STOCK TITAN

Insight Enterprises (NSIT) lifts Q1 2026 margins and boosts adjusted EPS

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Insight Enterprises, Inc. reported strong first-quarter 2026 results, with net sales of $2.13 billion, up 1% year over year, and gross profit of $462.2 million, up 14%, driving gross margin to 21.7%.

Consolidated net earnings rose to $30.0 million and diluted EPS to $0.97, both increasing more than 100% from the prior year, while adjusted net earnings reached $88.9 million and adjusted diluted EPS $2.88, up 26%. Adjusted EBITDA was $152.0 million, up 27%.

Services net sales grew 17% and services gross profit 23%, with Cloud gross profit up 35% and Insight Core services gross profit up 19%. Management guided full-year 2026 adjusted diluted EPS to $11.00–$11.50, implying about 5% growth at the midpoint, and expects gross margin of roughly 21.5%.

Positive

  • Profitability surged on stable revenue: Q1 2026 net sales grew 1% to $2.13 billion while gross profit rose 14%, adjusted EBITDA 27%, and adjusted diluted EPS 26%, showing strong margin and earnings expansion.
  • High-margin segments accelerating: Services net sales grew 17%, services gross profit 23%, Cloud gross profit 35%, and Insight Core services gross profit 19%, supporting the solutions integrator strategy.
  • Supportive full-year guidance: Management guided 2026 adjusted diluted EPS to $11.00–$11.50 with gross margin around 21.5%, implying continued earnings growth versus 2025.

Negative

  • Weaker cash generation versus prior year: Cash flows provided by operating activities were $32.4 million in Q1 2026, down significantly from $78.1 million in Q1 2025, reflecting working-capital movements.
  • APAC under pressure on a GAAP basis: APAC earnings from operations declined more than 100% year over year to a $1.1 million loss, even though APAC gross profit grew 46%.

Insights

Profitability and high-margin mix improved sharply despite modest revenue growth.

Insight Enterprises delivered modest Q1 2026 net sales growth of $2.13 billion (up 1%), but significantly improved profitability. Gross profit increased 14% to $462.2 million, lifting gross margin to 21.7% as services and cloud contributed more.

GAAP net earnings rose to $30.0 million and diluted EPS to $0.97, both more than doubling year over year. On a non-GAAP basis, adjusted diluted EPS reached $2.88 (up 26%), and adjusted EBITDA was $152.0 million (up 27%), reflecting operating leverage even as selling and administrative expenses grew.

Management’s 2026 outlook targets adjusted diluted EPS of $11.00–$11.50 with gross margin around 21.5%, assuming interest and other expenses of about $90 million, a tax rate of 25.5–26.5%, and $20–$30 million in capital expenditures. Actual results will depend on execution, foreign exchange, and macroeconomic conditions referenced in the risk discussion.

Item 2.02 Results of Operations and Financial Condition Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Net sales $2.13B Q1 2026, up 1% year over year
Gross profit $462.2M Q1 2026, up 14% year over year
GAAP diluted EPS $0.97 Q1 2026, increased more than 100% year over year
Adjusted diluted EPS $2.88 Q1 2026, up 26% year over year
Adjusted EBITDA $152.0M Q1 2026, up 27% year over year
Net earnings $30.0M Q1 2026, more than 100% growth year over year
Operating cash flow $32.4M Q1 2026 cash flows provided by operating activities
2026 adjusted EPS guidance $11.00–$11.50 Full-year 2026 adjusted diluted EPS outlook
Adjusted EBITDA financial
"Adjusted earnings before interest, tax, depreciation and amortization (“EBITDA”) increased 27% year over year to $152.0 million"
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
Adjusted diluted earnings per share financial
"Adjusted diluted earnings per share of $2.88 increased 26% year over year"
Adjusted diluted earnings per share is the company’s net profit per share after accounting for potential extra shares (from options or convertible securities) and removing one‑time or unusual items so the number reflects ongoing business results. Think of it like timing a runner’s steady pace after excluding a few unexpected stops; it gives investors a clearer view of sustainable profit available to each share. Investors use it to compare companies and judge underlying profitability and valuation without short‑term distortions.
return on invested capital financial
"Adjusted return on invested capital (“ROIC”) excludes (i) severance and restructuring expenses, net"
A percentage that shows how effectively a company turns the money invested in its business—both borrowed funds and shareholders’ equity—into operating profit after taxes. It tells investors whether a company earns more from its core operations than it costs to fund those operations; think of it like the annual return you’d expect from renovating a rental property—higher percentages mean the company uses capital more efficiently and is more likely to create value for shareholders.
earnout liabilities financial
"gains and losses from revaluation of acquisition related earnout liabilities"
Payments a buyer has promised to make to the seller of a business only if future milestones or financial targets are met; they are recorded as liabilities because the buyer may owe cash later. Think of it like a conditional bonus or installment that depends on the purchased business performing as expected. Investors watch these closely because they create uncertainty about future cash outflows and can change the effective price and risk of an acquisition.
note hedge financial
"Adjusted diluted earnings per share also includes the impact of the benefit from the note hedge"
A note hedge is a tactic used to reduce the financial risk tied to a promissory note or debt instrument by taking offsetting positions—often with derivatives or stock trades—so changes in interest rates, a company’s share price, or creditworthiness have smaller effects. Think of it like buying an umbrella for a specific loan: if the weather (market) turns, the hedge helps limit losses. Investors care because hedges change the real exposure, potential returns and safety of a note investment.
Net sales $2.13B 1% YoY
Gross profit $462.2M 14% YoY
GAAP diluted EPS $0.97 >100% YoY
Adjusted diluted EPS $2.88 26% YoY
Net earnings $30.0M >100% YoY
Adjusted EBITDA $152.0M 27% YoY
Guidance

For full-year 2026, Insight targets adjusted diluted EPS of $11.00–$11.50, gross profit growth in the low single digits, and gross margin of about 21.5%.

0000932696false00009326962026-05-072026-05-07

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):  May 7, 2026
Image_0.jpg
INSIGHT ENTERPRISES, INC.
(Exact name of registrant as specified in its charter)
_____________________________
Delaware0-2509286-0766246
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(I.R.S. Employer
Identification No.)
2701 East Insight Way,
Chandler,Arizona85286
(Address of principal executive offices)(Zip Code)
Registrant's telephone number, including area code:
(480333-3000
Not Applicable
(Former name or former address, if changed since last report)
_____________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading SymbolName of each exchange on which registered
Common stock, par value $0.01NSITThe NASDAQ Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.     



Item 2.02    Results of Operations and Financial Condition.
On May 7, 2026, Insight Enterprises, Inc. announced by press release its results of operations for the first quarter ended March 31, 2026. A copy of the press release and accompanying investor presentation are attached hereto as Exhibits 99.1 and 99.2, respectively, and incorporated by reference herein. The information disclosed under this Item 2.02, including Exhibits 99.1 and 99.2 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item 9.01.    Financial Statements and Exhibits.
(d) Exhibits.
Exhibit
Number
Description
99.1
Press release dated May 7, 2026.
99.2
Investor presentation of Insight Enterprises, Inc. dated May 7, 2026.
104Cover Page Interactive Data File (formatted as Inline XBRL).



SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Insight Enterprises, Inc.
Date:May 7, 2026By:/s/ Rachael A. Crump
Rachael A. Crump
Chief Accounting Officer

EXHIBIT 99.1
picture1a.jpg
FOR IMMEDIATE RELEASE
NASDAQ: NSIT
INSIGHT ENTERPRISES, INC. REPORTS
FIRST QUARTER RESULTS
CHANDLER, AZ – May 7, 2026 – Insight Enterprises, Inc. (NASDAQ: NSIT) (the “Company”) today reported financial results for the quarter ended March 31, 2026. Highlights include:

Consolidated net sales increased 1% year over year
Gross profit increased 14% year over year to $462.2 million and gross margin expanded 240 basis points to 21.7%
Consolidated net earnings increased more than 100% year over year to $30.0 million
Adjusted earnings before interest, tax, depreciation and amortization (“EBITDA”) increased 27% year over year to $152.0 million
Diluted earnings per share of $0.97 increased more than 100% year over year
Adjusted diluted earnings per share of $2.88 increased 26% year over year
Cash flows provided by operating activities were $32.4 million
In the first quarter of 2026, net sales increased 1%, year over year, to $2.1 billion, and gross profit increased 14%, year over year, to $462.2 million. Gross margin expanded 240 basis points compared to the first quarter of 2025 to 21.7%. Selling and administrative expenses increased 13%, year to year, while Adjusted selling and administrative expenses increased 9%, year to year. Earnings from operations of $71.7 million, or 3.4% of net sales, increased 19% compared to $60.1 million in the first quarter of 2025. Adjusted earnings from operations of $141.1 million, or 6.6% of net sales, increased 27% year over year compared to $111.2 million in the first quarter of 2025. Consolidated net earnings were $30.0 million, or 1.4% of net sales, in the first quarter of 2026, up more than 100% compared to the first quarter of 2025. Adjusted consolidated net earnings were $88.9 million, or 4.2% of net sales, up 18% compared to the first quarter of 2025. Diluted earnings per share for the quarter was $0.97, up more than 100% year over year, and Adjusted diluted earnings per share was $2.88, up 26% year over year.

