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Insight Enterprises (NSIT) investor relations material
Insight Enterprises Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Net sales declined 4% year-over-year to $2.0 billion, mainly due to lower software sales, while hardware and services sales increased; gross profit remained flat at $434.2 million, with gross margin expanding 100 basis points to 21.7%.
Adjusted diluted EPS rose 11% year-over-year to $2.43, and adjusted EBITDA increased 6% to $137 million, reflecting strong performance in EMEA and APAC segments.
Net earnings were $50.9 million, down 12% year-over-year, primarily due to higher interest expense, while diluted EPS rose 7% to $1.62 due to fewer dilutive shares.
Strategic focus on AI, security, and data services, supported by recent acquisitions and internal transformation, with recognition from Gartner, IDC, and Apple.
Pursuing an AI-first solutions integrator strategy, leveraging global partnerships and technology expertise.
Financial highlights
Q3 2025 net sales were $2.0 billion (down 4% year-over-year); gross profit was $434.2 million (flat year-over-year); gross margin reached a record 21.7%, up 100 basis points.
Adjusted earnings from operations grew 5% to $126.4 million; adjusted EBITDA was $137 million, up 6%, with margin expanding to 6.8%.
Cloud gross profit rose 7% to $130 million, driven by SaaS and IaaS growth.
Cash flow from operations was $249 million for the quarter; cash and cash equivalents at quarter-end were $547 million.
YTD Q3 2025 net sales were $6.2 billion (down 6% year-over-year); gross profit $1.3 billion (down 3% year-over-year).
Outlook and guidance
Full-year 2025 guidance: adjusted diluted EPS expected between $9.60 and $9.90; gross profit projected to be slightly down from 2024, with gross margin around 21%.
Assumptions include $85 million in interest and other expenses, 25–26% effective tax rate, $25 million in capital expenditures, and average share count of 32 million.
Guidance excludes acquisition-related amortization and assumes no major macroeconomic changes or significant acquisitions.
Cash flows from operations and available financing are expected to support working capital, acquisitions, and share repurchases over the next 12 months.
Gross margin expansion is anticipated as the mix of services and solutions increases.
EMEA EFO decline despite gross profit growth?
Impact of ABL loan interest on net earnings?
Insight Core services vs. cloud profit trends?
How will AI shift services from T&M to outcomes?
Debt reduction priority given recent M&A?
When will large enterprise demand improve?
How will AI enable services revenue scale?
Future capital allocation priorities?
Large client demand and hardware outlook?
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Next Insight Enterprises earnings date
Q4 202513 Feb, 2026
Next Insight Enterprises earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Insight Enterprises Inc provides information technology solutions including hardware, software, cloud services, and consulting. The company serves corporate, public sector, and small-to-medium business clients globally with digital transformation and IT lifecycle services. It is headquartered in Chandler, Arizona, and its shares are listed on the NASDAQ.
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