--- title: "Insight Enterprises | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 2.399 B" type: "News" locale: "en" url: "https://longbridge.com/en/news/295105404.md" datetime: "2026-08-06T12:07:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295105404.md) - [en](https://longbridge.com/en/news/295105404.md) - [zh-HK](https://longbridge.com/zh-HK/news/295105404.md) --- # Insight Enterprises | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 2.399 B Revenue: As of FY2026 Q2, the actual value is USD 2.399 B, beating the estimate of USD 2.208 B. EPS: As of FY2026 Q2, the actual value is USD 2.57, beating the estimate of USD 1.86. EBIT: As of FY2026 Q2, the actual value is USD 130.97 M. ### Consolidated Financial Performance (Q2 2026 vs. Q2 2025) #### Net Sales - Total net sales increased 15% year over year (YoY) to $2.4 billion. Excluding foreign currency effects, consolidated net sales increased 14% YoY. - Product net sales increased 13% YoY. Hardware product net sales increased 21% YoY, while software product net sales decreased -6% YoY. - Services net sales increased 21% YoY. #### Gross Profit and Margin - Consolidated gross profit increased 18% YoY to $521.6 million. - Consolidated gross margin expanded 60 basis points to 21.7% of net sales. - Product gross profit increased 5% YoY, and services gross profit increased 27% YoY. - Cloud gross profit increased 39% YoY to $171 million. - Insight Core services gross profit increased 21% YoY to $95 million. #### Operating Expenses - Selling and administrative expenses increased 9% YoY. - Adjusted selling and administrative expenses increased 12% YoY. - Severance and restructuring expenses, net, were $5.795 million, an increase of 70% YoY. - Acquisition and integration related expenses were $0.265 million, an increase of \>100% YoY. #### Operating Profit and Margin - Earnings from operations (EFO) increased 51% YoY to $131.0 million, representing 5.5% of net sales. - Adjusted earnings from operations increased 31% YoY to $180.6 million, representing 7.5% of net sales. - Adjusted EBITDA increased 29% YoY to $190.4 million. #### Net Earnings - Consolidated net earnings increased 65% YoY to $77.6 million, representing 3.2% of net sales. - Adjusted consolidated net earnings increased 35% YoY to $116.4 million, representing 4.9% of net sales. ### Segment Performance (Q2 2026 vs. Q2 2025) #### North America - Net sales increased 15% YoY to $1.9 billion. Product net sales increased 14% to $1.6 billion, and services net sales increased 19% to $368.2 million. - Gross profit increased 16% YoY to $397.7 million, with a gross margin of 20.5%. - Earnings from operations increased 64% YoY to $112.6 million, or 5.8% of net sales. - Adjusted earnings from operations increased 36% YoY to $149.1 million, or 7.7% of net sales. #### EMEA - Net sales increased 8% YoY to $375.2 million. Product net sales increased 5% to $274.436 million, and services net sales increased 14% to $100.758 million. - Gross profit increased 13% YoY to $93.4 million, with a gross margin of 24.9%. - Earnings from operations decreased -15% YoY to $9.5 million, or 2.5% of net sales. - Adjusted earnings from operations decreased -2% YoY to $20.6 million, or 5.5% of net sales. #### APAC - Net sales increased 46% YoY to $85.6 million. Product net sales increased 34% to $40.722 million, and services net sales increased 59% to $44.918 million. - Gross profit increased 67% YoY to $30.5 million, with a gross margin of 35.6%. - Earnings from operations increased 34% YoY to $8.9 million, or 10.4% of net sales. - Adjusted earnings from operations increased 55% YoY to $11.0 million, or 12.8% of net sales. ### Year-to-Date Second Quarter 2026 Performance #### Net Sales - Net sales totaled $4.5 billion, an 8% increase YoY. #### Gross Profit and Margin - Gross profit was $984 million, up 16% YoY, and gross margin was 21.7%, an increase of 150 basis points. - Cloud gross profit XD was $310 million, up 37% YoY. - Insight Core services gross profit increased 20% YoY to $181 million. #### Operating Profit and Margins - EFO was $203 million, up 38% YoY, with an EFO margin of 4.5%, an increase of 100 basis points. - Adjusted EFO reached $322 million, growing 29% YoY, and the Adjusted EFO margin was 7.1%, up 120 basis points. - Adjusted EBITDA was $342 million, up 28% YoY. #### Net Earnings - Net earnings were $108 million, marking a 98% increase YoY. #### Geographic Performance (YTD Q2 2026) - **North America**: Net sales were $3.6 billion, increasing 7% YoY. Gross profit was $0.8 billion, up 14% YoY, with a gross margin of 20.7%, an increase of 120 basis points. GAAP EFO was $178.8 million, up 50% YoY, and Adjusted EFO was $271.5 million, up 33% YoY. - **EMEA**: Net sales were $0.7 billion, increasing 3% YoY. Gross profit was $180.2 million, up 12% YoY, with a gross margin of 24.1%, an increase of 180 basis points. GAAP EFO was $16.1 million, decreasing -7% YoY, while Adjusted EFO remained flat at 0% YoY, at $35.3 million. - **APAC**: Net sales were $158.0 million, increasing 23% YoY. Gross profit was $52.5 million, up 47% YoY, with a gross margin of 33.2%, an increase of 510 basis points. GAAP EFO was $7.8 million, decreasing -33% YoY, and Adjusted EFO was $15.0 million, up 20% YoY. ### Cash Flow (Six Months Ended June 30, 2026 vs. June 30, 2025) - Net cash provided by operating activities was $20.140 million, compared to net cash used in operating activities of -$99.001 million in the prior year period. - Net cash from operations for Q2 2026 was - $12 million. - Net cash used in investing activities was -$5.870 million, compared to -$11.978 million in the prior year period. - Net cash provided by financing activities was $3.835 million, compared to $139.118 million in the prior year period. ### Outlook / Guidance (Full Year 2026) Insight Enterprises, Inc. is raising its gross profit growth expectations for the full year 2026 to 8% to 10%, with an expected gross margin between 21.5% and 22.0%. The company anticipates capital expenditures between $20 million and $30 million. 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