Insight Enterprises' Q3 sales miss estimates

Insight Enterprises

30/10/2025 12:08

Overview

Insight Enterprises Q3 sales declined 4%, missing analyst expectations

Adjusted diluted EPS increased 11% yr/yr, in line with expectations

Net earnings fell 12% due to higher interest expenses

Outlook

Company expects full-year adjusted EPS between $9.60 and $9.90

Insight Enterprises anticipates 2025 gross margin to be approximately 21%

Company forecasts interest and other expenses at $85 mln for 2025

Result Drivers

CLOUD PROFIT - Cloud gross profit exceeded expectations, contributing positively to results

GROSS MARGIN EXPANSION - Record gross margin expansion of 100 basis points to 21.7%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$2 bln
$2.15 bln (3 Analysts)
Q3 EPS
$1.62
Q3 Net Income
$50.94 mln
Q3 Gross Margin
21.70%
Q3 Earnings From Operations
$93.06 mln
Q3 Gross Profit
$434.19 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Insight Enterprises Inc is $175.00, about 40.8% above its October 29 closing price of $103.67

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nBw3ZytGMa

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(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.)