Insight Enterprises, Inc. · NASDAQ:NSIT

Insight Enterprises — Q3 2026 Earnings Presentation

37 slides from Insight Enterprises's earnings presentation, Nov 5, 2026

1. Slide 1: Third Quarter 2026 Earnings Conference Call and Webcast

   Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Insight Enterprises, Inc. Third Quarter 2026 Earnings Conference Call and Webcast 1

2. Slide 2: Disclosures

   Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Disclosures Safe harbor statement This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 related to Insight’s plans and expe

3. Slide 3: Table of Contents

   Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Table of Contents • Solutions Integrator Strategy • Solutions at Work • Employer Awards • Partner and Industry Recognitions • Third Quarter 2026 Highlights and Performance • 2026 Outlook • Appendix 3

4. Slide 4: Secure, Integrated Solutions

   Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Secure, Integrated Solutions We help our clients implement high-quality, scalable solutions from the cloud to the edge — quickly and safely End-to-end Capabilities We architect, build, and optimize mo

5. Slide 5: Challenge, Solution, Outcomes: AI root cause analysis

   Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Challenge Solution Outcomes 5 • Conversational Five Whys framework guides investigators through structured root cause analysis and multiple causal paths • AI-powered root cause analysis engine propose

6. Slide 6: Challenge, Solution, Outcomes: Managed exposure defense

   Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Challenge Solution Outcomes 6 • Insight Managed Exposure Defense spanning Managed XDR, CTEM, CPEN and Patch Defense • Consolidated managed security program aligned to client's Microsoft environment •

7. Slide 7: Challenge, Solution, Outcomes: AI HR assistant

   Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. 7 Challenge Solution Outcomes • RapidAI engagement moving from discovery to a functioning prototype in just 10 days • AI-powered HR assistant designed to identify employee needs and route requests int

8. Slide 8: Employer Awards

   Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Employer Awards 8 – 2026 World's Best Employers – 2025 America’s Best Employers for Women – 2025 America's Best Employers for Company Culture – 2025 America's Best Employers for Tech Workers – 2025 Am

9. Slide 9: Partner and Industry Recognitions

   Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Cisco | 2025 USA West Area SMB Partner of the Year | 2025 SMB and Mid-Market Partner of the Year for the Americas | 2025 Canada SMB Partner of the Year Zebra | 2025 Innovative Strategic Alignment NSP

10. Slide 10: Q3 2026 Performance

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Q3 2026 Performance (Changes against prior year period) * See Appendix for reconciliation of non-GAAP measures NET SALES $2.4B +22% YoY GROSS PROFIT $523M +20% YoY MARGINS GROSS MARGIN 21.4% -30 bps E

11. Slide 11: YTD Q3 26 Performance

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. YTD Q3 2026 Performance (Changes against prior year period) * See Appendix for reconciliation of non-GAAP measures NET SALES $7.0B +12% YoY GROSS PROFIT $1.5B +17% YoY MARGINS GROSS MARGIN 21.6% +90 b

12. Slide 12: 2026 Outlook Assumptions

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Assumptions: As of November 5, 2026 Gross profit growth 12.5% - 14.0% Gross margin approximately 21.5% Adjusted diluted EPS* $13.55 - $13.75 Interest and other expenses approximately $95 million Effec

13. Slide 13: Appendix

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Appendix 13

14. Slide 14: Net Sales and Gross Profit

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. NET SALES GROSS PROFIT * For the twelve months ended September 30, 2026 Trailing twelve months Trailing twelve months $2.4B +22% YoY $2.0B $2.0B $2.1B $2.4B $2.4B Q3-25 Q4-25 Q1-26 Q2-26 Q3-26 $8.4B $

15. Slide 15: Services Net Sales and Gross Profit

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Gross Margin SERVICES NET SALES SERVICES GROSS PROFIT * For the twelve months ended September 30, 2026 Trailing twelve months Trailing twelve months $512M +20% YoY $426M $468M $461M $514M $512M Q3-25

16. Slide 16: Insight Core Services and Cloud Gross Profit

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. INSIGHT CORE SERVICES GROSS PROFIT CLOUD GROSS PROFIT * For the twelve months ended September 30, 2026 Note: Insight Core services is defined as services Insight delivers and manages Trailing twelve m

17. Slide 17: Earnings from Operations and Adjusted EFO

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. EARNINGS FROM OPERATIONS ADJUSTED EARNINGS FROM OPERATIONS** * For the twelve months ended September 30, 2026 ** See Appendix for reconciliation of non-GAAP measures. Prior period adjusted information

18. Slide 18: Diluted and Adjusted Diluted EPS

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. DILUTED EARNINGS PER SHARE ADJUSTED DILUTED EARNINGS PER SHARE** * For the twelve months ended September 30, 2026 ** See Appendix for reconciliation of non-GAAP measures. Prior period adjusted informa

19. Slide 19: Quarterly and TTM Financial Summary

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. * See Appendix for reconciliation of non-GAAP measures Three Months Ended Q3-25 Q4-25 Q1-26 Q2-26 Q3-26 Net Sales YoY (4) % (1) % 1 % 15 % 22 % Gross Margin 21.7 % 23.4 % 21.7 % 21.7 % 21.4 % GAAP EFO