“In the first quarter, we delivered double-digit gross profit growth across every geography, as well as double-digit adjusted earnings from operations and adjusted diluted earnings per share growth. Total gross profit grew 14% with Cloud gross profit increasing 35% and Core Services gross profit growing 19%, the two critical priority areas of our strategy.” stated Jack Azagury, President and Chief Executive Officer. “The team has built a truly differentiated set of capabilities across hardware, software and services to deliver compelling solutions to our clients. I am excited to continue our transformation to become the leading Solutions Integrator and build upon this strong foundation.” Azagury added.
KEY HIGHLIGHTS

Results for the Quarter:
Consolidated net sales for the first quarter of 2026 of $2.1 billion increased 1%, year over year, when compared to the first quarter of 2025. Product net sales decreased 2%, year to year, and services net sales increased 17%, year over year. Software product net sales decreased 21%, year to year, while hardware product net sales increased 7%, year over year.
Net sales in North America decreased 1%, year to year, to $1.7 billion;
Product net sales decreased 4%, year to year, to $1.3 billion;
Services net sales increased 12%, year over year, to $333.8 million;
Net sales in EMEA increased 9%, year over year, to $372.9 million; and
Net sales in APAC increased 20%, year over year, to $72.3 million.
Excluding the effects of fluctuating foreign currency exchange rates, consolidated net sales decreased 1%, year to year, with a decrease in net sales in North America of 1% year to year, partially offset by an increase in net sales in APAC of 11%, year over year. Net sales in EMEA was relatively flat year to year.
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958


Consolidated gross profit increased 14% compared to the first quarter of 2025 to $462.2 million, with consolidated gross margin expanding 240 basis points to 21.7% of net sales. Product gross profit increased 2%, year over year, and services gross profit increased 23%, year over year. Cloud gross profit increased 35%, year over year, and Insight Core services gross profit increased 19%, year over year. By segment, gross profit:
increased 11% in North America, year over year, to $353.3 million (21.0% gross margin);
increased 21% in EMEA, year over year, to $86.8 million (23.3% gross margin); and
increased 46% in APAC, year over year, to $22.0 million (30.4% gross margin).
Excluding the effects of fluctuating foreign currency exchange rates, consolidated gross profit increased 11%, year over year, with gross profit growth in APAC, EMEA and North America of 35%, 11% and 10%, respectively, year over year.
Consolidated earnings from operations increased 19% compared to the first quarter of 2025 to $71.7 million, or 3.4% of net sales. By segment, earnings from operations:
increased 30% in North America, year over year, to $66.2 million, or 3.9% of net sales;
increased 32% in EMEA, year over year, to $6.6 million, or 1.8% of net sales; and
decreased more than 100% in APAC, year to year, resulting in a net loss of $1.1 million, or (1.5)% of net sales.
Excluding the effects of fluctuating foreign currency exchange rates, consolidated earnings from operations increased 17%, year over year, with increases in earnings from operations in North America and EMEA of 29% and 22%, respectively, year over year, partially offset by a decrease in APAC of 125% year to year.
Adjusted earnings from operations increased 27% compared to the first quarter of 2025 to $141.1 million, or 6.6% of net sales. By segment, Adjusted earnings from operations:
increased 30% in North America, year over year, to $122.4 million, or 7.3% of net sales;
increased 17% in EMEA, year over year, to $14.8 million, or 4.0% of net sales; and
decreased 16% in APAC, year to year, to $4.0 million, or 5.5% of net sales.
Excluding the effects of fluctuating foreign currency exchange rates, Adjusted consolidated earnings from operations increased 25%, with increases in Adjusted earnings from operations in North America and EMEA of 29% and 9%, respectively, year over year, partially offset by a decrease in APAC of 21% year to year.
Consolidated net earnings and diluted earnings per share for the first quarter of 2026 were $30.0 million and $0.97, respectively, at an effective tax rate of 39.4%.
Adjusted consolidated net earnings and Adjusted diluted earnings per share for the first quarter of 2026 were $88.9 million and $2.88, respectively. Excluding the effects of fluctuating foreign currency exchange rates, Adjusted diluted earnings per share increased 25%, year over year.
In discussing financial results for the three months ended March 31, 2026 and 2025 in this press release, the Company refers to certain financial measures that are adjusted from the financial results prepared in accordance with United States generally accepted accounting principles (“GAAP”). When referring to non-GAAP measures, the Company refers to them as “Adjusted.” See “Use of Non-GAAP Financial Measures” for additional information. A tabular reconciliation of financial measures prepared in accordance with GAAP to the non-GAAP financial measures is included at the end of this press release.
In some instances, the Company refers to changes in net sales, gross profit, earnings from operations and Adjusted earnings from operations on a consolidated basis and in North America, EMEA and APAC excluding the effects of fluctuating foreign currency exchange rates. In addition, the Company refers to changes in Adjusted diluted earnings per share on a consolidated basis excluding the effects of fluctuating foreign currency exchange rates. These are also considered to be non-GAAP measures. The Company believes providing this information excluding the effects of fluctuating foreign currency exchange rates provides valuable supplemental information to investors regarding its underlying business and results of operations, consistent with how the Company and its management evaluate the Company’s performance. In computing these changes and percentages, the Company compares the current year amount as translated into U.S. dollars under the applicable accounting standards to the prior year amount in local currency translated into U.S. dollars utilizing the weighted average translation rate for the current period. The performance measures excluding the effects of fluctuating foreign currency exchange rates should not be considered a substitute for, or superior to, the measures of financial performance prepared in accordance with GAAP.
The tax effect of Adjusted amounts referenced herein were computed using the statutory tax rate for the taxing jurisdictions in the operating segment in which the related expenses were recorded, adjusted for the effects of valuation allowances on net operating losses in certain jurisdictions.
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958


GUIDANCE
For the full year 2026, we expect Adjusted diluted earnings per share to be between $11.00 to $11.50, with a bias toward the high end of the range. This represents approximately 5% growth at the midpoint compared to the 2025 Adjusted diluted EPS of 10.75. We expect gross profit to grow in the low single digits and expect that our gross margin will be approximately 21.5%.
This outlook assumes:
interest and other expenses of approximately $90 million;
an effective tax rate of 25.5% to 26.5% for the full year;
capital expenditures between approximately $20 million and $30 million;
an average share count for the full year of approximately 30.0 million shares.
This outlook excludes acquisition-related intangibles amortization expense of approximately $83.4 million, excludes non-cash stock-based compensation expense and assumes no acquisition or integration related expenses, transformation or severance and restructuring expenses, net, no significant change in our debt instruments, and no significant change in the macroeconomic environment, whether due to tariffs or otherwise. Due to the inherent difficulty of forecasting some of these types of expenses, which impact net earnings, diluted earnings per share and selling and administrative expenses, the Company is unable to reasonably estimate the impact of such expenses, if any, to net earnings, diluted earnings per share and selling and administrative expenses. Accordingly, the Company is unable to provide a reconciliation of GAAP to non-GAAP diluted earnings per share for the full year 2026 forecast.
CONFERENCE CALL AND WEBCAST
The Company will host a conference call and live webcast today at 9:00 a.m. ET to discuss first quarter 2026 results of operations. A live webcast of the conference call (in listen-only mode) will be available on the Company’s web site at http://investor.insight.com/, and a replay of the webcast will be available on the Company’s web site for a limited time following the call. To access the live conference call, please register in advance using the event link on the Company's web site. Upon registering, participants will receive dial-in information via email, as well as a unique registrant ID, event passcode, and detailed instructions regarding how to join the call.
USE OF NON-GAAP FINANCIAL MEASURES
The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) impairment losses on long lived real estate assets held for sale, (viii) stock-based compensation expense, and (ix) the tax effects of each of these items, as applicable. Transformation costs represent costs we are incurring to transform our business to help us achieve our strategic objectives including becoming a leading solutions integrator. The Company excludes these items when internally evaluating earnings from operations, tax expense, net earnings and diluted earnings per share for the Company and earnings from operations for each of the Company’s operating segments. Adjusted net earnings and Adjusted diluted earnings per share also exclude a net loss on revaluation of warrant settlement liabilities, as applicable. Adjusted diluted earnings per share also includes the impact of the benefit from the note hedge where the Company’s average stock price for the period was in excess of $68.32, which was the initial conversion price of our previously outstanding convertible senior notes (the “Convertible Notes”), which matured in February 2025, as applicable. Adjusted EBITDA excludes (i) interest expense, (ii) income tax expense, (iii) depreciation and amortization of property and equipment, (iv) amortization of intangible assets, (v) severance and restructuring expenses, net, (vi) certain executive recruitment and hiring related expenses, (vii) transformation costs (viii) certain acquisition and integration related expenses, (ix) gains and losses from revaluation of acquisition related earnout liabilities, (x) gains and losses from the revaluation of warrant settlement liabilities, (xi) impairment losses on long lived real estate assets held for sale, and (xii) stock-based compensation expense, as applicable. Adjusted return on invested capital (“ROIC”) excludes (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) certain third-party data center service outage related expenses and recoveries, (vii) gains and losses from revaluation of acquisition related earnout liabilities, (viii) impairment losses on long lived real estate assets held for sale, (ix) stock-based compensation expense, and (x) the tax effects of each of these items, as applicable.  
These non-GAAP measures are used by the Company and its management to evaluate financial performance against budgeted amounts, to calculate incentive compensation, to assist in forecasting future performance and to compare the Company’s results to those of the Company’s competitors. The Company believes that these non-GAAP financial measures are useful to investors because they allow for greater transparency, facilitate comparisons to prior periods and the Company’s competitors’ results and assist in forecasting performance for future periods. These non-GAAP financial measures are not prepared in accordance with GAAP and may be different from non-GAAP financial measures presented by
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958


other companies. Non-GAAP financial measures should not be considered as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP.
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958

FINANCIAL SUMMARY TABLE
(DOLLARS IN THOUSANDS, EXCEPT PER SHARE DATA)
(UNAUDITED)
Three Months Ended
March 31,
20262025change
Insight Enterprises, Inc.
Net sales:
Products$1,666,546$1,707,800(2%)
Services$461,440$395,75617%
Total net sales$2,127,986$2,103,5561%
Gross profit$462,151$406,47714%
Gross margin21.7%19.3%240 bps
Selling and administrative expenses$383,983$339,17313%
Severance and restructuring expenses, net$6,485$7,026(8%)
Acquisition and integration related expenses$1$175(99%)
Earnings from operations$71,682$60,10319%
Net earnings$30,009$7,514> 100%
Diluted earnings per share$0.97$0.22> 100%
Sales Mix**
Hardware57%54%7%
Software21%27%(21%)
Services22%19%17%
100%100%1%
North America
Net sales:
Products$1,349,017$1,403,027(4%)
Services$333,788$297,61612%
Total net sales$1,682,805$1,700,643(1%)
Gross profit$353,326$319,45211%
Gross margin21.0%18.8%220 bps
Selling and administrative expenses$282,426$265,3816%
Severance and restructuring expenses, net$4,641$3,11149%
Acquisition and integration related expenses$61$170(64%)
Earnings from operations$66,198$50,79030%
Sales Mix**
Hardware63%59%6%
Software17%23%(28%)
Services20%18%12%
100%100%(1%)
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958

