)
Insight Enterprises (NSIT) investor relations material
Insight Enterprises Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record gross profit and margin in Q4 2025, driven by strong cloud and core services growth, despite a 1% revenue decline year-over-year.
FY 2025 net sales were $8.2B, down 5% year-over-year, with gross profit flat at $1.8B and gross margin up 110 bps to 21.4%.
Adjusted diluted EPS for FY 2025 was $9.87, up 2% year-over-year; Q4 adjusted diluted EPS rose 11% to $2.96.
Integrated acquisitions enhanced advisory, data, AI, and cybersecurity capabilities; launched Prism AI platform and received multiple industry and partner awards.
Operating cash flow for FY 2025 was $304M, supporting continued investment and financial flexibility.
Financial highlights
Q4 2025 net sales: $2.0B, down 1% YoY; gross profit up 9% to $478M; gross margin up 220 bps to 23.4%.
Q4 cloud gross profit: $138M, up 11%; core services gross profit: $90M, up 16%.
FY 2025 cloud gross profit: $495M, up 2%; core services gross profit: $320M, up 2%.
FY 2025 adjusted EBITDA: $543M (flat YoY), margin 6.6%; adjusted EFO: $504M (flat YoY).
FY 2025 adjusted diluted EPS: $9.87, up 2%; cash flow from operations: $304M; adjusted free cash flow: $279M.
Outlook and guidance
FY 2026 guidance: gross profit growth in low single digits, gross margin ~21%.
Adjusted diluted EPS expected at $10.10–$10.60 (including stock-based comp) and $11.00–$11.50 (excluding stock-based comp), ~5% growth at midpoint.
Cash flow from operations expected at $300M–$400M; capex $20M–$30M; effective tax rate 25.5%–26.5%.
Hardware gross profit expected flat; core services gross profit to grow high single digits; cloud gross profit to grow low double digits.
EPS growth weighted to first half of 2026; cloud and hardware stronger in H1, with a tail impact from partner program changes in H2.
- TimeTickerHeadlineOpen
- 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and robust acquisitions. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects. - 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position.
Next Insight Enterprises earnings date
Next Insight Enterprises earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)