20. Slide 20: Services Financial Summary

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended Q3-25 Q4-25 Q1-26 Q2-26 Q3-26 Services Revenue $426M $468M $461M $514M $512M Services Revenue YoY 3% 11% 17% 21% 20% Services Gross Profit $262M $297M $283M $328M $322M Insight Core

21. Slide 21: GEO Financial Metrics

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. * See Appendix for reconciliation of non-GAAP measures ** In constant currency for EMEA and APAC. Reference “Constant currency” section on slide 2 of this presentation Three Months Ended September 30,

22. Slide 22: Adjusted EBITDA and Debt Covenants

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Adjusted EBITDA and Debt Covenants Twelve Months Ended September 30, US Dollars in $000s 2026 2025 Adjusted Consolidated EBITDA: Net earnings $ 181,693 $ 142,405 Interest expense 105,167 84,379 Taxes

23. Slide 23: Adjusted Consolidated Earnings from Operations

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended September 30, Nine Months Ended September 30, US Dollars in $000s 2026 2025 2024 2026 2025 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 68,691 $ 93,067 $

24. Slide 24: Adjusted Consolidated Net Earnings

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended September 30, Nine Months Ended September 30, US Dollars in $000s, except per share data 2026 2025 2024 2026 2025 Adjusted Consolidated Net Earnings: GAAP consolidated net earnings

25. Slide 25: Adjusted Diluted Earnings Per Share

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended September 30, Nine Months Ended September 30, US Dollars in $000s, except per share data 2026 2025 2024 2026 2025 Adjusted Diluted Earnings Per Share: GAAP diluted EPS $ 0.74 $ 1.62

26. Slide 26: Adjusted North America and EMEA EFO

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended September 30, Nine Months Ended September 30, US Dollars in $000s 2026 2025 2026 2025 Adjusted North America Earnings from Operations: GAAP EFO from North America segment $ 84,123 $

27. Slide 27: Adjusted APAC Earnings from Operations

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended September 30, Nine Months Ended September 30, US Dollars in $000s 2026 2025 2026 2025 Adjusted APAC Earnings from Operations: GAAP EFO from APAC segment $ (22,302) $ 4,949 $ (14,528

28. Slide 28: Adjusted Consolidated EBITDA

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended Nine Months Ended September 30, September 30, US Dollars in $000s 2026 2025 2026 2025 Adjusted Consolidated EBITDA: GAAP consolidated net earnings $ 22,161 $ 50,947 $ 129,739 $ 105,

29. Slide 29: Footnotes

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. 1 Assumed tax rate of 26.0% 2 Average of previous five quarters 3 Computed as GAAP consolidated EFO, net of tax of $95,306 and $79,138 for the twelve months ended September 30, 2026 and 2025, respecti

30. Slide 30: Adjusted Selling and Administrative Expenses

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended September 30, Nine Months Ended September 30, US Dollars in $000s 2026 2025 2026 2025 Adjusted Consolidated Selling and Administrative Expenses: GAAP selling and administrative expe

31. Slide 31: Adjusted Free Cash Flow and Net Earnings TTM

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Twelve Months Ended September 30, US Dollars in $000s 2026 Adjusted Free Cash Flow: Net cash provided by operating activities $ 302,319 Less: Purchases of property and equipment 27,981 Adjusted non-GA

32. Slide 32: Prior Quarters Adjusted EFO

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended Three Months Ended Three Months Ended December 31, March 31, June 30, US Dollars in $000s 2025 2024 2026 2025 2026 2025 Adjusted Consolidated Earnings from Operations: GAAP consolid

33. Slide 33: Prior Quarters Adjusted Net Earnings

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended Three Months Ended Three Months Ended December 31, March 31, June 30, US Dollars in $000s, except per share data 2025 2024 2026 2025 2026 2025 Adjusted Consolidated Net Earnings: GA

34. Slide 34: Prior Quarters Adjusted Diluted EPS

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Three Months Ended Three Months Ended Three Months Ended December 31, March 31, June 30, US Dollars in $000s, except per share data 2025 2024 2026 2025 2026 2025 Adjusted Diluted Earnings Per Share: G

35. Slide 35: Non-GAAP Definitions and TTM Reconciliation

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative e

36. Slide 36: Non-GAAP Definitions and TTM Reconciliation

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. * The non-GAAP financial measures are referred to as “Adjusted”. Adjusted earnings from operations, Adjusted net earnings, Adjusted diluted earnings per share and Adjusted selling and administrative e

37. Slide 37: Financial Results by Offering Category

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. Financial Results by Offering Category US Dollars in $000s Q3-24 Q4-24 FY 2024 Q1-25 Q2-25 Q3-25 Q4-25 FY 2025 Q1-26 Q2-26 Q3-26 Consolidated IEI by Offering Category: Net Sales: Hardware $ 1,137,518

Insight Enterprises — Q3 2026 Earnings Presentation on 6ix