FINANCIAL SUMMARY TABLE (CONTINUED)
(DOLLARS IN THOUSANDS, EXCEPT PER SHARE DATA)
(UNAUDITED)
Three Months Ended
March 31,
20262025change
EMEA
Net sales:
Products$281,955$267,1606%
Services$90,896$75,66820%
Total net sales$372,851$342,8289%
Gross profit$86,803$71,92721%
Gross margin23.3%21.0%230 bps
Selling and administrative expenses$78,464$63,06324%
Severance and restructuring expenses, net$1,750$3,853(55%)
Acquisition and integration related expenses$(16)$*
Earnings from operations$6,605$5,01132%
Sales Mix**
Hardware39%38%11%
Software37%40%—%
Services24%22%20%
100%100%9%
APAC
Net sales:
Products$35,574$37,613(5%)
Services$36,756$22,47264%
Total net sales$72,330$60,08520%
Gross profit$22,022$15,09846%
Gross margin30.4%25.1%530 bps
Selling and administrative expenses$23,093$10,729> 100%
Severance and restructuring expenses, net$94$6252%
Acquisition and integration related expenses$(44)$5< (100%)
Earnings from operations$(1,121)$4,302< (100%)
Sales Mix**
Hardware18%11%> 100%
Software31%52%(28%)
Services51%37%64%
100%100%20%
*    Percentage change not considered meaningful
**    Change in sales mix represents growth/decline in category net sales on a U.S. dollar basis and does not exclude the effects of fluctuating foreign currency exchange rates
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958


FORWARD-LOOKING INFORMATION

Certain statements in this release and the related conference call, webcast and presentation are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements, including those related to the impact of inflation and higher interest rates, the Company’s future financial performance and results of operations, including gross profit, Adjusted diluted earnings per share, gross margin, and Adjusted selling and administrative expenses, as well as the Company’s other key performance indicators, the Company’s anticipated effective tax rate, interest and other expenses, capital expenditures, and expected average share count, the Company’s expectations regarding cash flow, the Company’s expectations regarding supply constraints, future trends in the IT market, the effects of tariffs and trade policies, and the Company’s business strategy and strategic initiatives, all of which are inherently subject to risks and uncertainties, and some of which cannot be predicted or quantified. Future events and actual results could differ materially from those set forth in, contemplated by, or underlying the forward-looking statements. There can be no assurances that the results discussed by the forward-looking statements will be achieved, and actual results may differ materially from those set forth in the forward-looking statements. Some of the important factors that could cause the Company’s actual results to differ materially from those projected in any forward-looking statements include, but are not limited to, the following, which are discussed in the Company’s filings with the Securities and Exchange Commission (the “SEC”), including in the “Risk Factors” sections of the Company’s most recently filed periodic reports on Form 10-K and Form 10-Q and subsequent filings with the SEC:
actions of our competitors, including manufacturers and publishers of products we sell;
our reliance on our partners for product availability, competitive products to sell and marketing funds and purchasing incentives, which can and do change significantly in the amounts made available and in the requirements year over year;
our ability to keep pace with rapidly evolving technological advances including generative and agentic artificial intelligence (“AI”) and the evolving competitive marketplace;
general economic conditions, economic uncertainties and changes in geopolitical conditions, including the possibility of a recession or a decline in market activity related to tariffs and trade policies, international conflicts including the war with Iran, or otherwise;
changes in the IT industry and/or rapid changes in technology;
our ability to provide high quality services to our clients;
our reliance on independent shipping companies;
the risks associated with our international operations including our expansion into the Middle East;
supply constraints for products;
natural disasters or other adverse occurrences, including public health issues such as pandemics or epidemics;
disruptions in our IT systems and voice and data networks;
cyberattacks, outages, or third-party breaches of data privacy as well as related breaches of government regulations;
intellectual property infringement claims and challenges to our copyrights, patents, trademarks and trade names;
potential liability and competitive risk based on the development, adoption, and use of generative and agentic AI;
legal proceedings, client audits and failure to comply with laws and regulations;
risks of termination, delays in payment, audits and investigations related to our public sector contracts;
exposure to changes in, interpretations of, or enforcement trends related to tax rules and regulations;
our potential to draw down a substantial amount of indebtedness;
increased debt and interest expense and the possibility of decreased availability of funds under our financing facilities;
possible significant fluctuations in our future operating results as well as seasonality and variability in client demands;
potential contractual disputes or collection matters with our clients and third-party suppliers;
our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;
risks associated with the integration and operation of acquired businesses, including achievement of expected synergies and benefits; and
future sales of the Company’s common stock or equity-linked securities in the public market could lower the market price for our common stock.

Additionally, there may be other risks that are otherwise described from time to time in the reports that the Company files with the SEC.  Any forward-looking statements in this release, the related conference call, webcast and presentation speak only as of the date on which they are made and should be considered in light of various important factors, including the risks and uncertainties listed above, as well as others.  The Company assumes no obligation to update, and, except as may be
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958


required by law, does not intend to update, any forward-looking statements.  The Company does not endorse any projections regarding future performance that may be made by third parties.
CONTACT:JAMES MORGADO
CHIEF FINANCIAL OFFICER
TEL.  480.333.3251
EMAIL james.morgado@insight.com
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958

INSIGHT ENTERPRISES, INC. AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF OPERATIONS
(IN THOUSANDS, EXCEPT PER SHARE DATA)
(UNAUDITED)
Three Months Ended
March 31,
20262025
Net sales:
Products$1,666,546 $1,707,800 
Services461,440 395,756 
Total net sales2,127,986 2,103,556 
Costs of goods sold:
Products1,487,644 1,531,826 
Services178,191 165,253 
Total costs of goods sold1,665,835 1,697,079 
Gross profit:
Products178,902 175,974 
Services283,249 230,503 
Gross profit
462,151 406,477 
Operating expenses:
Selling and administrative expenses383,983 339,173 
Severance and restructuring expenses, net6,485 7,026 
Acquisition and integration related expenses175 
Earnings from operations71,682 60,103 
Non-operating expense (income):
Interest expense, net23,633 15,625 
Other (income) expense, net(1,452)25,469 
Earnings before income taxes49,501 19,009 
Income tax expense19,492 11,495 
Net earnings$30,009 $7,514 
Net earnings per share:
Basic$0.97 $0.24 
Diluted$0.97 $0.22 
Shares used in per share calculations:
Basic30,788 31,839 
Diluted30,856 34,683 
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958

INSIGHT ENTERPRISES, INC. AND SUBSIDIARIES
CONSOLIDATED BALANCE SHEETS
(In THOUSANDS)
(UNAUDITED)
March 31,
2026
December 31,
2025
ASSETS
Current assets:
Cash and cash equivalents$440,626 $358,020 
Accounts receivable, net6,421,861 5,516,984 
Inventories251,564 160,648 
Contract assets, net59,564 65,745 
Other current assets279,121 260,990 
Total current assets7,452,736 6,362,387 
Long-term contract assets, net46,560 53,176 
Property and equipment, net187,210 188,449 
Goodwill1,168,255 1,169,734 
Intangible assets, net404,845 426,237 
Long-term accounts receivable, net
673,897 763,923 
Other assets121,774 123,466 
$10,055,277 $9,087,372 
LIABILITIES AND STOCKHOLDERS’ EQUITY
Current liabilities:
Accounts payable – trade$4,820,923 $4,263,796 
Accounts payable – inventory financing facilities259,611 225,035 
Accrued expenses and other current liabilities1,053,424 615,464 
Current portion of long-term debt13 
Total current liabilities6,133,971 5,104,303 
Long-term debt1,469,032 1,361,327 
Deferred income taxes69,543 70,715 
Long-term accounts payable613,736 715,494 
Other liabilities166,399 186,659 
8,452,681 7,438,498 
Stockholders’ equity:
Preferred stock— — 
Common stock302 310 
Additional paid-in capital164,747 164,560 
Retained earnings1,480,197 1,520,404 
Accumulated other comprehensive loss – foreign currency translation adjustments
(42,650)(36,400)
Total stockholders’ equity1,602,596 1,648,874 
$10,055,277 $9,087,372 
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958

INSIGHT ENTERPRISES, INC. AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF CASH FLOWS
(IN THOUSANDS)
(UNAUDITED)
Three Months Ended
March 31,
20262025
Cash flows from operating activities:
Net earnings$30,009 $7,514 
Adjustments to reconcile net earnings to net cash provided by operating activities:
Depreciation and amortization28,478 25,779 
Provision for losses on accounts receivable3,429 3,666 
Non-cash stock-based compensation8,197 8,847 
Net change on revaluation of earnout liabilities25,284 15,200 
Deferred income taxes(1,185)(7,772)
Net loss on revaluation of warrant settlement liabilities— 25,069 
Earnout payments in excess of acquisition date fair value(1,071)— 
Impairment loss on long lived real estate asset 1,369 — 
Amortization of debt issuance costs850 1,281 
Other adjustments(330)(22)
Changes in assets and liabilities:
Increase in accounts receivable(960,000)(391,354)
Increase in inventories(92,033)(26,033)
Decrease in contract assets12,014 35,526 
Decrease in long-term accounts receivable88,065 30,816 
Increase in other assets(14,827)(21,961)
Increase in accounts payable601,778 416,952 
Decrease in long-term accounts payable(100,059)(31,160)
Increase (decrease) in accrued expenses and other liabilities402,415 (14,298)
Net cash provided by operating activities:32,383 78,050 
Cash flows from investing activities:
Purchases of property and equipment(5,995)(7,130)
Acquisitions, net of cash and cash equivalents acquired— — 
Net cash used in investing activities:(5,995)(7,130)
Cash flows from financing activities:
Borrowings on ABL revolving credit facility1,518,570 1,389,224 
Repayments on ABL revolving credit facility(1,406,177)(965,452)
Warrants settlement— (138,892)
Repayment of principal on the Convertible Notes— (333,091)
Net borrowings under inventory financing facilities34,976 42,701 
Repurchases of common stock(75,000)— 
Earnout and acquisition related payments(5,456)— 
Other payments(2,628)(9,963)
Net cash provided by (used in) financing activities:64,285 (15,473)
Foreign currency exchange effect on cash, cash equivalents and restricted cash balances(7,776)7,177 
Increase in cash, cash equivalents and restricted cash82,897 62,624 
Cash, cash equivalents and restricted cash at beginning of period360,776 261,467 
Cash, cash equivalents and restricted cash at end of period$443,673 $324,091 





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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958

