Insight Enterprises beats revenue and earnings forecasts in third quarter

what happened

According to StockStory, IT solutions integrator Insight Enterprises (NASDAQ: NSIT) reported third-quarter 2026 revenue of $2.44 billion, up 21.8% from a year earlier and 13.9% above the S&P consensus estimate. Adjusted earnings per share came in at $3.59, compared with analysts' expectations of $2.85.

The company raised its full-year adjusted EPS guidance, with the midpoint now at $13.65, a 9.6% increase from the previous outlook. Adjusted operating margin, however, fell to 2.8% from 4.6% a year earlier, and free cash flow margin dropped to 5% from 12.2%. Market capitalization stands at $5.15 billion. After the report, shares rose 2.4% to $179.75.

Trailing 12-month revenue reached $9.02 billion, but revenue over the last two years has been roughly flat, and S&P data shows analysts expect revenue to stay flat over the next 12 months.

why it matters

A strong report and a higher profit outlook support interest in the stock, but the drop in margins and cash flow points to cost pressure. For the market, the key question is the quality of growth: revenue is rising while profitability is not yet keeping pace. Judging the stock requires looking beyond a single quarter at the business as a whole.

market impact

Insight Enterprises shares: strong results and a raised profit outlook support the stock

• ▲Insight Enterprises shares pressure up — strong quarterly results and a raised profit outlook support demand for the stock

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