adjusted diluted earnings per share growth of 44%.
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