INSIGHT ENTERPRISES, INC. AND SUBSIDIARIES
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES (CONTINUED)
(IN THOUSANDS, EXCEPT PER SHARE DATA)
(UNAUDITED)
Three Months Ended
March 31,
20262025
Adjusted Consolidated Earnings from Operations:
GAAP consolidated EFO$71,682$60,103
Amortization of intangible assets21,05918,548
Change in fair value of earnout liabilities25,29315,200
Transformation costs6,5041,270
Impairment loss on a long lived real estate asset held for sale1,369
Severance and restructuring expenses, net6,4857,026
Acquisition and integration related expenses1175
Stock-based compensation expense8,1978,847
Other*55830
Adjusted non-GAAP consolidated EFO$141,148$111,199
GAAP EFO as a percentage of net sales3.4%2.9%
Adjusted non-GAAP EFO as a percentage of net sales6.6%5.3%
Adjusted Consolidated Net Earnings:
GAAP consolidated net earnings$30,009$7,514
Amortization of intangible assets21,05918,548
Change in fair value of earnout liabilities25,29315,200
Net loss on revaluation of warrant settlement liabilities25,069
Transformation costs6,5041,270
Impairment loss on a long lived real estate asset held for sale1,369
Severance and restructuring expenses, net6,4857,026
Acquisition and integration related expenses1175
Stock-based compensation expense8,1978,847
Other*55830
Income taxes on non-GAAP adjustments(10,551)(8,555)
Adjusted non-GAAP consolidated net earnings$88,924$75,124
GAAP net earnings as a percentage of net sales1.4%0.4%
Adjusted non-GAAP net earnings as a percentage of net sales4.2%3.6%
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958

INSIGHT ENTERPRISES, INC. AND SUBSIDIARIES
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES (CONTINUED)
(IN THOUSANDS, EXCEPT PER SHARE DATA)
(UNAUDITED)
Three Months Ended
March 31,
20262025
Adjusted Diluted Earnings Per Share:
GAAP diluted EPS$0.97 $0.22 
Amortization of intangible assets0.68 0.53 
Change in fair value of earnout liabilities0.82 0.44 
Net loss on revaluation of warrant settlement liabilities— 0.72 
Transformation costs0.21 0.04 
Impairment loss on a long lived real estate asset held for sale0.04 — 
Severance and restructuring expenses, net0.21 0.20 
Acquisition and integration related expenses— 0.01 
Stock-based compensation expense0.27 0.26 
Other*0.02 — 
Income taxes on non-GAAP adjustments(0.34)(0.25)
Impact of benefit from note hedge— 0.11 
Adjusted non-GAAP diluted EPS$2.88 $2.28 
Shares used in diluted EPS calculation30,85634,683
Impact of benefit from note hedge(1,731)
Shares used in Adjusted non-GAAP diluted EPS calculation30,85632,952
Adjusted North America Earnings from
   Operations:
GAAP EFO from North America segment$66,198 $50,790 
Amortization of intangible assets18,644 16,804 
Gain on revaluation of earnout liabilities21,286 15,200 
Transformation costs3,582 860 
Impairment loss on a long lived real estate asset held for sale1,369 — 
Severance and restructuring expenses, net4,641 3,111 
Acquisition and integration related expenses61 170 
Stock-based compensation expense6,060 6,895 
Other*558 30 
Adjusted non-GAAP EFO from North America segment$122,399 $93,860 
GAAP EFO as a percentage of net sales3.9%3.0%
Adjusted non-GAAP EFO as a percentage of net sales7.3%5.5%
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958

INSIGHT ENTERPRISES, INC. AND SUBSIDIARIES
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES (CONTINUED)
(IN THOUSANDS, EXCEPT PER SHARE DATA)
(UNAUDITED)
Three Months Ended
March 31,
20262025
Adjusted EMEA Earnings from Operations:
GAAP EFO from EMEA segment$6,605 $5,011 
Amortization of intangible assets1,813 1,744 
Transformation costs2,922 410 
Severance and restructuring expenses, net1,750 3,853 
Acquisition and integration related expenses(16)— 
Stock-based compensation expense1,688 1,581 
Adjusted non-GAAP EFO from EMEA segment$14,762 $12,599 
GAAP EFO as a percentage of net sales1.8%1.5%
Adjusted non-GAAP EFO as a percentage of net sales4.0%3.7%
Adjusted APAC Earnings from Operations:
GAAP EFO from APAC segment$(1,121)$4,302 
Amortization of intangible assets602 — 
Gain on revaluation of earnout liabilities4,007 — 
Severance and restructuring expenses, net94 62 
Acquisition and integration related expenses(44)
Stock-based compensation expense449 371 
Adjusted non-GAAP EFO from APAC segment$3,987 $4,740 
GAAP EFO as a percentage of net sales(1.5%)7.2%
Adjusted non-GAAP EFO as a percentage of net sales5.5 %7.9 %
Adjusted EBITDA:
GAAP consolidated net earnings$30,009$7,514
Interest expense25,61017,739
Income tax expense19,49211,495
Depreciation and amortization of property and equipment7,4197,231
Amortization of intangible assets21,05918,548
Gain on revaluation of earnout liabilities25,29315,200
Net loss on revaluation of warrant settlement liability25,069
Transformation costs6,5041,270
Impairment loss on a long lived real estate asset held for sale1,369
Severance and restructuring expenses, net6,4857,026
Acquisition and integration related expenses1175
Stock-based compensation expense8,1978,847
Other*55830
Adjusted non-GAAP EBITDA$151,996$120,144
GAAP consolidated net earnings as a percentage of net sales1.4%0.4%
Adjusted non-GAAP EBITDA as a percentage of net sales7.1%5.7%

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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958

INSIGHT ENTERPRISES, INC. AND SUBSIDIARIES
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES (CONTINUED)
(IN THOUSANDS, EXCEPT PER SHARE DATA)
(UNAUDITED)
Three Months Ended
March 31,
20262025
Adjusted Consolidated Selling and Administrative Expenses:
GAAP selling and administrative expenses$383,983 $339,173 
Less: Change in fair value of earnout liabilities
25,293 15,200 
Amortization of intangible assets21,059 18,548 
Transformation costs6,504 1,270 
Impairment loss on a long lived real estate asset held for sale1,369 — 
Stock-based compensation expense8,197 8,847 
Other*558 30 
Adjusted non-GAAP selling and administrative expenses$321,003$295,278
GAAP selling and administrative expenses as a percentage of net sales18.0%16.1%
Adjusted non-GAAP selling and administrative expenses as a percentage of net sales15.1%14.0%

*
Other includes certain executive recruitment and hiring related expenses. Certain executive recruitment and hiring related expenses were $0.6 million for the three months ended March 31, 2026, compared to immaterial amounts for the three months ended March 31, 2025.

Twelve Months Ended
March 31,
20262025
Adjusted return on invested capital:
GAAP consolidated EFO$346,502 $348,701 
Amortization of intangible assets79,279 73,204 
Change in fair value of earnout liabilities35,396 6,410 
Transformation costs18,317 17,375 
Impairment loss on a long lived real estate asset held for sale13,957 — 
Severance and restructuring expenses, net36,590 36,404 
Acquisition and integration related expenses3,393 1,570 
Stock-based compensation expense33,088 34,775 
Other5
1,153 (690)
Adjusted non-GAAP consolidated EFO567,675 517,749 
Income tax expense1
147,595 134,615 
Adjusted non-GAAP consolidated EFO, net of tax$420,080 $383,134 
Average stockholders’ equity2
$1,605,726 $1,746,178 
Average debt2
1,301,841 957,752 
Average cash2
(395,330)(306,790)
Invested Capital$2,512,237 $2,397,140 
 
Adjusted non-GAAP ROIC (from GAAP consolidated EFO)3
10.21%10.76%
Adjusted non-GAAP ROIC (from non-GAAP consolidated EFO)4
16.72%15.98%
1 Assumed tax rate of 26.0%.
2 Average of previous five quarters.
3 Computed as GAAP consolidated EFO, net of tax of $90,091 and $90,662 for the twelve months ended March 31, 2026 and 2025, respectively, divided by invested capital.
4 Computed as Adjusted non-GAAP consolidated EFO, net of tax, divided by invested capital.
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Insight Enterprises, Inc.2701 E. Insight WayChandler, Arizona 85286800.467.4448FAX 480.760.8958

INSIGHT ENTERPRISES, INC. AND SUBSIDIARIES
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES (CONTINUED)
(IN THOUSANDS, EXCEPT PER SHARE DATA)
(UNAUDITED)
5 Other includes certain executive recruitment and hiring related expenses and certain third-party data center service outage related expenses and recoveries, net, as applicable. Net recoveries related to third-party data center service outages were $0.2 million and $2.1 million for the twelve months ended March 31, 2026 and 2025, respectively. Certain executive recruitment and hiring related expenses were $1.3 million and $1.4 million for the twelve months ended March 31, 2026 and 2025, respectively.


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Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Insight Enterprises, Inc. First Quarter 2026 Earnings Conference Call and Webcast 1


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Disclosures Safe harbor statement This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 related to Insight’s plans and expectations. Statements that are not historical facts, including those related to our expectations about future financial results and the assumptions related thereto, our expectations regarding future expected trends in the IT market and our opportunities for growth, are forward-looking statements. These forward-looking statements are subject to assumptions, risks and uncertainties which could cause actual results or future events to differ materially from such statements. Insight Enterprises, Inc. (the "Company") undertakes no obligation to update publicly or revise any of the forward-looking statements, except as otherwise required by law. More detailed information about forward-looking statements and risk factors is included in today’s press release and discussed in the Company’s most recently filed periodic reports and subsequent filings with the Securities and Exchange Commission. Non-GAAP measures This presentation will reference certain non-GAAP financial information as ‘Adjusted’. A reconciliation of non-GAAP financial measures presented in this document to our actual GAAP results is attached to the back of this presentation and included in the press release issued today, which you may find on the Investor Relations section of our website at investor.insight.com. These non-GAAP measures are used by the Company and its management to evaluate financial performance against budgeted amounts, to calculate incentive compensation, to assist in forecasting future performance and to compare the Company’s results to those of the Company’s competitors. The Company believes that these non-GAAP financial measures are useful to investors because they allow for greater transparency, facilitate comparisons to prior periods and the Company’s competitors’ results and assist in forecasting performance for future periods. These non-GAAP financial measures are not prepared in accordance with GAAP and may be different from non-GAAP financial measures presented by other companies. Non-GAAP financial measures should not be considered as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP. Constant currency In some instances, the Company refers to changes in net sales, gross profit, earnings from operations and Adjusted earnings from operations on a consolidated basis and in EMEA and APAC, as applicable, excluding the effects of fluctuating foreign currency exchange rates. In addition, the Company refers to changes in Adjusted diluted earnings per share on a consolidated basis excluding the effects of fluctuating foreign currency exchange rates. These are also considered to be non-GAAP measures. The Company believes providing this information excluding the effects of fluctuating foreign currency exchange rates provides valuable supplemental information to investors regarding its underlying business and results of operations, consistent with how the Company and its management evaluate the Company’s performance. In computing these changes and percentages, the Company compares the current year amount as translated into U.S. dollars under the applicable accounting standards to the prior year amount in local currency translated into U.S. dollars utilizing the weighted average translation rate for the current period. 2


