Insight Enterprises' Q2 sales miss estimates

Insight Enterprises

31/07/2025 13:15

Overview

Insight Q2 net sales fell 3% yr/yr, missing analyst expectations, per LSEG data

Adjusted EPS flat at $2.45, slightly below analyst estimates, per LSEG data

Company achieved record gross margin and adjusted earnings from operations margin

Outlook

Insight expects 2025 adjusted EPS between $9.70 and $10.10

Company anticipates flat gross profit for 2025

Insight forecasts 2025 gross margin around 20%

Result Drivers

PARTNER PROGRAM CHANGES - Company attributes sales decline partly to changes in partner programs, per CEO Joyce Mullen

HARDWARE SALES - Hardware net sales increased 2% year-over-year, marking growth for the second consecutive quarter

REAL ESTATE IMPAIRMENT - Earnings from operations impacted by impairment loss on real estate asset held for sale

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$2.09 bln
$2.15 bln (4 Analysts)
Q2 Adjusted EPS
Miss
$2.45
$2.46 (4 Analysts)
Q2 EPS
$1.46
Q2 Net Income
$46.93 mln
Q2 Gross Margin
21.1%
Q2 Earnings From Operations
$86.53 mln
Q2 Gross Profit
$442.33 mln


Press Release: ID:nBw3fcmn0a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)