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Table of Contents • Solutions Integrator Strategy • Solutions at Work • Employer Awards • Partner Recognitions • First Quarter 2026 Highlights and Performance • 2026 Outlook • Appendix 3


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Secure, Integrated Solutions We help our clients implement high-quality, scalable solutions from the cloud to the edge — quickly and safely End-to-end Capabilities We architect, build, and optimize modern technology platforms designed to meet our clients' unique needs Technology Expertise With 38 years as an industry leader, our deep understanding of hardware, devices, and software helps future-proof our clients' organizations Deep Partner Network Our global partnerships provide our clients access to influential industry leaders and right-fit IT solutions 4 Our experts solve our clients’ technology challenges by combining the right hardware, software, and services Our strategy is to become the leading SOLUTIONS INTEGRATOR


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. • A global appliance manufacturer needed to modernize operations while scaling manufacturing and product complexity • Fragmented data and legacy systems limiting visibility across product performance • Manual, high-volume warranty claims processing driving cost and inefficiency • Inconsistent user experiences across internal teams and dealer networks Digital & Cloud Foundation • Microsoft Azure® integration across systems • Snowflake / data lake analytics to unify operational and product data • Managed and consulting services to sustain operations at scale AI & Advanced Analytics • Designed and deployed a patented, real-time predictive AI model to identify product condition anomalies • Developed a real-time data processing pipeline to detect and flag anomalies • Built scalable machine learning pipelines using Azure Databricks • ~$1M annual cost savings in employee time/ hiring (estimated) • ~$30M in annual claims cost reduction (estimated) • Warranty claims processing time reduced 5× • 80%+ classification accuracy • Improved visibility enabling proactive product enhancements • Differentiated customer and dealer experiences • Improved operational excellence and data-driven decision-making CLIENT STORY: Global Appliance Manufacturer: From Digital Foundation to AI-Driven Operations Challenge Solution Outcomes 5


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. • Insight and Microsoft helped the client adopt a cloud-first strategy, migrating core applications and data centers to Microsoft Azure • The company also implemented Microsoft 365 and E5 with Copilot to empower employees with modern productivity tools and leverage the power of generative AI within a secure ecosystem • Fortified security with enterprise-grade controls • Increased efficiency saving valuable hours each week and freeing teams for higher-value work • Enabled growth, scaling to serve over 120,000 members across the entire state of Texas CLIENT STORY: Ready for Tomorrow: A Look at Texans Credit Union's Digital Workplace Strategy Challenge Solution Outcomes 6 • Texans Credit Union needed to modernize IT to support a quickly- expanding membership and next- generation customers • The company needed to move beyond a traditional on-premise model to a more agile, secure, and scalable digital operation


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Employer Awards 7 – 2025 America’s Best Employers for Women – 2025 America's Best Employers for Company Culture – 2025 America's Best Employers for Tech Workers – 2025 America's Best Employers by State Newsweek America's Greatest Workplaces 2025 (4.5 stars) America's Greatest Workplaces for Diversity 2025 (4.5 stars) Phoenix Business Journal No. 8 | 2025 Healthiest Employer's Awards (Large Enterprises) International Great Place to Work No. 5 | 2025 Philippines No. 14 | 2025 Australia Best in Tech No. 26 | 2025 UK Best in Tech No. 33 | 2025 UK (Super Large Organizations) No. 46 | 2025 UK for Women 2025 Hong Kong Best Workplace 2026 Canada Best Workplace 2026 Italy Best Workplace Certified | 2025 United States, Austria, France, Italy, Spain, Sweden, UK, Australia, China, Hong Kong, India, New Zealand, Philippines, and Singapore FORBES 2025 World's Best Employers No. 34 in IT CRN Magazine 2025 Tech Elite 250 2025 IoT Innovators No. 20 | 2025 Solution Provider 500 Elite 150 | 2025 Managed Solution Provider 500 Finalist | Best of the Channel - Best AI Solution Provider


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Google | Achieved five Google Public Sector Partner Expertise Specializations in AI and ML, data analytics, maps and geospatial, security and work transformation in 2025 Google | Awarded six 2026 Google Public Sector (GPS) Partner Expertise Badges for the following: Infrastructure Modernization, Customer Engagement, AI & ML, Data Analytics, Security, and Work Transformation Red Hat | 2025 Named an elite Red Hat Specialized Partner for automation expertise IDC MarketScape | 2025 Device-as-a- Service “Major Player” | 2025 European Microsoft Azure Professional Services “Major Player” | 2025 Software Asset Management Managed Services “Major Player” ISACA | Appraises Insight Public Sector at Level 3 of its Capability Maturity Model Integration in 2025 Top partner and industry recognitions – 2025 Partner of the Year for Google Workspace – 2026 Partner of the Year for Global Workplace AI Transformation – 2025 Gartner Innovation Guide for Generative AI Consulting and Implementation Services - Emerging Leader – 2025 Gartner Magic Quadrant for Public Cloud IT Transformation Services - Niche Player – 2025 Gartner Magic Quadrant for Software Asset Management Managed Services (Niche Player) – 2025 USA West Area Small Business Partner of the Year – 2025 Small Business and Mid-Market Partner of the Year for the Americas – 2025 Canada Small Business Partner of the Year – 2025 UK Education Customer Acquisition Partner of the Year – 2026 Print Hardware Partner of the Year – 2026 Canada Services Partner of the Year – 2025 North America Partner of the Year – 2025 Premium Business Partner – 2025 Forrester AI Technical Services Landscape, Q2 2025 8 Zebra | 2025 Innovative Strategic Alignment NSP Partner of the Year Sodexo | 2025 UK Highly Commended Innovative Partner of the Year ThreatDown | 2025 Solution Partner of the Year Ericsson | 2025 Americas Growth Partner of the Year | 2026 Public Sector Partner of the Year Barracuda Networks | 2026 National Partner of the Year Everest Group | 2026 Google Cloud Services PEAK Matrix Assessment "Major Contender" ServiceNow | 2026 Service Provider Rising Star Partner of the Year for the Americas Nitro | 2026 Reseller of the Year CrowdStrike | 2026 JAPAC Partner of the Year – 2025 Financial Services Partner of the Year – 2025 Best Social Impact Initiative Award (Finalist) – 2025 Outstanding Global Partner Excellence Award (Finalist)


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Q1 2026 Performance (Changes against prior year period) * See Appendix for reconciliation of non-GAAP measures NET SALES $2.1B +1% YoY GROSS PROFIT $462M +14% YoY MARGINS GROSS MARGIN 21.7% +240 bps EFO MARGIN 3.4% +50 bps ADJUSTED EFO* MARGIN 6.6% +130 bps EARNINGS CLOUD GROSS PROFIT XD $139M +35% YoY INSIGHT CORE SERVICES GROSS PROFIT $86M +19% YoY EARNINGS FROM OPERATIONS EARNINGS FROM OPERATIONS X $72M +19% YoY DILUTED EARNINGS PER SHARE X $0.97 +341% YoY NET EARNINGS NET EARNINGS $30M +299% YoY ADJUSTED EARNINGS FROM OPERATIONS* $141M +27% YoY ADJUSTED DILUTED EARNINGS PER SHARE* $2.88 +26% YoY ADJUSTED EBITDA* $152M +27% YoY OPERATING CASH FLOWS NET CASH FROM OPERATIONS X $32M SERVICE DELIVERY SCALE HEADCOUNT Skilled, certified consulting and service delivery professionals 6,500+ 9


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Assumptions: As of May 7, 2026 Gross profit growth in the low single digits Gross margin approximately 21.5% Adjusted diluted EPS* $11.00 - $11.50 Interest and other expenses approximately $90 million Effective tax rate 25.5% - 26.5% Capital expenditures $20 - $30 million Average share count approximately 30 million Other Exclusions and Assumptions: • Excludes acquisition-related intangibles amortization expense of approximately $83.4 million (posted on website) • Assumes no acquisition or integration-related, transformation or severance and restructuring expenses, net • Assumes no significant change in our debt instruments or the macroeconomic environment, whether due to tariffs or otherwise * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted diluted earnings per share excludes severance and restructuring expense, non-cash stock-based compensation expense, net and other unique items as well as amortization expense related to acquired intangibles. Due to the inherent difficulty of forecasting some of these types of expenses, which impact net earnings, diluted earnings per share and selling and administrative expenses, the Company is unable to reasonably estimate the impact of such expenses, if any, to net earnings, diluted earnings per share and selling and administrative expenses. Accordingly, the Company is unable to provide a reconciliation of GAAP to non-GAAP diluted earnings per share for the full year 2026 forecast Full Year 2026 Outlook 10


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Appendix 11


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. NET SALES GROSS PROFIT * For the twelve months ended March 31, 2026 Trailing twelve months Trailing twelve months $2.1B +1% YoY $2.1B $2.1B $2.0B $2.0B $2.1B Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 $8.7B $8.4B $8.4B $8.3B $8.2B $8.3B 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 $8.3B* -2% YoY $462M +14% YoY 19.3% 21.1% 21.7% 23.4% 21.7% $406M $442M $434M $478M $462M Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 $1.8B* +5% YoY 20.3% 20.6% 20.6% 20.8% 21.4% 22.0% $1.8B $1.7B $1.7B $1.7B $1.8B $1.8B 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 Gross Margin 12


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Gross Margin SERVICES NET SALES SERVICES GROSS PROFIT * For the twelve months ended March 31, 2026 Trailing twelve months Trailing twelve months $461M +17% YoY $396M $426M $426M $468M $461M Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 $1,686M $1,666M $1,657M $1,669M $1,716M $1,782M 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 $1.8B* +7% YoY $231M $258M $262M $297M $283M Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 58% 60% 61% 63% 61% $283M +23% YoY $1,010M $992M $987M $1,004M $1,047M $1,099M 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 $1.1B* +11% YoY 60% 60% 60% 60% 61% 62% 13


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. INSIGHT CORE SERVICES GROSS PROFIT CLOUD GROSS PROFIT * For the twelve months ended March 31, 2026 Note: Insight Core services is defined as services Insight delivers and manages Trailing twelve months Trailing twelve months $73M $78M $79M $90M $86M Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 30.6% 31.8% 32.3% 34.6% 32.7% $86M +19% YoY Gross Margin $315M $312M $310M $308M $320M $334M 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 31.8% 31.7% 31.6% 31.6% 32.4% 32.9% $334M* +7% YoY $103M $123M $130M $138M $139M Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 $484M $480M $473M $481M $495M $531M 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 $139M +35% YoY $531M* +10% YoY 14


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. EARNINGS FROM OPERATIONS ADJUSTED EARNINGS FROM OPERATIONS** * For the twelve months ended March 31, 2026 ** See Appendix for reconciliation of non-GAAP measures. Prior period adjusted information has been recast to conform to the current period presentation Trailing twelve months Trailing twelve months $60M $87M $93M $95M $72M Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 $389M $349M $304M $304M $335M $347M 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 $72M +19% YoY $347M* -1% YoY $111M $138M $135M $153M $141M Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 $141M +27% YoY $536M $518M $516M $522M $538M $568M 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 $568M* +10% YoY 15


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. DILUTED EARNINGS PER SHARE ADJUSTED DILUTED EARNINGS PER SHARE** * For the twelve months ended March 31, 2026 ** See Appendix for reconciliation of non-GAAP measures. Prior period adjusted information has been recast to conform to the current period presentation Trailing twelve months Trailing twelve months $0.22 $1.46 $1.62 $1.67 $0.97 Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 $6.55 $5.11 $4.21 $4.20 $4.86 $5.73 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 $2.28 $2.68 $2.67 $3.15 $2.88 Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 $10.39 $10.20 $10.22 $10.48 $10.75 $11.37 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 $0.97 +341% YoY $5.73* +12% YoY $2.88 +26% YoY $11.37* +11% YoY 16


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. * See Appendix for reconciliation of non-GAAP measures Three Months Ended Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 Net Sales YoY (12) % (3) % (4) % (1) % 1 % Gross Margin 19.3 % 21.1 % 21.7 % 23.4 % 21.7 % GAAP EFO $60.1M $86.5M $93.1M $95.2M $71.7M GAAP EFO YoY (40) % (34) % — % 47 % 19 % GAAP EFO Margin 2.9 % 4.1 % 4.6 % 4.6 % 3.4 % Adjusted EFO* $111.2M $138.0M $135.3M $153.2M $141.1M Adjusted EFO* YoY (14) % (1) % 5 % 12 % 27 % Adjusted EFO* Margin 5.3 % 6.6 % 6.8 % 7.5 % 6.6 % GAAP Diluted EPS $0.22 $1.46 $1.62 $1.67 $0.97 GAAP Diluted EPS YoY (87) % (36) % 7 % 69 % 341 % Adjusted Diluted EPS* $2.28 $2.68 $2.67 $3.15 $2.88 Adjusted Diluted EPS* YoY (8) % 1 % 11 % 11 % 26 % Twelve Months Ended 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 Net Sales YoY (5) % (9) % (8) % (7) % (5) % (2) % Gross Margin 20.3 % 20.6 % 20.6 % 20.8 % 21.4 % 22.0 % GAAP EFO $388.6M $348.7M $304.2M $304.4M $334.9M $346.5M GAAP EFO YoY (7) % (21) % (33) % (33) % (14) % (1) % GAAP EFO Margin 4.5 % 4.1 % 3.6 % 3.7 % 4.1 % 4.2 % Adjusted EFO* $536.3M $517.7M $515.8M $521.7M $537.7M $567.7M Adjusted EFO* YoY 3 % (6) % (6) % (5) % — % 10 % Adjusted EFO* Margin 6.2 % 6.1 % 6.2 % 6.3 % 6.5 % 6.9 % GAAP Diluted EPS $6.55 $5.11 $4.21 $4.20 $4.86 $5.73 GAAP Diluted EPS YoY (13) % (36) % (48) % (47) % (26) % 12 % Adjusted Diluted EPS* $10.39 $10.20 $10.22 $10.48 $10.75 $11.37 Adjusted Diluted EPS* YoY 1 % (6) % (5) % (1) % 3 % 11 % Consolidated IEI Financial Metrics 17


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 Services Revenue $396M $426M $426M $468M $461M Services Revenue YoY (5%) (2%) 3% 11% 17% Services Gross Profit $231M $258M $262M $297M $283M Insight Core Services Gross Profit $73M $78M $79M $90M $86M Agent Services* Gross Profit $158M $179M $183M $206M $197M Services Gross Profit YoY (7%) (2%) 7% 17% 23% Insight Core Services Gross Profit YoY (4%) (3%) (3%) 16% 19% Agent Services* Gross Profit YoY (9%) (2%) 12% 17% 25% Services Gross Margin 58% 60% 61% 63% 61% Insight Core Services Gross Margin 31% 32% 32% 35% 33% Agent Services* Gross Margin 100% 100% 100% 100% 100% Twelve Months Ended 2024 Q1-25 Q2-25 Q3-25 2025 Q1-26 Services Revenue $1,686M $1,666M $1,657M $1,669M $1,716M $1,782M Services Revenue YoY 9% 4% 1% —% 2% 7% Services Gross Profit $1,010M $992M $987M $1,004M $1,047M $1,099M Insight Core Services Gross Profit $315M $312M $310M $308M $320M $334M Agent Services* Gross Profit $695M $680M $677M $696M $726M $765M Services Gross Profit YoY 13% 4% 1% —% 4% 11% Insight Core Services Gross Profit YoY 15% 8% 4% —% 2% 7% Agent Services* Gross Profit YoY 11% 3% —% —% 4% 13% Services Gross Margin 60% 60% 60% 60% 61% 62% Insight Core Services Gross Margin 32% 32% 32% 32% 32% 33% Agent Services* Gross Margin 100% 100% 100% 100% 100% 100% * Represents agent services other than those included in Insight Core services Note 1: Insight Core services is defined as services Insight delivers and manages Note 2: Numbers may not foot due to immaterial rounding Services Financial Metrics 18


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. * See Appendix for reconciliation of non-GAAP measures ** In constant currency for EMEA and APAC. Reference “Constant currency” section on slide 2 of this presentation Three Months Ended March 31, 2026 North America EMEA APAC Net Sales $1.7B $372.9M $72.3M Net Sales YoY** (1%) —% 11% Gross Profit $353.3M $86.8M $22.0M Gross Profit YoY** 11% 11% 35% Gross Margin 21.0% 23.3% 30.4% Gross Margin YoY 220 bps 230 bps 530 bps GAAP EFO $66.2M $6.6M -$1.1M GAAP EFO YoY** 30% 22% (125%) Adjusted EFO* $122.4M $14.8M $4.0M Adjusted EFO* YoY** 30% 9% (21%) GEO Financial Metrics 19


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Adjusted EBITDA and Debt Covenants Twelve Months Ended March 31, US Dollars in $000s 2026 2025 Adjusted Consolidated EBITDA: Net earnings $ 179,842 $ 190,178 Interest expense 100,996 70,742 Taxes 76,469 73,552 Depreciation and amortization of property and equipment 29,740 28,826 Amortization of intangible assets 79,279 73,204 Change in fair value of earnout liabilities 35,396 6,410 Net loss on revaluation of warrant settlement liabilities — 25,069 Transformation costs 18,317 17,375 Impairment loss on a long-lived real estate asset held for sale 13,957 — Severance and restructuring expenses, net 36,590 36,404 Acquisition and integration related expenses 3,393 1,570 Stock-based compensation expense 33,088 34,775 Other* 1,153 (690) Adjusted consolidated EBITDA $ 608,220 $ 557,415 Net earnings as a % of net sales 2.2 % 2.3 % Adjusted consolidated EBITDA margin 7.4 % 6.6 % Less: Capital expenditures (23,385) (47,430) Adjusted consolidated EBITDAS for FCCR Ratio $ 584,835 $ 509,985 Taxes and interest** $ 167,351 $ 134,754 Fixed Charge Coverage Ratio 3.5 3.8 Fixed Charge Coverage $584,835 $167,351 EBITDA-Dividends-CAPEX Fixed Charges $— $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000 $450,000 $500,000 $550,000 $600,000 $650,000 Total Leverage Ratio $1,469,045 $608,220 Consolidated Funded Indebtedness Adjusted Consolidated EBITDAS $— $300,000 $600,000 $900,000 $1,200,000 $1,500,000 * Other includes certain executive recruitment and hiring related expenses and certain third-party data center service outage related expenses and recoveries, net, as applicable. Net recoveries related to third-party data center service outages were $0.2 million and $2.1 million for the twelve months ended March 31, 2026 and 2025, respectively. Certain executive recruitment and hiring related expenses were $1.3 million and $1.4 million for the twelve months ended March 31, 2026 and 2025, respectively ** Tax expense plus interest expense less non-cash imputed interest under the Company’s inventory financing facilities 3.49x 2.42x 20


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended March 31, US Dollars in $000s 2026 2025 2024 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 71,682 $ 60,103 $ 99,986 Amortization of intangible assets 21,059 18,548 14,925 Change in fair value of earnout liabilities 25,293 15,200 941 Transformation costs 6,504 1,270 2,250 Impairment loss on a long-lived real estate asset 1,369 — — Severance and restructuring expenses, net 6,485 7,026 2,227 Acquisition and integration related expenses 1 175 1,281 Stock-based compensation expense 8,197 8,847 8,043 Other** 558 30 140 Adjusted non-GAAP consolidated EFO $ 141,148 $ 111,199 $ 129,793 GAAP EFO as a percentage of net sales 3.4 % 2.9 % 4.2 % Adjusted non-GAAP EFO as a percentage of net sales 6.6 % 5.3 % 5.5 % * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) impairment losses on long lived real estate assets held for sale, (viii) stock-based compensation expense, and (ix) the tax effects of each of these items, as applicable ** Other includes certain executive recruitment and hiring related expenses. Certain executive recruitment and hiring related expenses were $0.6 million for the three months ended March 31, 2026, compared to immaterial amounts for the three months ended March 31, 2025 Reconciliation of GAAP to Non-GAAP Financial Measures* 21


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended March 31, US Dollars in $000s, except per share data 2026 2025 2024 Adjusted Consolidated Net Earnings: GAAP consolidated net earnings $ 30,009 $ 7,514 $ 67,027 Amortization of intangible assets 21,059 18,548 14,925 Change in fair value of earnout liabilities 25,293 15,200 941 Net loss on revaluation of warrant settlement liabilities — 25,069 — Transformation costs 6,504 1,270 2,250 Impairment loss on a long-lived real estate asset 1,369 — — Severance and restructuring expenses 6,485 7,026 2,227 Acquisition and integration expenses 1 175 1,281 Stock-based compensation expense 8,197 8,847 8,043 Other** 558 30 140 Income taxes on non-GAAP adjustments (10,551) (8,555) (9,266) Adjusted non-GAAP consolidated net earnings $ 88,924 $ 75,124 $ 87,568 * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) impairment losses on long lived real estate assets held for sale, (viii) stock-based compensation expense, and (ix) the tax effects of each of these items, as applicable ** Other includes certain executive recruitment and hiring related expenses. Certain executive recruitment and hiring related expenses were $0.6 million for the three months ended March 31, 2026, compared to immaterial amounts for the three months ended March 31, 2025 Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) 22


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended March 31, US Dollars in $000s, except per share data 2026 2025 2024 Adjusted Diluted Earnings Per Share: GAAP diluted EPS $ 0.97 $ 0.22 $ 1.74 Amortization of intangible assets 0.68 0.53 0.39 Change in fair value of earnout liabilities 0.82 0.44 0.02 Net loss on revaluation of warrant settlement liabilities — 0.72 — Transformation costs 0.21 0.04 0.06 Impairment loss on a long-lived real estate asset 0.04 — — Severance and restructuring expenses 0.21 0.20 0.06 Acquisition and integration expenses — 0.01 0.03 Stock-based compensation expense 0.27 0.26 0.21 Other** 0.02 — 0.01 Income taxes on non-GAAP adjustments (0.34) (0.25) (0.24) Impact of benefit from note hedge — 0.11 0.21 Adjusted non-GAAP diluted EPS $ 2.88 $ 2.28 $ 2.49 Shares used in diluted EPS calculation 30,856 34,683 38,435 Impact of benefit from note hedge — (1,731) (3,228) Shares used in Adjusted non-GAAP diluted EPS calculation 30,856 32,952 35,207 * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) impairment losses on long lived real estate assets held for sale, (viii) stock-based compensation expense, and (ix) the tax effects of each of these items, as applicable ** Other includes certain executive recruitment and hiring related expenses. Certain executive recruitment and hiring related expenses were $0.6 million for the three months ended March 31, 2026, compared to immaterial amounts for the three months ended March 31, 2025 Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) 23


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended March 31, US Dollars in $000s 2026 2025 Adjusted North America Earnings from Operations: GAAP EFO from North America segment $ 66,198 $ 50,790 Amortization of intangible assets 18,644 16,804 Change in fair value of earnout liabilities 21,286 15,200 Transformation costs 3,582 860 Impairment loss on a long-lived real estate asset 1,369 — Severance and restructuring expenses 4,641 3,111 Acquisition and integration expenses 61 170 Stock-based compensation expense 6,060 6,895 Other** 558 30 Adjusted non-GAAP EFO from North America segment $ 122,399 $ 93,860 Adjusted EMEA Earnings from Operations: GAAP EFO from EMEA segment $ 6,605 $ 5,011 Amortization of intangible assets 1,813 1,744 Change in fair value of earnout liabilities — — Transformation costs 2,922 410 Impairment loss on a long-lived real estate asset — — Severance and restructuring expenses 1,750 3,853 Acquisition and integration expenses (16) — Stock-based compensation expense 1,688 1,581 Adjusted non-GAAP EFO from EMEA segment $ 14,762 $ 12,599 Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) impairment losses on long lived real estate assets held for sale, (viii) stock-based compensation expense, and (ix) the tax effects of each of these items, as applicable ** Other includes certain executive recruitment and hiring related expenses. Certain executive recruitment and hiring related expenses were $0.6 million for the three months ended March 31, 2026, compared to immaterial amounts for the three months ended March 31, 2025 24


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended March 31, US Dollars in $000s 2026 2025 Adjusted APAC Earnings from Operations: GAAP EFO from APAC segment $ (1,121) $ 4,302 Amortization of intangible assets 602 — Change in fair value of earnout liabilities 4,007 — Severance and restructuring expenses 94 62 Acquisition and integration expenses (44) 5 Stock-based compensation expense 449 371 Adjusted non-GAAP EFO from APAC segment $ 3,987 $ 4,740 * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) impairment losses on long lived real estate assets held for sale, (viii) stock-based compensation expense, and (ix) the tax effects of each of these items, as applicable Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) 25


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended March 31, US Dollars in $000s 2026 2025 Adjusted Consolidated EBITDA: GAAP consolidated net earnings $ 30,009 $ 7,514 Interest expense 25,610 17,739 Income tax expense 19,492 11,495 Depreciation and amortization of property and equipment 7,419 7,231 Amortization of intangible assets 21,059 18,548 Gain on revaluation of earnout liabilities 25,293 15,200 Net loss on revaluation of warrant settlement liability — 25,069 Transformation costs 6,504 1,270 Impairment loss on a long lived real estate asset held for sale 1,369 — Severance and restructuring expenses, net 6,485 7,026 Acquisition and integration related expenses 1 175 Stock-based compensation expense 8,197 8,847 Other** 558 30 Adjusted non-GAAP EBITDA $ 151,996 $ 120,144 Net earnings as a % of net sales 1.4 % 0.4 % Adjusted non-GAAP EBITDA margin 7.1 % 5.7 % Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) 26 * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted EBITDA excludes (i) interest expense, (ii) income tax expense, (iii) depreciation and amortization of property and equipment, (iv) amortization of intangible assets, (v) severance and restructuring expenses, net, (vi) certain executive recruitment and hiring related expenses, (vii) transformation costs (viii) certain acquisition and integration related expenses, (ix) gains and losses from revaluation of acquisition related earnout liabilities, (x) gains and losses from the revaluation of warrant settlement liabilities, (xi) impairment losses on long lived real estate assets held for sale, and (xii) stock-based compensation expense, as applicable ** Other includes certain executive recruitment and hiring related expenses. Certain executive recruitment and hiring related expenses were $0.6 million for the three months ended March 31, 2026, compared to immaterial amounts for the three months ended March 31, 2025


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. 1 Assumed tax rate of 26.0%. 2 Average of previous five quarters. 3 Computed as GAAP consolidated EFO, net of tax of $90,091 and $90,662 for the twelve months ended March 31, 2026 and 2025, respectively, divided by invested capital. 4 Computed as Adjusted non-GAAP consolidated EFO, net of tax, divided by invested capital. 5 Other includes certain executive recruitment and hiring related expenses and certain third-party data center service outage related expenses and recoveries, net, as applicable. Net recoveries related to third-party data center service outages were $0.2 million and $2.1 million for the twelve months ended March 31, 2026 and 2025, respectively. Certain executive recruitment and hiring related expenses were $1.3 million and $1.4 million for the twelve months ended March 31, 2026 and 2025, respectively. Twelve Months Ended March 31, US Dollars in $000s 2026 2025 Adjusted Return on Invested Capital: GAAP consolidated EFO $ 346,502 $ 348,701 Amortization of intangible assets 79,279 73,204 Change in fair value of earnout liabilities 35,396 6,410 Transformation costs 18,317 17,375 Impairment loss on a long-lived real estate asset 13,957 — Severance and restructuring expenses 36,590 36,404 Acquisition and integration expenses 3,393 1,570 Stock-based compensation expense 33,088 34,775 Other5 1,153 (690) Adjusted non-GAAP consolidated EFO $ 567,675 $ 517,749 Income tax expense1 147,595 134,615 Adjusted non-GAAP consolidated EFO, net of tax $ 420,080 $ 383,134 Average stockholders’ equity2 $ 1,605,726 $ 1,746,178 Average debt2 1,301,841 957,752 Average cash2 (395,330) (306,790) Invested Capital $ 2,512,237 $ 2,397,140 Adjusted non-GAAP ROIC (from GAAP consolidated EFO)3 10.2 % 10.8 % Adjusted non-GAAP ROIC (from non-GAAP consolidated EFO)4 16.7 % 16.0 % Reconciliation of GAAP to Non-GAAP Financial Measures (continued) 27


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended March 31, US Dollars in $000s 2026 2025 Adjusted Consolidated Selling and Administrative Expenses: GAAP selling and administrative expenses $ 383,983 $ 339,173 Less: Change in fair value of earnout liabilities 25,293 15,200 Amortization of intangible assets 21,059 18,548 Transformation costs 6,504 1,270 Impairment loss on a long lived real estate asset held for sale 1,369 — Stock-based compensation expense 8,197 8,847 Other** 558 30 Adjusted non-GAAP selling and administrative expenses $ 321,003 $ 295,278 GAAP selling and administrative expenses*** 18.0 % 16.1 % Adjusted non-GAAP selling and administrative expenses*** 15.1 % 14.0 % * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) impairment losses on long lived real estate assets held for sale, (viii) stock-based compensation expense, and (ix) the tax effects of each of these items, as applicable ** Other includes certain executive recruitment and hiring related expenses. Certain executive recruitment and hiring related expenses were $0.6 million for the three months ended March 31, 2026, compared to immaterial amounts for the three months ended March 31, 2025 *** As a percentage of IEI net sales Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) 28


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Twelve Months Ended March 31, US Dollars in $000s 2026 Adjusted Free Cash Flow: Net cash provided by operating activities $ 258,160 Less: Purchases of property and equipment 23,385 Adjusted non-GAAP free cash flow $ 234,775 Net cash used in investing activities $ (308,668) Net cash provided by financing activities $ 162,050 Adjusted Consolidated Net Earnings: GAAP consolidated net earnings $ 179,842 Amortization of intangible assets 79,279 Change in fair value of earnout liabilities 35,396 Net loss on revaluation of warrant settlement liabilities — Transformation costs 18,317 Impairment loss on a long-lived real estate asset 13,957 Severance and restructuring expenses 36,590 Acquisition and integration expenses 3,393 Stock-based compensation expense 33,088 Other** 1,153 Income taxes on non-GAAP adjustments (44,152) Adjusted non-GAAP consolidated net earnings $ 356,863 Net cash provided by operating activities as % net earnings 144 % Adjusted free cash flow as % of adjusted net earnings 66 % * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) impairment losses on long lived real estate assets held for sale, (viii) stock-based compensation expense, and (ix) the tax effects of each of these items, as applicable ** Other includes certain executive recruitment and hiring related expenses and certain third-party data center service outage related expenses and recoveries, net, as applicable. Net recoveries related to third-party data center service outages were $0.2 million for the twelve months ended March 31, 2026. Certain executive recruitment and hiring related expenses were $1.3 million and for the twelve months ended March 31, 2026 Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) 29


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended Three Months Ended Three Months Ended June 30, September 30, December 31, US Dollars in $000s 2025 2024 2025 2024 2025 2024 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 86,532 $ 131,073 $ 93,067 $ 92,851 $ 95,221 $ 64,674 Amortization of intangible assets 18,668 17,357 18,678 18,702 20,874 18,597 Change in fair value of earnout liabilities 164 (25,148) 3,800 (6,442) 6,139 22,800 Transformation costs 7,005 5,649 2,929 5,068 1,879 5,388 Impairment loss on a long-lived real estate asset 12,588 — — — — — Severance and restructuring expenses 3,405 4,868 5,390 8,543 21,310 15,967 Acquisition and integration expenses 76 190 2,831 695 485 510 Stock-based compensation expense 9,062 8,857 8,856 9,316 6,973 7,755 Other 525 (2,897) (247) 700 317 1,477 Adjusted non-GAAP consolidated EFO $ 138,025 $ 139,949 $ 135,304 $ 129,433 $ 153,198 $ 137,168 GAAP EFO as a percentage of net sales 4.1 % 6.1 % 4.6 % 4.4 % 4.6% 3.1% Adjusted non-GAAP EFO as a percentage of net sales 6.6 % 6.5 % 6.8 % 6.2 % 7.5% 6.6% * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) certain third-party data center service outage related expenses and recoveries, (viii) impairment losses on long lived real estate assets now held for sale, (ix) stock-based compensation expense, and (x) the tax effects of each of these items, as applicable Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) 30


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended Three Months Ended Three Months Ended June 30, September 30, December 31, US Dollars in $000s, except per share data 2025 2024 2025 2024 2025 2024 Adjusted Consolidated Net Earnings: GAAP consolidated net earnings $ 46,932 $ 87,444 $ 50,947 $ 58,208 $ 51,954 $ 37,012 Amortization of intangible assets 18,668 17,357 18,678 18,702 20,874 18,597 Change in fair value of earnout liabilities 164 (25,148) 3,800 (6,442) 6,139 22,800 Net loss on revaluation of warrant settlement liabilities — — — — — — Transformation costs 7,005 5,649 2,929 5,068 1,879 5,388 Impairment loss on a long-lived real estate asset 12,588 — — — — — Severance and restructuring expenses 3,405 4,868 5,390 8,543 21,310 15,967 Acquisition and integration expenses 76 190 2,831 695 485 510 Stock-based compensation expense 9,062 8,857 8,856 9,316 6,973 7,755 Other 525 (2,897) (247) 700 317 1,477 Income taxes on non-GAAP adjustments (12,381) (2,900) (9,123) (10,366) (12,097) (11,963) Adjusted non-GAAP consolidated net earnings $ 86,044 $ 93,420 $ 84,061 $ 84,424 $ 97,834 $ 97,543 * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) certain third-party data center service outage related expenses and recoveries, (viii) impairment losses on long lived real estate assets now held for sale, (ix) stock-based compensation expense, and (x) the tax effects of each of these items, as applicable Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) 31


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended Three Months Ended Three Months Ended June 30, September 30, December 31, US Dollars in $000s, except per share data 2025 2024 2025 2024 2025 2024 Adjusted Diluted Earnings Per Share: GAAP diluted EPS $ 1.46 $ 2.27 $ 1.62 $ 1.52 $ 1.67 $ 0.99 Amortization of intangible assets 0.58 0.45 0.59 0.49 0.67 0.50 Change in fair value of earnout liabilities 0.01 (0.65) 0.12 (0.17) 0.20 0.61 Net loss on revaluation of warrant settlement liabilities — — — — — — Transformation costs 0.22 0.15 0.09 0.13 0.06 0.14 Impairment loss on a long-lived real estate asset 0.39 — — — — — Severance and restructuring expenses 0.11 0.13 0.17 0.22 0.68 0.43 Acquisition and integration expenses — — 0.09 0.02 0.02 0.01 Stock-based compensation expense 0.28 0.23 0.28 0.24 0.22 0.21 Other 0.01 (0.08) (0.01) 0.02 0.01 0.05 Income taxes on non-GAAP adjustments (0.39) (0.08) (0.29) (0.27) (0.39) (0.32) Impact of benefit from note hedge 0.01 0.23 0.01 0.21 0.01 0.23 Adjusted non-GAAP diluted EPS $ 2.68 $ 2.65 $ 2.67 $ 2.41 $ 3.15 $ 2.85 Shares used in diluted EPS calculation 32,121 38,567 31,536 38,331 31,046 37,212 Impact of benefit from note hedge — (3,322) — (3,258) — (3,011) Shares used in Adjusted non-GAAP diluted EPS calculation 32,121 35,245 31,536 35,073 31,046 34,201 * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative expenses exclude (i) severance and restructuring expenses, net, (ii) certain executive recruitment and hiring related expenses, (iii) amortization of intangible assets, (iv) transformation costs, (v) certain acquisition and integration related expenses, (vi) gains and losses from revaluation of acquisition related earnout liabilities, (vii) certain third-party data center service outage related expenses and recoveries, (viii) impairment losses on long lived real estate assets now held for sale, (ix) stock-based compensation expense, and (x) the tax effects of each of these items, as applicable Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) 32


 

Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Financial Results by Offering Category US Dollars in $000s Q1-24 Q2-24 Q3-24 Q4-24 FY 2024 Q1-25 Q2-25 Q3-25 Q4-25 FY 2025 Q1-26 Consolidated IEI by Offering Category: Hardware $ 1,134,727 $ 1,172,641 $ 1,137,518 $ 1,130,014 $ 4,574,900 $ 1,141,516 $ 1,191,031 $ 1,144,225 $ 1,153,345 $ 4,630,117 $ 1,220,217 Software 829,228 553,794 536,261 521,457 2,440,740 566,284 474,259 433,547 426,801 1,900,891 446,329 Total Products 1,963,955 1,726,435 1,673,779 1,651,471 7,015,640 1,707,800 1,665,290 1,577,772 1,580,146 6,531,008 1,666,546 Agent Services 183,634 197,798 175,605 188,475 745,512 169,907 191,051 192,299 216,773 770,030 208,707 Insight Delivered Services 231,896 237,429 238,502 232,719 940,546 225,849 235,141 233,774 251,378 946,142 252,733 Total Services 415,530 435,227 414,107 421,194 1,686,058 395,756 426,192 426,073 468,151 1,716,172 461,440 Total Net Sales $ 2,379,485 $ 2,161,662 $ 2,087,886 $ 2,072,665 $ 8,701,698 $ 2,103,556 $ 2,091,482 $ 2,003,845 $ 2,048,297 $ 8,247,180 $ 2,127,986 Hardware Cost $ 986,909 $ 1,021,148 $ 982,489 $ 978,207 $ 3,968,753 $ 994,519 $ 1,037,049 $ 996,360 $ 1,000,730 $ 4,028,658 $ 1,069,020 Software Cost 784,675 515,122 503,782 487,483 2,291,062 537,307 443,728 408,961 397,669 1,787,665 418,624 Total Product Cost 1,771,584 1,536,270 1,486,271 1,465,690 6,259,815 1,531,826 1,480,777 1,405,321 1,398,399 5,816,323 1,487,644 Services Cost 166,973 172,027 169,530 167,337 675,867 165,253 168,378 164,329 171,470 669,430 178,191 Total Cost of Goods Sold $ 1,938,557 $ 1,708,297 $ 1,655,801 $ 1,633,027 $ 6,935,682 $ 1,697,079 $ 1,649,155 $ 1,569,650 $ 1,569,869 $ 6,485,753 $ 1,665,835 Product Gross Profit $ 192,371 $ 190,165 $ 187,508 $ 185,781 $ 755,825 $ 175,974 $ 184,513 $ 172,451 $ 181,747 $ 714,685 $ 178,902 Services Gross Profit 248,557 263,200 244,577 253,857 1,010,191 230,503 257,814 261,744 296,681 1,046,742 283,249 Total Gross Profit $ 440,928 $ 453,365 $ 432,085 $ 439,638 $ 1,766,016 $ 406,477 $ 442,327 $ 434,195 $ 478,428 $ 1,761,427 $ 462,151 % of Total Net Sales: Hardware 48 % 54 % 54 % 55 % 53 % 54 % 57 % 57 % 56 % 56 % 57 % Software 35 % 26 % 26 % 25 % 28 % 27 % 23 % 22 % 21 % 23 % 21 % Total Products 83 % 80 % 80 % 80 % 81 % 81 % 80 % 79 % 77 % 79 % 78 % Agent Services 8 % 9 % 8 % 9 % 9 % 8 % 9 % 10 % 11 % 9 % 10 % Insight Delivered Services 10 % 11 % 11 % 11 % 11 % 11 % 11 % 12 % 12 % 11 % 12 % Total Services 17 % 20 % 20 % 20 % 19 % 19 % 20 % 21 % 23 % 21 % 22 % % of Total Services Net Sales: Agent Services 44 % 45 % 42 % 45 % 44 % 43 % 45 % 45 % 46 % 45 % 45 % Insight Delivered Services 56 % 55 % 58 % 55 % 56 % 57 % 55 % 55 % 54 % 55 % 55 % Note: Numbers may not foot or cross foot due to immaterial rounding 33


 

FAQ

How did Insight Enterprises (NSIT) perform financially in Q1 2026?

Insight Enterprises reported Q1 2026 net sales of $2.13 billion, up 1% year over year. Gross profit rose 14% to $462.2 million, and gross margin expanded to 21.7%, reflecting a richer mix of services and cloud offerings.

What were Insight Enterprises' earnings and EPS for Q1 2026?

Q1 2026 net earnings were $30.0 million with diluted EPS of $0.97, both more than doubling year over year. On an adjusted basis, net earnings reached $88.9 million and adjusted diluted EPS was $2.88, up 26%.

How did Insight Enterprises' services and cloud businesses perform in Q1 2026?

In Q1 2026, services net sales increased 17% to $461.4 million, and services gross profit rose 23% to $283.2 million. Cloud gross profit grew 35% to $139 million, while Insight Core services gross profit increased 19% to $86 million.

What guidance did Insight Enterprises give for full-year 2026?

The company expects 2026 adjusted diluted EPS between $11.00 and $11.50, roughly 5% growth at the midpoint over 2025’s $10.75. Management also targets gross profit growth in the low single digits and a gross margin of about 21.5%.

How did Insight Enterprises’ adjusted EBITDA trend in Q1 2026?

Q1 2026 adjusted EBITDA was $152.0 million, a 27% increase from $120.1 million a year earlier. Adjusted EBITDA represented 7.1% of net sales, up from 5.7%, indicating stronger underlying operating performance.

What were Insight Enterprises’ operating cash flows in Q1 2026?

Cash flows provided by operating activities were $32.4 million in Q1 2026, compared with $78.1 million in Q1 2025. The change mainly reflects movements in working-capital items such as accounts receivable, inventories, and payables.

How did Insight Enterprises' regional segments perform in Q1 2026?

In Q1 2026, North America net sales dipped 1% to $1.68 billion but earnings from operations rose 30% to $66.2 million. EMEA net sales grew 9% to $372.9 million, and APAC net sales increased 20% to $72.3 million despite a small operating loss.

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